Functional Skills

M&A Support
Market Research
Financial Modeling
Financial Due Diligence
Forecasting / Projections

Software Skills

Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Certifications

CFAChartered Financial Analyst

Sector Experience

Business Services
Financial Services
Industrials
Manufacturing
Transportation & Logistics

Experience

Highspire Advisory Finance
Founder & Managing Partner
6/2020 - Present
Provide buy-side and sell-side clients with a full suite of merger and acquisition Highspire Advisory provides transaction advisory services to buy-side and sell-side clients, specializing in due diligence, valuation, financial modeling, and deal structuring.

Empower clients to successfully navigate complex financial transactions, focusing primarily on buy-side M&A, leveraged buyouts, and debt financings.

Highspire Holdings Finance
Founder & Managing Partner
12/2019 - Present
Highspire Holdings is a private investment firm focused on leveraged buyouts of well-established, lower middle-market industrial businesses in the Mid-Atlantic region.

Manage each aspect of the firm’s investment process, including deal origination, due diligence, transaction structuring, negotiation, financing, and closing.

Main Line Equity Partners Finance
Senior Associate
1/2019 - 12/2019
Main Line Equity Partners is a private investment firm specializing in control-oriented investments in software, technology, and industrial companies with less than $25 million in revenue.

Responsible for deal sourcing, due diligence, financial modeling, and portfolio company management.

Conceptualized and led the execution of operationally-focused value creation initiatives.

Created investment memoranda, including teasers, internal investment committee memos, and lender presentations.

The Vanguard Group, Inc. Finance
Credit Research Associate, Structured Finance
6/2015 - 12/2018
Directed the fundamental credit review of asset-backed security (ABS) transactions; collaborated with portfolio managers and traders to manage the $19B ABS position held across Vanguard’s active and index fixed income portfolios.

Developed financial models to perform sensitivity and cash flow analyses; invested in deals collateralized by traditional and highly esoteric assets.

The Vanguard Group, Inc. Finance
Credit Research Associate, Investment Grade Corporate Credit
4/2014 - 6/2015
Conducted fundamental credit analysis on companies in the insurance, bank, and asset management industries.