Functional Skills

Financial Modeling
Financial Due Diligence

Sector Experience

Business Services
Financial Services
Bulge Bracket Investment Banks
Fortune 500

Experience

Odyssey Investment Partners Finance
Vice President
12/2019 - Present
Lead M&A and acquisition-related workstreams including financial modelling, coordinating due diligence, and negotiating legal documentation. I also interact with debt and equity financing partners to share acquisition thesis and to help them gain comfort in understanding the team's underwriting.
Medley Capital LLC Finance
Vice President
8/2017 - 9/2018
Responsibilities included executing diligence on new transactions, managing third party diligence providers, and coordinating the fundraising process to bring in outside LP investors. Investment areas included: cold storage distribution, real estate, and timberland.
Leonard Green Finance
Associate
8/2012 - 6/2015
Responsibilities included executing diligence on new transactions, managing third party diligence providers, and portfolio support. Special focus on business services and retail sectors.

Additionally, I spent a meaningful amount of time supporting management teams in strategic planning and quantifying operational initiatives
Goldman Sachs Finance
Analyst
12/2010 - 7/2012
Investment banking analyst, responsible for preparing financial models, creating powerpoint presentations, and coordinating all aspects of sale processes