15
years

Years of Experience

7/14

Member Since


Bulge Bracket Investment Banks

Experience

 
Berkery Noyes Finance
M&A Associate
09/2016 - Present
Increasingly staffed in a VP role to lead execution at every stage of live M&A transactions, equity raises, valuation engagements and new business pitches, directly reporting to and with minimal supervision from the Managing Directors
Establish and manage relationships with potential clients, prospective buyers (strategic and financial) and professional services providers
Lead strategic internal initiatives: material standardization, workflows automation, Associate/Analyst hiring and training

The Jordan, Edmiston Group (JEGI) Finance
Associate
01/2016 - 08/2016
Quickly ramped up expertise in managing every aspect of middle market M&A and financing processes in a range of Technology verticals
Assigned to perform Vice President duties, managing select deals and reporting directly to the Managing Director, within three months

x3East Finance
Senior Advisor
09/2012 - 12/2015
Devised comprehensive, quantitative analysis based growth strategies for early-stage AdTech, MarTech and Digital Media Companies
Evaluated opportunities for corporate, growth and venture investments into innovative, hyper-growth technology platforms

Credit Suisse Finance
Associate
07/2010 - 09/2012
Gained and applied expertise in financial products including M&A, equity and investment grade/high yield debt across TMT verticals
Played meaningful deal role as an Associate, coordinating within and among various banking teams on a number of complex transactions
Leveraged prior industry experience to enhance client deliverables, build internal trust and train junior employees
Advised high-profile public and private media clients on strategic alternatives for their digital media busi

National Basketball Association Corporate Strategy & Development
Manager, Business Development
06/2007 - 05/2008
Built integrated P&L for Russian market with SVPs of Media, Merchandising, Partnerships business units
Developed analysis for a Global Media Distribution broadcasting rights contract up-sell from $350k to $500k
Financial partnership to grow annual revenue from $2.1mm to $3.8mm laid foundation for NJ Nets sale