• M-Squared Advisory works private equity firms and other investors to define and support their M&A activities
• Services Include: Fractional M&A, Due Diligence Support, M&A Advisory, and Programmatic Acquisition Consulting

• Led M&A for Banyan Software's Transportation and Longtail verticals. Responsibilities included: Deal Sourcing, Evaluation of M&A Targets, Valuation, Deal Structuring, Negotiation, Due Diligence, and Post-Closing Operational Support.
• Key Accomplishments:
• Worked with senior leadership, operating partners and business operators to develop M&A strategy and execute transactions to support Banyan's long-term objectives
• Deployed +$150M of capital across 13 acquisitions, inline with Banyan Software's investment criteria
• At time of departure, 11 out of 13 investments were tracking to expected case or better

• Led a six-person team responsible for the execution of Spark's corporate growth strategy. Responsibilities included: Sourcing Capital, Liaising with M&A Prospects, M&A Execution, PMI Planning & Execution, and Investment Analysis.
• Key Accomplishments:
• Worked with key stakeholders and senior leadership to develop a five-year M&A strategy to support the company's short, medium, and long-term goals
• Developed a comprehensive post-merger integration playbook and led the PMI of two recent acquisitions
• Supported the Board of Directors in a strategic review process to identify, evaluate and consider a broad range of alternatives available to provide the necessary capital to execute Spark's corporate growth strategy

• Responsibilities included: M&A Target Identification & Execution, Rollout of Organic Growth Initiatives, Corporate Finance & Capital Raising, Asset Management & Capital Allocation, and Treasury & Cash Flow Management.
• Key Accomplishments:
• Played a lead role in the end-to-end execution of 6 strategic acquisitions totaling ~$100M, which helped grow company revenue from ~$30M in 2016 to ~$225M in 2019
• Worked alongside Co-CEOs, CFO, and CIO to raise ~$130M of debt and equity capital

• Participated in 12 transactions totaling $150M+. Responsibilities included: Liaising with Buyers, Sellers & Capital Providers, Industry Research & Target Identification, Financial Analysis, Modelling & Valuation, and Due Diligence.
• Key Accomplishments:
• Developed an end-to-end understanding of the M&A process for small to mid-size companies
• Sourced and executed strategic acquisitions for clients ranging from $1M to $50M
• Established relationships with various capital providers, private equity firms, and M&A intermediaries