Bio
Experience
-
-
United States
-
Software Development
-
1 - 100 Employee
-
Director, Mergers and Acquisitions
-
Jan 2024 - Present
-
-
Senior Associate, Mergers and Acquisitions
-
Jan 2023 - Jan 2024
-
-
Canada
-
Software Development
-
700 & Above Employee
-
Strategy/Mergers & Acquisitions Senior Associate
-
Dec 2021 - Nov 2022
-
-
Mergers and Acquisitions Associate
-
Jan 2021 - Dec 2021
Selected Acquisitions: Automated Integration: an ERP system for the elevator maintenance industry RewardOps: a fast-growing API solution that connects loyalty program providers and merchant suppliers Ineo Global Mobility: a software platform managing global employee movement C&R Software: the debt recovery and collection business carved out from FICO (NYSE: FICO)
-
-
Mergers and Acquisitions Analyst
-
Aug 2019 - Dec 2020
-
Cfa Institute
-
United States
-
Financial Services
-
700 & Above Employee
-
Member
-
Dec 2016 - Jun 2019
-
Canada
CFA Level 1 passed Dec 2016 CFA Level 2 passed June 2018 CFA Level 3 passed June 2019
-
Partnerone
-
Canada
-
Software Development
-
1 - 100 Employee
-
Private Equity Analyst
-
May 2018 - Dec 2018
-
Montreal, Canada Area
At Partner One Capital, we acquire enterprise software companies.
-
Calistix Capital
-
Canada
-
Venture Capital and Private Equity Principals
-
1 - 100 Employee
-
Research Associate, Private Equity
-
Mar 2017 - Nov 2017
-
Toronto, Canada Area
Successfully acquired Bagwell Supply Ltd, one of Canada’s premier suppliers of bulk bags & packaging solutions. • Generated lists of potential, privately-owned acquisition targets across a variety of industries that were likely to fit our investment criteria. • Analyzed company-specific, end-market and industry trends to determine the quality of each company’s competitive position and operations • Assisted Partners in the development of operating and financial models (DCF and LBO) to evaluate the attractiveness of potential investments and determine purchase price offers • Determined key contacts and found relevant contact details for each of my potential acquisition targets and was responsible for tracking progress on those opportunities through the CRM • Developed a list of relevant intermediaries in the East Coast of the U.S. region along with the necessary contact info to help Partners generate inbound deal flow • Researched and developed a report on the Food Services Contracts and Trade Show industries, which included business model evaluation, potential acquisition targets, competitive landscape, SWOT analysis, public company analysis and M&A activity summary
-
Education
-
2016 - 2019Concordia University
Master of Business Administration (MBA), Investments management -
2012 - 2016South China Normal University
Bachelor of Management, Management Science
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Software Development”
Looking to Create a Custom Project?Get StartedNeed a custom project? We'll create a solution designed specifically for your project.
References
Community
You need to have a working account to view this content. Click here to join now -