Functional Skills

M&A Support
Market Research
Financial Due Diligence
Valuation
Strategy Development
Marketing Strategy

Software Skills

C++

Sector Experience

Automotive
Business Services
Energy
Financial Services
Technology

Languages

English
Bulge Bracket Investment Banks
Fortune 500

Experience

The Bruder Firm Management Consulting
Principal & Managing Partner
9/2009 - Present
Business and corporate legal advisory practice covering strategy, valuation, fundraising and corporate development, entity formation and dissolution, general corporate affairs and governance, as well transactional advice on M&A deals, debt and equity offerings, credit matters and reorganizations. Managed business and executed projects. Focus on start-ups, as well as venture- and sponsor-backed small and medium businesses.
Troupr Start-Up
CEO & Founder
3/2023 - Present
Sole founder of start-up addressing adult loneliness through formation of compatibility-based activity groups. Generated idea, researched market, reviewed competitive landscape, performed consumer surveys. Assembled and managed initial team, developing website & early marketing campaign.
Corsair Pacific Capital Finance
Managing Partner
5/2015 - 5/2019
Managed all aspects of private investment fund formed to identify, acquire, and operate a private company to create long-term value through growth and operational improvements.

Founded and ran company; raised initial capital; recruited team; researched and analyzed industries; identified potential acquisition targets; oversaw outreach; engaged in discussions and negotiations with target management/owners; analyzed target operations and financials; developed strategic plans and projections.
CODA Automotive & CODA Energy Corporate Strategy & Development
Director, Corporate Strategy & Business Development
2/2012 - 1/2014
Strategy, corporate/business development and finance work for energy storage/electric vehicle producer, including: market analysis and modeling for electric car, energy storage and ZEV credit products; strategic plan development; partnership and acquisition analysis and negotiation; pitches to prospective investors; cap table management; IP management and licensing; internal consulting assignments; serving as deputy GC during reorganization and acting GC thereafter.
Covington & Burling LLC Legal
Associate Attorney
1/2008 - 3/2009
Negotiated, managed, reviewed, documented and executed transactions at major corporate law firm, including: working on all aspects and stages of private M&A and public/private corporate finance deals from terms sheets to closings; drafting and analyzing contracts;, managing due diligence process; bringing in ~$5MM of new business; working extensively with and managing relationships with executive management and advisors; developed operating plans for continuation of acquired businesses.
Morgan Stanley Finance
Summer Associate (M&A IBD)
5/2006 - 8/2006
Researched, modeled and developed pitches relating to M&A deals. Built financial models; managed analysts; created and delivered presentations; researched and analyzed companies and industries. Assignments in Transportation, Telecom, Real Estate and Financial Sponsors groups. Coordinated development of inter-departmental response to major UK government transport RFP. Researched and analyzed potential hotel development. Studied and pitched merger to major European telcom; modeled LBO prospects.
Cronin & Vris LLP Legal
Associate Attorney
10/2003 - 4/2005
Advised on and executed restructuring transactions and gave legal counsel to corporate clients. Sole associate at bankruptcy boutique formed by former partners of major NYC M&A firm (Wachtell). Drafted contracts, reviewed financial statements, negotiated distressed debt deals and advised corporations, creditors, board of directors, restructuring consultants and financial advisors in corporate bankruptcies (including those of K-Mart, Enron and Adelphia); firm merged into Vinson & Elkins.
Davis Polk & Wardwell LLP Legal
Associate Attorney
5/2000 - 10/2003
Negotiated, managed, reviewed, documented and executed M&A, IPO, debt capital markets and real estate transactions with values up to $1B. Focus on energy (oil & gas, power and water). Advised major investment banks and multinational corporations, including Morgan Stanley, J.P. Morgan, Endesa-Chile, Edward Jones and Limited Brands. Drafted and analyzed contracts, managed due diligence process and worked extensively with executive management and advisors.