- Business: Producer of premium & super-premium pet food, treats, care products and hard goods; brands include: Stewart, Blackwood, Bravo Pet Foods, Miracle Care
- Deals Executed: Raw Advantage (freeze dried and raw frozen pet food co-manufacturer); Bravo Pet Foods (freeze dried and raw frozen branded pet food and treats marketer and manufacturer)
- Achievements: Managed the e-commerce group to a leading market share in the freeze dried treats category on Amazon and Chewy; lead all M&A sourcing, execution and integration (two acquisitions executed and integrated); developed and led the implementation of the 2023 strategic plan; led all inorganic growth strategies

- Business: Acquirer and operator of Third-Party Seller Brands on Amazon in the U.S.
- Category Focus: Home, Kitchen & Garden Goods, Pet, Baby, Personal Care, Sports & Outdoors
- Deals Executed/LOIs Signed: five asset acquisitions in the Home & Kitchen, Sports & Outdoors and Automotive categories
- Achievements: Developed and executed the acquisition strategy for the firm; lead all inorganic growth strategies; built a customized and scalable due diligence process; built and managed the deal pipeline; built and managed the acquisitions team

- Business: Acquirer and operator of DTC e-commerce brands based in the U.S.
- Category Focus: Home Goods, Pet, Baby, Home & Personal Care, Health & Wellness, Active Lifestyle
- Achievements: Developed and executed the acquisition strategy for the firm; built a proprietary deal sourcing platform

- Led all special projects related to organizational change globally
- Led the planning and alignment of a full-company internal restructuring that decentralized the organization’s management, reduced headcount by over 80%, and shifted the organization’s global strategy to be investment-focused

- Investment Principal, E-commerce Ventures
- Fund: Corporate Venture Capital Investment Fund with ~$50 million AUM
- Category Focus: DTC & B2B E-commerce, SaaS, Digital Marketing, Supply Chain & Logistics
- Deals Executed: BanQu Inc. (blockchain records management platform), BeerBods (craft beer DTC subscription platform)
- Achievements: Developed & executed the global e-commerce investment thesis; managed 15+ portfolio companies

- Originated and analyzed investment opportunities in the Consumer Products and Retail sectors
- Developed investment theses and presented new investment opportunities to the Investment Committee
- Executed ten new and follow-on investments comprising over $30MM of committed capital
- Advised portfolio company management on strategic/financial planning and rairaising new capital
- Presented portfolio company results to Limited Partners quarterly

- Senior Manager in the Corporate Mergers & Acquisitions Group
- Managed deal process team for global mergers, acquisitions, divestitures, growth equity investments and JVs
- Developed operating and financial models, presented business case materials/internal memos to Senior Officers and led in-depth due diligence processes
- Staffer for summer MBA interns

- Associate in the US Consumer/Retail Investment Banking Group
- Managed deal teams and due diligence processes; coordinated with respective product groups and presented business cases to risk and capital approval committees
- Created detailed financial models for various deals and financings
- Staffer for summer analysts and associates

- Analyst in the Media/Telecom Investment Banking Group and the Equity Capital Markets Investment Banking Group
- Built M&A, LBO and financing models; managed pitchbook creation and comparable company database
- Supported senior bankers on a total of 30 equity offerings to raise over $6.1 billion for clients in the TMT sectors
- Provided weekly equity market analysis for industry teams; built/maintained group equity/equity-linked deal database