Completed 5 platform investments ranging in check sizes from $15-125M. Led all aspects of transactions from modelling, memo writing, legal document review/negotiation to overseeing due diligence.

Spring, Summer and Fall 2015 intern at AUA PE Partners, a lower middle-market private equity firm investing in founder-owned businesses in branded food, restaurant and media companies.

Acquired Tijuana Flats, a 110-unit fast-casual Mexican restaurant chain in the Southeastern U.S., Closed July 2015

Real estate private equity firm focusing on suburban office acquisition and development as well as residential development.

Associate evaluating real estate acquisitions opportunities in a variety of product types including residential, office and land assets. Also working with Regent’s real estate development team performing modeling and valuation analysis on condo and single family home development projects currently within Regent’s portfolio.

Financial consultant to Wild Oats as the Company raised initial funding to re-launch the concept as a line of Wild Oats branded organic and healthy convenience stores across the U.S. Member of a small start-up team providing financial analysis and modeling work directly with the executive management of the Company.

Collaborated with management and Wild Oats’ PE investor on $270M acquisition of Fresh & Easy grocery chain in 2013.

Member of Guggenheim’s Consumer and Retail Group focusing on M&A advisory for retail, apparel and footwear, and e-Commerce companies. Transaction experience includes:

Advisor to Gold/Schiffer Family on leveraged buyout transaction of 99 Cents Only Stores, $1.6 billion, Closed January 2012
Buy-side advisor to Nordstrom on acquisition of Hautelook, up to $270 million, Closed February 2011

Member of Morgan Keegan’s Technology Group focusing on M&A and growth equity financings for middle-market technology companies.

Sell-side advisor to Welocalize in sale to Riverside Partners, $83 million, Closed November 2010