Functional Skills
Market Research
Financial Modeling
Financial Due Diligence
Customer Segmentation
Technology Strategy
Market Mapping
Customer / Vendor Calls
Competitive Landscaping
Growth Strategy
PMO Transformation
Software Skills
Alteryx
DocuShare
DocuSign
Dropbox
Google Docs
Google Sheets
iPhone
LaTeX
Linux
MATLAB
Sector Experience
Business Services
Financial Services
Technology
Languages
English
German
Case Study
Case Studies
Launch and management of venture capital program for a Fortune 500 corporate venture accelerator
Financial Services
Financial Due Diligence
Financial Modeling
Valuation
Cap table restructuring and investor negotiations for early-stage marketplace
Financial Services
Investor Relations
Restructuring / Turnarounds
Valuation
Strategy and deal pipeline for new multi-billion investment vehicle for a top 15 global pension fund
Financial Services
Acquisition Target Identification
Strategy Development
Valuation
Due diligence for acquisition of personal care retail platform with $2B revenue
Financial Services
Commercial Due Diligence
Operational Due Diligence
Private Equity Investing
Due diligence of accounts receivable financing provider for trucking companies (>$50M in revenue)
Financial Services
Commercial Due Diligence
Operational Due Diligence
Private Equity Investing
Due diligence of auto insurance agency with >$60M in commissions
Financial Services
Commercial Due Diligence
Operational Due Diligence
Private Equity Investing
Full potential diagnostic for bank with >$50B market capitalization
Financial Services
Benchmarking
Commercial Due Diligence
Operational Transformation
Cost benchmarking of technology and operations for a top 10 global bank
Financial Services
Technology Strategy
Operational Transformation
Benchmarking
Automation of application maintenance function for a top 10 global bank
Financial Services
Agile Software Development
IT Transformation
Future State Organizational Design
Optimization of regulatory and compliance controls for a top 10 global bank
Financial Services
Regulatory Compliance
Compliance and risk
Wealth Management
Pre-IPO technology and operations transformation for P&C insurance carrier
Financial Services
Change Management / Org Design
Customer Service
Process Design / Re-engineering
Pre-IPO transformation of claims function for P&C insurance carrier
Financial Services
Change Management / Org Design
Operational Transformation
Process Improvements
Pre-IPO transformation of underwriting function for P&C insurance carrier
Financial Services
Change Management / Org Design
Operational Transformation
M&A Transaction Readiness
Big 3 Consulting (MBB)
Top Consulting Firms
Experience
VU Venture Partners
Finance
Venture Partner
4/2022 - Present
• Organically sourced and diligenced >100 investment opportunities (∼20% outbound / ∼80% inbound)
• Built relationships with >25 founders and >20 institutional investors, accelerators and incubators
• Presented >10 opportunities to the GPs (investors in >10 unicorns incl. Facebook, Twitter, Uber)
• Led due diligence end-to-end and presented recommendations to the investment committee, including: market sizing, team, go-to-market strategy, financial modeling, competitive landscape, customer and investor interviews, cap table and waterfall analysis, term sheets and investment documents
• Gained certificate by world's leading investor accelerator for VC and PE (∼1% acceptance rate)
Selected deals:
• Contraline (healthcare), $4M series A alongside Founders Fund et al. (closed June 2022)
• Doorstead (prop tech), $20M series A alongside Madrona Venture Group et al. (closed June 2022)
• Elenas (ecommerce), $17M series alongside DILA Capital et al. (closed June 2022)
• Built relationships with >25 founders and >20 institutional investors, accelerators and incubators
• Presented >10 opportunities to the GPs (investors in >10 unicorns incl. Facebook, Twitter, Uber)
• Led due diligence end-to-end and presented recommendations to the investment committee, including: market sizing, team, go-to-market strategy, financial modeling, competitive landscape, customer and investor interviews, cap table and waterfall analysis, term sheets and investment documents
• Gained certificate by world's leading investor accelerator for VC and PE (∼1% acceptance rate)
Selected deals:
• Contraline (healthcare), $4M series A alongside Founders Fund et al. (closed June 2022)
• Doorstead (prop tech), $20M series A alongside Madrona Venture Group et al. (closed June 2022)
• Elenas (ecommerce), $17M series alongside DILA Capital et al. (closed June 2022)
Navis Advisory Inc.
Management Consulting
Founder and President
8/2022 - Present
• Founded independent consulting practice (https://nainc.ca), providing Venture Capital as a Service (VCaaS) for corporations and family offices, and management consulting services for investors and business leaders
• VCaaS example: Launched and operated venture capital fund for a Fortune 500 corporate venture accelerator client
• Management consulting example: Helped founder of an early-stage business with >$100k GMV through a successful cap table restructuring and negotiations with investors
• VCaaS example: Launched and operated venture capital fund for a Fortune 500 corporate venture accelerator client
• Management consulting example: Helped founder of an early-stage business with >$100k GMV through a successful cap table restructuring and negotiations with investors
McKinsey & Company
Management Consulting
Engagement Manager
4/2018 - 4/2022
• Piloted McKinsey's private equity strike team in insurance, facilitating hundreds of millions of dollars in deals in the insurance vertical by advising funds on investment strategy and conducting due diligence
• Led diverse teams of MBAs, PhDs, MDs and JDs, serving major PE funds and Fortune 500 companies up to CXO and board level on strategy, transformation and implementation coast to coast
• Co-authored McKinsey's internal CXO guide on technology transformations in banking in North America
Selected deals:
• Investment of >$150M in an auto insurance agency with >$60M in commissions by growth fund with >$800M AUM (closed July 2021)
• Acquisition of personal care retail platform with >$2B in sales by PE fund with >$20B AUM (closed May 2021)
• Acquisition of accounts receivable financing provider for trucking companies with >$50M in revenue by PE fund with >$40B AUM (closed in mid-2021)
• Led diverse teams of MBAs, PhDs, MDs and JDs, serving major PE funds and Fortune 500 companies up to CXO and board level on strategy, transformation and implementation coast to coast
• Co-authored McKinsey's internal CXO guide on technology transformations in banking in North America
Selected deals:
• Investment of >$150M in an auto insurance agency with >$60M in commissions by growth fund with >$800M AUM (closed July 2021)
• Acquisition of personal care retail platform with >$2B in sales by PE fund with >$20B AUM (closed May 2021)
• Acquisition of accounts receivable financing provider for trucking companies with >$50M in revenue by PE fund with >$40B AUM (closed in mid-2021)