Sector Experience
Healthcare
Telecom
Financial Services
Business Services
Technology
19
years
Years of Experience
5/19
Member Since
Experience
Altpoint Capital
Finance
Vice President
Responsible for originating, evaluating, and managing growth equity and middle market private equity investments in technology and telecommunication companies. Lead business due diligence, deal structuring and discussions with financing providers and manage the development of internal due diligence materials. Provide strategy, operations, M&A and financing support and analytics for portfolio companies.
New York Life Investments
Finance
Director
Member of newly formed $300 million corporate venture capital group. Led the origination, evaluation and management of investments in early stage technology companies. Developed alliances with early stage firms and connected them with internal New York Life groups/departments to introduce new technologies that enhance business efficiency, competitive advantage and/or earnings.
Lehman Brothers Estate
Finance
Associate
Executed the liquidation and operational and financial restructuring of $3.0 billion private equity & private debt portfolio in connection with the Lehman Brothers bankruptcy estate. Monitored eight portfolio companies and advised management on debt refinancings, capital structure and long-term forecasts.
Argus Software
Corporate Strategy & Development
Business Development Manager
Developed market analysis and business strategy for Japanese market and presented to Board of Directors.
Lightyear Capital
Finance
Associate
Evaluated and executed leveraged buyout and growth equity investments in private and public financial services and financial technology companies for $1.5 billion private equity firm. Co-managed diligence process, developed financial models and assisted in negotiating valuation, governance and financial terms for new investments. Helped manage three portfolio companies.
Bear Stearns & Co
Finance
Analyst
Analyzed and executed financings and acquisitions for financial sponsor and corporate clients. Created financial models, offering memorandums, internal committee memorandums and valuation analyses.