Experience

DentalXChange

• United States
• Software Development
• 1 - 100 Employee

• Assistant Vice President Finance

  • Dec 2023 - Present

  United States

• Senior Director, Corporate Finance & FP&A

  • Mar 2022 - Dec 2023

  United States Dentalxchange is a Dentistry focused Healthcare IT company that provides payers (Managed care companies) and providers (DSO’s and independent offices) a suite of Fintech products that streamline, the claim, payment and credentialing process.



FastPay, an AvidXchange Company

• United States
• Financial Services
• 1 - 100 Employee

• Director of FP&A and Corporate Finance

  • Dec 2017 - Mar 2022

  Greater Los Angeles Area Work exclusively for the CFO, responsible for Strategic Finance, Business Analytics, Corporate Finance and Financial Planning. I quantify the strategies of all departments in multiple geographies and verticals, developing a econometric model that monitors the corporate P&L and optimizes the capital stack and provide strategic recommendations to the governance team. Additionally, I evaluate and execute strategic capital market transactions and provide treasury management in an effort to… Show more Work exclusively for the CFO, responsible for Strategic Finance, Business Analytics, Corporate Finance and Financial Planning. I quantify the strategies of all departments in multiple geographies and verticals, developing a econometric model that monitors the corporate P&L and optimizes the capital stack and provide strategic recommendations to the governance team. Additionally, I evaluate and execute strategic capital market transactions and provide treasury management in an effort to scale the company. • Work closely with multiple groups including: finance, procurement, treasury, strategic finance, accounting, sales, sales valuations, human resources, IT and engineering, product, business analytics and FP&A, to transition over the finance and accounting functions, execute and tack earnouts, provide vendor and customer level details and optimize cost synergies, and provide post-deal integration support. Executed: Series C-2 & Series D equity rounds, fully forgiven PPP loan, divestiture of European asset to KX Media, Carve-out divestiture of Lending Business to a public investment Corp, sale of Payments business to AvidXchange, post-m&A integration of Anchorops into FastPay, post-m&A integration of FastPay into Avidxchange. FastPay provides an automated electronic payment solution designed exclusively for media agencies to securely pay invoices faster as well as lending solutions to ad tech and digital media companies. Show less



FocalPoint is now B. Riley Securities

• United States
• Investment Banking
• 1 - 100 Employee

• Senior Associate

  • Feb 2017 - Oct 2017

  Los Angeles, California Corporate and strategic financial advisor, primarily sell-side M&A, across multiple industries including the technology sector, consumer goods, food and beverage, health and wellness and healthcare services • Sole sell-side advisor to Club Pilates for the recapitalization by TPG Growth • Sole sell-side advisor to a search engine optimization firm for the recapitalization by a financial sponsor • Sole sell-side advisor to the Southern California franchisee of a large multi-national… Show more Corporate and strategic financial advisor, primarily sell-side M&A, across multiple industries including the technology sector, consumer goods, food and beverage, health and wellness and healthcare services • Sole sell-side advisor to Club Pilates for the recapitalization by TPG Growth • Sole sell-side advisor to a search engine optimization firm for the recapitalization by a financial sponsor • Sole sell-side advisor to the Southern California franchisee of a large multi-national restaurant chain for the recapitalization by strategic buyer • Sole sell-side advisor to a snack food manufacturer • Sole sell-side advisor to a healthcare services company for the potential recapitalization by a financial sponsor Show less



FBR

• United States
• Financial Services
• 400 - 500 Employee

• Senior Associate

  • Apr 2016 - Dec 2016

  New York, New York Strategic financial advisor, primarily responsible for coverage of the Biotechnology and healthcare services sector (Capital markets and M&A advisory) Select Transaction Experience • Lead manager on the proposed ~$100 million initial public offering of BeyondSpring • Sole bookrunner on a proposed ~$115 million 144A offering within the healthcare services and information technology sector • Sole bookrunner for 11 at-the-market transactions within the mid-cap Biotechnology… Show more Strategic financial advisor, primarily responsible for coverage of the Biotechnology and healthcare services sector (Capital markets and M&A advisory) Select Transaction Experience • Lead manager on the proposed ~$100 million initial public offering of BeyondSpring • Sole bookrunner on a proposed ~$115 million 144A offering within the healthcare services and information technology sector • Sole bookrunner for 11 at-the-market transactions within the mid-cap Biotechnology sector Show less



Barclays Corporate & Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President

  • Apr 2014 - Nov 2015

  New York, New York Identified and evaluated strategic finance options for multiple clients within the Healthcare sector, which included building and auditing financial models for mergers, acquisitions, capital issuance's (including debt, equity, private capital, and initial and secondary issuance), and refinancing Notable Transactions: • Sole buy-side advisor to Impax Pharmaceuticals on its $700 million acquisition of Tower Holdings and lead arranger for the debt financing • Sole buy-side advisor… Show more Identified and evaluated strategic finance options for multiple clients within the Healthcare sector, which included building and auditing financial models for mergers, acquisitions, capital issuance's (including debt, equity, private capital, and initial and secondary issuance), and refinancing Notable Transactions: • Sole buy-side advisor to Impax Pharmaceuticals on its $700 million acquisition of Tower Holdings and lead arranger for the debt financing • Sole buy-side advisor to Madison Dearborn Partners on the leveraged buyout of a Kaufman Hall and joint bookrunner for the debt financing • Joint bookrunner on Apellis’ potential initial public offering • Joint bookrunner on Neurocrine’s $250 million follow-on offering • Joint bookrunner on Alnylam’s $450 million follow-on offering Show less



DRI Healthcare

• Canada
• Investment Management
• 1 - 100 Employee

• Associate

  • May 2011 - Dec 2013

  Toronto, Canada Area Identified, evaluated and presented royalty monetization opportunities in the pharmaceutical and biotechnology sector; providing an alternative form of financing within the healthcare sector. Participated in the acquisition of over $600 million of royalty assets from pharmaceutical / biotechnology companies, institutions, universities, and inventors



University of Toronto - Rotman School of Management

• Canada
• Higher Education
• 300 - 400 Employee

• MBA Student

  • Sep 2009 - Apr 2011

  Toronto, Canada Area • Executive of the Rotman Finance Association • Valuation Analysis, LBO Analysis, and M&A Financial Modeling courses by the Marquee group • Bloomberg Essentials Training Program • Rotman Photography Club first year Executive



National Bank Financial

• Canada
• Financial Services
• 700 & Above Employee

• Summer Associate

  • May 2010 - Aug 2010

  Built and audited financial models, performed due-diligence and prepared pitch materials for clients across multiple industries including: Telecom, Media & Tech, Infrastrastructure and Financial Institutions



The Woodbridge Company Limited

• Tax Analyst

  • Apr 2009 - Sep 2009

  The Woodbridge Company is the private holding company and primary investment vehicle for members of the family of the late Roy Thomson, the first Baron Thomson of Fleet. David Thomson and his brother, Peter Thomson, became chairmen of Woodbridge upon the death of their father, Kenneth Thomson in 2006. Their biggest holding is Thomson Reuters, following its $17 billion takeover of Reuters Group PLC, which they own 58% and where David Thomson serves as chairman. They also hold a stake in telecoms… Show more The Woodbridge Company is the private holding company and primary investment vehicle for members of the family of the late Roy Thomson, the first Baron Thomson of Fleet. David Thomson and his brother, Peter Thomson, became chairmen of Woodbridge upon the death of their father, Kenneth Thomson in 2006. Their biggest holding is Thomson Reuters, following its $17 billion takeover of Reuters Group PLC, which they own 58% and where David Thomson serves as chairman. They also hold a stake in telecoms giant Bell Canada, Toronto-based Globe and Mail newspaper, Thomvest Ventures & Thomvest Asset Management, The Montreal Canadiens, Osmington Inc., and True North Sports and Entertainment Show less



KPMG UK

• United Kingdom
• Accounting
• 700 & Above Employee

• Consultant

  • May 2007 - Dec 2007