Experience

Tenaz Capital Co.

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Private Equity

  • Dec 2016 - Present

  Malvern, Pennsylvania, United States Private equity firm looking for companies to acquire with 3m+ of EBITDA across all industries. Looking for business owners that want to make sure their business and employees have a future.



PE Firm

• 1 - 100 Employee

• Private Equity

  • Mar 2014 - Dec 2016

  •Responsible for investment activities including: sourcing transactions from industry connections (both buyside & sellside relationships), reviewing & analyzing potential investment opportunities, creating firm marketing materials, presentations, and legal documents. •Build complex Leverage Buyout Models to evaluate potential acquisitions and estimated investment returns. •Perform in-depth financial and operational due diligence on target companies which encompasses analyzing: market… Show more •Responsible for investment activities including: sourcing transactions from industry connections (both buyside & sellside relationships), reviewing & analyzing potential investment opportunities, creating firm marketing materials, presentations, and legal documents. •Build complex Leverage Buyout Models to evaluate potential acquisitions and estimated investment returns. •Perform in-depth financial and operational due diligence on target companies which encompasses analyzing: market data, competitive landscape, and potential growth strategies, utilizing various data sources. •Maintain relevant industry research and provide ad hoc strategic planning support to portfolio companies. Show less



Deloitte Transactions and Business Analytics

• Business Valuation Associate

  • Sep 2011 - Mar 2014

  •Advised companies on financial and strategic issues which included Mergers and Acquisitions, restructuring, wealth & tax planning, and financial reporting purposes. •Created complex financial models and sensitivity analyses based on business issues or M&A transactions being analyzed. •Assembled valuations using guideline public company comparables, relevant transaction, and discounted cash flow methods.


The William C. Dunkelberg Owl Fund
• United States
• Investment Management
• 1 - 100 Employee
• President | Analyst

  • Jan 2010 - Jan 2011

BlackRock
• United States
• Financial Services
• 700 & Above Employee
• Intern

  • 2010 - 2010

Philadelphia International Advisors
• United States
• Investment Management
• 1 - 100 Employee
• Summer Analyst

  • May 2009 - Jul 2009

Philadelphia Futures
• United States
• Non-profit Organizations
• 1 - 100 Employee
• Assistant Teacher

  • Jun 2009 - Jun 2009