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Bulge Bracket Investment Banks

Experience

Brookestone Capital Finance
Founder
6/2013 - Present
Private investment vehicle for investing in early-stage, disruptive technology companies. Evaluate, invest in and nurture early stage companies and provide advisory services to early stage to middle market growth companies.
Short Stay Global Start-Up
Co-Founder
5/2015 - 5/2018
Responsible for setting up financial systems and operating procedures and processes and evaluating potential acquisition opportunities, including hand-on financial modeling (3 Statement Financial Projections). Coached the management team.
Midas Medici Group Holdings Accounting
President, CFO & Director
1/2010 - 6/2013
As CFO responsible for a staff of over 60 financial, legal, IT, and shared services team to support day to day operations and growth of business, including strategy, execution and acquisitions and divestitures. Grew business from start up to over US$200 million in revenues, including international expansion, primarily through acquisitions.
Knox Lawrence International Finance
Managing Principal
1/2002 - 1/2010
Responsible for sourcing, structuring, capital raising, executing, monitoring and exiting leveraged buyout, turnaround and growth equity transactions for the firm and held operating roles including Chairman, CEO and CFO. Completed transactions with over $600 million in enterprise value.
Merrill Lynch Finance
Investment Banking Senior Associate
1/2000 - 1/2001
Supervised analysts and junior associates and led cross-functional teams consisting of investment bankers, consultants, lawyers, and accountants in negotiating complex deal terms and contracts for international and domestic transactions. Completed over $10 billion in transactions.
JPMorgan Chase & Co Finance
Investment Banking Associate
8/1997 - 1/2000
Completed multi-million dollar mergers & acquisitions transactions and senior debt and bond offering transactions for corporate and project finance clients in the Energy & Power, Oil & Gas, and Sub-Saharan Africa Coverage groups. Created merger analyses and DCF valuation scenarios to evaluate and execute mergers & acquisitions transactions.