Experience
Independent Corporate Development Consultant
Corporate Strategy & Development
Corporate Development Consultant
3/2012 - Present
• Advise technology companies and their boards of directors at various stages of the corporate lifecycle on mergers and acquisitions, corporate strategy, financial planning, capital structure, and go-to-market strategies.
• Extensive experience collaborating with senior executives, boards of directors, investors and cross-functional teams to drive data-lead decision making and successful outcomes.
• Extensive experience collaborating with senior executives, boards of directors, investors and cross-functional teams to drive data-lead decision making and successful outcomes.
Pillar Capital Advisors
Finance
Managing Director
2/2014 - 12/2015
• Co-founded boutique investment bank providing mergers and acquisitions services to the software, digital media and communications technology industries.
• Lead deal teams on all domestic and cross-border merger and acquisition activities, including marketing, due diligence, negotiations and documentation for buyside and sellside transactions.
• Initiated and cultivated client relationships with companies and financial sponsors in relevant technology sectors.
• Lead deal teams on all domestic and cross-border merger and acquisition activities, including marketing, due diligence, negotiations and documentation for buyside and sellside transactions.
• Initiated and cultivated client relationships with companies and financial sponsors in relevant technology sectors.
Sagent Advisors Inc.
Finance
Principal, Technology Mergers and Acquisitions
5/2009 - 2/2012
• Lead deal teams in the coordination and execution of strategic alternatives reviews, due diligence processes, sellside marketing processes, buyside transactions and negotiations.
• Built relationships with corporate and financial sponsor clients in the software and systems, internet and digital media sectors.
• Built relationships with corporate and financial sponsor clients in the software and systems, internet and digital media sectors.
Wells Fargo Securities
Finance
Vice President, Technology, Media & Telecommunications Mergers and Acquisitions
11/2005 - 5/2009
• Lead cross-functional product and industry deal teams in the successful execution of M&A transactions.
• Produced confidential information memoranda, management presentations, financial fairness opinions, process letters and market analyses.
• Prepared valuation materials in a number of technology sectors utilizing valuation methodologies including merger consequences, discounted cash flow (DCF), leveraged buyout (LBO) & public and precedent transaction comparables analyses.
• Produced confidential information memoranda, management presentations, financial fairness opinions, process letters and market analyses.
• Prepared valuation materials in a number of technology sectors utilizing valuation methodologies including merger consequences, discounted cash flow (DCF), leveraged buyout (LBO) & public and precedent transaction comparables analyses.
Banc of America Securities LLC
Finance
Analyst, Technology Mergers and Acquisitions
6/1999 - 6/2002
• Developed detailed financial models to analyze and value companies ranging in value from $35 million to $41 billion based on company performance, industry dynamics and capital market trends.
• Performed business and financial due diligence, maintained relationships with management teams and coordinated with senior bankers, lawyers and accountants to execute buyside and sellside transactions.
• Performed business and financial due diligence, maintained relationships with management teams and coordinated with senior bankers, lawyers and accountants to execute buyside and sellside transactions.