21
years

Years of Experience

5/16

Member Since

Experience

 
R&HL Partners, LLC Corporate Strategy & Development
Consultant
10/2015 - Present
Work with financial sponsor backed management teams and boards to develop and refine business strategies, develop investment cases and implement financial planning and analysis processes
J.F. Lehman & Company Finance
Principal
08/2008 - 10/2015
Sourced and executed leveraged buyout transactions of companies in the industrials, specialty manufacturing, transportation and logistics markets
Responsibilities included investment case generation, market due diligence, business due diligence, financial modeling, creation of materials for investment committee and bank review and arrangement of financing
Houlihan Lokey Finance
Vice President
04/2006 - 08/2008
Performed fairness opinions, valuations and purchase price allocation studies
Sourced transaction mandates for companies in the industrials, aerospace, defense, government services and transportation sectors
Led the execution of M&A transactions, to include due diligence, marketing and negotiation of definitive documentation
Deutsche Bank Securities Finance
Associate
03/2005 - 04/2006
Evaluated, prospected and executed M&A transactions for companies in the new media, software, communications equipment and semiconductor sectors
Cowen & Company Finance
Associate
08/2003 - 03/2005
Evaluated, prospected and executed M&A and financing transactions for companies in the restaurant, specialty retail, footwear and apparel, and Internet commerce sectors