Functional Skills

Investment Banking
Corporate Finance
M&A Support
M&A Deal Sourcing
Financial Due Diligence
Financial Modeling
Financial Planning & Analysis (FP&A)

Software Skills

Microsoft Excel
Microsoft PowerPoint

Sector Experience

Business Services
Financial Services
Technology
Bulge Bracket Investment Banks
Fortune 500

Experience

Mapleridge Capital Corporate Strategy & Development
Founding Partner
10/2023 - Present
• Independent sponsor looking to acquire and operate $2m+ EBITDA businesses in tech-enabled services and software
Select Transaction Experience:
• Developed a comprehensive investment thesis, sourced equity and debt commitments, and successfully submitted a Letter of Intent for an $8m EBITDA IT Services company
Citigroup Corporate Strategy & Development
Investment Banking Director, Software
7/2021 - 10/2023
• Led execution of M&A and ECM transactions in Enterprise Software including Cybersecurity, Communications, Supply Chain, Insurance, Mobility and Office of the CFO
• Led Insurance and Mobility Software coverage including identifying opportunities and business development efforts
• Promoted from Vice President to Director in 2023 Select Transaction Experience:
• Financial advisor on $1bn+ growth financing for Securonix, cybersecurity software, led by Vista Equity Partners
• Active bookrunner of $133m Weave Communications IPO
Nomura Securities International Corporate Strategy & Development
Investment Banking Vice President, Technology
12/2014 - 6/2021
• Led execution of sell-side and buy-side M&A transactions, debt and equity financing engagements with combined deal value of over $15bn in Tech-enabled Services and Enterprise Software
• Crafted and delivered client pitches, assisted senior bankers in industry coverage efforts, identified and sourced
potential opportunities, helped develop client relationships
• Promoted to Vice President in May 2019, selected to participate in high-potential talent development program in 2020
Select Transaction Experience:
• Financial advisor on $729m sale of Majesco Technologies to Thoma Bravo, cloud insurance software
• Lead left arranger of dividend recapitalizations for Applied Systems and Vertafore with combined value of $5bn+
• Joint bookrunner / arranger on debt and equity financing transactions for Corelogic, ThoughtWorks, Exela
Technologies, Sirius Computer Solutions, Tech Data, Perficient, RingCentral, Virtusa, iEnergizer among others
MLV & Co Research
Equity Research Associate, Marine Transportation
5/2014 - 12/2014
• Supported a top-ranked industry analyst in Marine Shipping in developing financial models and research reports
MLV & Co Corporate Strategy & Development
Analyst, Principal Investments and Strategic Advisory
6/2013 - 5/2014
• Sell-side and buy-side M&A transactions in technology, financial services, oil & gas, transportation and logistics
Chiron Partners Corporate Strategy & Development
Investment Banking Analyst, Merchant Banking and Strategic Advisory
8/2012 - 6/2013
• M&A advisory with transaction experience in renewables, technology, industrials and business services sectors