Functional Skills

M&A Support
Market Research
Financial Modeling
Valuation
Go-to-market Strategy

Software Skills

Adobe Illustrator
Hubspot
Google Analytics
Google Sheets

Certifications

Series 63
Series 7

Sector Experience

Energy
Financial Services
Manufacturing
Real Estate
Technology

Experience

Aldwych Finance
Head of Real Estate, Private Equity & Family Office
6/2009 - Present
As head of the Real Estate & Family Office practice for Aldwych, raise debt & equity capital, advise on IPOs and general M&A, for private and public companies in industries including power, oil & gas, real estate, financial services, food & beverage, and technology across North America, Europe, Africa and Asia. Assignments range in size from $20-250mm+ and have advised on $1 0 billion+ of transaction value.

Accurent Finance
Managing Partner
1/2018 - Present
Managing Partner of a financial advisory snd business consulting firm. We consult with clients and assist with valuation and financial modeling, corporate advisory, strategy and fundraising consulting.

Northern Gulf Partners Finance
Senior Vice Presdent
1/2008 - 6/2009
Prepared detailed investment valuation analysis and financial models for Middle East based debt and equity advisory engagements representing $270mm+ of transaction value.

Boyd Steamship Corporate Strategy & Development
Business Development Manager
6/2005 - 8/2006
Presented P&L analysis and market research to potential and existing shipping clients, created pro forma statements detailing effects of Panama Canal expansion on profitability, analyzed container pricing structures and port infrastructure expansion for prospective acquisition of P&O Group, purchased in 2006 for $1.4 billion