Experience

Proton Partners

• United States
• Investment Banking
• 1 - 100 Employee

• Partner

  • Sep 2019 - Present

  We provide specialized strategy and investment banking advisory services to Financial Technology companies around the world. to help them (1) Uniquely position (and execute) their strategies, operations, and strategic initiatives to maximize performance and value creation, and (2) Thoughtfully plan (and prepare/execute) a monetization event in the future, such as a recapitalization, sale or IPO, to optimize their shareholder value and negotiating leverage (with bankers, investors, etc.). We provide specialized strategy and investment banking advisory services to Financial Technology companies around the world. to help them (1) Uniquely position (and execute) their strategies, operations, and strategic initiatives to maximize performance and value creation, and (2) Thoughtfully plan (and prepare/execute) a monetization event in the future, such as a recapitalization, sale or IPO, to optimize their shareholder value and negotiating leverage (with bankers, investors, etc.).



First Data Corporation

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Vice President - Corporate Development/M&A

  • Jan 2009 - Sep 2019

  Corporate Development/M&A Lead corporate development and strategic planning projects throughout international footprint and across business lines for leading payments processing company. Lead corporate development projects, including acquisitions, divestitures, joint ventures and equity investments. Function in lead role for transaction management, including valuation, structuring, due diligence and negotiation. Lead corporate strategy projects across company business lines in support of executive management initiatives. Function in lead project management role, including problem definition, project planning, execution and reporting to executive management. Show less



Alvarez & Marsal Corporate Finance

• Senior Director

  • Mar 2006 - May 2008

  Provided investment banking services to companies and creditor constituencies in distressed situations, including bankruptcy. Provided investment banking services to companies and creditor constituencies in distressed situations, including bankruptcy.



Houlihan Lokey Howard & Zukin

• Senior Vice President

  • Mar 2005 - Mar 2006

  Provided investment banking services to distressed and bankrupt companies. Services included m&a advisory, special situation financing, and financial restructuring. Provided investment banking services to distressed and bankrupt companies. Services included m&a advisory, special situation financing, and financial restructuring.



SunTrust Robinson Humphrey

• Investment Banking
• 200 - 300 Employee

• Director

  • Mar 1995 - Mar 2005

  M&A Advisory Services Structured Real Estate Financing M&A Advisory Services Structured Real Estate Financing