Director, Strategic Finance

• Oct 2022 - Present

Vice President, Growth Equity (B2B Software)

• 2021 - Jan 2022

• Quarterbacked sourcing, negotiation, and diligence for growth equity (Series A to D) investments in B2B software companies • Drove strategy with C-suite of portfolio companies; executed key operating initiatives to drive company improvements & growth • Managed new firm office (Miami) opening; hired and managed team Selected Transaction Experience: • Series B investment in a leading ($XMM ARR) software testing automation co. (DevOps) (Closed Deal, Board Observer) • Series D investment in a leading ($XXMM ARR) price optimization software co. (Closed Deal, Board Observer) Show less

MBA & MA in International Studies

• 2019 - 2021

MBA | The Wharton School MA in International Studies (Latin America focus) | The Lauder Institute The University of Pennsylvania, Class of 2021 MBA | The Wharton School MA in International Studies (Latin America focus) | The Lauder Institute The University of Pennsylvania, Class of 2021

Strategic Advisor (Software & Services)

• 2019 - Dec 2019

• Led development of three-statement financial forecast and reporting models • Provided strategic guidance on market opportunity and capital raise options • Led development of three-statement financial forecast and reporting models • Provided strategic guidance on market opportunity and capital raise options

Associate, Private Equity (Technology)

• 2017 - 2018

• Drove execution for investments in Technology companies, including financial modeling, market diligence, raising financing, and third-party management • Drove execution for investments in Technology companies, including financial modeling, market diligence, raising financing, and third-party management

Associate, Private Equity (Generalist)

• 2016 - Oct 2017

• Strategized with C-suite of portfolio companies; executed key operating initiatives to drive measurable company value growth • Drove transaction execution on eight (8) closed transactions, including financial / valuation modeling, market diligence, raising financing; managed teams of third-party vendors (Legal, Accounting / Tax, IT, HR) and negotiated M&A Legal Agreements Selected Transaction Experience: - $XXXMM+ buyout of RelaDyne, one of the largest lubricant and fuel distributors in the U.S. (Closed Deal, Board Observer): • Drove market analysis & strategy in diligence, including TAM, competitive positioning / SWOT, acquisition universe, etc. • Designed and implemented streamlined acquisition sourcing and onboarding process; implemented acquisition CRM - $XXXMM+ sale of Cozzini Bros, the largest provider of commercial knife sharpening services in the U.S. (Closed Deal, Board Observer): • Led sale; drove ~$20MM increase in sale value by constructing detailed financial forecast that showed 15%+ FYE EBITDA pick-up (above internally reported EBITDA) Show less

Analyst, Private Equity & Junior Debt (Generalist)

• 2013 - Jan 2016

• Constructed financial models and diligence materials; contributed to $350MM+ investment in junior debt and equity co-investments • Constructed financial models and diligence materials; contributed to $350MM+ investment in junior debt and equity co-investments