Functional Skills
Acquisition Target Identification
Collateral Development
Commercial Due Diligence
Corporate Finance
Financial Due Diligence
Financial Modeling
Financial Planning & Analysis (FP&A)
M&A Support
Private Equity Investing
Data Collection / Research
Software Skills
Microsoft Office
Less
Sector Experience
Business Services
Consumer Goods
Financial Services
Industrials
Manufacturing
Languages
English
Big 4 Accounting
Top Consulting Firms
Experience
Westfall Technik
Corporate Strategy & Development
Head of M&A
8/2018 - 9/2023
Responsible for programmatic M&A at Westfall Technik, Inc.– a holding company formed by Lee Equity Partners to acquire businesses across the rigid plastics value chain, primarily serving the medical and CPG end markets. Led all aspects of acquisition process including sourcing, structuring, financial modeling/ analysis, third party diligence, investment committee memos, lender diligence, transaction documentation (including but not limited to NDAs, IOIs, LOIs, purchase agreements, employment agreements, leases, rep & warranty insurance policies), etc.
Post Capital Partners
Finance
Senior Associate
10/2015 - 12/2017
Member of lower middle market private equity team making investments in a variety of industries
North Castle Partners
Finance
Associate
5/2013 - 10/2015
Member of lower middle market private equity team making investments in the consumer/retail space
Sawaya Partners
Finance
Analyst (3rd year)
6/2011 - 5/2013
M&A sell side banking analyst advising clients in the consumer products space
KPMG
Accounting
Transaction Services Associate
10/2009 - 6/2011
Financial due diligence advisory for private equity transactions