Functional Skills

Business Unit Strategy
M&A Support
Market Research
Financial Modeling
Financial Due Diligence

Software Skills

Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Sector Experience

Business Services
Energy
Financial Services
Healthcare
Industrials

Experience

Team DriveAway, Inc. Corporate Strategy & Development
Vice President, Mergers & Acquisitions
8/2022 - Present
Lead all mergers & acquisitions activity from strategy, sourcing and target development through LOI negotiation, due diligence and integration for a PE-backed ~$60 million transportation services company
Babcock Power Corporate Strategy & Development
Executive Vice President
1/2011 - 2/2021
Reported directly to the CEO to drive strategic planning, market analysis, mergers, acquisitions, divestitures and strategic direction of a private equity backed provider of engineered equipment and services
Sirios Capital Management Finance
Equity Analyst
8/2007 - 12/2010
Analyzed investment opportunities in the Healthcare Services Sector (Jul 2009 to Jan 2011) and presented recommendations to portfolio manager. Previous experience (Aug 2007 – Jul 2009) analyzing the Electric Utilities, Independent Power and Energy sectors.
Loomis, Sayles & Company Finance
Equity Research Associate
10/2003 - 7/2005
•Evaluated investment opportunities and maintained investment coverage with a senior analyst of mid- and large- cap companies within the Healthcare Services, Electric Utilities and Independent Power Producer sectors
•Interviewed management teams, sell-side analysts and industry experts to evaluate sector themes and investor sentiment
McDaniels & Co Other
Investment Banking Associate
1/2000 - 10/2003
•Conducted financial advisory and transaction execution for cross-border mergers, acquisitions and leveraged buyouts
•Performed extensive financial valuation modeling
•Initiated comprehensive industry studies for potential buyers and targets using public and proprietary databases
•Prepared Information Memoranda on businesses that were for sale