Experience

Accel-KKR

• United States
• Venture Capital and Private Equity Principals
• 100 - 200 Employee

• Principal at Accel-KKR

  • Jan 2020 - Present

• Vice President

  • Jun 2018 - Jan 2020

  Menlo Park, CA



Genstar Capital

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

• Vice President

  • Aug 2015 - May 2018

  San Francisco Helped lead Genstar’s investment strategy by running point on platform investment executions, managing portfolio company M&A processes, serving on the board of directors for portfolio companies, implementing portfolio company playbooks, recruiting & overseeing junior team members, and aiding firm-wide strategic initiatives. Investment and Board Experience: Professional DataSolutions Inc. (PDI) Sphera Solutions, Inc. Bullhorn, Inc. (Observer) Infinite Electronics… Show more Helped lead Genstar’s investment strategy by running point on platform investment executions, managing portfolio company M&A processes, serving on the board of directors for portfolio companies, implementing portfolio company playbooks, recruiting & overseeing junior team members, and aiding firm-wide strategic initiatives. Investment and Board Experience: Professional DataSolutions Inc. (PDI) Sphera Solutions, Inc. Bullhorn, Inc. (Observer) Infinite Electronics, LLC Alera Group, Inc. Financial Horizons Group (Former) Show less



Summit Partners

• United States
• Venture Capital and Private Equity Principals
• 300 - 400 Employee

• Associate

  • Aug 2010 - Aug 2013

  Boston, MA Helped spearhead Summit's investment strategy by identifying attractive industries through market analysis, building relationships with CEOs of privately held technology businesses, and sourcing opportunities through outreach such as; cold calls, trade shows and conferences. Conducted due diligence processes to evaluate investment opportunities using financial and valuation analysis, market assessment, customer references and independent research. Additionally, portfolio company… Show more Helped spearhead Summit's investment strategy by identifying attractive industries through market analysis, building relationships with CEOs of privately held technology businesses, and sourcing opportunities through outreach such as; cold calls, trade shows and conferences. Conducted due diligence processes to evaluate investment opportunities using financial and valuation analysis, market assessment, customer references and independent research. Additionally, portfolio company responsibilities included; assessing internal operational inefficiencies, creating marketing materials and building financial model projection tools. Efforts were focused primarily on internet and software sectors. Investment Experience: Rocket Fuel (NASDAQ: FUEL) Infor Global Solutions, Inc. Solid State Equipment M/A-COM Technology Solutions Holdings, Inc. (NASDAQ: MTSI) Show less



Oppenheimer & Co. Inc.

• Financial Services
• 700 & Above Employee

• Analyst

  • 2008 - 2010

  New York, NY Performed detailed financial modeling and analysis to evaluate earnings, cash flow and funding consequences related to mergers & acquisitions, public offerings, divestitures, strategic opportunities and leveraged buyout transactions. Responsibilities also included managing and preparing client presentations outlining analysis regarding potential acquisitions and divestitures, financings and leveraged buyouts.



GMP Securities

• Financial Services
• 1 - 100 Employee

• Analyst

  • May 2007 - Aug 2007

  Toronto, Canada Area Investment Banking Internship Syndication Internship