13
years

Years of Experience

12/16

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
Tenaz Capital Co. Finance
Principal
01/2017 - Present
• Created Tenaz Capital Co. to make control investments in lower middle market companies with EBITDA between $1.0 million and $3.0 million.
• Source proprietary deals as well as seek Merger and Acquisition (“M&A”) opportunities from industry connections.
• Monitor and track investment performance and generate reports needed by outside entities, internal accounting/finance/tax and executives.
• Serve as an independent consultant to Private Equity companies.

LMZ Partners LLC Finance
Senior Associate
03/2014 - 12/2016
• Responsible for all investment activities including: sourcing transactions, reviewing & analyzing potential investment opportunities, creating firm marketing materials, presentations, and legal documents .
• Perform in-depth financial and operational due diligence on target companies

Sunrise Transportation Holdings Accounting
Interim Chief Financial Officer
02/2015 - 06/2016
• Responsible for the daily financial operations including liquidity forecasting and planning, business metric development & analysis, financial forecasting variance analysis, preparation of monthly financials, investor & board materials.
• Managed all aspects of accounting including, accounts receivable, detailed tracking of customer billing, accounts payable, and monthly close process. Utilized QuickBooks for all accounting functions.

Deloitte Management Consulting
Business Valuation Associate
08/2011 - 03/2014
• Advised companies on financial and strategic issues which included Mergers and Acquisitions (“M&A”), restructuring, wealth & tax planning, and financial reporting purposes while delivering client excellence.
• Created complex financial models and sensitivity analyses based on business issues or M&A transactions being analyzed.
• Assembled valuations using guideline public company comparables, relevant transaction, and discounted cash flow methods.