Provided expert and senior level advice to various clients (entertainment, strategy consulting, and healthcare companies) seeking guidance in financial, M&A, strategic planning, and capital raising matters through a reputable freelancing network.

Directed the corporate development, ventures, and transaction process within the for-profit and innovation arm of a large mid west healthcare company focused on wellness and consumer health, and provided guidance to corporate leadership.
• Executed $500M+ in M&A and VC transactions: Xealth (Series B), Foodsmart (Series C), Truveta (Series A), Senior
Helpers (acquisition), and MobileHelp (acquisition).
• Steered AAH Corporate Ventures' quarterly portfolio review meetings ($60M+ in direct investments), presenting to VP level executives while collaborating with the portfolio companies and their CFOs on budgeting and strategic planning.
• Designed and built the unit's long-range financial plans for 2020–2022 ($100M+ in revenue) by collaborating with the business unit's strategic initiative leaders to align financial planning with business objectives.

Global Restructuring/Groups Downsized Due to Profitability and Creditor Issues at Parent Co. Level
Finance and strategy lead for the US Digital and Innovations subsidiaries of a $1B revenue-generating Indian entertainment
company, managing financial reporting, budgeting and forecasting, long range planning, and new business opportunities.
• Directed a team of 6 accountants to execute monthly close and deliver the financial results for a $5M revenue
digital business, submitting 30+ reporting packages to US and India leadership.
• Orchestrated >5 vendor negotiations (~$1M spend) and financial approval processes for the Innovations unit, exercising signing authority to ensure adherence to project budgets, cost-containment measures, and financial directives.

• Reconstructed the three-statement financial model, prepared financial reporting packages, coordinated the tasks for the WeFunder crowdfunding campaign ($87K raised), and built the internal valuation model at a digital comics provider.
• Developed the primary financial model, aided in assembling the business plan, drafted marketing materials for fundraising, and provided expert counsel on growth strategies at a social engagement platform for moviegoers.

Headed corporate development and strategic planning at the largest private toy company in the US, driving financial and
strategic analyses for M&A, budgeting, forecasting, and process improvements to support the CEO, President, and CFO.
• Developed comprehensive operating and three-statement financial models, and led due diligence for 2 buy-side M&A transactions ($155M). Performed valuations for 7 potential acquisitions and presented analyses to President and CFO.
• Supervised the financial planning and budgeting process for the entertainment division and Latin America region (~$20M). Partnered with country heads and sales teams to craft and execute strategic business plans for the US, Mexico, and Australia, delivering recommendations to the President and CFO.
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Reorganization/Position Eliminated Due to $100M Reduction in Operating Expenses Collaborated with business units at a Fortune 100 technology distribution company to evaluate acquisitions and strategic initiatives. Built valuation models, conducted diligence, structured transactions, and presented findings to C-level executives.
• Captained 2 acquisitions within the Technology Solutions business unit ($50M in Europe and $10M in the Middle East), as well as a $35M acquisition opportunity and a $10M Series
● investment opportunity within the Cloud business unit.
• Spearheaded the development of a $75M strategic initiative in the smart building and connected office technology space, securing executive approval for implementation across global business units.

Developed the business plan and financial forecast and designed marketing and transactions materials for potential clients and investors at an early-stage media and entertainment start-up focused on content aggregation and distribution and content creation services for the emerging markets.

Performed business valuations and purchase price allocations for financial reporting purposes at a Big Four accounting firm.
• Provided portfolio valuation services to 14 private equity and venture capital clients. Prepared analyses and deliverables, coached the junior staff, ran technical committee calls, and delivered effective client service.
• Noteworthy M&A advisory engagements worked on include - Schering-Plough/Organon BioSciences NV ($16.2B), Google/Motorola ($12.4B), Access Industries/Warner Music ($3.4B), and Warner Bros. Entertainment/Turbine ($84M).

Built robust financial, operating, and valuation (comparables, DCF and LBO) models, assembled buyer lists, confidential memoranda, pitches, and management presentations at a middle-market investment bank. Completed 3 M&A and private placement transactions ($20M – $40M) within the industrials and healthcare industries.

Performed valuation and precedent transaction analysis for M&A deals at a prominent boutique investment bank.
● OTHER RELATED EXPERIENCE