Experience
Valor Consolidated LLC
Finance
Principal
9/2013 - Present
Targeting control and minority investments into lower middle market businesses and commercial real estate (both stabilized and value-add); Texas-centric. Advisory subsidiary (completed projects include management consulting, business development, underwriting, marketing, equity research and general diligence for corporate / real estate client base)
Citadel LLC
Finance
Sector coverage [Team dissolved]
9/2011 - 8/2013
Headed long/short valuation and investment theses; also conducted management meetings and oversaw sell-side research teams
Morgan, Stanley & Co Inc.
Finance
Associate [Recruited out to Citadel]
2/2010 - 9/2011
Engaged in extensive mergers & acquisitions / capital markets pitches and closings across industry subectors
Bear, Stearns & Co. Inc.
Finance
Analyst [Recruited out to McCombs]
5/2006 - 8/2007
Compiled leveraged buyout models, discounted cash flow / comparable transaction / comparable company analyses and research with junior bankers on various buyout and debt / equity offerings