Director - Business Valuation and M&A Advisory

• May 2021 - Present

Senior Analyst - Business Development

• Mar 2018 - May 2021

- Piloted the company’s acquisition of Zimmer S.A. de C.V., its first substantive international transaction, by successfully leading a cross-functional team of more than 50 people during a global pandemic.- Operated as the due diligence and integration leader for the company’s 75% equity purchase of United Steel Supply for $92 million, a complex transaction representing its entrance into the steel distribution industry.- Orchestrated successful due diligence and integration processes by leading multidisciplinary teams to the consummation of seven transactions, including the company’s $400 million acquisition of CSN’s Heartland steel processing facility.- Spearheaded strategic planning projects across multiple business units designed to increase efficiency and profitability.- Analyzed organic and inorganic growth projects to support the company’s new $1.9 billion flat roll steel mill in Texas, including advanced development of the company’s supply chain in Mexico.- Developed innovative tools aimed at streamlining the company’s acquisition process, leading to improvements in opportunity identification, communication to executive leadership, financial modeling and valuation, and due diligence and integration management.Select Completed Transactions:- Acquisition of certain metals recycling facilities from Commercial Metals Company; February 2021; Undisclosed value- Acquisition of 100% of Zimmer S.A. de C.V. from shareholders; August 2020; Undisclosed value- Acquisition of New Carlisle Shredding from Scrap Metal Services; February 2020; Undisclosed value- Acquisition of 75% of United Steel Supply from shareholders; January 2019; $92 million- Divestiture of interest in Mississippi Steel Processing to Liberty Steel Products; October 2018; Undisclosed value- Acquisition of Kentucky Electric Steel from Specialty Steel Works; July 2018; $5 million- Acquisition of Heartland flat roll steel processing facility from CSN Brazil; May 2018; $400 million

Manager and Shareholder

• Jul 2017 - Mar 2018

- Managed a book of business providing accounting, tax, and consulting services to individual and corporate clients across a variety of industries.- Assumed partial responsibility for management of the firm and its employees. - Led business valuation and litigation support engagements for purposes including marital dissolution, estate planning, and business succession.- Reshaped the firm’s Human Resources practices by developing and implementing candidate recruitment and screening processes that led to the successful hiring and onboarding of several new employees.- Published 12 thought-leadership articles through the Indiana CPA Society, with topics ranging from new tax regulation and accounting guidance to employee recruitment and retention.

Senior Accountant

• Jul 2014 - Jul 2017

- Undertook progressive levels of responsibility in all of the firm’s practice areas, managing business valuation projects, supervising audit and review engagements, preparing GAAP and tax basis financial statements, and completing federal and multi-state income tax returns for corporations, individuals, estates, and trusts.

Adjunct Professor of Finance

• Aug 2016 - Mar 2018

- Taught three sections of a course titled "Personal Finance for Fiscal Wellness", a required course in Ball State's curriculum. Each section contained between 60-70 students. - Co-authored a paper titled “Bloomberg 201: From Wall Street to University Avenue”, published in the Winter 2016 volume of Advances in Financial Education

Healthcare Consultant

• Jul 2013 - Jul 2014

- Worked directly with health system executives to analyze net revenue and forecast cash flow for large health systems using the firm’s proprietary software package.