Partner

• Aug 2014 - Present

Senior Associate

• Feb 2013 - Jul 2014

Provide M&A sell side advisory services to owners of privately held businesses between $5 and $100 million in revenue. Supervise and execute the completion of confidential information memoranda for CKC clients. Effectively market potential transactions to a select group of financial and strategic buyers that have the ability to create synergistic value through a majority recapitalization or 100% buyout. Provide valuation and industry analysis to clients to set expectations. Coordinate and manage the flow of a transaction from a signed engagement letter to the closing of a transaction. Supervise junior bankers in day-to-day operations. Show less

Business Analyst

• Apr 2010 - Feb 2013

Create detailed bottoms up valuation models for senior and executive leadership to assist in the decision making of potential acquisitions and divestituresWork with business segments across Rockwell Collins to determine growth objectives and strategic gapsManage flow of information related to potential acquisitions and divestitures with investment banks and industry consultantsNegotiate non-disclosure agreements with investment banks and potential acquisition targetsParticipate in review process for identifying acquisition and divestiture opportunitiesActively participated in the due diligence of approximately 30 companies with deal sizes ranging from $5M - $2BScreened over 200 companiesPresented valuation material to Executive Vice PresidentAssisted in the completion of two acquisitions and one divestiture in the last 24 months Show less

Tax Accountant

• Jun 2009 - Apr 2010

Completed quarterly tax estimates and tax returns for multiple Rockwell Collins legal entitiesDesigned and implemented efficiencies across multiple areas in Rockwell Collins that saved over 1000 hours of work per yearPresented outcomes from implemented efficiencies to the CFO and Finance senior leadershipLead the analysis of an IRS audit that reduced a potential tax liability by $9 million

Intern

• May 2008 - May 2009

Consolidated financials for manufacturing and facilities capital expenditures for 19 Rockwell Collins sitesImproved capital expenditure consolidation processes by standardizing excel templates, localizing the files, and adding automation to the process. The process was 80% more efficientImproved the capital expenditure AOP template by standardizing, automating, increasing data integrity and eliminating redundant inputsAssisted in the design and implementation of the new staffing consolidation process Show less