M&A & Corporate Development - Independent Consultant - San Francisco, CA
(2021-01)
Embedded M&A resource for PE sponsors and corporate leadership, developing acquisition strategy and executing transactions end-to-end, from thesis development and sourcing through valuation, due diligence, structuring and close
- eBay's Acquisition of Certilogo – Drove execution of a cross-border acquisition of an AI-enabled SaaS platform; built standalone valuation and pro-forma synergy models, led cross-functional due diligence, managed founder relations, negotiated key terms, authored IC materials, and aligned internal stakeholders
- Pipeline Development for a Financial Software & Services Company – Defined acquisition strategy for accounting/tax roll-up; set target criteria, sourced 300+ companies, qualified 20 targets and advanced two to LOI
- PE-Backed Industrial Distributor – Conducted underwriting, diligence, and closing execution for an add-on under a 60-day exclusivity window, increasing platform EBITDA by ~5% immediately ahead of exit
- PE-Backed Revenue Cycle Management – Led due diligence across third-party advisors, synthesized functional findings into updated financial models and IC materials, and managed closing mechanics
Senior Associate, Corporate Development - OYO Rooms - Palo Alto, CA
(2020-01 - 2020-07)
Managed market expansion and M&A workflows for a SoftBank-backed hospitality platform's international rollout
- Market Expansion Strategy – Evaluated U.S. and Australian markets across size, growth, unit economics, competitive dynamics, and regulatory requirements to prioritize beachhead markets and inform M&A strategy
- Hotel Chain Take-Private – Owned deal rationale, buy-build analysis, valuation, synergy underwriting, initial commercial and operational diligence, and IC materials for a transaction that was paused due to COVID
Associate, Corporate Development & Strategy - Verizon - Boston, MA
(2018-04 - 2020-01)
Drove strategic planning, M&A evaluation, and portfolio optimization for Verizon's ~$1B enterprise IoT business
- Telematics Strategic Roadmap – Supported five-year strategy development, evaluating macro and competitive market trends and mapping capability gaps to prioritize $80M in growth initiatives and inform M&A priorities
- Proposed Data Marketplace Acquisition – Led commercial diligence and use-case monetization; identified OEM data retention risks and unviable revenue assumptions, and advised leadership against the transaction
- Post-Close Integration – Led strategic review of three underperforming telematics acquisitions facing competitive disruption; defined new service model and execution roadmap, driving a 7% customer retention uplift
Analyst - Platinum Equity - Beverly Hills, CA
(2017-07 - 2018-04)
Supported the evaluation of industrial and technology buyouts for a $6.5B flagship private equity fund
- Acquisition of Husky Injection Molding Systems – Built a dynamic LBO sensitizing operating, financing, and exit scenarios, informing bid and capital structure; compiled diligence and model outputs into deal memo
- Acquisition of United Site Services – Assessed geographic roll-up opportunity through in-depth industry research and calls with management and industry experts; findings contributed to four add-on acquisitions
Analyst, Global Portfolio Solutions - Goldman Sachs - New York, NY
(2015-02 - 2017-01)
Supported capital allocation and portfolio construction across $7B in custom multi-asset funds for institutional clients
- Performed diligence on 150+ managers and 15 direct / co-investments, resulting in $500M in allocations
- Modeled and authored over 50 bespoke investment proposals, contributing to $1B in new client inflows
