Functional Skills
M&A Support
Financial Modeling
Financial Due Diligence
Valuation
Investor Relations
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
PowerBI
Sector Experience
Media & Entertainment
Real Estate
Technology
Languages
English
Experience
Accordion Partners
Management Consulting
Vice President
1/2022 - Present
Transaction Execution Services. Consulting private equity firms with all things M&A related.
8C Partners
Finance
Managing Partner
10/2014 - 1/2022
Lead partner at 8C Partners - private equity and hedge fund consultant.
Wedbush
Finance
Equity Research Associate
11/2012 - 9/2014
Performed analyst role on exhibitor and electronic retailer industries. Attended industry conferences, networked with industry players, built models, wrote research reports, determined price targets, and deconstructed strategies to determine if management's expectations were feasible.
Companies covered: Amazon, AMC, Best Buy, Carmike, Cinemark, IMAX, Outerwall, Pandora, RadioShack, Regal
Companies covered: Amazon, AMC, Best Buy, Carmike, Cinemark, IMAX, Outerwall, Pandora, RadioShack, Regal
EE Fin
Other
Founder
9/2011 - 9/2012
Energy Efficiency Structured Finance – developed investment vehicle for energy efficiency shared savings agreements
Developed partnership network of engineers to analyze commercial buildings for energy efficiency opportunities
Performed consulting analysis for engineers regarding financial modeling of energy efficiency economics, the market opportunities of private sector energy efficiency projects, and valuation of renewable energy credits
Developed partnership network of engineers to analyze commercial buildings for energy efficiency opportunities
Performed consulting analysis for engineers regarding financial modeling of energy efficiency economics, the market opportunities of private sector energy efficiency projects, and valuation of renewable energy credits
Valo Group
Finance
Consulting Analyst
7/2010 - 10/2010
Performed fundamental analysis on public equity, debt and private equity opportunities
Conducted diligence on initial screening of investment ideas as well as in depth analysis of investments once committee approved of initial idea concept
Built proprietary operating model to analyze mobile home park investments and sensitize different downside scenarios to ensure margin of safety. Model will be used to manage development of park capital expenditure program
Conducted diligence on initial screening of investment ideas as well as in depth analysis of investments once committee approved of initial idea concept
Built proprietary operating model to analyze mobile home park investments and sensitize different downside scenarios to ensure margin of safety. Model will be used to manage development of park capital expenditure program
Barclays Capital / Lehman Brothers
Finance
Global M&A Analyst
6/2007 - 6/2010
Core Announced Deals:
KLA-Tencor acquisition of ICOS Vision Systems ($533M)
Cypress Semiconductor spin-off of SunPower ($3.6Bn)
Sumitomo Heavy Industries acquisition of SEN ($132M)
Communication Equipment LBO – PE firm worked with lost deal to competing bidder ($350M)
KLA-Tencor acquisition of ICOS Vision Systems ($533M)
Cypress Semiconductor spin-off of SunPower ($3.6Bn)
Sumitomo Heavy Industries acquisition of SEN ($132M)
Communication Equipment LBO – PE firm worked with lost deal to competing bidder ($350M)