Partner alongside early stage entrepreneurs & Boards to build financial & operations infrastructure, define business development strategy, help companies raise capital & implement business KPIs aligning with vision & growth objectives, among other business strategy & financial services.
- In aggregate, have raised $6M in Seed and Series A funding for consumer and SaaS clients

Worked alongside the executive team to build the infrastructure and capital position to grow and scale the business for long-term success. Key accomplishments include:
- Led recent IPO & pre-public investor relations
- Implemented business & strategy planning to drive revenue growth and aligned execution across the organization
- Executed strategic acquisitions to further enhance brand value, customer experience, cost structure and sustainability
- Built-out the Finance & Strategy teams

Led the development of our international expansion strategy which received strong Executive and Board support. Executed on inorganic (M&A) international expansion strategy through thoughtful sourcing, transaction structuring, diligence, negotiating and integration planning for viable international acquisitions. To drive organic international expansion, I scoped the go-to market strategy & technology platform to facilitate low-cost, lightweight entry into strategic yet nascent European and Asia.

- Evaluated investment ideas and markets through market opportunity sizing, unit economics, competitive benchmarking, industry value chains, among other analyses
- Managed investment diligence: drafted term sheets, conducted business diligence, customer interviews, built financial models, coordinated third-party advisors, structured management incentive programs and negotiated purchase, sale and financing agreements.
- Supported with portfolio company management in many capacities

Led diligence, valuation, negotiation, marketing and structuring of high profile transactions (M&A, restructuring, capital raises) across technology, media, telecom, consumer, retail and real estate
- Managed sell-side process: target diligence, draft CIMs/teasers, address Board/Mgmt concerns, legal/contractual negotiations and buyer correspondence
- Built financial models to perform merger, accretion/dilution analysis & conducted valuation analyses (LBO, DCF, public comps & trxn comps)

- Built from scratch financial models for leveraged buyouts, mergers and acquisitions, and recapitalizations for TMT firms
- Performed valuation analysis for transactions: DCF, comparable companies, precedent transaction, and leveraged buyout
- Worked directly with senior management in diligence process and client presentations on financing and strategic alternatives
- Drafted committee memos and fee memos for debt offerings to ensure that internal transaction approval was obtained