Functional Skills
M&A Support
Financial Modeling
Valuation
Forecasting / Projections
M&A Transaction Readiness
Sector Experience
Financial Services
Real Estate
Travel & Hospitality
Big 3 Consulting (MBB)
Fortune 500
Top Consulting Firms
Experience
Bain & Co
Corporate Strategy & Development
Manager
7/2022 - Present
Global M&A and Corporate Development
Booz Allen Hamilton
Corporate Strategy & Development
Lead Associate
1/2021 - 6/2022
Senior member of the Corporate Development & Strategy team, leading deal execution processes, including due diligence, financial modeling, transaction structuring, and deal negotiations, to achieve the firm’s M&A strategy
• Deal experience includes acquisitions, divestitures, and equity investments
• Liaise with various internal functional teams and external advisors at all stages of the transaction to manage the deal execution process and to ensure delivery of key objectives
• Deal experience includes acquisitions, divestitures, and equity investments
• Liaise with various internal functional teams and external advisors at all stages of the transaction to manage the deal execution process and to ensure delivery of key objectives
The Curated Travel
Start-Up
Founder
8/2015 - 12/2020
• Founder of online travel company, featured in publications such as the Wall Street Journal & Shape magazine, specializing in highly unique, day-by-day itineraries, planning 350+ trips since inception, and generating over $1M of booked travel annually
• Developed sophisticated web application and CRM system to prepare, book, and track customized travel itineraries
• Successfully negotiated with numerous travel suppliers for favorable commission contracts
• Developed sophisticated web application and CRM system to prepare, book, and track customized travel itineraries
• Successfully negotiated with numerous travel suppliers for favorable commission contracts
The Carlyle Group
Finance
Associate
7/2013 - 7/2015
• Developed financial models and perform debt and equity return analyses, focusing on investments in the energy sector
• Evaluated investment opportunities by analyzing financial and operating results, evaluating management team and proposed investment structure, and performing industry research to formulate investment thesis
• Performed ongoing monitoring of investments by comparing financial and operating results
• Evaluated investment opportunities by analyzing financial and operating results, evaluating management team and proposed investment structure, and performing industry research to formulate investment thesis
• Performed ongoing monitoring of investments by comparing financial and operating results
Barclays
Finance
Investment Banking Analyst
6/2011 - 7/2013
Sell-side and buy-side M&A, leveraged buyouts, and debt and equity financings deal experience; prepared valuation analyses, merger and LBO models, and client presentations