Experience

Outrigger Group

• Business Consulting and Services
• 1 - 100 Employee

• Head of Corporate Finance Advisory Services

  • 2021 - Present

  Provide external strategic consulting & corporate financial advisory services for emerging technologies firms to support their growth objectives, as well as coordinate and execute inorganic transactions such as capital raising, acquisitions and divestitures. Provide external strategic consulting & corporate financial advisory services for emerging technologies firms to support their growth objectives, as well as coordinate and execute inorganic transactions such as capital raising, acquisitions and divestitures.



Liquidnet

• United States
• Financial Services
• 300 - 400 Employee

• Head of Corporate Development

  • 2018 - 2020

  Responsible for developing inorganic strategy, as well as, sourcing and executing acquisitions and divestitures globally for Liquidnet, a market leader in technology-enabled trading solutions for institutional investors. Acquired several market-leading analytics platform that delivers actionable market intelligence and context directly to institutional traders and portfolio managers. Firm sold to TP/ICAP in late 2020. Responsible for developing inorganic strategy, as well as, sourcing and executing acquisitions and divestitures globally for Liquidnet, a market leader in technology-enabled trading solutions for institutional investors. Acquired several market-leading analytics platform that delivers actionable market intelligence and context directly to institutional traders and portfolio managers. Firm sold to TP/ICAP in late 2020.



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Head of M&A and Strategic Business Development for Deutsche Bank Global Transaction Banking

  • 2013 - 2016

  Senior member of the strategic advisory team responsible for developing strategies and executing M&A transactions as well as partnerships, investments and other inorganic growth initiatives for Deutsche Bank Global Transaction Banking (GTB), which includes custody, cash management, trade finance and institutional trust and securities services. Generated significant capital returns from the successful divestiture of several non-strategic business. Senior member of the strategic advisory team responsible for developing strategies and executing M&A transactions as well as partnerships, investments and other inorganic growth initiatives for Deutsche Bank Global Transaction Banking (GTB), which includes custody, cash management, trade finance and institutional trust and securities services. Generated significant capital returns from the successful divestiture of several non-strategic business.



JPMorgan Chase

• United States
• Investment Management

• Head of Mergers and Acquisitions for JPMorgan Treasury & Securities Services

  • 2006 - 2013

  Successfully completed M&A transactions valued in excess of $30 billion while serving as senior member of the strategic advisory team responsible for developing overall business strategies and group head executing M&A transactions for JPMorgan Treasury & Securities Services (TSS), a leading provider of securities services (custody & fund administration) through JPMorgan Worldwide Securities Services (WSS) and institutional cash management, commercial payments and trade services through JPMorgan Treasury Services (TS). Show less



Capco

• United Kingdom
• Financial Services
• 700 & Above Employee

• Director of Corporate Development

  • 2005 - 2006

  Successfully executed the sale of Capco to Symphony Technology Group, a global private equity firm focused on investing technology-enabled solutions for a variety of industries (terms not disclosed) Successfully executed the sale of Capco to Symphony Technology Group, a global private equity firm focused on investing technology-enabled solutions for a variety of industries (terms not disclosed)



Medsite

• Advertising Services
• 1 - 100 Employee

• Director of Coporate Development

  • 2003 - 2005

  Successfully executed the sale of Medsite to WebMD, a leading healthcare information technology firm (terms not disclosed) Successfully executed the sale of Medsite to WebMD, a leading healthcare information technology firm (terms not disclosed)



CIC Advisors

• Non-profit Organization Management

• Vice President - Venture Capital Portfolio Management

  • 2000 - 2002

  Executed several venture capital investments in technology companies - focused on data and analytics, cloud-based computing, telecommunications and business services - valued at approximately $200 million for this diversified investment management firm based in Kuwait. Executed several venture capital investments in technology companies - focused on data and analytics, cloud-based computing, telecommunications and business services - valued at approximately $200 million for this diversified investment management firm based in Kuwait.



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Vice President - Strategy & Corporate Development

  • 1997 - 2000

  Member of the strategic advisory team responsible for developing strategies and executing M&A transactions as well as partnerships, investments and other inorganic growth initiatives for Citigroup's Global Consumer Bank. Member of the strategic advisory team responsible for developing strategies and executing M&A transactions as well as partnerships, investments and other inorganic growth initiatives for Citigroup's Global Consumer Bank.

• Associate – Health Care Investment Banking Group

  • 1993 - 1996

  Performed comprehensive financial analyses and advisory services for corporate financings and acquisitions in the leading Wall Street investment banking group focused on the health care industry, having completed 29 financings and M&A transactions valued at over $4.3 billion – mostly acting as lead or sole manager. Performed comprehensive financial analyses and advisory services for corporate financings and acquisitions in the leading Wall Street investment banking group focused on the health care industry, having completed 29 financings and M&A transactions valued at over $4.3 billion – mostly acting as lead or sole manager.