Experience

Foundation Partners Group

• United States
• Individual and Family Services
• 100 - 200 Employee

• Manager, M&A/FP&A

  • Oct 2021 - Present



Lockheed Martin

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Strategic Planning & M&A Lead

  • Sep 2019 - Oct 2021



Brown & Brown Insurance

• United States
• Insurance
• 700 & Above Employee

• Senior Acquisition Associate

  • Dec 2018 - Jul 2019

  • Promoted to “Senior” last year, I work with various leaders throughout the organization to source and execute on acquisitions. I have also worked on business unit divestitures. • Completed our internal Senior Financial Leadership Development Workshop - 1 of 16 selected in the entire organization.• I've Represented the organization at multiple industry events and trips to prospective sellers and brokers; I’m able to articulate our value proposition and connect with sellers to understand potential drivers for a sale of their business.• Prepared various materials for the Board including presentations on departmental statistics and return analysis on key acquisitions. Show less

• Acquisition Associate

  • Jul 2017 - Dec 2018



Prometheus Partners

• United States
• Financial Services
• 1 - 100 Employee

• Senior Associate

  • Dec 2016 - May 2017

  Senior Associate for closely held Private Equity firm. I assist the partners with strategic decision-making regarding portfolio companies, real estate holdings, and new potential investments. Additionally, I perform various tasks for Prometheus' charity the Armed Forces Family Foundation (AFFF). Select Portfolio Company Work:  Created a comparative analysis between 2016 actuals, draft 2017 budget, and final 2017 budget for company leaders’ understanding of impact to operations;  Created an ROI analysis on capital expenditures from prior years to help guide CAPEX plans for future years – reported monthly;  Completed a year/year market share analysis to see trend amongst various DMAs (Designated Market Areas);  Assisted in sourcing/vetting new real estate investment opportunities, specifically freestanding triple-net leased commercial properties throughout the southeast US, Show less



BKS Partners

• United States
• Insurance
• 200 - 300 Employee

• Business Analyst

  • Jul 2015 - Nov 2016

  Business/Financial Analyst for an Insurance & Employee Benefits Agency. I worked directly with our President and CFO, respectively, on matters such as M&A execution and strategy, and internal strategic initiatives and reporting. EXPERIENCE AREAS: M&A Work - Closed acquisitions in various insurance industries, adding to EBITDA growth; - Created multiple marketing documents for various audiences such as potential target shareholders, internal investment committee, and prospective investors (Lead to a successful capital raise to fuel additional acquisitions). - Built an LBO acquisition model from the ground up leading to quicker return analysis and quicker LOI turnaround; - Vetted various CRM Deal Databases then implemented best option leading to better data retention and a more sophisticated proprietary target pipeline. Corporate Strategy and Reporting - Led two annual budget seasons working with various Business Segment Leaders to budget six business units; - Participated in implementation of new accounting system and helped create the framework for a new budgeting process going forward. - Developed various monthly operation reports from the ground up including KPI reporting (key performance indicators), business unit profitability, and monthly new revenue reporting; - Created various ad-hoc models including new hire analysis, various what-if analysis and sales/production reports; - Learned industry ERP system including new programming language to effectively pull data from the system to drive reporting and increase executive team’s understanding of the business. Show less



SCP & CO

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Analyst

  • Feb 2015 - Jul 2015

  I was an analyst for Skyway Capital Partners, a Private Equity/Investment Banking firm. I assisted my team with preparing quantitative an qualitative analysis for potential investment targets. Additionally I worked on various projects that assisted with fundraising for the firms initial fund such as marketing collateral and creating investor lists. PROJECT EXAMPLES: Valuation of Select Portfolio Companies - Spearheaded effort to value four portfolio companies to present to auditor for an attestation of unrealized returns; - Used market comparable and intrinsic valuation analysis to find value; - Created basis for discount rates and forecast projections used; - Wrote explanations of analysis summary report. Analysis of Business Services Company - Analyzed business model and company value drivers; - Performed industry research to create basis for company growth expectations; - Performed preliminary valuation of company; - Analyzed potential buyout returns for the business through various LBO scenario. Show less



Aberdeen Advisors, Inc.

• United States
• Investment Banking
• 1 - 100 Employee

• Investment Banking Analyst

  • Oct 2013 - Dec 2014

  I was a financial analyst for Aberdeen Advisors, a generalist, sell-side, M&A advisory firm. Some of my responsibilities included: -Valuation and financial analysis including: -DCF Analysis -Adjusted EBITDA Analysis -Working Capital Analysis -Seller Proceeds Analysis -Working directly with clients to prepare for a deal process (client engagement & management) -Assisting in the creation of potential buyer lists -Creating various marketing collateral for deals including teasers, prospect letters, and Confidential Memorandums Additionally I've also:: -Created templates for Aberdeen's deal collateral including teasers, CMs, and presentations -Implemented a new email system -Implemented a new proprietary CRM database Show less



Crosstree

• United States
• Investment Banking
• 1 - 100 Employee

• Market Research Associate

  • Jan 2011 - Oct 2013

  I was in charge of the industry research at Crosstree Capital Partners. While my main job consisted of producing Crosstree's quarterly research reports, I had a hand in projects across different job functions on an as-needed basis. Some of the different responsibilities I oversaw during my tenure included: -Creating a proprietary database of over 9,000 life science industry transactions -Generating weekly reports on relevant industry transactions -Performing Analysis/Valuation on prospective clients -Assisting with conference marketing efforts -Managing fall and spring interns. -Maintaining Crosstree's proprietary deal database and news aggregate system Show less



SeaWorld Parks & Entertainment

• United States
• Entertainment Providers
• 700 & Above Employee

• Accounts Recievable/Cash Control Clerk

  • Mar 2009 - Nov 2010

  Handled large sums of money Used banking equipment (MPS and Coin Machine) Balanced cash & credit transactions Audited transactions in all areas within the park Handled and processed all cash and credit transactions that go on in the park. Handled large sums of money Used banking equipment (MPS and Coin Machine) Balanced cash & credit transactions Audited transactions in all areas within the park Handled and processed all cash and credit transactions that go on in the park.