Functional Skills

M&A Support
Market Research
Data Collection / Research
Procurement
Strategy Development

Sector Experience

Aerospace & Defense
Healthcare
Industrials
Big 4 Accounting
Bulge Bracket Investment Banks
Top Consulting Firms

Experience

Oberon Sercurities Finance
Managing Director
8/2018 - Present
Middle-market M&A working with private and family businesses on sellside and buyside across industry sectors around the US
Stillpoint Capital Finance
Managing Director
7/2015 - 8/2019
M&A and finance expert,
KPMG Finance
Partner
6/2010 - 6/2012
M&A and finance expert, valuations, financial modelling, investor relations, raising equity
Deutsche Bank Finance
Director
11/2003 - 5/2009
M&A and finance expert, valuations, financial modelling, investor relations, raising equity
Merrill Lynch Finance
Associate
5/2001 - 5/2003
M&A and finance expert, valuations, financial modelling, investor relations, raising equity