• Led the execution of multiple technology M&A deals with a focus on vertical SaaS, edtech, EMS, cybersecurity,
renewables, and technology enabled services
• Responsibilities included business development, financial analysis, materials and model development, due diligence, deal
marketing, assisting in negotiations, leading and mentoring employees, and various client / stakeholder communications
• Led the development of operating and financial models, SaaS revenue waterfalls, cohort analyses, and cost analyses
• Developed group-wide process to bring together resources in a structured, effective manner to facilitate knowledge sharing
• Fostered relationships with various executives, founders, and private equity firms as part of business development
• Directly managed Associates & Analysts, including work product quality, client requests, timelines, and deliverables

Lead individual contributor role in the execution of M&A and growth equity financing deals for the investment banking division of PwC
Responsible for business development, deal execution, pitch development and delivery, and relationship management
Led development of multiple operating / financial models and valuations, revenue waterfalls, and cohort analyses
Directly managed Analysts, including managing work product quality, client requests, timelines, and deliverables

• Executed multiple live deals including M&A, growth financing, and IPOs (including pitch work / business development)
• Tech sector focus including MarTech, e-commerce, B2C SaaS, and Artificial Intelligence / AI
• Led development of materials for live deals and pitches, including diligence, financial modeling, and market research
• Actively involved in sourcing of potential transactions and maintenance of relationship database

• Direct execution of buy-side and sell-side M&A deals with a focus on technology, including enterprise SaaS
• Built and managed strong relationships with both internal and external partners, stakeholders, and target businesses
• Strategy experience: took part in the development of a holistic, long-term digitalization and market strategy

U.S. and international buy-side M&A and strategic initiatives with a focus on technology including enterprise SaaS

Performed valuations on the portfolio companies of major private equity funds including KKR, Goldman Sachs Private Equity, Cerberus Capital, Apollo, Bain Capital, and Fortress Investment Group, among others

Developed financial forecasts tied to Verizon Wireless’ transition from ARPPU to ARPA, incorporating pricing shifts, churn, and cohort dynamics.

Partnered with investor relations and executive leadership to align projections with strategic messaging and market guidance.

Integrated cost structures including engineering headcount and Spectrum amortization into long-term financial planning.