OwnersCircle (backed by Accel Partners and Y Combinator) partnered with a network of private investors and lenders to provide financing options for a variety of small businesses. Responsible for developing and executing overall Company strategy and operations, general business development, executing strategic partnerships and serving as deal lead on live transactions.

Provided specialized M&A and restructuring advisory services for clients across various industries including Media, Healthcare and Chemicals. Select project experience below:
- Dex Media, Inc. - provided strategic advisory for directories business seeking to restructure its capital structure while concurrently pursuing a merger of equals
- Interactive Health Solutions & Quest Specialty Chemicals - executed broad auction sale process for the nation’s leading health & wellness provider

Provided coverage and advisory services for various TMT clients primarily in their pursuit of M&A, debt financings and equity offerings. Select project experience below:
- PROSIEBENSAT.1 acquisition of Aeria Games Europe - buy-side advisory forGerman media company’s acquisition of CA-based Aeria Games
- CDW Corp - $450mm IPO of CDW Corp - led drafting of S-1, Management Presentation and preparing valuation / pricing analyses
- AMC Networks’ €750mm acquisition of Chello Media

Provided coverage of middle-market clients and sponsors with a food and beverage focus. Responsible for developing financial analysis, drafting transaction-related documents and managing due diligence process. Select project experience below:
- $25mm private placement for Chef Solutions Holdings (Aug 2009)
- $100 million Nash Finch acquisition of GSC Enterprises (Feb 2009) – sell-side advisory for negotiated sale

Covered Oil & Gas Energy Markets and nine Independent Refining companies (VLO, SUN, TSO, FTO, HOC, ALJ, DK, WNR and CVI). Published investment research reports and notes encompassing industry analysis, financial models, valuation analysis and dialogue with company executives and industry officials