21
years

Years of Experience

8/17

Member Since


Experience

 
Accelify Solutions LLC Corporate Strategy & Development
Director of Finance
01/2014 - Present
? Led all corporate development activity, including conducting due diligence and negotiations on a number of potential transformative acquisitions.
? Supervised financial reporting and directed financial planning and structure
? Advised major school districts around the country on improving financial operations and budgeting
? Created a “big data” assessment tool to dynamically analyze K-5 performance on standardized state examinations

Global Thermostat LLC Start-Up
Director of Finance & Operations
11/2011 - 05/2013
? Reported directly to the Company’s founder & CEO and oversaw all aspects of the business, including fundraising, intellectual property development, sales and marketing, finance, and day-to-day operations
? Was instrumental in completing a second round of financing, valuing the Company at a blended valuation of $80+mm
? Negotiated and structured licensing, collaboration and supply agreements with Fortune 100 companies in U.S. and internationally

TriRing Ventures LLC Management Consulting
Principal
06/2006 - 10/2011
? Advised family offices and individual investors on franchise and small business acquisition transactions
? Led and completed a complex negotiation involving the licensing of three major luxury brand names in Russia and Ukraine
? Played a key role in the launch of a fast food franchise in the former Soviet bloc countries
? Successfully raised funds for a number of acquisitions and start-ups

Altaris Health Partners Finance
Associate
09/2003 - 08/2005
?Led all aspects of the transaction execution process, including legal, financial and regulatory due diligence, multiple-entity structuring, negotiation and drafting of transaction documents, building of detailed financial models, and successful completion of investment committee approval process
?Worked closely with senior management to develop and execute post-closing strategy and initiatives
?Evaluated potential investment opportunities through comparative company analysis, financial model

Merril Lynch Finance
M&A Analyst
07/2001 - 07/2003
? Performed valuation of private and public companies using trading and acquisition comparables, discounted cash flow, and sum-of-the-parts analyses
? Constructed financial models that analyzed pro forma merger, divestiture, spin-off, and joint venture consequences including EPS accretion/dilution, and cash flow and credit rating impact