Director, Private Investment Strategies
2017 - PRESENT
New Vernon Capital
- Institutionalized a private investment platform for two family offices—managing ~$1.5 billion through direct investment in venture, growth and private equity along with co-investments and LP positions.
- Sourced, conducted due diligence, negotiated, and structured the acquisition and subsequent consolidation of a ~$15 million online retail platform and consumer electronics brand.
- Performed due diligence and structured co-investments in an $825 million private airline, a $160 million consumer packaged goods (CPG) company, and a $15 million business services company.
- Built three-statement models and operating projections for internal and external uses for companies in industries including transportation, eCommerce and financial services, among others.
- Constructed valuation models, LBO analyses, and investor materials to facilitate capital investment for companies in industries including energy, food & beverage, and construction services, among others.
Focus areas: eCommerce, Investments, Valuation, Finance, Growth Equity, Business Development, Mergers & Acquisitions (M&A), Capital Structure Optimization, Venture Capital, Private Equity
Vice President
2015 - 2017
GKM Advisors
- Led business development efforts including direct investment, capital structure advisory, and growth consulting.
- Served as the interim CFO of a $40 million, venture-backed SaaS CRM company as it successfully navigated a $10 million equity raise.
- Conducted due diligence on, structured, and arranged the financing for buyouts including $650 million hotel acquisition and $120 million oil and gas asset purchase.
- Identified lower-middle market investment opportunities, including a $4 million mobile development platform, a $5 million industry and trade publication, a $20 million water purification company, and a $50 million data services company.
- Developed three-statement models and operating projections for internal and external uses for companies in industries including SaaS, consumer retail, and cleantech among others.
- Created valuation models, LBO analyses, and investor materials to facilitate capital investment for companies in industries including real estate, consumer packaged goods, and SaaS, among others.
Focus areas: Investments, M&A (Sell-side), Valuation, Mergers & Acquisitions (M&A), Finance, Investment Banking, Management Consulting, Business Development, Venture Capital, Investment Capital Raising, Capital Structure Optimization, Private Equity, Growth Equity
Analyst | Associate
2012 - 2014
Lazard Frères & Co.
- Completed over $20 billion of transaction advisory including working as the sole buy-side advisor to Burger King in its $15 billion acquisition of Tim Hortons and the sole sell-side advisor to Holiday Retirement in its Canadian real estate portfolio sale to Ventas.
- Evaluated strategic alternatives, including acquisitions, divestitures, and capital structure allocation, on behalf of numerous public and private companies.
- Assessed macroeconomic and industry trends as related to clients' positioning to qualitatively identify avenues for accretive growth.
- Developed long-term, three-statement financial models to determine cash flow and capital structure trends.
- Created full valuation analyses including trading comparables, precedent transactions, dividend discounts, sum of the parts, max pay, and discounted cash flow analyses.
- Analyzed capital allocation implications of client subsidiary companies to determine the ultimate leverage and earnings profile.
- Constructed multiple merger and leverage buyout models to determine the feasibility of transactions based on targeted financial thresholds, including relative earnings, realized returns, and value accretion.
- Identified and valued optimal corporate modification strategies including subsidiary sales and business separations.
- Prepared and delivered presentations to client senior management to review qualitative and quantitative ramifications of alternatives analyses.
- Conducted diligence efforts to evaluate long-term viability of client and target company operating projections.
- Interfaced directly with client senior management and potential investors to coordinate transaction processes.
Focus areas: Investments, Private Equity, Valuation, Finance, Investment Banking, Financial Modeling, Corporate Finance, Leveraged Buyout (LBO), M&A (Buy-side), M&A (Sell-side), Mergers & Acquisitions (M&A)