• Senior member of software coverage team focused on originating and leading M&A and capital raising advisory mandates
• Responsible for identifying potential clients, building relationships, and driving strategic dialogue; led coverage of supply chain and infrastructure software subsectors
• Managed all aspects of transaction execution including marketing and diligence, negotiating, and communicating updates to client stakeholders
• Managed and mentored junior bankers; active in recruiting and implemented inaugural summer internship program

• Advised corporate and financial sponsor clients on transactions in the software sector – closed 36 deals worth $30bn including buy-side and sell-side M&A, private placements, IPOs, as well as equity and debt financings
• Led transaction execution, serving as key deal team contact, supporting negotiations, and creating presentations
• Spearheaded credit and equity committee processes, leading internal diligence efforts and aligning key stakeholders
• Contributed to new business development efforts independently and in support of Managing Directors
• Acted as group Staffer (managed a team of 12 junior bankers); served on the Junior Banker Development Committee

• Advised middle market technology companies and financial sponsors on sell- and buy-side M&A and private placement transactions; closed nine deals
• Collaborated with client senior management to conduct due diligence, draft CIMs and management presentations, build three-statement financial models, and facilitate buyer due diligence
• Performed valuation and transaction impact analyses to help clients evaluate and assess different proposals

• Developed simulation software used by the power and process industries for plant design and optimization