Experience
New Century Capital Partners
Finance
Managing Director
12/2013 - Present
Lead capital raises and M&A transactions in diversified set of industries, including business services, SaaS, general industrial and media. Focus on companies in the middle-market (approx. $10 – 250 million enterprise value).
-Lead banker in $20 million sale of independent distibutor of frozen foods, dry goods,
refrigerated foods
-Lead banker in $50 million sale of advertising agency specializing in creative/media
related services (current).
-Lead banker in $20 million sale of independent distibutor of frozen foods, dry goods,
refrigerated foods
-Lead banker in $50 million sale of advertising agency specializing in creative/media
related services (current).
Fenmore Park Consulting
Management Consulting
Senior Strategy and Finance Consultant
2/2013 - Present
Experienced strategy/finance consultant adept at managing comprehensive review and analysis of organizational operations, developing and implementing strategies and solutions that achieve consensus among key stakeholders across organizations.
-Performed strategic analysis for fantasy sports startup
-Strategist for online media distribution platform startup
-Strategic consultant for first curated, online marketplace dedicated exclusively to Middle East/North Africa business services market
-Performed strategic analysis for fantasy sports startup
-Strategist for online media distribution platform startup
-Strategic consultant for first curated, online marketplace dedicated exclusively to Middle East/North Africa business services market
William and Henry Associates
Finance
Managing Director
8/2010 - 12/2013
Sourced, executed and negotiated capital raises and M&A transactions for middle-market companies, focusing on media (diversified and digital), business services and industrial
-Lead banker in $85 million sale of Emergency Communications Network, a leading
provider of high-speed emergency communication services, to The Riverside Company.
-Trained staff members on deal analysis, building financial models, and determining
company valuations
-Lead banker in $85 million sale of Emergency Communications Network, a leading
provider of high-speed emergency communication services, to The Riverside Company.
-Trained staff members on deal analysis, building financial models, and determining
company valuations
AffinityTV247, Inc.
Corporate Strategy & Development
Chief Operating Officer
7/2009 - 6/2010
Direct report to CEO of startup developer of affinity online video networks.
-Engaged in M&A, corporate and business development, and finance/strategy/planning.
-Implemented new online media revenue generating initiatives and partnerships,
including establishment of neighborhood specific video based search engine that
generated over $1 million of revenue in first six months.
-Coordinated CEO's outside business interests, including $30 million Singapore-based
VC fund.
-Engaged in M&A, corporate and business development, and finance/strategy/planning.
-Implemented new online media revenue generating initiatives and partnerships,
including establishment of neighborhood specific video based search engine that
generated over $1 million of revenue in first six months.
-Coordinated CEO's outside business interests, including $30 million Singapore-based
VC fund.
Galen Capital (Prospect Financial Advisors)
Finance
Director
5/2007 - 3/2009
Built, expanded, and led U.S. West Coast investment banking operations of this Virginia-based merchant bank.
- Advised on three buy-side media/technology M&A transactions totaling $300 million
in enterprise value.
- Created client sourcing plan that increased client yield 300% by improving business
development methods.
- Advised on three buy-side media/technology M&A transactions totaling $300 million
in enterprise value.
- Created client sourcing plan that increased client yield 300% by improving business
development methods.
USBX Advisory Services
Finance
Senior Associate
3/2005 - 5/2007
Led middle-market M&A transactions. Executed acquisitions and investments, conducted financial due diligence, recommended decisions based upon client objectives, negotiated transactions.
-Completed transactions include: $30 million sale of InfoLink Screening Services (background screening services) to Kroll; $35 million sale of NetBotz (provider of IP-based environmental and video monitoring solutions) to American Power Conversion.
-Completed transactions include: $30 million sale of InfoLink Screening Services (background screening services) to Kroll; $35 million sale of NetBotz (provider of IP-based environmental and video monitoring solutions) to American Power Conversion.
BMO Capital Markets
Finance
Associate
1/2004 - 3/2005
Executed M&A, equity and debt transactions for middle-market companies. Devised analytical frameworks, discounted cash flow, comparable valuation, and accretion/dilution models.
-Completed transactions include: $50 million acquisition by LoJack (vehicle tracking) of Boomerang Tracking; $143 million initial public offering of Carmike Cinemas (movie cinemas); $150 million initial public offering of ADESA (used- and salvage-vehicle redistribution services).
-Completed transactions include: $50 million acquisition by LoJack (vehicle tracking) of Boomerang Tracking; $143 million initial public offering of Carmike Cinemas (movie cinemas); $150 million initial public offering of ADESA (used- and salvage-vehicle redistribution services).
Credit Suisse First Boston
Finance
Associate
8/2000 - 10/2002
Constructed and evaluated results of various financial analyses (i.e., discounted cash flow, LBO, merger consequences, comparable company, comparable acquisitions) for M&A, equity and debt transactions. Collaborated with multiple departments (incl. equity/debt capital markets and equity research) in execution of transactions.