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.
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.
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.
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.
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.