Member of investment team responsible for leading buyouts, growth equity investments and add-on acquisitions in later-stage software-as-a-service and web-based technology businesses across North America
Manage deal process including developing investment themes, sourcing opportunities, creating financial models, business and market analysis, structuring investments, conducting business, financial, and operational due diligence, and developing investment presentations and diligence memorandums

Created the investor presentation, prior fund returns, and materials for the virtual data room, and helped author the private placement memorandum in support of the firm’s fundraising process
Drove diligence efforts on prospective investments, including the creation of financial models, competitive analysis, and investment presentations

Developed M&A models for acquisitions and divestitures in the media and technology industries
Drafted investment memorandums to communicate opportunities to the AOL senior executive team
Managed operational and financial due diligence for transactions
Lead analyst of $405 million acquisition of Adap.tv, a B2B SaaS advertising technology company
Helped formulate the plan for product offerings, including the formation of marketing plans outlining distribution channels and product pricing