Functional Skills
Operational Due Diligence
Market Research
Project Management
Commercial Due Diligence
Private Equity Investing
Competitive Landscaping
Corporate Finance
Financial Modeling
Forecasting / Projections
Valuation
Certifications
Series 7
Sector Experience
Business Services
Consumer Goods
Healthcare
Experience
Freelance
Corporate Strategy & Development
Corporate Development & Strategy Consulting
4/2021 - Present
Advised six clients in the US, Mexico and France including a private equity fund and start-ups in the jewelry, fitness, food, and media industries.
• Built a comprehensive gross margin analysis model encompassing over 110 products for a jewelry company, providing owners with a valuable tool for optimizing profitability
• Developed comprehensive financial models and projections, advising founders on strategic business growth opportunities and revenue diversification strategies for a media startup specializing in newsletter distribution
• Provided strategic guidance to a gym startup throughout the company formation and fundraising process with over $300k raised in friends & family money
• Advised the co-founder of a gluten-free bakery chain on fundraising and shareholder dispute resolution; developed presentations to facilitate internal alignment and external discussions
• Built a comprehensive gross margin analysis model encompassing over 110 products for a jewelry company, providing owners with a valuable tool for optimizing profitability
• Developed comprehensive financial models and projections, advising founders on strategic business growth opportunities and revenue diversification strategies for a media startup specializing in newsletter distribution
• Provided strategic guidance to a gym startup throughout the company formation and fundraising process with over $300k raised in friends & family money
• Advised the co-founder of a gluten-free bakery chain on fundraising and shareholder dispute resolution; developed presentations to facilitate internal alignment and external discussions
New Guard Partners
Finance
Vice President
10/2024 - 4/2025
Placement agent – Fundraising for mid-market private equity funds
• Underwrote potential GP mandates to ensure alignment with firm strategy and offer LPs top-tier opportunities
• Led project management for a GP client and co-developed their investment strategy
• Contributed to GP origination and led the creation of a scalable internal process to drive consistent deal flow
• Assisted LPs in due diligence, providing analysis and insights on GP clients
• Mentored and trained junior team members, fostering professional development and team cohesion
• Underwrote potential GP mandates to ensure alignment with firm strategy and offer LPs top-tier opportunities
• Led project management for a GP client and co-developed their investment strategy
• Contributed to GP origination and led the creation of a scalable internal process to drive consistent deal flow
• Assisted LPs in due diligence, providing analysis and insights on GP clients
• Mentored and trained junior team members, fostering professional development and team cohesion
Casa Amé
Start-Up
Founder
1/2022 - 9/2024
Launched Casa Amé (www.casa-ame.com) in December 2023, a high-end Latin American home décor e-commerce platform. Casa Amé sells handmade products directly sourced from artisans in Mexico. Its mission is to support artisans while educating consumers on Latin American artisanship.
• Conducted a feasibility analysis including market research, competitive analysis and financial projections
• Identified artisan partners, pitched project and led contract negotiations; curated product selection
• Developed the Casa Amé brand identity, including defining brand values, creating compelling messaging, and implementing cohesive branding across all channels
• Designed and launched Casa Amé's website using Shopify, employing customization options to create an intuitive and visually appealing online storefront
• Conducted a feasibility analysis including market research, competitive analysis and financial projections
• Identified artisan partners, pitched project and led contract negotiations; curated product selection
• Developed the Casa Amé brand identity, including defining brand values, creating compelling messaging, and implementing cohesive branding across all channels
• Designed and launched Casa Amé's website using Shopify, employing customization options to create an intuitive and visually appealing online storefront
Quilvest Capital Partners
Finance
Vice President
9/2013 - 3/2021
QS Capital Strategies, LP - $230 million SBIC Credit fund
Invested throughout the capital structure via senior secured loans, subordinated debt and equity instruments with a focus on small to mid-market US companies. Deployed $133 million (~60% of the Fund) across 19 transactions (12 platform investments and 7 follow-ons). As of 12/3 1/2020, 5 of these 12 portfolio companies have been exited generating a return of 1.5x CoC and 28.3% IRR.
• Underwrote investment opportunities; led the presentation of investment committee memoranda supporting deal team's recommendation
• Established relationships with target companies' management as well as with co-investors
• Sourced potential investment opportunities
• Reviewed and analyzed portfolio companies' ongoing performance
• Participated in fundraising efforts for the second fund ($300 million target)
• Spearheaded the implementation of fund operations processes ensuring efficient and compliant fund operations
Invested throughout the capital structure via senior secured loans, subordinated debt and equity instruments with a focus on small to mid-market US companies. Deployed $133 million (~60% of the Fund) across 19 transactions (12 platform investments and 7 follow-ons). As of 12/3 1/2020, 5 of these 12 portfolio companies have been exited generating a return of 1.5x CoC and 28.3% IRR.
• Underwrote investment opportunities; led the presentation of investment committee memoranda supporting deal team's recommendation
• Established relationships with target companies' management as well as with co-investors
• Sourced potential investment opportunities
• Reviewed and analyzed portfolio companies' ongoing performance
• Participated in fundraising efforts for the second fund ($300 million target)
• Spearheaded the implementation of fund operations processes ensuring efficient and compliant fund operations
Quilvest Capital Partners
Finance
Equity Investing
3/2011 - 9/2013
Analyzed equity lead and co-investment opportunities in mid-market firms in the US which resulted in cumulated investments of $13 million across two companies in the toy and food & beverage industries
• Screened potential targets; developed dynamic leveraged buyout (LBO) models; performed in-depth financial and operational due diligence on target companies; conducted industry / competitive analysis; validated growth opportunities; carried out company valuation; prepared internal investment memoranda
• Collaborated on designing and implementing management incentive packages for portfolio companies
• Screened potential targets; developed dynamic leveraged buyout (LBO) models; performed in-depth financial and operational due diligence on target companies; conducted industry / competitive analysis; validated growth opportunities; carried out company valuation; prepared internal investment memoranda
• Collaborated on designing and implementing management incentive packages for portfolio companies
Quilvest Capital Partners
Finance
Real Estate Fund Investing
3/2011 - 9/2013
Real Estate Investing (2011–2013) Assisted in the underwriting of investments in real estate private equity funds ($156 million invested) and direct real estate co-investments ($20 million invested) in the US and Latin America
• Modeled and analyzed fund-level cashflows by building portfolio roll-ups and cashflow distribution waterfalls; conducted market and macro trends analyses; analyzed
• Modeled and analyzed fund-level cashflows by building portfolio roll-ups and cashflow distribution waterfalls; conducted market and macro trends analyses; analyzed
8 Advisory
Finance
Analyst - Valuation Team
6/2010 - 2/2011
Carried out company valuations within the frame of fairness opinions, minority stake acquisitions, LBOs (equity warrants valuation/management package), fundraising and restructuring engagements using discounted cashflows (DCF), trading and transactions multiples