Experience

SixSails

• United States
• Information Services
• 100 - 200 Employee

• Chief of Staff

  • Apr 2019 - Present

  Raleigh-Durham, North Carolina Area Assisted in leading a group of operating companies with the Portfolio Manager with the goal to increase revenue and EBITDA of each company. Key accomplishments include: - Managed a portfolio of over 10 operating companies with more than $100M in revenue and more than $12M in EBITDA with a CAGR of 5% for Revenue and 12% for EBITDA - Implemented a monthly Management Discussion and Analysis process for all operating companies where we reviewed financials and KPIs on a monthly basis -… Show more Assisted in leading a group of operating companies with the Portfolio Manager with the goal to increase revenue and EBITDA of each company. Key accomplishments include: - Managed a portfolio of over 10 operating companies with more than $100M in revenue and more than $12M in EBITDA with a CAGR of 5% for Revenue and 12% for EBITDA - Implemented a monthly Management Discussion and Analysis process for all operating companies where we reviewed financials and KPIs on a monthly basis - Lead sell-side M&A where we divested companies with deal sizes between $20M - $50M - Reviewed over 20 buy-side M&A opportunities with business unit leaders to assess investment opportunities

• Director of M&A

  • Jan 2018 - Apr 2019

  Durham, North Carolina, United States Responsible for all aspects of buy-side and sell-side M&A while working with operating companies to review good investment opportunities. Key accomplishments include: - Led 5 sell-side deal processes on divesting operating assets with deal sizes ranging from $20M - $50M - Closed 3 separate third-party debt financing deals generating additional cash flow to the firm for growth opportunities

• M&A Associate

  • Apr 2015 - Jan 2018

  Durham, North Carolina, United States Directed all parts of the M&A process for 4 different portfolios including target identification, pro forma analysis, deal structuring and negotiation, due diligence, legal document review, and deal closing and funding. Key accomplishments include: - Oversaw a team of 5 Associates on projects across various portfolios and countries, focusing on industries including Healthcare, Finance, and Corporate Social Responsibility - Initiated and completed over 20 acquisitions in various industries… Show more Directed all parts of the M&A process for 4 different portfolios including target identification, pro forma analysis, deal structuring and negotiation, due diligence, legal document review, and deal closing and funding. Key accomplishments include: - Oversaw a team of 5 Associates on projects across various portfolios and countries, focusing on industries including Healthcare, Finance, and Corporate Social Responsibility - Initiated and completed over 20 acquisitions in various industries including Healthcare Technology & Compliance, Healthcare Staffing, Media and Publishing, and Medical Practices

• M&A Analyst

  • Feb 2014 - Apr 2015

  Durham, North Carolina, United States Conducted market research and sourced buy-side acquisition targets while reviewing financial statements to produce a valuation model. Key accomplishments include: - Completed 4 acquisitions in the healthcare software space - Sourced over 100 buy-side acquisition targets and negotiated over 25 LOIs