Experience

Atar Capital

• United States
• Investment Management
• 1 - 100 Employee

• Principal

  • Mar 2022 - Present

  Atar Capital is a global private investment firm that benefits from over seventy-five years of combined buy- out, investing, and asset management experience. The firm's principals have collectively completed 80 private equity transactions across 18 countries worldwide. Atar Capital invests in both performing and under- performing lower middle market businesses that exhibit potential for revitalization, operational performance improvement, and growth. The firm specializes in corporate divestitures, complex carve-outs, and turn- around situations across a wide range of industries and geographic markets, with a focus on North America and Western Europe. The firm makes control investments in companies with annual revenues ranging between $100 million and $1.5 billion, and with EBITDA levels ranging from negative up to $25 million. The firm generally holds its investments over a period of 4 to 7 years.



Impact Point Co.

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Partner

  • 2020 - Jul 2022

  Partner at Impact Point Co., a specialty group focused on middle market businesses and delivering Transformation, Merger Integration, Office of the CFO services, and Turnaround services. Partner at Impact Point Co., a specialty group focused on middle market businesses and delivering Transformation, Merger Integration, Office of the CFO services, and Turnaround services.



Abrigo

• United States
• Financial Services
• 400 - 500 Employee

• Vice President of Finance

  • Apr 2019 - May 2020

  Financial software company that automates key processes – from anti-money laundering to fraud detection to lending solutions – empowering our customers by addressing their Enterprise Risk Management needs. Visit www.abrigo.com to learn more. Follow Abrigo on social media using @WeAreAbrigo. Abrigo is backed by Accel-KKR, a technology-focused investment firm with over $5 billion in capital commitments. The firm focuses on software and IT-enabled businesses well-positioned for topline and bottom-line growth. At the core of Accel-KKR’s investment strategy is a commitment to developing strong partnerships with the management teams of its portfolio companies and a focus on building value through significant resources available through the Accel-KKR network. For more information, please visit www.accel-kkr.com



MERU

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Principal

  • Mar 2017 - Apr 2019

  Transformation and Restructuring + Hired by The Boston Consulting Group to perform a holistic, highly organized transformation of a $6+ billion publically held technology company. Significant ($100+ million) of gross margin improvements were achieved through both revenue and cost initiatives + Restructuring advisor for Eastern Mountain Sports (EMS) / Bob's Stores (2018 Turnaround Management Association Mid-Size Company Transaction of the Year Award) + Financial advisor, $400 million multi-national rigid packaging distributor



Alvarez & Marsal

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

• Senior Director

  • Jan 2005 - Oct 2016

  Specialized in providing restructuring advisory services and held multiple interim management roles for companies and stakeholders in distressed situations for private and publicly-traded enterprises, as well as government agencies. Notable engagements: + Lehman Brothers Holdings Inc. ($600+ billion in assets – largest bankruptcy in U.S. history) – Served in a leadership role managing the treasury department on a global basis, managing more than $25 billion in cash globally, monitored the firm’s liquidity through cash flow forecasting, revamped the FP&A process, managed the investment of excess cash, and built-out a new treasury team to support the Estate. To date more than $120 billion has been returned to creditors. + Government of Guam. Project executive - managed a $300+ million dollar education budget acting as the Third-Party Fiduciary for the territory. Implemented a new ERP system, revamped the FP&A process, rebuilt the procurement, payroll, warehouse and finance/accounting departments. Developed and implemented both a human capital and organizational restructuring on behalf of the CFO and Government of Guam. + TelexFree. ($3 billion MLM global Ponzi scheme - as seen on CNBC's American Greed) – Served as the financial advisors to the company, led both the financial and cash functions. Filed Chapter 11 bankruptcy within the first three days and developed a restructuring plan as well as facilitated the FBI, Homeland Security and the SEC during their investigations. + New Orleans Public Schools. Hired pre-Katrina to restructure the financial and organizational aspects of the district ($300+ million budget). Shortly after commencing, the district was devastated by flood waters. Our role quickly changed from restructuring advisors to crisis managers, and were instrumental in rebuilding the district over a two-year period following the disaster, resulting in a financially and operationally sound organization.



EY

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

• Senior Financial Analyst

  • Aug 2003 - Dec 2004

  Member of the valuation practice handling a range of valuation services for M&A transactions, tax planning, etc. Member of the valuation practice handling a range of valuation services for M&A transactions, tax planning, etc.