Bulge Bracket Investment Banks
Fortune 500
Experience
Red Dog Capital LLC
Finance
Co-founder and Managing Partner
3/2012 - Present
* Sole manage day-to-day activities of Red Dog Capital, formerly an angel investment syndicate (pre-2016) and currently a $3.5MN AUM venture capital fund focused on seed stage software technology investments
* Responsibilities include: investment deal sourcing, structuring and due diligence; portfolio management and advisory (operations and fundraising); fund administration; LP marketing and relations
* Since inception, 3 exits have exceeded 5x cash returns in aggregate
* Responsibilities include: investment deal sourcing, structuring and due diligence; portfolio management and advisory (operations and fundraising); fund administration; LP marketing and relations
* Since inception, 3 exits have exceeded 5x cash returns in aggregate
FlareWorks, Inc.
Start-Up
Co-founder, Business and Operations
8/2014 - 8/2015
* Oversee internal business operations and financial management for FlareWorks, a developer of on-demand, mobile communication applications
* Areas of responsibilities include: corporate development and investor relations – $1MN of seed capital raised; product strategy and management of Flares, rated a “Best New App” by Apple; user support and feedback acquisition; HR administration and recruiting; long-term financial planning and budgeting
* Areas of responsibilities include: corporate development and investor relations – $1MN of seed capital raised; product strategy and management of Flares, rated a “Best New App” by Apple; user support and feedback acquisition; HR administration and recruiting; long-term financial planning and budgeting
Goldman Sachs
Finance
Vice President
9/2010 - 8/2014
* Senior managed over $4BN of financing transactions for health systems and universities for various situations, including project financings, acquisitions and recapitalizations
* Managed strategic advisory engagements for healthcare clients, including valuation analysis and execution for mergers and acquisitions, divestitures and joint venture partnerships
* Advised client executive teams and Boards on long range financial planning
* Managed strategic advisory engagements for healthcare clients, including valuation analysis and execution for mergers and acquisitions, divestitures and joint venture partnerships
* Advised client executive teams and Boards on long range financial planning
Cain Brothers
Finance
Vice President
5/2009 - 8/2010
* Executed $1BN of advisory and financing transactions for healthcare and senior care clients
Goldman Sachs
Finance
Associate
6/2006 - 1/2009
* Investment banking associate focused on the hospital and higher education sectors
Banc of America Securities
Finance
Equity Research Associate
7/2001 - 7/2002
* Part of Institutional Investor “All America” equity research team covering for-profit universities, K-12 management companies and e-learning software providers
iMind Education Systems / Tenth Dimension
Start-Up
Director, Corporate Development
5/1999 - 6/2001
* Led corporate development for early-stage K-12 education software company (iMind) and marketing consulting firm (Tenth Dimension)
Banc of America Securities
Finance
Analyst
8/1997 - 5/1999
* Analyst in the Leveraged Finance Group providing advisory and financing services to financial sponsor clients for leveraged buyout acquisitions