Managing Partner
2018 - PRESENT
Agadir Partners
- Partnered with private and sponsor-backed middle-market companies and startups in CFO areas such as M&A, corporate finance and strategy, and capital markets.
- Added value to key areas such as financial statements, preparation, analysis, forecasting, and modeling.
- Worked on growth strategy, organic and inorganic growth, M&A, divestitures, as well as capital structure and financing in equity, debt, and alternative financing.
- Worked as transaction lead and support. Involved in acquisition and integration analysis, risk and liquidity analysis, fundamental, in-depth business analysis, and maximized shareholder value and exit strategy planning.
Focus areas: Mergers & Acquisitions (M&A), Corporate Finance, CFO, Interim CFO, Financing, Pitch Deck Consultant, Storytelling
Principal (Director)
2021 - 2022
AGC Partners
- Worked for AGC, the leading global software and technology investment bank focused on middle-market M&A and growth financings.
- Served as a principal across software/SaaS, including gaming, infra/cloud, data, HCIT, edtech, and cybersecurity.
- Closed five transactions with around $813 million in transaction value.
Focus areas: Mergers & Acquisitions (M&A), Software, Investment Banking, Capital Raising, Pitch Deck Consultant, Storytelling
Director, Mergers & Acquisitions
2019 - 2020
Woodbridge International
- Oversaw the firm’s U.S. and Canadian M&A efforts, and managed the firm’s transaction strategy and overall training and development of staff.
- Managed all aspects of transactions from pitch through close, and negotiated directly on behalf of clients, specifically regarding enterprise value, control provisions, working capital, and purchase agreements.
- Led multiple deal teams in marketing, structuring, negotiating, and closing sell-side transactions.
- Successfully executed LOIs with four companies across consumer, tech, and software industries within the first five months.
Focus areas: Mergers & Acquisitions (M&A), Pitch Deck Consultant, Storytelling
Vice President, Investment Banking
2015 - 2018
Berkery, Noyes & Co
- Closed eleven deals, approximately $290 million in transaction value, which included sell-side M&A, leveraged buyouts, equity financings, and fairness opinions; also directly managed teams of associates and analysts.
- Specialized in software and SaaS business models in marketing services, TMT, and fintech.
- Managed all aspects of transactions from pitch through close, and negotiated directly on behalf of clients, specifically regarding enterprise value, control provisions, working capital, and purchase agreements.
- Collaborated directly with management teams to prepare all of the marketing materials.
- Determined the optimal ways to position opportunities to investors and built financial models to drive maximum valuation and outcomes.
- Directly advised an LA-based software (SaaS) company with $15 million in revenue, in its growth equity raise. Defined, maintained, and updated key SaaS metrics (ACV, ARPA, CLTV/CAC, net dollar retention, and so on).
- Worked directly with all clients in an FP&A capacity to analyze historical financial performance, prepare and recommend improvements, prepare and forecast operating performance, and create historical and projected financial statements.
Focus areas: Software as a Service (SaaS), Capital Budgeting, Confidential Information Memorandum (CIM), Financial Services, Accounting, Cohort Analysis, Leveraged Buyout Modeling, Investment Banking, Private Equity, Three-statement Modeling, Financial Modeling, Financial Planning & Analysis (FP&A), Capital Structuring, Fairness Opinion Reports, Corporate Finance, Valuation, Capital Raising, Mergers & Acquisitions (M&A), Pitch Deck Consultant, Storytelling
Vice President, Investment Banking
2011 - 2015
Bryant Park Capital
- Closed 24 deals, approximately $650 million in transaction value, which included sell-side M&A, leveraged buyouts, debt and equity financings, and fairness opinions; also prepared valuation analyses, merger and LBO models, and client presentations.
- Specialized in fintech/specialty finance (FIG) and advised on numerous engagements, both public and private, in areas such as lending technology, consumer lending, and merchant cash advance.
- Served as a staffer and mentor for all interns, analysts, and associates.
- Prepared training materials and provided ongoing support to all junior employees and directly managed teams of associates and analysts.
- Earned early promotion to the position of vice president in two years due to deal-sourcing and buyer relationships.
- Directly advised a pre-revenue media technology startup on multiple Series A capital raises with a strategic backed venture fund, totaling $6.5 million.
- Directly advised US Home Systems (NASDAQ:USHS) in its ~$100 million merger with Home Depot (NYSE:HD).
Focus areas: Software as a Service (SaaS), Capital Budgeting, Confidential Information Memorandum (CIM), Financial Services, Accounting, Cohort Analysis, Leveraged Buyout Modeling, Investment Banking, Private Equity, Three-statement Modeling, Financial Modeling, Financial Planning & Analysis (FP&A), Capital Structuring, Fairness Opinion Reports, Corporate Finance, Valuation, Capital Raising, Mergers & Acquisitions (M&A), Pitch Deck Consultant, Storytelling