Functional Skills

Commercial Due Diligence
Financial Modeling
M&A Support
Financial Due Diligence
Private Equity Investing
Corporate Finance
Acquisition Target Identification
Financial Planning & Analysis (FP&A)

Software Skills

Microsoft Office
Less

Sector Experience

Manufacturing
Financial Services
Business Services
Consumer Goods

Languages

English
14
years

Years of Experience

4/18

Member Since

Big 4 Accounting
Top Consulting Firms

Experience

 
Westfall Technik Corporate Strategy & Development
Head of M&A
08/2018 - 09/2023
 Responsible for programmatic M&A at Westfall Technik, Inc.– a holding company formed by Lee Equity Partners to acquire businesses across the rigid plastics value chain, primarily serving the medical and CPG end markets. Led all aspects of acquisition process including sourcing, structuring, financial modeling/ analysis, third party diligence, investment committee memos, lender diligence, transaction documentation (including but not limited to NDAs, IOIs, LOIs, purchase agreements, employment agreements, leases, rep & warranty insurance policies), etc.
Post Capital Partners Finance
Senior Associate
10/2015 - 12/2017
Member of lower middle market private equity team making investments in a variety of industries
North Castle Partners Finance
Associate
05/2013 - 10/2015
Member of lower middle market private equity team making investments in the consumer/retail space
Sawaya Partners Finance
Analyst (3rd year)
06/2011 - 05/2013
M&A sell side banking analyst advising clients in the consumer products space
KPMG Accounting
Transaction Services Associate
10/2009 - 06/2011
Financial due diligence advisory for private equity transactions