17
years

Years of Experience

5/15

Member Since


Bulge Bracket Investment Banks

Experience

 
Elevate Innovation Partners Finance
Managing Partner
03/2014 - Present
• Led DD and investment into Dropthought, a $16m data analytics and enterprise software company based in Santa Clara
• Led due diligence and execution for investments into Moviepass (movie subscription) and Digitzs (payments)
• Ran a sell-side M&A process and strategy consulting for a $110m EV financial software company that services hedge funds
• Business strategy consulting engagement for a payments portfolio company of a large pension fund

Westpac Banking Corp Management Consulting
Strategy Manager
02/2011 - 06/2014
• Wholesale Banking– Led external forces workstream to help outline five year strategy for Westpac’s institutional bank (WIB)
• Venture Capital + Disruptions – Helped start Westpac’s $50m VC fund, Reinventure; analysis of disruptive innovation in banking
• WIB/AFS Strategy – Developed strategy to achieve A$50m uplift to sell Institutional products through Retail/Wealth channels
• Westpac Asia Strategy – Analysis of Asian banking markets, acquisition targets and Westpac growth opportunities

Nomura Australia Finance
Analyst
10/2009 - 12/2010
• Australian Alcoholic Beverage Co.~ A$3.0bn LBO – Advised a PE sponsor on potential LBO of a leading Australian wine business
• Asahi ~A$15bn M&A of Foster’s – Advised Asahi on the potential acquisition of the Foster’s Beer business
• Gunns Limited A$3.5bn Corporate Restructuring – Advised on the Gunns holdco restructure and funding of A$2.3bn pulp mill

First Wind Corporate Strategy & Development
Senior Financial Analyst
12/2008 - 06/2009
First Wind is a US wind developer and a Private Equity portfolio company of Madison Dearborn and DE Shaw (EV~US$1.5bn)
• Corporate HoldCo US$200mm Capital Raise – Advised on the corporate holding company equity capital raise in-lieu of IPO
? Re-built company portfolio financial models and led due diligence as company point-person with IB’s and PE investors
• Milford 204MW Construction Financing – Member of execution team that secured $US376mm construction loan

UBS Finance
Analyst
06/2007 - 12/2008
• Northwestern Utility – Advised on the US$355mm acquisition of an Idaho Gas Local Distribution Company (LDC)
? Developed valuation analyses including DCF, and accretion/dilution to value the target and combined entity
• American Water Works – US$1.4bn IPO of the largest investor-owned water utility in the US
? Conducted valuation, due diligence and drafting of management and roadshow presentations