Experience

Runway Growth Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Associate

  • Sep 2022 - Present



Benitago

• United States
• Retail
• 1 - 100 Employee

• Senior M&A Associate

  • Jan 2022 - Aug 2022



LionTree

• United States
• Financial Services
• 1 - 100 Employee

• Investment Banking Analyst

  • Jul 2020 - Jan 2022

  Focused mainly on M&A, LBOs, and merchant banking investments in the TMT and consumers sectors; interned at LionTree in summer 2019 and accepted return offer for full-time position, starting in July 2020 Selected Transaction Experience: $2.175 Billion Sale of Simon & Schuster to Penguin Random House (advised ViacomCBS) • Worked with the client CFO and finance team to build a comprehensive company operating model and formulate defensible assumptions for future performance • Scheduled, ran, and created materials for 40+ management presentations and diligence calls with various strategic and financial buyers; helped script management to prepare for Q&A with potential buyers • Coordinated diligence requests by tracking outstanding items and managing VDR access and uploads $2 Billion Sale of MSG Networks to Madison Square Garden Entertainment Corp. (advised MSG Networks’ Special Committee) • Prepared valuation using methodologies including comparable public companies, precedent transactions, DCF, and LBO, forming a comprehensive view of relative value for MSGE and MSGN • Created materials for the Special Committee to walk through key valuation and deal considerations $222 Million Sale of RigNet to Viasat (advised Viasat) • Analyzed the target’s financial forecast and formed a proprietary view on projections for the business • Served as LionTree’s point of contact for diligence, helping to facilitate the communication of new requests and follow-ups, as well as the client’s rationale and level of priority for each request Other Announced Transaction Experience: Live Nation’s Acquisition of OCESA, Loral Space and Communications’ Combination with Telesat, Endeavor’s IPO, Audiobooks.com’s sale to Storytel, LionTree’s investment in Horizon Media (alongside Temasek), Oscar's convertible notes offering



Desautels Capital Management

• Canada
• Investment Management
• 100 - 200 Employee

• Equity Analyst - TMT Sector

  • Apr 2018 - Apr 2020

  • Co-managed a C$3.0 million diversified global equity fund, specializing in the technology, media, and telecommunications sector • Constructed stock pitches, earnings updates and holdings news analysis for fellow managers and investors • Used analytical skills including industry and macroeconomic research, financial statement analysis, and financial models to assess securities • Co-managed a C$3.0 million diversified global equity fund, specializing in the technology, media, and telecommunications sector • Constructed stock pitches, earnings updates and holdings news analysis for fellow managers and investors • Used analytical skills including industry and macroeconomic research, financial statement analysis, and financial models to assess securities



LionTree

• United States
• Financial Services
• 1 - 100 Employee

• Investment Banking Summer Analyst

  • May 2019 - Aug 2019

  • Worked on over 10 investment banking and merchant banking projects resulting in further development of applied valuation, analytical and organizational skills • Built slides and an illustrative P&L statement that was used by colleagues to present a major firm project • Attended 3 client meetings and interacted with management providing experience with communicating information directly to clients and insight into the M&A negotiation process • Worked on over 10 investment banking and merchant banking projects resulting in further development of applied valuation, analytical and organizational skills • Built slides and an illustrative P&L statement that was used by colleagues to present a major firm project • Attended 3 client meetings and interacted with management providing experience with communicating information directly to clients and insight into the M&A negotiation process



CI Assante Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Client Portfolio Analyst

  • Jul 2018 - Aug 2018

  • Examined client files and accounts to ensure portfolios aligned with stated goals, objectives and risk tolerances • Reviewed client files and accounts to ensure proper beneficiary designations • Drafted quarterly economic and investment outlook with the objective of educating clients on market conditions • Examined client files and accounts to ensure portfolios aligned with stated goals, objectives and risk tolerances • Reviewed client files and accounts to ensure proper beneficiary designations • Drafted quarterly economic and investment outlook with the objective of educating clients on market conditions



CI Assante Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Financial Advisor Assistant

  • Jun 2017 - Aug 2017

  • Completed bank reconciliations and other bookkeeping duties for four corporations in QuickBooks resulting in accurate cash flow and financial reporting • Completed projects to monitor client files (1000 files estimated) resulting in the practice meeting IIROC compliance mandates • Assisted advisors in preparation for client meetings and presentations with the goal of enabling efficient communication with clients • Completed bank reconciliations and other bookkeeping duties for four corporations in QuickBooks resulting in accurate cash flow and financial reporting • Completed projects to monitor client files (1000 files estimated) resulting in the practice meeting IIROC compliance mandates • Assisted advisors in preparation for client meetings and presentations with the goal of enabling efficient communication with clients