• Hired by TSG Consumer Partners to lead M&A for ATI Restoration, a platform investment in the commercial and residential restoration industry
• As a member of the Executive Leadership Team, reported directly to the President and CEO and was responsible for managing a team of eight people across M&A sourcing, transaction diligence and execution, and integration
• Instituted and standardized transaction processes such as diligence workflows, financial modeling and approval materials, investment committee processes, internal multi-functional M&A meetings, and front-end integration planning
• Led ATI's acquisition sourcing efforts by developing and maintaining relationships with intermediaries, as well as formulating proprietary transaction sourcing strategy and market prioritization
• Engaged in Board-level discussions and supported broader, longer-term strategic planning for the platform Selected Acquisition Experience
• Responsible for 10 closed acquisitions

• Managed a team of junior resources and led end-to-end acquisition processes including due diligence efforts, detailed valuation and business model development, and transaction documentation and negotiation strategy
• Led cross-functional integration planning and execution in the pre-closing and post-closing time periods, managing a team of over 20 functional experts
• Shaped Vail Resorts' global M&A strategy by actively developing and managing acquisition pipeline and sourcing efforts, particularly across North America, Asia, and Europe, through both direct sourcing and development of intermediary network
• Directly supported CFO and broader executive leadership team in special projects across the organization, including leading projects associated with long-term planning and strategic initiatives, as well as regular presentations for the Executive Committee and Board of Directors
Selected Acquisition Experience
• Responsible for two closed acquisitions

• Invested senior debt, mezzanine debt, and equity co-investments in support of middle-market, private equity-backed LBOs across a range of industries
• Led all financial and business diligence for new platform investments and sponsor discussions / negotiations, managed the creation of internal Investment Committee materials via a deal team of senior and junior underwriters, led credit documentation negotiation, and managed closing processes
• Closed 21 new platform transactions or major add-on acquisitions with an aggregate value of more than $900M
• Executed over 50 amendments in support of additional financing for add-on acquisitions, refinancing, and support of distressed assets

• Provided support directly to Executive Investment Committee and Managing Partners in a variety of capacities, including M&A (led full diligence on potential acquisition of a competitor), financial diligence and structuring of litigation investment opportunities, monitoring the firm's investment portfolio, supporting multiple fundraises and strategic alternatives, and preparing and distributing monthly performance reports to fund LPs
• Actively contributed to the financial diligence, structuring, and complex financial modeling for over 14 closed investments in the litigation space

• Pursued acquisition opportunities in a variety of business services industries and carried out due diligence, which entailed building financial models, planning and completing detailed reviews of companies' operational and financial data, conducting industry research, identifying industry experts, and soliciting, reviewing, and negotiating financing proposals from lenders
• Worked closely with senior management of five CIVC portfolio companies evaluating potential acquisition opportunities, monitoring financial performance, assessing capital expenditures projects, executing credit facility amendments and re-financings, and considering strategic alternatives
• Closed two platform acquisitions, four add-on acquisitions, and supported one sale of a portfolio company

• Participated in all phases of the deal process including initial due diligence, financial modeling, valuation analysis, and deal execution
• Conducted extensive financial modeling and quantitative analysis utilizing comparable companies, precedent transactions, discounted cash flow, share accretion/dilution, sum of the parts, and merger / leveraged buyout analyses