Functional Skills
Business Analysis
Business Development
Business Operations
Commercial Due Diligence
Corporate Finance
Financial Due Diligence
Financial Management
Financial Modeling
Growth Strategy
M&A Deal Sourcing
M&A Support
Post-Merger Integration
Business Unit Strategy
Business Planning
Valuation
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Sector Experience
Consumer Goods
Financial Services
Media & Entertainment
Telecom
Big 4 Accounting
Top Consulting Firms
Experience
Cleveland Avenue
Finance
Investment firm
1/2020 - Present
Principal, CAST US Due Diligence: Lead sourcing and due diligence of investment opportunities for Cleveland Avenue's $70M CAST US Fund, which focuses on investing and supporting Black, Latinx and Women led businesses
■ Lead investment team that identifies potential opportunities and conducts due diligence as part of the investment process
Prepare investment memos and negotiate terms for potential investments. Since March of 2020, invested ~$50M across 24 businesses
■ Lead post-investment portfolio management of businesses, including tracking financial performance and coordination with management teams to develop and execute long-term strategy
Board of Directors for four portfolio companies and a Board observer for two additional portfolio companies
■ Lead investment team that identifies potential opportunities and conducts due diligence as part of the investment process
Prepare investment memos and negotiate terms for potential investments. Since March of 2020, invested ~$50M across 24 businesses
■ Lead post-investment portfolio management of businesses, including tracking financial performance and coordination with management teams to develop and execute long-term strategy
Board of Directors for four portfolio companies and a Board observer for two additional portfolio companies
Fonterra USA
Corporate Strategy & Development
Business Manager for US Consumer Retail
5/2018 - 11/2019
N. American subsidiary of New Zealand based Fonterra, world's largest dairy exporter, generating $1.2B in sales Business Manager for US Consumer Retail (2018 to 2019): Accepted developmental opportunity to transition into a sales/business development role with direct P&L impact. Tasked to identify and win business with large national and regional grocery retailers.
■ Led account management of ~$12M in revenue with key retail customers, maintained moderate sales growth during full transition of US Retail team
■ Led account management of ~$12M in revenue with key retail customers, maintained moderate sales growth during full transition of US Retail team
Fonterra USA
Corporate Strategy & Development
Vice President, Transformation for North American Region
4/2017 - 5/2018
strategic vision setting, market/category analysis and project management for $1.2B region comprised of U.S., Mexico, Brazil and Venezuela.
■ Led coordination of integrated business planning and five-year strategic vision refinement with goal to double gross margin in five years
■ Conducted due diligence and integration activities of joint venture with Tillamook for a whey protein ingredient facility, Columbia River Technologies
■ Led coordination of integrated business planning and five-year strategic vision refinement with goal to double gross margin in five years
■ Conducted due diligence and integration activities of joint venture with Tillamook for a whey protein ingredient facility, Columbia River Technologies
TreeHouse Foods
Corporate Strategy & Development
Director, Corporate Strategy
8/2014 - 3/2017
Largestmanufacturer and distributor of private labelfoods and beverages in the United States Director, Corporate Strategy: Collaborated with senior leaders (CEO, CFO, CSO) to develop strategies that deliver against multiyear inorganic and organic growth objectives, including due diligence on potential acquisition targets
■ Led due diligence and integration lead for Snacks Division ($1.4B in revenue) during the $2.7B acquisition and integration of ConAgra Private Brands
■ Designed and led (post-acquisition) the coordination of the annual strategic operating planning for the combined $5.4B organization across five business divisions and corporate functions
■ Led due diligence and integration lead for Snacks Division ($1.4B in revenue) during the $2.7B acquisition and integration of ConAgra Private Brands
■ Designed and led (post-acquisition) the coordination of the annual strategic operating planning for the combined $5.4B organization across five business divisions and corporate functions
Deloitte
Management Consulting
Consulting and advisory services firm
7/2011 - 8/2014
Manager, Strategy & Operations – Strategy Service Line: Led project management work streams of three to five consultants for M&A commercial due diligence and post-deal integration efforts for multiple engagements, primarily in the CPG and telecommunications industries Selected Case Experience
■ Fortune 100 global telecommunications provider– Growth Strategy: Conducted a study to assess revenue and margin implications of potential changes in the wireline/wireless businesses.
■ Fortune 500 CPG organization – Corporate split/divestiture: Led financial market risk and corporate/central function cost assessment workstream
■ Fortune 100 global telecommunications provider– Growth Strategy: Conducted a study to assess revenue and margin implications of potential changes in the wireline/wireless businesses.
■ Fortune 500 CPG organization – Corporate split/divestiture: Led financial market risk and corporate/central function cost assessment workstream
Warner Music Group
Corporate Strategy & Development
Senior Financial Analyst, Label Shared Services
7/2007 - 7/2009
Multinational entertainment and record label conglomerate Senior Financial Analyst, Label Shared Services – Business Development Group: Formulated financial analyses and evaluations to facilitate on-going decisions regarding corporate facilities budgets and spend of over $40mm
■ Led ten person cross-functional team in the implementation of an automatic travel & entertainment expense system for WMG's 3,000+ employees
■ Managed over $50mm in annual lease spend for 12 locations across the United States
■ Led ten person cross-functional team in the implementation of an automatic travel & entertainment expense system for WMG's 3,000+ employees
■ Managed over $50mm in annual lease spend for 12 locations across the United States
Lehman Brothers
Finance
Investment Banking Analyst, Global
7/2005 - 7/2007
Bulge bracket investment bank and advisory services firm Investment Banking Analyst, Global Technology Group: Evaluated mergers and acquisitions, leveraged buyouts, and equity offerings within the technology sector Selected DealExperience
■ Buy-Side M&A Advisory & Acquisition Financing – The Blackstone Group's $4.3 billion leverage buyout of Travelport (a Cendant subsidiary): Conducted financial due diligence and developed rating agency presentation
■ Buy-Side M&A Advisory & Acquisition Financing – The Blackstone Group's $4.3 billion leverage buyout of Travelport (a Cendant subsidiary): Conducted financial due diligence and developed rating agency presentation