Functional Skills
Primary Research
Investment Banking
Business Development
Private Equity Investing
Leadership Development
Commercial Due Diligence
Restructuring / Turnarounds
Financial Modeling
Strategic Planning
Strategy Development
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Office
Sector Experience
Aerospace & Defense
Business Services
Financial Services
Healthcare
Real Estate
Experience
Citadel (Ashler Capital)
Finance
Hedge Fund Associate - Merger Arbitrage and Event-Driven Strategies
7/2022 - 8/2023
• Engaged with Fortune 100 executive teams, conducted proprietary research, and constructed detailed company models to inform probability trees and capitalize on market ineficiencies resulting from Mergers and Acquisitions
Blue Origin
Corporate Strategy & Development
Strategy & Business Development MBA Intern
5/2021 - 8/2021
• Led economic study of future rocket architectures. Conducted 10-year market forecast, created botoms-up cost build of
competitor vehicles, and analyzed returns along various evolutionary pathways. Presented to senior management
competitor vehicles, and analyzed returns along various evolutionary pathways. Presented to senior management
Madison Dearborn Partners
Finance
Private Equity Associate
7/2018 - 7/2020
• Spearheaded modeling, due diligence, primary research, and external communications when buying/selling companies Portfolio Company Experience:
LinQuest (provider of satellite engineering, software, and cybersecurityfor government satellite constellations)
• Communicated daily with key leadership to facilitate transition and onboarding of new CEO, CFO, GC, Treasurer, and CHRO, minimizing business disruption and improving employee retention
• Screened and analyzed 15+ add-on acquisition opportunities alongside senior management resulting in two successful
acquisitions (The Perduco Group and TMC Design) AEVEX (provider of intelligence, surveillance, and reconnaissance tech &services) – Acquiredfor $450MM (Mar 2020)
• Ran internal due diligence, modeling & analysis, external advisors, and debt financing. Presented findings and recommendations to MDP Investment Commitee
• Directed eforts to institutionalize FP&A, monthly reporting, and cash management best practices. Formalized M&A
LinQuest (provider of satellite engineering, software, and cybersecurityfor government satellite constellations)
• Communicated daily with key leadership to facilitate transition and onboarding of new CEO, CFO, GC, Treasurer, and CHRO, minimizing business disruption and improving employee retention
• Screened and analyzed 15+ add-on acquisition opportunities alongside senior management resulting in two successful
acquisitions (The Perduco Group and TMC Design) AEVEX (provider of intelligence, surveillance, and reconnaissance tech &services) – Acquiredfor $450MM (Mar 2020)
• Ran internal due diligence, modeling & analysis, external advisors, and debt financing. Presented findings and recommendations to MDP Investment Commitee
• Directed eforts to institutionalize FP&A, monthly reporting, and cash management best practices. Formalized M&A
Evercore Partners
Finance
Investment Banking M&AAnalyst – Aerospace & Defense Group
6/2016 - 6/2018
Transaction Experience: Advised on $9.7Bn Sale of CSRA (prime government contractor) to General Dynamics (April 2018)
• Ran accelerated due diligence for three high potential buyers. Owned all quantitative work and company coordination
Advised General Electric on Restructuring and Ongoing Breakup of Company (June 2018)
• Lead Analyst: evaluated options from simple spin/sale of minor segment to full-scale breakup of company
• Ran accelerated due diligence for three high potential buyers. Owned all quantitative work and company coordination
Advised General Electric on Restructuring and Ongoing Breakup of Company (June 2018)
• Lead Analyst: evaluated options from simple spin/sale of minor segment to full-scale breakup of company