Financial Advisor
2021 - PRESENT
Equitable Trust
- Served as a financial advisor to families, foundations, and institutions at Equitable Trust, a $3 billion trust and wealth management company, since 2021.
- Conducted due diligence on managers executing investments in a wide range of strategies, including traditional public markets, hedge funds, real estate, venture capital, and niche areas like billboards and wireless spectrum, among other strategies.
- Researched and made recommendations on the firm’s clients’ substantial direct stock holding, including structuring for tax optimization.
- Executed trades on behalf of clients under advisement with full discretion.
Focus areas: Investing, Financial Modeling, Hedge Funds, Tax Planning, Chartered Financial Analyst (CFA), Valuation, Equity Research, Real Estate, Fundraising, Negotiation, Financial Analysis, Technology, Software, Capital Structure Analysis
Managing Partner
2016 - PRESENT
Chatham Investments
- Led AGI Partners’ successful investment in One Inc, a private insurtech company, including assisting with the operational improvements and executing the sale for $170 million (3.6x) in January 2020.
- Continued to support One Inc and AGI in operations and financial analysis. Obtained QSBS tax treatment upon sale, which shielded investors from capital gains taxes.
- Consulted for multibillion-dollar funds and family offices regarding their investments and potential investments, both direct and in funds.
- Co-founded Six Peak, a $400 million real estate firm focused on innovative, tech-enabled strategies such as co-living.
- Advised and became a shareholder in Versured, a rapidly expanding insurtech company.
- Led projects for private companies, including helping turn around a fintech-enabled transportation company impacted by COVID-19.
Focus areas: Accounting, Value Investing, Investing, Research, Modeling, Mergers & Acquisitions (M&A), Valuation, Investments, Equity Raises, Advisory, Deal Advisory, Deal Structuring, Dashboards, Financial Reporting Dashboards, Financial Planning & Analysis (FP&A), Forecasting, Strategy, Financial Modeling, Chartered Financial Analyst (CFA), Private Equity, Equity Research, Real Estate, Fundraising, Negotiation, Financial Analysis, Technology, Software, Capital Structure Analysis
Managing Director and Moderator
2016 - 2017
BWG Strategy
- Led research events, including calls and conferences, for institutional investors managing in excess of $5 trillion in assets.
- Collaborated directly with clients to refine the focus on companies, both public and private, and industries experiencing the most rapid rate of change or garnering the most investor interest.
- Managed teams of junior employees across 25+ employees.
Focus areas: Equity Research, Equity Investment, Research, Value Investing, Investing, Finance, Focus Groups, Surveys, Primary Research, Dashboards, Chartered Financial Analyst (CFA), Negotiation, Financial Analysis, Technology, Software
Partner
2013 - 2016
AGI Partners
- Led deal negotiations, structuring, and financial analysis for the firm's investment in One Inc, an innovative fintech company serving the insurance industry that completed a successful carve-out and primary and secondary financings.
- Assisted the company with operations, budgeting, hiring, and a capital raise from the three largest strategic investors in the industry at an attractive valuation (unrealized 3.6x/113% IRR).
- Sourced, evaluated, and executed investments in special situations and lower middle-market private equity opportunities from hundreds of bankers, private equity firms, and family offices.
- Created detailed financial models and presentations for internal use and external investors and co-investors.
- Worked with management teams to establish companies' budgets and projected financials.
- Performed detailed financial and operational due diligence.
Focus areas: Term Sheet Negotiations, Accounting, Modeling, Valuation, Mergers & Acquisitions (M&A), Private Equity, Dashboards, Financial Reporting Dashboards, Financial Planning & Analysis (FP&A), Forecasting, Strategy, Financial Modeling, Chartered Financial Analyst (CFA), Equity Research, Real Estate, Fundraising, Negotiation, Financial Analysis, Technology, Software, Capital Structure Analysis
Senior Analyst
2012 - 2013
Fielder Capital
- Analyzed prospective investments for eight hedge funds managing in excess of $25 billion.
- Built detailed financial models, including projections, valuations, unit economics, and KPIs.
- Conducted primary industry research globally, networking and speaking with industry veterans.
- Met with prospective investors and clients.
Focus areas: Accounting, Focus Groups, Surveys, Primary Research, Equity Research, Modeling, Investing, Valuation, Financial Modeling, Chartered Financial Analyst (CFA), Private Equity, Negotiation, Financial Analysis, Technology, Software, Capital Structure Analysis
Senior Analyst
2010 - 2011
Arch Capital
- Analyzed investments across industries, geographies, and asset classes for a family office with in excess of $10 billion.
- Built detailed financial models of both public and private companies, which were core to the investment process for executed investments.
- Valued companies in multiple geographies and securities across the capital structure, including debt, preferred equity, and equity, among other instruments.
- Met with management teams of companies under consideration for investment.
- Sourced and analyzed a successful investment in EXOR Preference shares which generated in excess of 100% return in six months.
Focus areas: Equity Investment, Value Investing, Investing, Focus Groups, Surveys, Primary Research, Accounting, Research, Modeling, Valuation, Financial Modeling, Chartered Financial Analyst (CFA), Private Equity, Equity Research, Negotiation, Financial Analysis, Technology, Software, Capital Structure Analysis
Senior Analyst
2008 - 2009
Rainin Group
- Sourced and analyzed investments across industries, geographies, and security types for a family office with approximately $450 million in assets.
- Built detailed financial models and authored memos as part of the internal investment process.
- Co-managed a direct long-short equity portfolio.
- Sourced and executed investments in distressed real estate, RMBS, CDO of TruPS, and other structured products.
- Met with and invested in funds in long-short equity, private equity, distressed, structured products, and asset-based strategies.
Focus areas: Hedge Funds, Private Equity, Distressed/Special Situations, Distressed Assets, Structured Products, Budgeting, Focus Groups, Surveys, Primary Research, Accounting, Investing, Modeling, Valuation, Financial Modeling, Chartered Financial Analyst (CFA), Equity Research, Negotiation, Financial Analysis, Technology, Software, Capital Structure Analysis
Senior Analyst
2007 - 2008
Enso Capital
- Performed due diligence, including financial forecasting and valuation analyses, on potential investments globally.
- Conducted one-on-one meetings with CEOs and other C-level executives.
- Served as a global generalist analyst, generating and researching ideas in both developed and emerging markets.
Focus areas: Emerging Markets, Hedge Funds, Focus Groups, Surveys, Primary Research, Value Investing, Investing, Accounting, Modeling, Valuation, Financial Modeling, Chartered Financial Analyst (CFA), Private Equity, Equity Research, Financial Analysis, Technology, Software, Capital Structure Analysis
LBO/PE Modeling
Margin and Multiples Comparables
LBO/PE Return Sensitivity
