Advise clients including private equity firms, public and private companies, and family offices in areas such as M&A, capital raising, capital structure and corporate strategy. Also provide on-going support to portfolio companies and management teams to help grow and optimize businesses. Broad industry experience with a focus in Software and MarTech

https://www.toptal.com/finance/mergers-and-acquisitions/ma-sale-process

Closed five deals – $813 million in transaction value

AGC is a leading global software and technology investment bank focused on middle-market M&A and growth financings with: 480 transactions completed since inception, 73 transactions completed in the last 18 months, and the most active SaaS franchise

Broad coverage across Software/SaaS including: Infra/Cloud, Data, HCIT, EdTech, and Cyber Security

Closed 11 deals – $290 million in transaction value – including mergers and acquisitions, leveraged buyouts, equity financing transactions, and fairness opinions

Managed all aspects of transactions and negotiated directly on behalf of clients in the Technology, Marketing Services, FinTech, Software and SaaS sectors

Collaborated directly with management teams to prepare all marketing documents and determine optimal ways to position opportunities to investors

Closed 24 deals – $650 million in transaction value – including mergers and acquisitions, leveraged buyouts, debt and equity financing transactions, and fairness opinions

Earned early promotion to Vice President in two years due to deal-sourcing and buyer relationships

Served as staffer and mentor for Interns, Analysts and Associates; prepared training materials and provided on-going support to all junior employees

Specialized in FinTech and Specialty Finance (FIG)

Graduate teaching assistant in financial and managerial accounting (ACCTG 211 and 411)

Awarded a merit-based MBA Fellowship, which included a two-year full tuition waiver and an annual stipend, to attend the full-time MBA program

Managed the macroeconomic analysis group in a long equity fund with $4.2 million under management

Responsible for asset allocation that successfully led to an overall out-performance over the S&P 500 by 220 bps