Functional Skills
M&A Support
Bulge Bracket Investment Banks
Fortune 500
Experience
MIT Alumni Angels
Finance
Co-Founder & Managing Director
2/2014 - Present
Angel investment group made up of ~250 MIT alumni, and formally affiliated with the MIT Alumni Association. (http://www.mitalumniangels.com/)
• We focus on pre-seed & seed rounds for technology startups, and our primary vehicle is quarterly pitch events.
o Held 10 pitch events across which 62 companies presented. 75% of those companies successfully closed their rounds, and have in aggregate now raised ~$128.7M. Members of the group have invested ~$2.5M in 19 of those.
• We focus on pre-seed & seed rounds for technology startups, and our primary vehicle is quarterly pitch events.
o Held 10 pitch events across which 62 companies presented. 75% of those companies successfully closed their rounds, and have in aggregate now raised ~$128.7M. Members of the group have invested ~$2.5M in 19 of those.
Harvard Business School
Other
Research Associate
11/2013 - 5/2015
• Researched financial inclusion in emerging markets, with a focus on mobile money services targeting the base of the pyramid.
• Developed framework to understand the success factors for such services, and wrote paper entitled “Mobile Money Services: Design and Development for Financial Inclusion.” (http://hbswk.hbs.edu/item/7794.html)
• Developed framework to understand the success factors for such services, and wrote paper entitled “Mobile Money Services: Design and Development for Financial Inclusion.” (http://hbswk.hbs.edu/item/7794.html)
US Department of the Treasury
Other
Summer Policy Advisor, Office of Capital Markets
6/2013 - 8/2013
Financial Markets Policy. Worked on JOBS Act, Orderly Liquidation component of Dodd-Frank, and European situation.
Avery Dennison
Start-Up
Senior Project Manager, New Growth Platforms
12/2009 - 6/2010
Concept Development: As member of four-person team, developed business plan for mobile SaaS platform which would enable brands to interact with consumers in retail stores through NFC-enabled smartphones.
o Involved in all aspects of business plan development including evaluating market opportunities, defining products and services, interviewing industry participants, and developing business model.
o Managed three contractors through initial phases of development of demo version of solution.
o Involved in all aspects of business plan development including evaluating market opportunities, defining products and services, interviewing industry participants, and developing business model.
o Managed three contractors through initial phases of development of demo version of solution.
iPay Technologies
Start-Up
Assistant to the President
12/2009 - 6/2010
Managed process to sell company (portfolio company of Bain Capital Ventures and Spectrum Equity), resulting in $300M acquisition by Jack Henry & Associates.
o Took on transaction-related responsibilities of CFO as the company did not have a CFO.
o Led interactions with company’s investment bankers.
o Played central role in crafting analyses and other materials used to present company’s story to potential acquirers.
o Participated in board & executive meetings and advised executive team.
o Took on transaction-related responsibilities of CFO as the company did not have a CFO.
o Led interactions with company’s investment bankers.
o Played central role in crafting analyses and other materials used to present company’s story to potential acquirers.
o Participated in board & executive meetings and advised executive team.
Bain Capital Ventures
Finance
Associate
12/2007 - 10/2009
Involved in all aspects of investment process and helped invest $31.45M across five companies.
o Areas of focus included financial technology and infrastructure software.
o Led diligence process and provided key insights for a payments processing opportunity (TxVia), resulting in $7.75M investment. Company acquired by Google in 2012.
o Areas of focus included financial technology and infrastructure software.
o Led diligence process and provided key insights for a payments processing opportunity (TxVia), resulting in $7.75M investment. Company acquired by Google in 2012.
Goldman Sachs
Finance
Analyst
10/2005 - 12/2007
Invested for firm account as member of proprietary trading desk within Credit Trading. Desk invests globally in credit derivatives and illiquid debt instruments.