Functional Skills
Investor Relations
Market Research
Strategic Planning
Private Equity Investing
Financial Planning & Analysis (FP&A)
Acquisition Target Identification
Business Development
Business Operations
Corporate Finance
Divestitures
Financial Modeling
Forecasting / Projections
M&A Deal Sourcing
M&A Support
M&A Transaction Readiness
Software Skills
Google Docs
Google Sheets
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Salesforce
Sector Experience
Aerospace & Defense
Business Services
Financial Services
Technology
Experience
Multiple Private Equity Funds
Corporate Strategy & Development
INDEPENDENT CONSULTANT
1/2020 - Present
• Serves as a senior advisor to private equity firms in the security and government technology sectors.
• Advises on buy-side M&A execution and market research, partnerships, investor relations, and strategic planning.
• Advises on buy-side M&A execution and market research, partnerships, investor relations, and strategic planning.
Endgame, Inc./Elastic NV
Corporate Strategy & Development
SENIOR VICE PRESIDENT OF STRATEGY AND OPERTIONS
1/2013 - 1/2020
• Led corporate development, strategic planning, and recruiting functions.
• Completed an acquisition and divestiture, directed the process for three rounds of venture funding, and established several strategic partnerships as well as the overall partner strategy.
• Managed the sale of Endgame to Elastic NV and continued in a senior operational role to lead the integration.
• Completed an acquisition and divestiture, directed the process for three rounds of venture funding, and established several strategic partnerships as well as the overall partner strategy.
• Managed the sale of Endgame to Elastic NV and continued in a senior operational role to lead the integration.
A.T.S Corporation
Corporate Strategy & Development
VICE PRESIDENT OF STRATEGY AND INVESTOR RELATIONS
6/2007 - 6/2012
• Led strategic and financial planning, M&A, and investor relations until its sale to Salient Federal Solutions.
• Managed competitive process leading to sale of the company and closed and led full integration for three acquisitions.
• Directed in-house development and ongoing management of public company and investor relations-related reporting processes, communications, and stock issuances.
• Managed competitive process leading to sale of the company and closed and led full integration for three acquisitions.
• Directed in-house development and ongoing management of public company and investor relations-related reporting processes, communications, and stock issuances.
Paladin Capital Group
Finance
Principal
6/2003 - 6/2007
Led investments for a $1 billion+ private equity fund focused on investing in the national security sector.