Functional Skills
Benchmarking
Business Development
Commercial Due Diligence
Divestitures
Financial Modeling
Private Equity Investing
Valuation
M&A Support
M&A Deal Sourcing
M&A Transaction Readiness
Venture Capital Investing
Business Analysis
Corporate Finance
Financial Due Diligence
Forecasting / Projections
Software Skills
Microsoft Excel
Capital IQ
Microsoft Word
Microsoft PowerPoint
Sector Experience
Business Services
Industrials
Manufacturing
Technology
Transportation & Logistics
Languages
English
Tagalog
Spanish
Fortune 500
Top Consulting Firms
Experience
Yankton Partners
Finance
Managing Partner | Chief Financial Officer Services & M&A Advisory
3/2024 - 2/2025
• Yankton Partners provides CFO services and M&A advisory & execution services
• Lead preparation of operating financial models and valuation analyses for startups and SMEs
• Support capital raising efforts by preparing investment materials, managing outreach and pitching to investors
• Lead due diligence execution from a business and financial perspective for acquirors and sellers
• Lead preparation of operating financial models and valuation analyses for startups and SMEs
• Support capital raising efforts by preparing investment materials, managing outreach and pitching to investors
• Lead due diligence execution from a business and financial perspective for acquirors and sellers
HERE Technologies
Corporate Strategy & Development
Senior Manager & Deal Lead
11/2019 - 2/2025
• HERE Technologies is a location services and mapping company owned by a consortium of investors, including Daimler, BMW, Audi, Continental, Bosch, Intel, Mitsubishi and NTT
• Lead execution of mergers & acquisitions (M&A), venture investments, incubations and ecosystem engagement
• Divestiture of Hitch, an HR SaaS platform lead execution of valuation modeling, due diligence, buyer outreach
• Pre-seed investment in Workpin, a digital collaboration platform lead diligence, term sheet negotiations
• Manage activities such as, screen deal flow, review pitch decks, meet with prospects, determine strategic fit, build valuation models, create investment memos, negotiate term sheets & NDAs, prepare investment committee decks
• Lead preparation of target/startup valuation analysis such as discounted cash flow (DCF), comparable public companies, precedent transactions, precedent funding and internal rate of return (IRR) analyses
• Limited Partner Representative for Vasuki Investment Cl
• Lead execution of mergers & acquisitions (M&A), venture investments, incubations and ecosystem engagement
• Divestiture of Hitch, an HR SaaS platform lead execution of valuation modeling, due diligence, buyer outreach
• Pre-seed investment in Workpin, a digital collaboration platform lead diligence, term sheet negotiations
• Manage activities such as, screen deal flow, review pitch decks, meet with prospects, determine strategic fit, build valuation models, create investment memos, negotiate term sheets & NDAs, prepare investment committee decks
• Lead preparation of target/startup valuation analysis such as discounted cash flow (DCF), comparable public companies, precedent transactions, precedent funding and internal rate of return (IRR) analyses
• Limited Partner Representative for Vasuki Investment Cl
SunCoke Energy
Corporate Strategy & Development
Senior Analyst | Strategy & Business Development (M&A)
6/2018 - 11/2019
• Built analytical frameworks to size new markets, identify key players and disruptive technologies, mapped out competitive landscape, monitored industry trends and evaluated inorganic growth opportunities
• Analyzed and evaluated new business opportunities including acquisitions, strategic partnerships and joint ventures, through financial modeling, analyzing project economics, and running financial sensitivity analysis
• Managed pre-diligence activities including sourcing, target screening, reviewing information memorandums, determining strategic fit, requesting initial information and valuation modeling
• Analyzed and evaluated new business opportunities including acquisitions, strategic partnerships and joint ventures, through financial modeling, analyzing project economics, and running financial sensitivity analysis
• Managed pre-diligence activities including sourcing, target screening, reviewing information memorandums, determining strategic fit, requesting initial information and valuation modeling
Signode Industrial Group
Corporate Strategy & Development
Senior Analyst | Corporate Development
5/2016 - 5/2018
• Led the close of four acquisitions, sale of a business unit, and supported exit of Signode to a strategic buyer
• Collaborated with The Carlyle Group (private equity owner) to transition financial modeling and due diligence execution on deals identified by Carlyle, refined M&A strategy and reviewed the active pipeline
• Helped build out the Corporate Development process, including screening, benchmarking, financial/valuation modeling and board-level deck templates, for newly established department
• Built and maintained relationships with business leaders, bankers and financial sponsors to develop the M&A pipeline
• Collaborated with The Carlyle Group (private equity owner) to transition financial modeling and due diligence execution on deals identified by Carlyle, refined M&A strategy and reviewed the active pipeline
• Helped build out the Corporate Development process, including screening, benchmarking, financial/valuation modeling and board-level deck templates, for newly established department
• Built and maintained relationships with business leaders, bankers and financial sponsors to develop the M&A pipeline
Wolters Kluwer
Corporate Strategy & Development
Senior Analyst - Corporate Development
8/2013 - 5/2016
- Led preparation of target valuation analysis such as discounted cash flow (DCF), leveraged buyout, comparable public companies, precedent transactions and internal rate of return (IRR) analyses
- Collaborated with global teams to evaluate acquisitions in the computer software and information services industries
- Collaborated with global teams to evaluate acquisitions in the computer software and information services industries
Walgreens Boots Alliance
Corporate Strategy & Development
Senior Analyst
9/2012 - 8/2013
- Prepared integrated financial models, discounted cash flow analyses and internal rate of return analyses used to evaluate global investment opportunities, merger consequences, and divestitures
Navigant Consulting
Corporate Strategy & Development
Analyst - Corporate Development
11/2011 - 6/2012
Prepared integrated financial models, discounted cash flow analyses and internal rate of return analyses used to evaluate global investment opportunities, merger consequences, and divestitures