Experience
Spring Creek Investment Management
Finance
Senior Investment Analyst
1/2016 - Present
Underwrote and executed venture capital and private equity investments , with a focus on high-growth, highly-disruptive, tech-enabled business service companies. Sourced, structured and closed (3) transactions in 2016 . Led all aspects of investment process, including sourcing, conducting detailed due diligence, managing 3rd party advisors, preparing internal underwriting memoranda and negotiating legal documentation. Served as active member of BOD.
Aterian Investment Partners
Finance
Vice President
9/2010 - 12/2015
Sourced, evaluated and executed transactions primarily in niche manufacturing, distribution and business services industries; Led all aspects of investment process, including underwriting, diligence, capital structure design, legal documentation and exit process; Significant role in management of portfolio company value-creation process, including: add-on acquisitions, divestitures, tax structuring, Mgmt recruitment, high-return CapEx investments, customer and product margin analysis
LLR Partners
Finance
Associate
8/2005 - 8/2008
• $2.3 Billion private equity fund with 12 investment professionals
• Sourced, evaluated, and executed transactions in business services, software, financial services, healthcare and retail sectors
• Assumed active role in all aspects of investment process and portfolio company management, including: due diligence, transaction structuring and modeling, tax and legal diligence and purchase & sale agreement negotiations
• Sourced, evaluated, and executed transactions in business services, software, financial services, healthcare and retail sectors
• Assumed active role in all aspects of investment process and portfolio company management, including: due diligence, transaction structuring and modeling, tax and legal diligence and purchase & sale agreement negotiations