Experience
Arrowroot Capital
Finance
Investor
10/2015 - 12/2017
Arrowroot Capital is a growth equity firm based in Santa Monica, California.
Selected investments:
– $16M growth investment into Hookit (sponsorship intelligence DaaS)
– $15.5M growth investment into ICIX (supply chain compliance SaaS)
– $12M growth investment into Embotics (cloud management software)
– $10M growth investment into Evergage (personalization marketing SaaS)
– $6M growth investment into Agilence (store operations SaaS)
– Merger of Zift with Relayware (channel SaaS)
Selected investments:
– $16M growth investment into Hookit (sponsorship intelligence DaaS)
– $15.5M growth investment into ICIX (supply chain compliance SaaS)
– $12M growth investment into Embotics (cloud management software)
– $10M growth investment into Evergage (personalization marketing SaaS)
– $6M growth investment into Agilence (store operations SaaS)
– Merger of Zift with Relayware (channel SaaS)
Lazard
Finance
Investment Banker
2/2014 - 10/2015
Lazard is a leading investment banking firm that provides advice on mergers and acquisitions and capital raises.
Selected engagements:
– Advised Caesars Growth Partners on its acquisition of 4 casino properties ($2.2B)
– Advised American Fruits & Flavors on its sale to Monster Beverage ($690M)
– Advised Noranco Aerospace on its sale to Precision Castparts ($560M)
– Advised TSYS on its merger with Comtech ($431M)
– Advised MidState Berkshire on its sale to Insight Equity (NA)
Selected engagements:
– Advised Caesars Growth Partners on its acquisition of 4 casino properties ($2.2B)
– Advised American Fruits & Flavors on its sale to Monster Beverage ($690M)
– Advised Noranco Aerospace on its sale to Precision Castparts ($560M)
– Advised TSYS on its merger with Comtech ($431M)
– Advised MidState Berkshire on its sale to Insight Equity (NA)
sbe
Corporate Strategy & Development
Corporate Strategy Team
2/2013 - 6/2013
sbe is a leading operator of hospitality, nightlife, restaurants, and real estate assets.
Colony Capital
Finance
Real Estate Private Equity
6/2012 - 12/2012
Global real estate private equity investment firm that specialized in private equity and venture capital firm specializing in mezzanine, startups, post startups, earl venture, and buyout investments.
Xnergy
Finance
Investment Banking Analyst
6/2011 - 12/2011
Investment banking ana