Functional Skills

Financial Modeling
Financial Due Diligence

Sector Experience

Financial Services
Business Services
1
hour

Avg Response Time

2
jobs

Jobs Completed

19
hours

Total Hours Logged

10
years

Years of Experience


Bulge Bracket Investment Banks
Fortune 500

Experience

 
Odyssey Investment Partners Finance
Vice President
12/2019 - Present
Lead M&A and acquisition-related workstreams including financial modelling, coordinating due diligence, and negotiating legal documentation. I also interact with debt and equity financing partners to share acquisition thesis and to help them gain comfort in understanding the team's underwriting.

Medley Capital LLC Finance
Vice President
08/2017 - 09/2018
Responsibilities included executing diligence on new transactions, managing third party diligence providers, and coordinating the fundraising process to bring in outside LP investors. Investment areas included: cold storage distribution, real estate, and timberland.

Leonard Green Finance
Associate
08/2012 - 06/2015
Responsibilities included executing diligence on new transactions, managing third party diligence providers, and portfolio support. Special focus on business services and retail sectors.

Additionally, I spent a meaningful amount of time supporting management teams in strategic planning and quantifying operational initiatives

Goldman Sachs Finance
Analyst
12/2010 - 07/2012
Investment banking analyst, responsible for preparing financial models, creating powerpoint presentations, and coordinating all aspects of sale processes