17
years

Years of Experience

8/15

Member Since


Experience

 
Metropolitan Capital Bank & Trust Finance
Investment Banker and Corporate Finance Advisor
10/2016 - Present
- Providing full-spectrum, universal banking advisory to small- and mid-sized businesses.
- Advisory scope includes commercial banking, investment banking and wealth consulting.

Occam's Paradigm, Inc Finance
Investment Banking & Financial Advisory
06/2015 - 10/2016
- Re-branding and re-positioning the firm as a one-stop solution provider to small- and medium-sized businesses using an integrated consulting, investment banking and human capital approach.

Pegasus Intellectual Capital Solutions Finance
Investment Banking
04/2014 - 08/2015
- Played key role in utilizing e-commerce techniques to source opportunities in lower middle-market investment banking.
- Led sourcing and executed three middle-market sell-side M&A engagements.
- Conducted well-timed second management presentation to strategic buyer undergoing major reorganization. New leadership submitted an updated LOI with 22% higher cash-at-close at 10% premium valuation.

ReserveBar.com Corporate Strategy & Development
Interim Chief Financial Officer
04/2014 - 06/2015
- Prepared marketing materials, projections and valuation model; and launched wide-scoped capital raising process.
- Led structuring and negotiation of growth equity investment from large, multinational strategic investor.
- Played key role in structuring partnerships with firms such as Liquor.com, and streamlined management reporting.

MD Global Partners Finance
Vice President
05/2012 - 03/2014
- Led execution of several M&A and capital raising engagements.
- Developed over 125 investor relationships with focus on family offices.
- Educated investors on industry before process launch for transaction in nascent energy efficiency services sector. Investor comfort with industry led to multiple interested parties through the deal process.

Robert W. Baird & Co. Finance
Senior Associate
09/2010 - 04/2012
- Played pivotal role in origination and execution processes, typically as second-in-command to senior officers.
- Led junior teams’ execution efforts in several wide-scoped processes involving 150-200 strategic and financial investors.
- Worked closely with management team of client - that grew primarily through acquisitions - on a wide-scoped project to measure organic growth beyond acquisitions. Analysis led to two financial buyers remaining in the process until final round.

Current Capital LLC Finance
Senior Associate, Private Equity
08/2008 - 09/2010
- Private equity in industrial and business services for companies with revenues between $20M - $250M.

Wachovia Securities Finance
Associate, Investment Banking
07/2007 - 08/2008
- Investment banking focused on industrial and business services sectors.