Fortune 500
Top Consulting Firms
Experience
B2 Partners, LLC
Finance
Managing Partner
7/2014 - Present
Started private equity firm to acquire smaller, profitable companies that need process improvement in order to achieve strong growth. Perform all aspects of deal analysis, due diligence, financial modeling, investment materials development, fundraising, operational improvement, strategy design, merger integration, operational improvement, etc.
Family Office
Finance
VP
1/2016 - Present
Perform all aspects of deal analysis, due diligence, financial modeling, investment materials development, fundraising, operational improvement, strategy design, merger integration, operational improvement, etc.
Montage Acquisitions
Finance
Investment Lead
1/2013 - 7/2014
Developed investment strategy, cultivated deal flow, negotiated transactions, performed due diligence, developed investment presentation materials, led overall deal process and provided portfolio company oversight and support.
Booz Allen Hamilton
Management Consulting
Associate
5/2010 - 10/2012
Performed analysis and developed strategies to enable clients to grow. Projects included: M&A strategy, post-merger integration, M&A analysis, organic vs. inorganic US market entry, international market entry, process improvement, strategic planning and project management.