Sector Experience

Financial Services
Business Services
Aerospace & Defense
Technology

Languages

English
1
hour

Avg Response Time

9
years

Years of Experience

4/19

Member Since


Bulge Bracket Investment Banks

Experience

 
Deep Space Ventures Finance
Managing Partner
12/2015 - 08/2018
Created a venture capital / family office investment vehicle for a high net worth individual looking to diversify investments with exposure to a new asset class

Sourced, vetted, executed 25 early stage venture capital investments with average investment of $500,000 in SaaS, Logistics and esports startups

Acted as CFO for numerous portfolio companies when the role had not been filled yet.

SunTrust Robinson Humphrey Finance
Vice President
09/2013 - 12/2015
Executed pro rata bank deals, capital markets transactions, M&A advisory, traditional corporate services and other banking transactions for a wide variety of clients on an industry agnostic basis.

Hired, developed and managed a team of 4 analysts and 1 associate providing coverage support.

Managed the internal credit approval process by ensuring that all credit risks were identified and mitigated prior to final credit approval.

Houlihan Lokey Finance
Associate
07/2012 - 09/2013
Developed valuation models including comparable trading and transaction multiples analysis, discounted cash flow, accretion/dilution analysis and multiple scenarios for mergers and acquisitions models; develop analyses and execute equity and debt financings and valuation analysis for both public and private companies

Executed numerous sell-side M&A transactions as well as a number of private capital market financing and minority equity sale transactions.

JPMorgan Chase & Co Finance
Associate
04/2010 - 07/2012
Associate in the Industrials group covering airlines, automotive OEMs and suppliers, defense, aerospace and multi-industrial companies.

Sell Side M&A Adviser: Advised a prime defense contractor on the sale of a ~$200mm business unit that designs, develops and produces specialty optics for the defense industry

Buy Side M&A Adviser: Advised a manufacturer of products used in flow control, water quality and water safety on a ~$1,400mm offer to buy a private equity owned competitor.

UBS Finance
Associate Director
09/2009 - 04/2010
Buy Side M&A Adviser and Joint Lead Arranger for Acquisition Financing: Advised TransDigm on its $1,265 million acquisition of McKechnie Aerospace from JLL Partners. Lead Left Bookrunner on $1,550 million Senior Subordinated notes and Joint Lead Arranger on $1,850 million First Lien Credit Facility for TransDigm

IPO: $18,140 million issuance of common stock and $5,000 issuance of Series B mandatory convertible junior preferred stock −Joint Bookrunner to General Motors Company.