Experience

Intellectus Partners, LLC
• United States
• Financial Services
• 1 - 100 Employee
• Research Analyst

  • Aug 2020 - Present


Nick

• United States
• Design Services
• 1 - 100 Employee

• Family office

  • Aug 2020 - Present

  Managing our family office and pursuing what I am passionate about - responsible for deploying capital for investments and growth.



Asurion

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

• Senior Director Corporate Development and Strategy

  • Apr 2018 - Aug 2020

  San Francisco Bay Area Responsible for leadership in strategy formulation and execution, including support of cross-functional teams and M&A and investment processes. Completed acquisitions included Catalina Labs (2018) and UBREAKIFIX (2019).



Barclays Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• Director, TMT

  • Nov 2016 - Apr 2018

  Menlo Park Technology investment banking focused on emerging FinTech and communications technology. Extensive transaction experience in software, Internet, hardware, networking, and semiconductors. I have worked with many companies of all sizes on mergers and acquisitions assignments, IPOs, equity-linked transactions, and debt.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Mergers & Acquisitions

  • Apr 2013 - Feb 2016

  San Francisco • Generalist M&A with a keen focus on and close working relationship with TMT group • Announced transactions include: Microchip acquisition of Atmel ($3.6bn); Western Digital acquisition of SanDisk ($19bn); Mellanox acquisition of EZchip; PayPal acquisition of Xoom ($900mm); Intel acquisition of Altera ($17bn); sale of Ariosa to Roche ($625mm); Yahoo/Alibaba spin-off; EMC; sale of International Rectifier to Infineon ($3.0bn); buy-side advisor to Santen Pharmaceuticals (+$600mm); sale of… Show more • Generalist M&A with a keen focus on and close working relationship with TMT group • Announced transactions include: Microchip acquisition of Atmel ($3.6bn); Western Digital acquisition of SanDisk ($19bn); Mellanox acquisition of EZchip; PayPal acquisition of Xoom ($900mm); Intel acquisition of Altera ($17bn); sale of Ariosa to Roche ($625mm); Yahoo/Alibaba spin-off; EMC; sale of International Rectifier to Infineon ($3.0bn); buy-side advisor to Santen Pharmaceuticals (+$600mm); sale of ExactTarget to Salesforce.com ($2.7bn) • Extensive experience with activism defense and strategic alternatives advisory Show less



Barclays Capital

• United Kingdom
• 1 - 100 Employee

• Analyst / Associate, TMT Group

  • Feb 2010 - Apr 2013

  Menlo Park, CA • TMT Coverage, focused on the semiconductor, electronics, and communications technology sectors • Ranked at top of associate class in terms of compensation, merit and all other benchmarks • Completed transaction experience includes: Tyco / ADC ($1.25bn); MOT Spin-off ($9.7bn); RPX IPO / follow-on ($184mm / $81mm); SemiLEDs IPO; project financing for SPWR CVSR project (~$1.5bn); Qualcomm / Atheros; sale of Qualcomm's BWA spectrum; sale of Qualcomm's 700 MHz spectrum ($1.925bn); sale of… Show more • TMT Coverage, focused on the semiconductor, electronics, and communications technology sectors • Ranked at top of associate class in terms of compensation, merit and all other benchmarks • Completed transaction experience includes: Tyco / ADC ($1.25bn); MOT Spin-off ($9.7bn); RPX IPO / follow-on ($184mm / $81mm); SemiLEDs IPO; project financing for SPWR CVSR project (~$1.5bn); Qualcomm / Atheros; sale of Qualcomm's BWA spectrum; sale of Qualcomm's 700 MHz spectrum ($1.925bn); sale of Motorola Mobility to Google; sale of Motorola Home to Arris ($2.35bn); numerous revolver / credit facility / debt projects • Active role in recruiting Show less



WearIt.com

• Bangladesh
• Technology, Information and Internet
• 1 - 100 Employee

• Co-Founder

  • Aug 2007 - Dec 2009

  • WearIt is an online marketing company that identifies and develops niche ecommerce websites. It ranks in the top 1% of affiliate marketers, as judged by Commission Junction – the largest affiliate network. • Company Overview: Raised $200K in seed funding from angel investors; signed 1,600 partnerships with online retailers like Amazon, eBay, Nordstrom, J. Crew, Macy’s, and Zappos; grew annual revenue from $0 to $1 million in less than two years; 2 million term keyword portfolio on Google… Show more • WearIt is an online marketing company that identifies and develops niche ecommerce websites. It ranks in the top 1% of affiliate marketers, as judged by Commission Junction – the largest affiliate network. • Company Overview: Raised $200K in seed funding from angel investors; signed 1,600 partnerships with online retailers like Amazon, eBay, Nordstrom, J. Crew, Macy’s, and Zappos; grew annual revenue from $0 to $1 million in less than two years; 2 million term keyword portfolio on Google and Yahoo • Facilitate and oversee development of coupon websites, fashion websites, and search arbitrage Show less



Houlihan Lokey

• United States
• Investment Banking
• 700 & Above Employee

• Senior Analyst, Tech M&A

  • Jul 2005 - Jul 2007

  • Extensive M&A transaction experience including buy-side, sell-side, divestitures, restructurings, and fairness opinions; constructed detailed financial models (LBO, DCF, accretion-dilution, projected business performance), assembled presentations, valuation, due diligence, contacted potential buyers/sellers • Ranked at top of analyst class in terms of compensation, merit and all other benchmarks • Completed M&A transaction experience includes: American Capital / Zencon; Sierra… Show more • Extensive M&A transaction experience including buy-side, sell-side, divestitures, restructurings, and fairness opinions; constructed detailed financial models (LBO, DCF, accretion-dilution, projected business performance), assembled presentations, valuation, due diligence, contacted potential buyers/sellers • Ranked at top of analyst class in terms of compensation, merit and all other benchmarks • Completed M&A transaction experience includes: American Capital / Zencon; Sierra Wireless / AirLink; Inter-Tel ($700m; fairness and inadequacy opinions, share repurchase analysis); Fabrik / SimpleTech Consumer Division ($45m); Eurotech / Applied Data Systems ($50m); Thoma Cressey / Sirius Computer Solutions ($325m); McAfee / Citadel ($56m); NICE Systems / Tekelec’s IEX ($200m); Oracle / Telephony@Work ($80m); Infor / SSA Global ($1,600m); Earthlink / Covad ($50m); Kulicke & Soffa divestiture of Test businesses; Microsemi / APTI ($160m); Silicon Graphics; Elixent / Panasonic Europe; Platinum Equity / USR • Contributed to the success of the Houlihan Lokey Annual Technology Conference (2005 and 2006) Show less



Conestoga Capital

• United States
• Financial Services
• 1 - 100 Employee

• Summer Analyst

  • Aug 2004 - Sep 2004

  • Modeled financial valuation and revenue projections for 4 companies, including Avocent and Matthews International, using breakdown of product segments and projecting future growth rates with NPV and DCF estimates • Conducted detailed research on small-cap hedge funds, culminating in the creation and delivery of a presentation • Conducted detailed research on various market sectors and researching potential investments



Piper Jaffray

• United States
• Financial Services
• 300 - 400 Employee

• Summer Analyst

  • Jul 2004 - Aug 2004

  • Assisted in completion of transaction involving acquisition of M-Audio by Avid Technology, with a transaction value of $187.5m and a potential of $45m in additional consideration • Conducted detailed research for use in financial & qualitative analysis in various technology industries • Extensive experience building and updating standard financial models • Constructed purchase price allocation calculations for a confidential transaction

• Summer Analyst

  • Jul 2003 - Sep 2003

  Technology M&A



Integrated Circuit Systems

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Lab Researcher, Tester, Programmer / MicroClock, FTG

  • Jul 2002 - Aug 2002

  • Extensive characterization work with ICs for embedded devices and computer peripherals • Involved with components for Sony Playstation2, AMD K8 servers, and Intel Pentium4 architecture • Introduced to marketing, supplier and distributor relationships, and financial considerations



WRDS (Wharton Research Data Services)

• Programmer, Hardware & Network Administrator, Researcher

  • Jun 1998 - Aug 2001

  • Involved with development of front-end and back-end elements of main financial services • Developed online transaction systems, financial services, and database tools • Participated in the creation of a stock market simulator and online stock market game • Involved with hardware, networking, and technical support