Sector Experience

Retail
Financial Services
Business Services
Technology
19
years

Years of Experience

5/14

Member Since

Bulge Bracket Investment Banks
Fortune 500

Experience

 
Morrhill Corporate Strategy & Development
Principal, Corporate Development & Strategy
12/2013 - Present
Analyzed fundamental drivers of shareholder value and synthesized research of clients’ strategic positioning and industry trends to inform Board-level agenda for value creation, including organic and inorganic investment and leadership transitions, resulting in average total shareholder returns improving from 4% below to 5% above relevant benchmarks, representing $54B in net shareholder value creation
Strategy& (PwC) Finance
Manager
03/2018 - 11/2018
Managed teams of 2-6 consultants to research, analyze and advise private equity investors on key deal considerations (commercial due diligence), including market size, growth drivers, competitor landscape and strategy, customer/channel dynamics, consumer preferences and business plan
Marakon Corporate Strategy & Development
Associate Principal
03/2016 - 03/2018
Led teams of 1-4 consultants across multiple workstreams helping clients diagnose performance issues, identify strategic alternatives, develop new 3-5 year growth or transformation strategy, and map strategy implementation plans across functional silos
Churchgate Capital Management Finance
Private Equity, Advisor
01/2014 - 01/2015
Sourced, analyzed and conducted due diligence of private equity investments in financial services and financial technology
Softbank Capital Finance
MBA Associate
09/2012 - 05/2013
Researched and prepared detailed investment memoranda for Softbank’s investments in NatureBox ($8.5M Series A round), Dering Hall ($2.5M Seed round), Keychain Logistics ($2.5M Seed) and Celtra ($4M Series B round); Analyzed relevant growth metrics for portfolio companies and potential investments, including revenue growth, publisher partnerships (paid, trial, converted), average lift in click-through rates and adjacent market opportunities to support investment decisions
Morgan Stanley Finance
Global Capital Markets Associate III
01/2010 - 01/2012
•Advised pre-IPO technology company on alternatives to accelerate growth of P2P consumer loan portfolio by restructuring how loan risk was distributed between retail and institutional investors
•Developed capital raising strategies for alternative assets including solar power, farmland, cell towers, and tax credits; structured offerings to meet specific institutional investor return profiles and investment preferences
•Structured highly tailored cross-border tax, liquidity, insurance and risk
Lehman Brothers Finance
M&A and Capital Markets Analyst/Associate
07/2003 - 04/2009
•Led end-to-end deal management for 12 capital markets transactions totaling $7.4B; built financial and operating models; analyzed data under stochastic and deterministic scenarios; reviewed and negotiated 80+ documents per deal, prepared institutional sales presentations and offering memoranda; secured ratings and regulatory approvals
•Led internal analysis of expansion into adjacent banking businesses; sized and dimensioned addressable market; defined core competency and growth strategy; mod