* Private investor and operator
* Holdings include commercial foodservice equipment repair and maintenance, RF component distribution, B2B and B2C skincare brands

* Led Sell-Side M&A and Buy-Side transactions for an industry focused investment bank
* Directed deal execution from sourcing (client coverage, pitching, engagement letter negotiation) and transaction preparation (Banker diligence, financial modeling, information or offering memoranda) through management presentations, buyer due diligence and final purchase agreement negotiations

* Performed full spectrum of investment banking activities ranging from public and private equity, buy-side and sell-side M&A to LBO and other financing and structuring solutions
* Managed complete transaction due diligence and execution – detailed corporate financial modeling, property-level valuation and underwriting, legal review and documentation, structuring, negotiation and deal roadshows
* Directed preparation of and presented material to internal M&A, equity and debt committee

* Directed team responsible for monitoring construction processes outsourced to third-party developers and property managers. Responsible for selection and implementation of a system that improved management reporting of capital, occupancy, and utility expenses
* Designed and implemented valuation and risk assessment models for portfolio of bank-owned real estate
* Audited Credit and Market Risk, Corporate Real Estate, Corporate Aviation and Corporate Security divisions