Sector Experience

Healthcare
Financial Services
Business Services
Consumer Goods
Life Sciences & Pharma
2
hours

Avg Response Time

12
years

Years of Experience

4/20

Member Since

Experience

 
 
Finance
Guardian Due Diligence - Founding Partner
01/2016 - Present
We are an M&A advisory firm that helps family offices execute private equity deals by leading comprehensive diligence processes for them. We leverage proprietary methods, processes and tools to help our clients execute strong deals with above market ROI/IRR

My role as founding partner means I'm in charge of :

1) Sales & Business Development
2) Marketing Strategy (traditional and digital)
3) Financial Modeling
4) Overall deal analysis and client delivery

 
Finance
Spartan Capital (Formerly Ellsworth Partners) - Partner
01/2013 - 12/2016
1) Marketing, outreach, and deal sourcing
2) Leading the investment committee.
3) Performed company valuations using DCF, LBO, & comparable company analysis with sensitivities.
4) Created 100+ page Due Diligence Reports on all pursued acquisitions complete with valuation three statement financial models, financial returns & post-close business operating and growth plan.
4) Evaluated 1,500+ deals in order to invest >$10MM in two deals, returning 50%+ to investors.

 
Corporate Strategy & Development
Workday - Value Selling & Sales Strategy
03/2013 - 07/2015
Employee 2,137 & 6th member of Value Selling team that grew to 27 people before I left.

1) Supported over $50 million in sales over 2.5 years
2) Owned the sell to the CFO of Fortune 5,000 companies leveraging strong business cases & marketing
3) Created value-based marketing material to support higher priced Workday product
4) Worked alongside sales team identifying prospects & creating strategies to market & sell to them. Executed those plans.
5) Quarterly Business Reviews

 
Management Consulting
Accenture - Strategy Consulting
01/2007 - 07/2009
1) Created comprehensive go-to-market strategy for $9B commodity manufacturer resulting in profit increases of $400MM
2) Analyzed comparable company financials to evaluate profitability metrics for largest US steel manufacturer.
3) Created sustainable competitive intelligence (CI) group for client, which grew to five employees housed in the marketing division. CI group identified key threats and guided overall strategy. •