Experience

Malk Partners

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Vice President

  • Dec 2022 - Present

  Oversee ESG advisory and due diligence for Malk Partners' middle market private equity clients. Responsible for driving impactful relationships with a diverse set of clients across a variety of industries and sizes. Manage a multi-level organization and develop effective and efficient teams.

• Vice President

  • Apr 2021 - Dec 2022

  Led more than 250 ESG strategy and diligence workstreams across leveraged buyout, growth equity, debt investment, real estate, and impact investment verticals. Lead three project teams with more than 20 active due diligence, strategy, implementation, and monitoring workstreams and served as the key strategic point of contact for private equity clients. Manage the personal and professional development of three senior associate managers and organizational development of three teams. Contribute to… Show more Led more than 250 ESG strategy and diligence workstreams across leveraged buyout, growth equity, debt investment, real estate, and impact investment verticals. Lead three project teams with more than 20 active due diligence, strategy, implementation, and monitoring workstreams and served as the key strategic point of contact for private equity clients. Manage the personal and professional development of three senior associate managers and organizational development of three teams. Contribute to and lead strategic firm-level initiatives, including internal service quality and improvement functions and senior-level recruiting. Selected experience includes: • Buyout of a behavioral health services provider with nationwide operations • Carve out of a large consumer products manufacturer • ESG program and strategy development for a technology and media investor raising a second-time fund

• Senior Associate

  • Aug 2019 - Apr 2021

  Led over 80 diligence and strategy workstreams across leveraged buyout, growth equity, debt investment, real estate, and impact investment verticals. Managed due diligence research and synthesis, including serving as the key point of contact with private equity clients and leading up to 11 workstreams simultaneously. Led strategy and ideation workstreams with clients and assisted in ESG program development for private equity firms in the middle market. Managed eight associates across two teams… Show more Led over 80 diligence and strategy workstreams across leveraged buyout, growth equity, debt investment, real estate, and impact investment verticals. Managed due diligence research and synthesis, including serving as the key point of contact with private equity clients and leading up to 11 workstreams simultaneously. Led strategy and ideation workstreams with clients and assisted in ESG program development for private equity firms in the middle market. Managed eight associates across two teams and was responsible for the personal and professional associate development. Selected experience includes: • Acquisition of a utility scale data center and high-speed cable provider • ESG strategy development for the real estate investing arm of a large multi-strategy investor • Impact measurement and management engagement for a high growth educational software provider

• Associate

  • Jul 2018 - Aug 2019

  Assisted in 30 leveraged buyout transactions across a global client and target base. Conducted in depth ESG due diligence and research, including identifying and escalating material ESG issues to key client and target stakeholders. Drafted due diligence reports and presentations. Assisted in the growth of Malk, including in recruiting and technology functions. Selected experience includes: • Buyout of a large military contractor with global support operations for the US… Show more Assisted in 30 leveraged buyout transactions across a global client and target base. Conducted in depth ESG due diligence and research, including identifying and escalating material ESG issues to key client and target stakeholders. Drafted due diligence reports and presentations. Assisted in the growth of Malk, including in recruiting and technology functions. Selected experience includes: • Buyout of a large military contractor with global support operations for the US military • Carve-out of the wood cabinetry division of a multinational industrial company • Buyout of an electronic health record and practice management software solutions provider • Acquisition of a cutting-edge gene therapy treatment CDMO



Claremont McKenna College

• United States
• Higher Education
• 400 - 500 Employee

• Research Assistant

  • Mar 2016 - May 2018

  Compile data and reports on poverty, inequality, and economic growth in developing countries, along with the policies that encourage positive trends in growth. Compile data and reports on poverty, inequality, and economic growth in developing countries, along with the policies that encourage positive trends in growth.



Kravis Leadership Institute

• United States
• Higher Education
• 1 - 100 Employee

• Research Assistant

  • Sep 2015 - May 2018

  Assist in data collection, cleaning and analysis of the ULE longitudinal study. Work as a group to produce reports ready for publication. Assist in data collection, cleaning and analysis of the ULE longitudinal study. Work as a group to produce reports ready for publication.



CMC Outdoor Initiative, Claremont McKenna College

• Executive Director

  • Mar 2015 - May 2018

  Manage Outdoor Initiative budget, interactions with Dean of Students, membership and board. Manage Outdoor Initiative budget, interactions with Dean of Students, membership and board.



Harcourt Developments

• Ireland
• Real Estate
• 1 - 100 Employee

• Summer Intern

  • May 2016 - Aug 2016



Piper Jaffray

• United States
• Financial Services
• 300 - 400 Employee

• Intern

  • May 2015 - Jun 2015

  Data cleaning, client database management, observed municipal bond transcations Data cleaning, client database management, observed municipal bond transcations