Functional Skills
Accounting
Budgeting
Financial Modeling
Private Equity Investing
Business Analysis
Leadership Development
Financial Due Diligence
Corporate Finance
Strategy Development
M&A Transaction Readiness
Software Skills
Dropbox
Microsoft Excel
Microsoft Office
Microsoft Word
Quickbooks
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Financial Services
Media & Entertainment
Technology
Experience
King's Ransom Group
Finance
President & CIO
1/2021 - Present
Private investment firm and operating group acquiring companies in the digital, agency and business services sectors. KRG partners with industry-leading executives to increase value through M&A, operational and financial initiatives.
●Lead the M&A, capital raising, and diligence initiatives for target companies
●Source, structure and negotiate debt and equity investments
●Financial forecasting, budgeting and operations oversight for target and portfolio companies
●Board member advising CEOs on strategy, business development and M&A
●Lead the M&A, capital raising, and diligence initiatives for target companies
●Source, structure and negotiate debt and equity investments
●Financial forecasting, budgeting and operations oversight for target and portfolio companies
●Board member advising CEOs on strategy, business development and M&A
Pinnacle Entertainment
Corporate Strategy & Development
Strategic CFO
1/2023 - Present
Financial solutions firm providing merchant, payroll and tax services for small and medium sized businesses. Extremely rapid growth created the need for senior leadership to scale the firm's financial operations.
●Strategic leader on matters including business strategy, partnerships, budgeting, capital raising, and M&A
●Secured relationships with three financial institutions to provide in excess of $100 million of financing.
●Manage teams in marketing, finance, accounting and HR.
●Strategic leader on matters including business strategy, partnerships, budgeting, capital raising, and M&A
●Secured relationships with three financial institutions to provide in excess of $100 million of financing.
●Manage teams in marketing, finance, accounting and HR.
ForeScite.AI
Corporate Strategy & Development
Strategic Advisor to Founders & Acting CFO
1/2020 - 1/2021
ForeSCITE's AI-powered data science platform risk optimizes client investment portfolios and delivers higher risk-adjusted returns.
●Strategic advisor to founders on matters including business strategy, partnerships, financial modeling, budgeting, capital raising, and M&A
●Led the investor outreach, meetings and diligence
●Strategic advisor to founders on matters including business strategy, partnerships, financial modeling, budgeting, capital raising, and M&A
●Led the investor outreach, meetings and diligence
Snailz
Start-Up
Founder, Chairman
1/2017 - 1/2021
Snailz helps the nail salon industry by providing software for marketing, online booking, mobile payments, and loyalty rewards. Our award-winning software helps salon owners fill empty seats and elevates their online presence.
●Founded company, wrote business plan and raised early rounds of capital
●Conceived and led product eforts from initial planning to design, development and launch
●Recruited founding management, technical and sales team and led overall product delivery and strategic partnerships
●Founded company, wrote business plan and raised early rounds of capital
●Conceived and led product eforts from initial planning to design, development and launch
●Recruited founding management, technical and sales team and led overall product delivery and strategic partnerships
Act II Capital
Finance
Partner & Portfolio Manager
1/2002 - 1/2020
Co founded an investment firm managing in excess of $450 million. Public and private investments across the technology, software, marketing, media, business services, consumer and communications sectors. Led the institutional capital raising eforts across the US and Europe.
●Co founder and member of two person executive investment committee
●Grew firm from $25 million of assets under management to over $450 million
●Sourced investment opportunities, conducted diligence and managed portfolio holdings
●Outperformed the industry benchmark (HFRI) by over 66% throughout entire 18 year life of firm
●Co founder and member of two person executive investment committee
●Grew firm from $25 million of assets under management to over $450 million
●Sourced investment opportunities, conducted diligence and managed portfolio holdings
●Outperformed the industry benchmark (HFRI) by over 66% throughout entire 18 year life of firm
Lehman Brothers
Finance
Vice President, Media & Communications Banking
1/2000 - 1/2002
Sector focus on internet, media and ecommerce
●Responsible for leading several transactions including advisory assignments and financings
●Advisory assignments included sell-side and buy-side mandates, debt and equity oferings, fairness opinions and evaluations of strategic alternatives
●Responsible for leading several transactions including advisory assignments and financings
●Advisory assignments included sell-side and buy-side mandates, debt and equity oferings, fairness opinions and evaluations of strategic alternatives
ING Barings
Finance
Vice President, Media & Technology Banking
1/1998 - 1/2000
Responsible for leading several transactions including advisory assignments and financings in the media and technology sectors
●Advisory assignments have included sell-side and buy-side mandates, debt and equity oferings, fairness opinions and evaluations of strategic alternatives
●Advisory assignments have included sell-side and buy-side mandates, debt and equity oferings, fairness opinions and evaluations of strategic alternatives
Cowen Group
Finance
Associate, Media & Entertainment Banking
1/1997 - 1/1998
media and entertainment sectors
●Advisory assignments have included sell-side and buy-side mandates, debt and equity oferings, fairness opinions and evaluations of strategic alternatives
●Advisory assignments have included sell-side and buy-side mandates, debt and equity oferings, fairness opinions and evaluations of strategic alternatives
Food Court Entertainment Network
Accounting
CFO
1/1995 - 1/1997
Led finance and business development for NASDAQ-listed out-of-home entertainment network
●Worked on IPO and subsequent financings
●Negotiated financial investment from Turner Broadcasting which led to strategic relationships in programming and advertising sales
●Secured operating agreements with the largest mall operators in the country
●Worked on IPO and subsequent financings
●Negotiated financial investment from Turner Broadcasting which led to strategic relationships in programming and advertising sales
●Secured operating agreements with the largest mall operators in the country
Time Warner
Corporate Strategy & Development
Manager Strategy & Business Development
1/1992 - 1/1995
Member of the strategic investing arm of Time Warner responsible for acquiring equity stakes in private and public companies and establishing strategic partnerships.
●Focused on investment opportunities that directly enhanced Time Warner's ability to meet specific strategic goals, including enhancement of an existing product or capability, the delivery of new services, or entry into a key strategic product or geography.
●Worked closely with management, industry partners and other investors, and with the Time Warner operating companies to derive value and maximize the opportunities for mutually beneficial partnerships.
●Focused on investment opportunities that directly enhanced Time Warner's ability to meet specific strategic goals, including enhancement of an existing product or capability, the delivery of new services, or entry into a key strategic product or geography.
●Worked closely with management, industry partners and other investors, and with the Time Warner operating companies to derive value and maximize the opportunities for mutually beneficial partnerships.