Chief Financial Officer

• 2020 - Present

Chief Financial Officer

• 2017 - 2019

Partnered with the CEO to develop the business strategy, financial plan and go-to-market approach. Led capital raising and investor relations activities – raised more than $30 million of equity capital. Oversaw finance function including FP&A and accounting as well as evaluating strategic initiatives, commercial partnerships and corporate development. Partnered with the CEO to develop the business strategy, financial plan and go-to-market approach. Led capital raising and investor relations activities – raised more than $30 million of equity capital. Oversaw finance function including FP&A and accounting as well as evaluating strategic initiatives, commercial partnerships and corporate development.

Investor

• 2015 - 2017

Managed the entire M&A process from sourcing potential investment targets through execution of the $2.4 billion acquisition of Cision, a global provider of cloud-based earned media software solutions. Managed the entire M&A process from sourcing potential investment targets through execution of the $2.4 billion acquisition of Cision, a global provider of cloud-based earned media software solutions.

Investment Banking - Global Technology, Media & Telecommunications

• 2014 - 2015

Lead coverage banker. Met regularly with C-level executives to advise on strategic M&A and financing alternatives. Managed and led deal teams for a range of M&A, recapitalization, debt and equity capital origination transactions. Lead coverage banker. Met regularly with C-level executives to advise on strategic M&A and financing alternatives. Managed and led deal teams for a range of M&A, recapitalization, debt and equity capital origination transactions.

Investment Banking - Technology, Media & Telecommunications

• 2011 - 2014

Executed >$30 billion of M&A and capital markets transactions. Managed full scope of transaction execution including the financial model, preparing Board materials and presenting recommendations to clients on valuation ranges and tactics for strategic shareholders Promoted from Associate to Vice President Executed >$30 billion of M&A and capital markets transactions. Managed full scope of transaction execution including the financial model, preparing Board materials and presenting recommendations to clients on valuation ranges and tactics for strategic shareholders Promoted from Associate to Vice President

Equity Research - Cable, Satellite & Telecommunications Services

• 2009 - 2011

Analyzed company fundamentals, strategic positioning and economic trends to develop financial forecasts and valuations for 21 companies under coverage. Built complex three-statement operating and financial models for stocks covered. Wrote company-specific and sector-focused reports evaluating potential investments. Analyzed company fundamentals, strategic positioning and economic trends to develop financial forecasts and valuations for 21 companies under coverage. Built complex three-statement operating and financial models for stocks covered. Wrote company-specific and sector-focused reports evaluating potential investments.

Budget Analyst

• 2004 - 2007