Functional Skills

M&A Support
3
jobs

Jobs Completed

18
years

Years of Experience

10/14

Member Since

Bulge Bracket Investment Banks

Experience

 
CyndX Advisors Finance
VP
04/2014 - Present
Independent advisor to smaller growth companies in capital raising and M&A options. Led execution effort on M&A, Capital Raising transactions with direct responsibility for Management and Board review packs, Prospectus / CIM drafting, Due Diligence Process, complex financial modeling including acquisition and financing scenarios, valuation analyses, credit analyses, supporting management teams for investor roadshows
Citibank Finance
Vice President
09/2008 - 01/2010
Advised C-level and Board-level management on strategic initiatives, acquisitions, divestitures/exits, LBOs, joint ventures, synergy analyses, financing strategies, valuation of assets and deal structures
Deutsche Bank Finance
Associate - Mergers & Acquisitions
07/2007 - 09/2008
Mergers & Acquisitions
Valuation
Board Presentations
UBS Finance
Associate
03/2005 - 06/2007
Investment Banking
Financial Modeling
Rothschild Inc. Finance
Analyst
06/1999 - 02/2002
Mergers & Acquisitions