Functional Skills
M&A Support
Financial Modeling
58
minutes
Avg Response Time
10
jobs
Jobs Completed
286
hours
Total Hours Logged
25
years
Years of Experience
Bulge Bracket Investment Banks
Experience
Whalebelly
Finance
Principal
Through Whalebelly, I provide transaction advisory and support services, both to entrepreneurs and to investors. For entrepreneurs, this includes preparation of all the tools needed to raise capital or sell your business - investor presentations, financial projections, PPMs and CIMs, and data rooms. For investors, services include due diligence, financial modeling and analysis, transaction structuring, preparation of investment committee materials.
Shockoe Atelier
Start-Up
Partner
Shockoe Atelier is a menswear startup based in Richmond VA. I was a Partner in the company and drove the business side of things, including finance and admin, sales and marketing, and operations. My job also included raising capital, for which I built numerous investor decks, business overviews, business plans, and supporting financial models.
New Richmond Ventures
Finance
Managing Director
New Richmond Ventures is an early-stage investment firm focused on Richmond VA-based startups. I co-founded the firm and ran day-to-day activities as its Managing Director. My job was to find great investment opportunities to invest in, oversee the investment process (investment size of $250k - $2 million), and assist our startups with further capital raising efforts (investor presentations, business plans, financial models, etc.).
PrecisionIR
Operations
Chief Operating and Financial Officer
PrecisionIR was a $30 million provider of digital investor relations services, and a portfolio company of SV Investment Partners. I served as the company's COO and CFO during a turnaround, where we reduced costs, launched new product lines, and restructured the company's balance sheet. The company was eventually sold to a strategic acquirer.
SV Investment Partners (fka Schroder Ventures US)
Finance
Partner
SV Investment Partners (fka Schroder Ventures US) is a middle-market private equity firm focused on tech, media & telecom. We were a small team, so I got to do a lot. I was heavily involved in both the deal sourcing/analysis as well as the deal execution (negotiations, legal documentation, post-investment monitoring, exit). I was also involved in the raising, documenting, and managing of two funds, totaling over $250 million.
JPMorgan Chase & Co
Finance
Investment Banking Analyst
Mergers & acquisitions in the energy and power sectors. I built complex financial models, drafted presentations, and wrote information memoranda to support transactions of all types. I was recognized as a top Analyst in my class, and earned a reputation for building flawless financial models and beautiful powerpoint presentations.