Experience

Netsurit

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Vice President of Corporate Development

  • 2022 - Present

  New York, New York, United States • Lead Netsurit’s acquisitive growth strategy, building key strategic relationships with company founders, C-level executives, investors and financing sources for the company’s M&A efforts • Work directly with the CEO and Board in shaping the company’s M&A strategy and execution • Create acquisition development criteria and strategies, institutionalizing the internal processes around M&A, conducting financial modeling and analysis, negotiating transaction documents, leading due diligence… Show more • Lead Netsurit’s acquisitive growth strategy, building key strategic relationships with company founders, C-level executives, investors and financing sources for the company’s M&A efforts • Work directly with the CEO and Board in shaping the company’s M&A strategy and execution • Create acquisition development criteria and strategies, institutionalizing the internal processes around M&A, conducting financial modeling and analysis, negotiating transaction documents, leading due diligence and integration of acquired companies Show less



Societe Generale Corporate and Investment Banking - SGCIB

• France
• Financial Services
• 700 & Above Employee

• Vice President - Leveraged Finance & Financial Sponsors

  • 2018 - 2021

  New York, NY • Led the overall transaction process from deal origination to structuring and leading the execution on leveraged finance transactions • Coordinated business development efforts, originated, underwrote and managed broadly syndicated, club and direct lending financings • Assessed new deals, spearheaded, managed and executed business, financial and legal due diligence, liaising with internal risk and credit committees, negotiated terms, performed and oversaw financial modeling, analysis and… Show more • Led the overall transaction process from deal origination to structuring and leading the execution on leveraged finance transactions • Coordinated business development efforts, originated, underwrote and managed broadly syndicated, club and direct lending financings • Assessed new deals, spearheaded, managed and executed business, financial and legal due diligence, liaising with internal risk and credit committees, negotiated terms, performed and oversaw financial modeling, analysis and valuation • Created detailed credit memoranda identifying key credit highlights and risks, negotiated credit and other legal agreements and commercial terms • Developed complex projection models, analytics and sensitivities to drive credit and risk committee decisions • Initiated coverage of consumer sector and lead sector focus, developing relationships with owners and management teams of middle market consumer companies • Actively called on middle market private equity firms to maintain existing and develop new relationships Show less



Barclays Corporate & Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Technology, Media & Telecommunications Investment Banking

  • 2015 - 2017

  New York, NY • Formulated and presented financing and strategic M&A alternatives to active and prospective clients, and actively managed transaction processes, leading teams across M&A advisory, debt and equity financing • Assessed acquisition opportunities for clients, building complex valuation models to evaluate a variety of M&A transactions and structures, and led deal negotiations, working closely with management teams and legal partners to draft, negotiate and finalize contracts and closing… Show more • Formulated and presented financing and strategic M&A alternatives to active and prospective clients, and actively managed transaction processes, leading teams across M&A advisory, debt and equity financing • Assessed acquisition opportunities for clients, building complex valuation models to evaluate a variety of M&A transactions and structures, and led deal negotiations, working closely with management teams and legal partners to draft, negotiate and finalize contracts and closing documents • Developed complex projection models and key analytics to deliver business insights and drive decisions • Managed, mentored and developed financial analysts and associates • Initiated coverage of geospatial imagery companies and through active calling efforts, sourced a $400mm equity financing transaction for a geospatial imagery and analytics company • Completed over 15 debt and equity financing transactions with more than $17.8bn in deal value Show less



Stifel Financial Corp.

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Consumer & Retail Investment Banking

  • 2013 - 2015

  New York, NY • Advised active and prospective clients on IPOs, follow-on equity and debt offerings and M&A transactions • Prepared internal and external memoranda, offering materials and prospectuses for equity and debt offerings • Spearheaded an Activism / Defense advisory calling effort for client situations involving activist activity • Recognized as a thought leader on valuation, and requested by the Head of Investment Banking to set standardized valuation guidelines and best practices and… Show more • Advised active and prospective clients on IPOs, follow-on equity and debt offerings and M&A transactions • Prepared internal and external memoranda, offering materials and prospectuses for equity and debt offerings • Spearheaded an Activism / Defense advisory calling effort for client situations involving activist activity • Recognized as a thought leader on valuation, and requested by the Head of Investment Banking to set standardized valuation guidelines and best practices and create valuation / modeling templates for the firm Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Associate - Mergers & Acquisitions Group

  • 2011 - 2013

  New York, NY • Prepared offering memoranda, board presentation materials and financial models for M&A transactions • Created operating, financing, LBO and merger models under various operating and financing scenarios • Led due diligence and drafting sessions with clients, interacted with potential buyers and targets, and managed and facilitated investor due diligence processes • Drafted letters of interest and engagement letters and negotiated confidentiality agreements • Prepared presentation… Show more • Prepared offering memoranda, board presentation materials and financial models for M&A transactions • Created operating, financing, LBO and merger models under various operating and financing scenarios • Led due diligence and drafting sessions with clients, interacted with potential buyers and targets, and managed and facilitated investor due diligence processes • Drafted letters of interest and engagement letters and negotiated confidentiality agreements • Prepared presentation materials and financial analyses for the Group’s Activism / Defense advisory practice Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Summer Associate

  • Jun 2010 - Aug 2010

  New York, NY • Prepared board presentations, marketing materials, and offering and internal committee memoranda • Created financial models and analyses for security offerings, M&A and leveraged finance transactions



American Securities

• United States
• Venture Capital and Private Equity Principals
• 100 - 200 Employee

• Private Equity Associate

  • 2007 - 2009

  New York, NY • Evaluated investment opportunities for a distressed fund that invests in public and private debt and equity, investing in over $3bn in bonds and bank debt across the capital structure • Prepared written memoranda and presented investment ideas to a five-member investment committee, and managed existing investments, monitoring their performance and recommending to increase or lower holdings • Created comprehensive operating, financing and LBO models with relevant return schedules, while… Show more • Evaluated investment opportunities for a distressed fund that invests in public and private debt and equity, investing in over $3bn in bonds and bank debt across the capital structure • Prepared written memoranda and presented investment ideas to a five-member investment committee, and managed existing investments, monitoring their performance and recommending to increase or lower holdings • Created comprehensive operating, financing and LBO models with relevant return schedules, while working closely with senior management teams and leading financial and accounting due diligence sessions Show less



Houlihan Lokey

• United States
• Investment Banking
• 700 & Above Employee

• Investment Banking Analyst

  • 2005 - 2007

  New York, NY • Performed financial modeling and analysis and developed valuation models across all product groups • Prepared comprehensive company valuations using several valuation techniques, performed accretion / dilution analyses and built LBO and merger models • Developed offering memoranda and management and board presentations for M&A transactions • Created presentation and marketing materials for M&A, restructuring and valuation engagements • Organized and actively participated in… Show more • Performed financial modeling and analysis and developed valuation models across all product groups • Prepared comprehensive company valuations using several valuation techniques, performed accretion / dilution analyses and built LBO and merger models • Developed offering memoranda and management and board presentations for M&A transactions • Created presentation and marketing materials for M&A, restructuring and valuation engagements • Organized and actively participated in drafting and due diligence sessions with clients and counterparties Show less