Experience

SAS AirCare

• United States
• Consumer Services
• 1 - 100 Employee

• Director of Corporate Development

  • Oct 2023 - Present

  Austin, Texas Metropolitan Area



SPS PoolCare

• United States
• Consumer Services
• 1 - 100 Employee

• Director of Corporate Development

  • Jan 2023 - Present

  Austin, Texas Metropolitan Area

• Corporate Development Manager

  • Apr 2022 - Jan 2023

  Austin, Texas Metropolitan Area



Storr Group

• United States
• Investment Management
• 1 - 100 Employee

• Investment Professional

  • Apr 2022 - Present

  Austin, Texas Metropolitan Area



Teacher Retirement System of Texas

• United States
• Government Administration
• 700 & Above Employee

• Associate - Real Assets Private Equity

  • Feb 2020 - Mar 2022

  Austin, Texas



H.I.G. WhiteHorse Capital LLC

• United States
• 1 - 100 Employee

• Investment Analyst

  • Nov 2017 - Jan 2020

  Dallas, Texas • Underwrote numerous credit investment opportunities in various industries including health care, environmental services and energy • Performed qualitative and quantitative due diligence on investment opportunities; diligence included market research, financial modeling, comparable companies analysis, precedent transactions and risk analysis • Selected Underwriting Experience: o Debt Financing of Acquisition of Wastequip by H.I.G. Capital - Responsibilities included… Show more • Underwrote numerous credit investment opportunities in various industries including health care, environmental services and energy • Performed qualitative and quantitative due diligence on investment opportunities; diligence included market research, financial modeling, comparable companies analysis, precedent transactions and risk analysis • Selected Underwriting Experience: o Debt Financing of Acquisition of Wastequip by H.I.G. Capital - Responsibilities included leading the due diligence process, performing market research and preparing a relative valuation analysis and financial model; sensitized model outputs and determined that the company would have sufficient value as a going concern even in a downside case - Recommended the deal as a buy due to strong market positioning and significant market consolidation opportunity that reduced principal risk o Debt Financing of a Dividend Recapitalization of Prospect Medical - Responsibilities included leading the due diligence of the deal, with a focus on understanding the government programs from which a significant amount of Prospect Medical’s EBITDA was derived - Discovered during diligence that multiple government programs that totaled ~40% of pro forma EBITDA were at risk of losing funding as early as 2019 - Recommended the deal as a pass due to substantial EBITDA add-backs as well as concern regarding the stability of government funding for programs vital to the Company o Debt Financing of the Acquisition of Curragh Coal Mine by Coronado Coal - Responsibilities included building an operating model and sensitizing pricing scenarios to determine pricing levels at which the proposed capital structure for the combined company would become distressed - Recommended passing on the deal because the proposed capital structure would become distressed under multiple foreseeable pricing scenarios based on historical levels of volatility Show less



FTI Consulting

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

• Consultant, Corporate Finance & Restructuring

  • Sep 2016 - Nov 2017

  Dallas, Texas • Worked on multiple engagements, including a Chapter 11 restructuring, an out of court restructuring, and FP&A; prepared valuation analyses as well as financial models on behalf of clients • Selected Deal Experience: o Samson Resources Corporation: Financial Advisor to the UCC in Ch. 11 Bankruptcy - Developed operating model to forecast cash flows through bankruptcy; the model evaluated the cash impact of the sale of 6 asset packages to stalking horse bidders and sensitized… Show more • Worked on multiple engagements, including a Chapter 11 restructuring, an out of court restructuring, and FP&A; prepared valuation analyses as well as financial models on behalf of clients • Selected Deal Experience: o Samson Resources Corporation: Financial Advisor to the UCC in Ch. 11 Bankruptcy - Developed operating model to forecast cash flows through bankruptcy; the model evaluated the cash impact of the sale of 6 asset packages to stalking horse bidders and sensitized the company’s projected production levels and operating margins o FP&A for Trailer Company Generating $1 Billion in Revenue - Worked on behalf of a private equity sponsor to build cash flow forecasts and three statement financial models for the company post-acquisition; assisted the client by providing FP&A services and in evaluating strategic opportunities to improve the Company's P&L o Out of Court Restructuring of the $1 Billion Revolver of a Permian Basin E&P Company - Prepared valuation using comparable public company analysis, precedent transactions analysis, and net asset valuation; combined analysis indicated company’s asset base warranted a borrowing base 40% below the company’s proposal to the bank group; this analysis was successfully used in negotiations to lower the borrowing base to $600 million and add additional covenants to mitigate the risk of the bank group Show less



Oden Hughes, LLC

• Real Estate Development Intern

  • Aug 2015 - Jul 2016

  Austin, Texas Area o Built a dynamic cash flow model to assess the value of multi-family development opportunities which included: - A flexible construction and leasing schedule so that the development team could quantify market uncertainty through a variety of scenarios - An adjustable development and hold period: sale of the property could be modeled at any month within a 3-10 year horizon - Dynamic refinancing, which could be triggered at any point before or after stabilization and was… Show more o Built a dynamic cash flow model to assess the value of multi-family development opportunities which included: - A flexible construction and leasing schedule so that the development team could quantify market uncertainty through a variety of scenarios - An adjustable development and hold period: sale of the property could be modeled at any month within a 3-10 year horizon - Dynamic refinancing, which could be triggered at any point before or after stabilization and was subject to market constraints of a max loan-to-cost ratio, max loan-to-value ratio, and a minimum debt service coverage ratio - Sensitivity tables to measure the effects of various market conditions on project IRR, exit sale price, and stabilized yield - A three-tier waterfall analysis for preferred return, general partner return, limited partner return, and preferred return on deferred development fees Show less



Stifel Financial Corp.

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Summer Analyst

  • Jun 2015 - Aug 2015

  Greater New York City Area o Staffed on live deals with the Industrials, Energy, Healthcare, Diversified Financials, Technology, and Leveraged Finance groups o Received exposure to multiple M&A deals, private placements, an IPO, and a distressed debt restructuring o Built a dynamic discounted cash flow model for a summer analyst-led hypothetical sell-side acquisition o Developed understanding of middle market business models and financial statements in preparing models and confidential information memorandums… Show more o Staffed on live deals with the Industrials, Energy, Healthcare, Diversified Financials, Technology, and Leveraged Finance groups o Received exposure to multiple M&A deals, private placements, an IPO, and a distressed debt restructuring o Built a dynamic discounted cash flow model for a summer analyst-led hypothetical sell-side acquisition o Developed understanding of middle market business models and financial statements in preparing models and confidential information memorandums for various deals o Performed synergy analysis on potential target companies for buy-side acquisitions Show less



NFP

• Costa Rica
• Food Production
• 1 - 100 Employee

• Broker Dealer Compliance Intern

  • Jun 2014 - Dec 2014

  Austin, Texas Area