Experience

Trousdale Ventures

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

• Managing Director

  • Oct 2021 - Present



Invemed Associates - Langone Family Office

• Greater New York City Area

• Managing Director

  • Dec 2013 - Oct 2021

  • Work directly with a co-founder of Home Depot analyzing investment opportunities for his multi-billion dollar family office • Portfolio Manager for the family office investing in public equities • Pursue investments in impactful and high growth opportunities via daily meetings with both public and private companies who are seeking capital • Lead and execute core responsibilities across the entire life cycle of an investment, including deal generation, deal execution, portfolio management oversight, and ultimately investment realization • Guide prospective investments through Invemed’s investment process • Lead research driven investment thesis formation for both public and private investments • Provide investment analysis, financial due diligence, and structure deal terms for multi-million dollar venture capital investments • Develop detailed valuation and business operating models • Engage and build relationships with sell side analysts and senior management teams • Support portfolio companies through the development of business plans and strategic initiatives, including mergers and acquisitions and capital raises • Monitor and report on investment performance • Responsible for deal process and restructuring of a portfolio company in the medical technology space • Responsible for the strategy and oversight of a commercial real estate building



Vantis Capital Management

• Chicago, IL

• Principal

  • Oct 2012 - Dec 2013

  • Conducted research and created financial models for the portfolio manager • Provided in depth research, analysis, and structured deal terms for private equity investments • Created financial valuation models using multiple techniques including: discounted cash flow, comparable companies, and precedent transactions to assist in evaluating investment opportunities • Coordinated the restructuring of a grocery store • Created additional value in the portfolio through the sale of weekly equity options



Sandler O'Neill + Partners, L.P.

• United States
• Investment Banking
• 1 - 100 Employee

• Vice President

  • Mar 2008 - Nov 2012

  • Worked under a partner and head of the broker-dealer equity research group • Coverage included the publicly traded investment banks, money center banks, and trust banks • With an award winning team conducted research and analysis to produce research reports on companies under coverage, which were distributed for investment guidance to institutional investors globally • Built and maintained extensive earnings and balance sheet models on publicly traded companies in the capital markets space • Provided quantitative analyses to identify both company specific and industry trends • Created and maintained marketing presentations with the purpose of clearly articulating research ideas to clients • Established earnings estimates, price targets, and investment ratings • Built and maintained relationships with industry contacts • Communicated real time information directly to trading desks, institutional clients, a sales force, and company management in a time sensitive environment • Promoted to Vice President in January 2010



Allen & Company LLC.

• Investment Banking
• 100 - 200 Employee

• Summer Analyst

  • Jun 2005 - Aug 2005

  • Performed valuation analyses including industry research, discounted cash flow, comparable companies, and precedent transactions for pitch books and live merger and acquisition opportunities • Interacted with bankers, economists, and politicians brought for presentations as part of the internship program • Performed valuation analyses including industry research, discounted cash flow, comparable companies, and precedent transactions for pitch books and live merger and acquisition opportunities • Interacted with bankers, economists, and politicians brought for presentations as part of the internship program



Vantis Capital Management

• Greater Los Angeles Area

• Summer Analyst

  • Jun 2004 - Aug 2004

  • Conducted research and financial modeling directly for the portfolio manager in a $1 billion equity hedge fund • Responsible for reviewing daily institutional research and identifying the most relevant reports • Conducted research and financial modeling directly for the portfolio manager in a $1 billion equity hedge fund • Responsible for reviewing daily institutional research and identifying the most relevant reports