5
years
Years of Experience
1/18
Member Since
Experience
Berkshire Capital Securities LLC
Finance
Investment Banking Associate
? Top-ranked associate with deal execution experience across Investment Management, Securities and Financial Technology sectors
? Lead junior banker on 38 exclusive engagements, including 9 valuations, 23 sell-sides and 6 buy-sides
- 14 deals executed or in final stages of execution over last two years (the most in the firm)
? Built first firm-wide public-to-public merger model template
? Lead junior banker on 38 exclusive engagements, including 9 valuations, 23 sell-sides and 6 buy-sides
- 14 deals executed or in final stages of execution over last two years (the most in the firm)
? Built first firm-wide public-to-public merger model template
Jefferies LLC
Finance
Investment Banking Analyst
? Assessed company valuations via DCF, LBO, comparable companies and precedent transactions analyses
? Select transactions
- Joint Lead Advisor / Active Bookrunner – Dual track process for Amplify Snack Brands, Inc. (NYSE: BETR) (SkinnyPop)
- Joint Lead Agent – $450M placement of a Credit Facility for Flavors Holdings’ acquisition of Merisant
? Select transactions
- Joint Lead Advisor / Active Bookrunner – Dual track process for Amplify Snack Brands, Inc. (NYSE: BETR) (SkinnyPop)
- Joint Lead Agent – $450M placement of a Credit Facility for Flavors Holdings’ acquisition of Merisant
Canaccord Genuity Group Inc.
Finance
Investment Banking Analyst
? Lead analyst in the New York Investment Banking group, directly supporting the establishment of the Consumer & Retail, Leveraged Finance and Restructuring practices