Experience

Veristat

• United States
• Research Services
• 300 - 400 Employee

• Vice President, Corporate Development

  • Sep 2021 - Present

  Veristat is a drug development organization with a long track record of helping biopharmaceutical companies secure regulatory approvals and marketing authorizations for their compounds. Together with Veristat's leadership team, I direct the Company's acquisition program. We're focused on bringing entrepreneurs with unique expertise and/or extraordinary service capabilities into the Company. Veristat is a drug development organization with a long track record of helping biopharmaceutical companies secure regulatory approvals and marketing authorizations for their compounds. Together with Veristat's leadership team, I direct the Company's acquisition program. We're focused on bringing entrepreneurs with unique expertise and/or extraordinary service capabilities into the Company.



PDI

• United States
• Medical Device
• 200 - 300 Employee

• Director, Corporate Development

  • Jun 2020 - Aug 2021

  In the first year of the COVID-19 pandemic, I managed M&A activities for PDI, a leading provider of infection prevention products to US acute care institutions. In the first year of the COVID-19 pandemic, I managed M&A activities for PDI, a leading provider of infection prevention products to US acute care institutions.



WCG

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Director, Corporate Development

  • Nov 2016 - Jun 2020

  I evaluated, negotiated, and closed strategic acquisitions for WCG, a private equity-backed growth company that serves biopharmaceutical research & development stakeholders by offering expert professional services and innovative technologies that expedite the path to market for new drugs. In my role, I screened acquisition candidates, built deal theses & presentations, drafted offer letters, managed due diligence teams, negotiated purchase agreements, and drove transactions to close. These efforts resulted in over a dozen closed transactions, which delivered substantial value to WCG investors following the Company’s $3.2B recapitalization in early 2020. Show less



S&P Global

• United States
• Financial Services
• 700 & Above Employee

• Manager, Strategy & Corporate Development

  • Jun 2013 - Nov 2016

  During my tenure with S&P, I led acquisition due diligence and closing efforts for a number of financial technology acquisitions. I wrote the M&A “manual” defining processes for how acquisitions were to be sourced, evaluated, closed, and integrated into S&P. I also initiated and closed venture capital investments that delivered to S&P a foothold in dozens of emerging Financial Technology (“FinTech”) companies. Prior to a promotion in 2015, I led competitive intelligence, business strategy, and product strategy efforts for S&P’s Capital IQ subsidiary. The S&P Capital IQ role included direct management of two high performing Business Analysts. Show less



Patriot Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Senior Analyst, Private Equity Investments

  • Sep 2008 - Aug 2011

  In the midst of the Great Recession, I joined Patriot Financial Partners with a mandate to deploy $300M of newly raised capital into US-based community banks. In this role, I sourced, evaluated & closed equity investments in community banks and participated in ongoing Board-level investment monitoring following each investment. In the midst of the Great Recession, I joined Patriot Financial Partners with a mandate to deploy $300M of newly raised capital into US-based community banks. In this role, I sourced, evaluated & closed equity investments in community banks and participated in ongoing Board-level investment monitoring following each investment.



Bear Stearns Companies

• United States
• Financial Services
• 1 - 100 Employee

• Investment Banking Analyst

  • Jul 2006 - Jun 2008

  As an entry-level Investment Banker, I built financial models, pitchbooks, investment committee approval documents, and created other valuation-related analyses as part of transaction execution teams. Within the Financial Institutions-focused industry group, I supported buy-side advisory engagements for commercial banks along with a number of equity offerings for publicly traded specialty lenders. I earned a full-time position after successfully completing Bear Stearns' Investment Banking Summer Analyst Program during 2005. Show less