Experience
Williamson Financial LLC
Finance
Owner
8/2013 - Present
Advised Ridout Lumber on sale to US LBM in February 2017. Work with private companies on valuation, sale viability and clarification of financials.
Tabulate Inc.
Start-Up
VP, Development and Operation
10/2014 - 1/2016
Evaluated strategic opportunities and helped establish operational framework for financial technology start-up. Completed an acquisition of a brick and mortar accountancy in August 2015 after leading all phases of transaction, from establishing relationship with seller and valuing the business, to due diligence and deal execution.
Citi
Finance
Vice President
4/2004 - 11/2008
Focused on strategic advisory services, as well as credit and capital structure analysis, debt and equity capital markets alternatives and general corporate finance. Executed a broad range of product transactions including IPO and follow-on equity offerings, buy-side and sell-side M&A transactions, and multiple high yield and investment grade debt offerings. Managed financial and business due diligence processes.
Banc of America Securities
Finance
Associate
7/2002 - 4/2004
Prepared and presented materials for client presentations and board meetings, offering memoranda, management presentations and road shows. Wrote memoranda for equity/debt approval committees and sales teams. Significant experience in deal execution (M&A, equity and debt) and complex financial modeling.
United States Navy
Operations
Submarine Officer
5/1994 - 5/1999
Completed arduous nuclear engineering training program and served as an officer aboard the USS Georgia for three years. Significant management and operational experience in a challenging environment.