Sector Experience
Manufacturing
Aerospace & Defense
Transportation & Logistics
Agriculture
Industrials
13
years
Years of Experience
12/19
Member Since
Experience
Surfaces Southeast
Corporate Strategy & Development
Head of Business & Corporate Development
Responsible for driving organic and acquisition-based growth opportunities across product & channels. Identified, vetted and led due diligence process on 50+ acquisition targets resulting in 3 executed LOIs. Successfully launched new product at Target; secured distribution program at customer with ~4,000 points of sale. Key liaison between financial advisors, financing sources, counsel and potential investors (financial & strategic).
Moelis & Company
Finance
Vice President
Executed a broad range of transactions including M&A, recapitalizations, restructurings and debt/equity offerings. Responsible for deal execution including management of internal team, clients and related advisors while maintaining active pitch pipeline of new business development opportunities.
Thoma Bravo
Finance
Associate
Led business due diligence for acquisition targets, encompassing operational, financial, accounting, tax, legal, insurance, information technology and environmental matters.Involved in negotiations of purchase agreements with sellers, financing agreements with lenders, confidentiality agreements and other related documents. Monitored portfolio companies as Board observer and worked closely with senior management
CIBC World Markets
Finance
Analyst
Executed transactions across product and industry verticals including aerospace & defense, agriculture, chemicals, distribution, manufacturing and metals & mining. Deal responsibilities included financial modeling and valuation, industry analysis and competitive benchmarking, preparation of marketing materials, presentations to key stakeholders and management of due diligence process.