Functional Skills
Financial Modeling
Bulge Bracket Investment Banks
Experience
Clay Hill Capital
Finance
Advisor & Investor
9/2009 - Present
Provide investment advisory services as well as corporate advisory services. Currently retained by leading online gaming company to conduct strategic planning and raise $10 million of additional venture capital funding. Previously retained by same company to secure Series A venture capital funding; successfully sourced and negotiated funding from Tiger Global on favorable terms.
Also manage investor portfolios on managed accounts basis, investing primarily in US equities.
Also manage investor portfolios on managed accounts basis, investing primarily in US equities.
Sandstone Capital
Finance
Vice President
10/2004 - 3/2008
Helped manage emerging markets investment fund with offices in Mumbai, India. Made numerous public market investments as well as PIPEs and other private investments. Sandstone Capital was one of the top performing India-dedicated funds during my time there.
Och-Ziff Capital
Finance
Investment Analyst
1/2002 - 9/2003
Long/short equity analyst covering multiple sectors with an emphasis on special situations (spin offs, restructurings, etc.).
SAB Capital
Finance
Investment Analyst
8/2000 - 1/2002
Long/short equity analyst covering multiple sectors. Conducted extensive financial modeling and analysis.
JPMorgan Chase & Co
Finance
Associate
9/1995 - 3/1999
Initially served as investment banking analyst covering midwestern clients and working on M&A transactions, IPOs, and debt deals. Then moved to debt capital markets and worked on structuring and marketing of fixed-income and currency swaps. Promoted directly to Associate.