Independent consulting firm providing strategic financial advisory services primarily to biotech and healthcare companies.
Highlighted Activities:
Advised on IPO preparation activities to remain organized, timely, and effectively managed
o Provided strategic messaging support, helping to refine client’s communications and maintain a consistent, resonant narrative for potential investors, partners, and internal teams
o Supported development of the finance 'onboarding plan' as the organization navigates away from an externalized finance team.
o Advised CFO on financing strategies resulting in successful $500M+ crossover and IPO funding
o Developed key corporate positioning resulting in easier to understand corporate story
o Partnered with CBO to evaluate strategic business opportunities, including company and program forecast model, and outreach strategy
o Designed comprehensive financial models and investor pitch materials to support ongoing Series A funding

Built Investor Relations process and function. Strategically directed C-Suite discussions on investor conferences, program messaging, and pivotal catalysts, enhancing investment community communication.
Managed corporate communications, revitalizing the company website, and overseeing impactful social media presence.
Instrumental in the Horizon Therapeutics License and Collaboration development deal, $40M upfront ($25M cash, $15M equity) with potential milestones worth approximately $1.5B. Led internal partnership evaluation, including building financial models, data room management, and term sheet assessment and negotiations.

Investor Relations: Developed corporate messaging working with executive committee and VP of corporate communications. Managed Wall Street relationships and capital raising strategies.

Business Development: Led internal diligence and deal working team during Sanofi acquisition ($100/share) announced on August 17th and closed on September 28th. Managed in-licensing and out-licensing opportunities.

Investment banking associate working in the Healthcare group, with my primary focus on Healthcare Technology/Services and Biotechnology companies. Transaction experience includes sell side (including minority investment), buy side and equity raises.

Worked in the Equity Capital Markets groups. Worked with Energy, Healthcare, Media, and Consumer companies going through the equity capital raise process. Specifically worked with Initial Public Offerings, Follow-on Offerings, Convertibles, and Specialty Purpose Acquisition Companies (SPAC).

Financial Planning and Analysis role with all of Pepsi Beverages in the western hemisphere. The divisions included Pepsi Beverages (Pepsi, Sierra Mist, Mountain Dew), Gatorade, Tropicana, Naked Juice & Izze, Latin America (includes Central and South America). Specific role included working with plan, forecast, 5 year strategic plan and any ad-hoc projects for the CFO.

Sales finance role working within the Pepsi Beverages business unit. Specifically focused on creating plan and forecast for independent bottlers. Other responsibilities include ad-hoc projects for sales teams regarding profitability and new product performance.