• Lead buy and sell-side engagements of 4-7 people in technology and business services for lower-middle market PE funds, with recent industry coverage including IT, govtech, retail tech, media, marketing tech, and business services
• Serve PE clients with search-and-screen, sell-side exit planning, commercial diligence, growth strategy engagements
• Deliver thought leadership pieces in software and business services; formal mentor to multiple junior team members

• Executed buy-/sell-side M&A diligence, leading teams of 4-7 people, driving all aspects of case delivery including work
planning, primary/secondary research, analysis, report creation, day-to-day client interaction, and weekly client presentations
• Managed multiple buy-side commercial due diligence engagements for corporate development, hedge fund, and PE clients with ~$50-100B AUM, focusing on enterprise software, ecommerce, and tech-enabled services sectors
• Conducted product pricing, prioritization, cross-sell analysis; created IP in software, tech services, sports, advertising, media

Consulting firm specializing in due diligence for technology, media, and telecom sectors Senior Consultant – Digital Infrastructure Los Angeles, CA 2021 – 2022
● • Completed 18 engagements, including 14 buy-/sell-side diligences, across U.S, Europe, S. America in telecom, software, and
technology infrastructure for large PE funds of ~$100-$500B in AUM and major telecom clients up to ~$150B in market cap
• Provided strategic support and value creation plans including org design, team structure, optimal OpEx, sales benchmarking
• Created strategic growth opportunity assessments for providers of fiber, content delivery networks, content management

• Performed due diligence engagements including sell-side infrastructure project raising $20B from sovereign wealth funds
• Oversaw work of 1-3 junior team members, created workplans, provided guidance on research, modeling, report storyline
• Created industry insights and firm IP for several sectors including e-learning, construction software, retail, and aerospace

Macroeconomic analysis, research, and due diligence for global investors Quantitative Analyst – Global markets New York, NY 2014 – 2016
● • Researched and developed systematic processes for providing global macro investment strategies in the U.S. and E.U.
• Led quarterly analytics process creating global snapshot of global macro trends in frontier and emerging markets

• Interfaced with senior hedge fund managers and traders; advised on liquidity risk and macroeconomic risk
• Developed and implemented machine learning model stock price trading and analysis in emerging and frontier markets
• Generated over $10M in added annual client revenue—extended trading capabilities to Eastern Europe, Asia, LatAm