Sector Experience
Aerospace & Defense
Business Services
Financial Services
Technology
Languages
English
Bulge Bracket Investment Banks
Experience
Deep Space Ventures
Finance
Managing Partner
12/2015 - 8/2018
Created a venture capital / family office investment vehicle for a high net worth individual looking to diversify investments with exposure to a new asset class
Sourced, vetted, executed 25 early stage venture capital investments with average investment of $500,000 in SaaS, Logistics and esports startups
Acted as CFO for numerous portfolio companies when the role had not been filled yet.
Sourced, vetted, executed 25 early stage venture capital investments with average investment of $500,000 in SaaS, Logistics and esports startups
Acted as CFO for numerous portfolio companies when the role had not been filled yet.
SunTrust Robinson Humphrey
Finance
Vice President
9/2013 - 12/2015
Executed pro rata bank deals, capital markets transactions, M&A advisory, traditional corporate services and other banking transactions for a wide variety of clients on an industry agnostic basis.
Hired, developed and managed a team of 4 analysts and 1 associate providing coverage support.
Managed the internal credit approval process by ensuring that all credit risks were identified and mitigated prior to final credit approval.
Hired, developed and managed a team of 4 analysts and 1 associate providing coverage support.
Managed the internal credit approval process by ensuring that all credit risks were identified and mitigated prior to final credit approval.
Houlihan Lokey
Finance
Associate
7/2012 - 9/2013
Developed valuation models including comparable trading and transaction multiples analysis, discounted cash flow, accretion/dilution analysis and multiple scenarios for mergers and acquisitions models; develop analyses and execute equity and debt financings and valuation analysis for both public and private companies
Executed numerous sell-side M&A transactions as well as a number of private capital market financing and minority equity sale transactions.
Executed numerous sell-side M&A transactions as well as a number of private capital market financing and minority equity sale transactions.
JPMorgan Chase & Co
Finance
Associate
4/2010 - 7/2012
Associate in the Industrials group covering airlines, automotive OEMs and suppliers, defense, aerospace and multi-industrial companies.
Sell Side M&A Adviser: Advised a prime defense contractor on the sale of a ~$200mm business unit that designs, develops and produces specialty optics for the defense industry
Buy Side M&A Adviser: Advised a manufacturer of products used in flow control, water quality and water safety on a ~$1,400mm offer to buy a private equity owned competitor.
Sell Side M&A Adviser: Advised a prime defense contractor on the sale of a ~$200mm business unit that designs, develops and produces specialty optics for the defense industry
Buy Side M&A Adviser: Advised a manufacturer of products used in flow control, water quality and water safety on a ~$1,400mm offer to buy a private equity owned competitor.
UBS
Finance
Associate Director
9/2009 - 4/2010
Buy Side M&A Adviser and Joint Lead Arranger for Acquisition Financing: Advised TransDigm on its $1,265 million acquisition of McKechnie Aerospace from JLL Partners. Lead Left Bookrunner on $1,550 million Senior Subordinated notes and Joint Lead Arranger on $1,850 million First Lien Credit Facility for TransDigm
IPO: $18,140 million issuance of common stock and $5,000 issuance of Series B mandatory convertible junior preferred stock −Joint Bookrunner to General Motors Company.
IPO: $18,140 million issuance of common stock and $5,000 issuance of Series B mandatory convertible junior preferred stock −Joint Bookrunner to General Motors Company.