Sector Experience
Business Services
Consumer Goods
Financial Services
Healthcare
Life Sciences & Pharma
Top Consulting Firms
Experience
Guardian Due Diligence
Finance
Founding Partner
1/2016 - Present
We are an M&A advisory firm that helps family offices execute private equity deals by leading comprehensive diligence processes for them. We leverage proprietary methods, processes and tools to help our clients execute strong deals with above market ROI/IRR
My role as founding partner means I'm in charge of :
1) Sales & Business Development
2) Marketing Strategy (traditional and digital)
3) Financial Modeling
4) Overall deal analysis and client delivery
My role as founding partner means I'm in charge of :
1) Sales & Business Development
2) Marketing Strategy (traditional and digital)
3) Financial Modeling
4) Overall deal analysis and client delivery
Spartan Capital (Formerly Ellsworth Partners)
Finance
Partner
1/2013 - 12/2016
1) Marketing, outreach, and deal sourcing
2) Leading the investment committee.
3) Performed company valuations using DCF, LBO, & comparable company analysis with sensitivities.
4) Created 100+ page Due Diligence Reports on all pursued acquisitions complete with valuation three statement financial models, financial returns & post-close business operating and growth plan.
4) Evaluated 1,500+ deals in order to invest >$10MM in two deals, returning 50%+ to investors.
2) Leading the investment committee.
3) Performed company valuations using DCF, LBO, & comparable company analysis with sensitivities.
4) Created 100+ page Due Diligence Reports on all pursued acquisitions complete with valuation three statement financial models, financial returns & post-close business operating and growth plan.
4) Evaluated 1,500+ deals in order to invest >$10MM in two deals, returning 50%+ to investors.
Workday
Corporate Strategy & Development
Value Selling & Sales Strategy
3/2013 - 7/2015
Employee 2,137 & 6th member of Value Selling team that grew to 27 people before I left.
1) Supported over $50 million in sales over 2.5 years
2) Owned the sell to the CFO of Fortune 5,000 companies leveraging strong business cases & marketing
3) Created value-based marketing material to support higher priced Workday product
4) Worked alongside sales team identifying prospects & creating strategies to market & sell to them. Executed those plans.
5) Quarterly Business Reviews
1) Supported over $50 million in sales over 2.5 years
2) Owned the sell to the CFO of Fortune 5,000 companies leveraging strong business cases & marketing
3) Created value-based marketing material to support higher priced Workday product
4) Worked alongside sales team identifying prospects & creating strategies to market & sell to them. Executed those plans.
5) Quarterly Business Reviews
Accenture
Management Consulting
Strategy Consulting
1/2007 - 7/2009
1) Created comprehensive go-to-market strategy for $9B commodity manufacturer resulting in profit increases of $400MM
2) Analyzed comparable company financials to evaluate profitability metrics for largest US steel manufacturer.
3) Created sustainable competitive intelligence (CI) group for client, which grew to five employees housed in the marketing division. CI group identified key threats and guided overall strategy. •
2) Analyzed comparable company financials to evaluate profitability metrics for largest US steel manufacturer.
3) Created sustainable competitive intelligence (CI) group for client, which grew to five employees housed in the marketing division. CI group identified key threats and guided overall strategy. •