Functional Skills

Financial Modeling

Sector Experience

Business Services
Consumer Goods
Healthcare
Manufacturing
Retail

Languages

English

Experience

Highland Consumer Partners Finance
Principal
7/2009 - Present
Investment professional focused on sourcing, financing and executing new investments, as well as managing existing portfolio companies. Currently on the board of directors of two companies: an omni-channel custom suiting brand and the leading social painting and events business.

William Blair & Co. Finance
Senior Analyst
8/2007 - 7/2009
Performed comprehensive valuation analysis and financial modeling, including discounted cash flow, comparable companies, precedent transactions, leveraged buyout, accretion/dilution, and IPO analyses
Engaged in all aspects of transaction execution including CA negotiation, financial and business due diligence, facility visits, preparation of descriptive memoranda and management presentations, identification of potential strategic and financial buyers, and deal marketing

BMO Capital Markets Finance
Analyst
7/2006 - 7/2007
Supported Debt Capital Markets team in underwriting bond issuances.