Functional Skills
Financial Modeling
Financial Planning & Analysis (FP&A)
Strategy Development
Strategic Planning
Corporate Finance
Acquisition Target Identification
Benchmarking
Business Analysis
Forecasting / Projections
Investment Banking
M&A Support
M&A Transaction Readiness
Market Intelligence
Private Equity Investing
Business Development
Software Skills
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Sector Experience
Business Services
Financial Services
Healthcare
Technology
Telecom
Languages
English
Experience
Celeborn Capital
Finance
Founder & Managing Partner
5/2022 - Present
Celeborn Capital provides world-class independent corporate finance, strategic advisory, and consulting services to innovative companies operating in the digital economy.
Select sectors of focus include technology and technology services, fintech, healthcare tech, insurtech, and industrial tech. The firm advises clients on mergers and acquisitions, capital raises, corporate and business strategy, and other advisory assignments.
Our leadership has advised a significant number of public and private company Boards of Directors and management teams, financial sponsors and investment firms, and sovereign governments, helping them navigate market cycles and systemic change in their respective sectors.
Securities offered through GT Securities, Inc., member FINRA, SIPC.
Select sectors of focus include technology and technology services, fintech, healthcare tech, insurtech, and industrial tech. The firm advises clients on mergers and acquisitions, capital raises, corporate and business strategy, and other advisory assignments.
Our leadership has advised a significant number of public and private company Boards of Directors and management teams, financial sponsors and investment firms, and sovereign governments, helping them navigate market cycles and systemic change in their respective sectors.
Securities offered through GT Securities, Inc., member FINRA, SIPC.
Technology Holdings
Finance
Investment Banker | Head of U.S. Software
7/2023 - 11/2023
Senior investment banker leading the firm's software coverage efforts in the U.S. market with cross-sector focus including fintech, insurtech, and industrial tech.
Exclusively focused on investment banking in technology services and software sectors, Technology Holdings has assisted companies and private equity funds globally with their acquisition, growth and exit strategies since 2000. The firm has offices in New York, London and India, delivering on-the-ground coverage across geographies.
Technology Holdings was named 2023 Boutique Investment Bank of the Year at the The M&A Advisor 14th Annual International M&A Awards.
Exclusively focused on investment banking in technology services and software sectors, Technology Holdings has assisted companies and private equity funds globally with their acquisition, growth and exit strategies since 2000. The firm has offices in New York, London and India, delivering on-the-ground coverage across geographies.
Technology Holdings was named 2023 Boutique Investment Bank of the Year at the The M&A Advisor 14th Annual International M&A Awards.
Teneo
Finance
Director
12/2019 - 6/2023
• Senior investment banker leading execution efforts in fintech, insurtech, and technology, and financial services
• Generated over $7 million in closed fee revenue through creative idea generation and significant transaction execution
• Advised clients of all stages on a broad range of complex M&A, equity, and debt solutions, including the largest and most prominent transactions completed by the firm
• Expanded the firm’s franchise by developing relationships with strategic acquirors/sellers and financial sponsors
• Generated over $7 million in closed fee revenue through creative idea generation and significant transaction execution
• Advised clients of all stages on a broad range of complex M&A, equity, and debt solutions, including the largest and most prominent transactions completed by the firm
• Expanded the firm’s franchise by developing relationships with strategic acquirors/sellers and financial sponsors
G.C. Anderson Partners
Finance
Vice President
1/2017 - 12/2019
• Involved in all aspects of capital raising / advisory transactions, including management meetings, diligence, analysis, modeling, presentation creation, deal structuring / negotiation, and documentation for various middle market clients
Celeborn Capital
Finance
Consultant
8/2014 - 12/2016
• Provided transaction execution and financial due diligence support for various financial institutions including boutique advisory firms, lower middle market private equity funds, and start-ups in need of outsourced solutions
• Constructed operating, accretion/dilution, DCF, and leveraged buyout models to evaluate opportunities
• Select Clients: Siguler Guff (NYC-based multi-strategy private equity firm), Growth Advisory Partners (Chicago-based technology advisory firm), and GrowthCap (NYC-based advisory for enterprise software / SaaS companies)
• Constructed operating, accretion/dilution, DCF, and leveraged buyout models to evaluate opportunities
• Select Clients: Siguler Guff (NYC-based multi-strategy private equity firm), Growth Advisory Partners (Chicago-based technology advisory firm), and GrowthCap (NYC-based advisory for enterprise software / SaaS companies)
Pine Brook Partners
Finance
Associate
8/2013 - 7/2014
• Managed end-to-end transaction processes, including initial management meetings, diligence, analysis, modeling, presentations, and drafting of internal and external memoranda for new investment opportunities
• Collaborated with portfolio companies, offering analytical support for day-to-day issues, opportunistic acquisitions/divestitures, and critical business decisions
• Responsible for quarterly valuation reviews of portfolio holdings, marking fair market value to book, providing commentary for dissemination to limited partners, and internal assessments for investment committee meetings
• Collaborated with portfolio companies, offering analytical support for day-to-day issues, opportunistic acquisitions/divestitures, and critical business decisions
• Responsible for quarterly valuation reviews of portfolio holdings, marking fair market value to book, providing commentary for dissemination to limited partners, and internal assessments for investment committee meetings
Bank of America Merrill Lynch
Finance
Investment Banking Analyst
4/2011 - 6/2013
Worked on various transactions, including buy-side M&A, leveraged buyout, and debt and equity financings in the oil and natural gas exploration and production sector
Prepared valuation analyses of public and private sector companies using discounted cash flow analysis, publicly-traded comparables, precedent transactions, and sum-of-the-parts valuation
Prepared valuation analyses of public and private sector companies using discounted cash flow analysis, publicly-traded comparables, precedent transactions, and sum-of-the-parts valuation