20
minutes

Avg Response Time

14
years

Years of Experience

2/17

Member Since


Experience

 
GSV Advisors Finance
Senior Associate
08/2014 - Present
o Evaluate offers, negotiate transaction structures, and execute sell side M&A and equity capital raises primarily for early stage and venture backed companies
o Draft CIM's and marketing materials in order to conduct sale process
o Advise and assist client founders with developing financial models that reflect their business plan and operating strategy

Evolution Media Capital Finance
Associate
12/2013 - 08/2014
o Evaluated all aspects of potential investment opportunities by performing in depth financial returns analyses, conducting due diligence with management and third-party industry consultants, and drafting investment memo’s for internal investment committee
o Reviewed pro forma ownership structures, post-transaction management incentives and capitalization options
o Leveraged network of industry professionals and my own research to source new investment opportunities and advisory assignments

BMO Capital Markets Finance
Analyst
08/2010 - 08/2013
o Prepared a variety of capital raising and M&A materials focused on food and consumer products companies
o Financial modeling experience includes accretion/dilution, DCF, LBO, sum-of-the-parts, and transaction and trading comparables
o Actively followed food & beverage trends in order to articulate investment theses and provide insightful commentary for client materials