Experience

Impact Point Co.

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

• Co-Founder & Partner

  • Mar 2020 - Present

  Trusted Advisor and Leader in M&A Ops services, including: ✔ M&A Advisory ✔ Synergy Assessments ✔ Day 1/100 Planning ✔ Post-Close long-term project planning ✔ Carve-out assessments, TSA and separation planning ✔ Execution and impact realization ✔ Operating model development and optimization ✔ Integration Management Office framework and playbook roll-out Additionally provides Working Capital Optimization services across OTC, PTP and FTF cycles. Trusted Advisor and Leader in M&A Ops services, including: ✔ M&A Advisory ✔ Synergy Assessments ✔ Day 1/100 Planning ✔ Post-Close long-term project planning ✔ Carve-out assessments, TSA and separation planning ✔ Execution and impact realization ✔ Operating model development and optimization ✔ Integration Management Office framework and playbook roll-out Additionally provides Working Capital Optimization services across OTC, PTP and FTF cycles.



The Conference Board

• United States
• Think Tanks
• 400 - 500 Employee

• Program Director - M&A Executives Council

  • Sep 2022 - Present

  Council leadership for a select group of M&A executives representing Fortune 500 companies to collaborate on M&A hot topics, best practices, lessons learned and networking. Supported the 2023 Merger Integration Conferences in New York and San Francisco as TCB Program Director. Council leadership for a select group of M&A executives representing Fortune 500 companies to collaborate on M&A hot topics, best practices, lessons learned and networking. Supported the 2023 Merger Integration Conferences in New York and San Francisco as TCB Program Director.



Alvarez & Marsal

• United States
• Business Consulting and Services
• 700 & Above Employee

• Private Equity Services

  • 2015 - 2020

  Merger Integration & Carve-outs, PMO leadership, Transformation and Operational Efficiency Merger Integration & Carve-outs, PMO leadership, Transformation and Operational Efficiency



EY

• Entertainment Providers
• 1 - 100 Employee

• Transaction Advisory Services

  • 2007 - 2015

  Diligence (buy and sell side), Supply Chain, Working Capital Optimization, Inventory Management, and Risk Advisory Diligence (buy and sell side), Supply Chain, Working Capital Optimization, Inventory Management, and Risk Advisory