Experience
Lazard
Finance
Vice President
3/2015 - 3/2017
Led the development of a Midwest tech M&A practice, in collaboration with the San Francisco based tech team; advised clients regarding various strategic alternatives and growth opportunities, and executed M&A transactions for clients; selected examples include:
*Advisory experience in media, EdTech, AgTech and IoT, among others
*Tribune Publishing/tronc: Advised LA Times/Chicago Tribune owner on its defense against Gannett’s ~$1BN hostile takeover bid
*Advisory experience in media, EdTech, AgTech and IoT, among others
*Tribune Publishing/tronc: Advised LA Times/Chicago Tribune owner on its defense against Gannett’s ~$1BN hostile takeover bid
SuccessFactors
Corporate Strategy & Development
Vice President
3/2012 - 3/2015
Reported to the COO, engaged leadership (including SuccessFactors founder & CEO Lars Dalgaard and Ariba CEO Bob Calderoni) to refine operating plan, execute growth initiatives and report operating performance
Barclays Capital (Lehman Brothers)
Finance
Associate
8/2009 - 3/2012
Worked with senior bankers to advise clients regarding various strategic alternatives and growth opportunities, and to support M&A and financing transaction execution