Functional Skills
Investment Banking
Budgeting
Private Equity Investing
Financial Planning & Analysis (FP&A)
Business Analysis
M&A Support
M&A Transaction Readiness
M&A Deal Sourcing
Sector Experience
Business Services
Financial Services
Healthcare
Technology
Bulge Bracket Investment Banks
Fortune 500
Experience
Diameter Capital
Finance
Vice President, Investor
6/2023 - 4/2025
- Evaluated direct lending and structured credit opportunities across sponsor-backed middle market companies.
- Underwrote investments with focus on downside protection, collateral coverage, and cash flow durability.
-Led due diligence workstreams (e.g., credit memo, legal docs, modeling) and coordinated with internal investment committee and external sponsors.
-Negotiated credit agreements and intercreditor terms; managed deal execution through close.
- Monitored portfolio companies and provided strategic recommendations on covenant resets, amendments, and follow-on financing.
- Underwrote investments with focus on downside protection, collateral coverage, and cash flow durability.
-Led due diligence workstreams (e.g., credit memo, legal docs, modeling) and coordinated with internal investment committee and external sponsors.
-Negotiated credit agreements and intercreditor terms; managed deal execution through close.
- Monitored portfolio companies and provided strategic recommendations on covenant resets, amendments, and follow-on financing.
EVO PAYMENTS
Corporate Strategy & Development
Vice President, M&A and Strategy
5/2021 - 6/2023
- Led M&A strategy and execution for global acquisitions and partnerships
- Sourced and evaluated vertical SaaS and payment targets, focusing on recurring revenue, pricing power, and defensibility.
- Partnered cross-functionally (product, finance, legal) on diligence and integration planning.
- Built financial models and valuation analyses to assess strategic fit and accretion.
- Supported Mgmt on board materials, strategic initiatives, and competitive landscape analyses.
- Sourced and evaluated vertical SaaS and payment targets, focusing on recurring revenue, pricing power, and defensibility.
- Partnered cross-functionally (product, finance, legal) on diligence and integration planning.
- Built financial models and valuation analyses to assess strategic fit and accretion.
- Supported Mgmt on board materials, strategic initiatives, and competitive landscape analyses.
SAGARD CAPITAL PARTNERS
Finance
Sr. Associate, Investor
6/2017 - 5/2021
- Executed private equity, growth equity and credit investments across healthcare sector
- Built detailed models and investment memos for IC approval; participated in negotiation of term sheets and definitive agreements.
- Led diligence on operational KPIs, retention cohorts, pricing strategies, and M&A roll-up potential.
- Partnered with management teams on strategic initiatives, including new market entry, salesforce optimization, and pricing changes to expand margins.
- Worked closely with management teams and board members to drive growth strategy, operational improvements, and exit planning.
- Supported portfolio monitoring and quarterly valuation updates.
- Built detailed models and investment memos for IC approval; participated in negotiation of term sheets and definitive agreements.
- Led diligence on operational KPIs, retention cohorts, pricing strategies, and M&A roll-up potential.
- Partnered with management teams on strategic initiatives, including new market entry, salesforce optimization, and pricing changes to expand margins.
- Worked closely with management teams and board members to drive growth strategy, operational improvements, and exit planning.
- Supported portfolio monitoring and quarterly valuation updates.
Goldman Sachs
Finance
Investment Banking Associate
6/2013 - 6/2017
- Advised on ~$10B of announced M&A and financing transactions across industrials and TMT verticals.
- Built operating models, valuations (DCF, precedent, comps), and deal marketing materials (pitchbooks, CIMs, board decks).
- Supported client negotiations, data room management, and diligence coordination with legal, accounting, and strategic advisors.
- Earned early promotion and entrusted with leading junior analyst training and project coordination.
- Built operating models, valuations (DCF, precedent, comps), and deal marketing materials (pitchbooks, CIMs, board decks).
- Supported client negotiations, data room management, and diligence coordination with legal, accounting, and strategic advisors.
- Earned early promotion and entrusted with leading junior analyst training and project coordination.