Functional Skills
Financial Modeling
Valuation
Corporate Finance
Investment Banking
Financial Due Diligence
Business Planning
Growth Strategy
Software Skills
Microsoft Office
Alteryx
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Financial Services
Industrials
Manufacturing
Technology
Countries Worked In
CA USExperience
Fort Capital Partners
Finance
Investment Banking Associate
7/2022 - Present
• Advise companies in the manufacturing, technology, consumer and business services sectors on a variety of strategic matters including mergers and acquisitions, capital raising, and navigating equity and credit markets
• Independently design, build, and execute stand-alone three-statement-models for each transaction by interpreting and
analyzing historical and future looking financial information. Further, prepared company-specific industry research, financial
analysis, prospective buyer profiles, and detailed valuation reports (i.e precedent transactions and public benchmarks for exit
multiples and multi-year DCF/LBO analysis)
• Manage all aspects of transaction diligence with external advisors including financial, operational, and legal work streams
• Successfully closed 11 transactions through my first 32 months with an aggregate value of over $300 million while actively managing an additional 12 mandates with an estimated value of $350 million
• Advised on over $75 million of financing including early stage and private placement
• Proactively monitor U.S. economic data for changes in public policy, industry reports for trends and innovation, and transaction activity to produce quarterly reports which are shared as firm marketing materials Representative Transactions
Project Podium – Advised on the sale of one of Canada's leading full-service auction businesses (2025)
• Prepared company pitch documents including industry reports and valuation metrics based on pr
• Independently design, build, and execute stand-alone three-statement-models for each transaction by interpreting and
analyzing historical and future looking financial information. Further, prepared company-specific industry research, financial
analysis, prospective buyer profiles, and detailed valuation reports (i.e precedent transactions and public benchmarks for exit
multiples and multi-year DCF/LBO analysis)
• Manage all aspects of transaction diligence with external advisors including financial, operational, and legal work streams
• Successfully closed 11 transactions through my first 32 months with an aggregate value of over $300 million while actively managing an additional 12 mandates with an estimated value of $350 million
• Advised on over $75 million of financing including early stage and private placement
• Proactively monitor U.S. economic data for changes in public policy, industry reports for trends and innovation, and transaction activity to produce quarterly reports which are shared as firm marketing materials Representative Transactions
Project Podium – Advised on the sale of one of Canada's leading full-service auction businesses (2025)
• Prepared company pitch documents including industry reports and valuation metrics based on pr
PricewaterhouseCoopers LLP – Public Accounting
Accounting
Senior Associate
7/2018 - 1/2021
• Evaluate financial statements for integrated, non-integrated, public, privately held and pre-IPO companies in the software, technology, infrastructure and life science industries for compliance with US GAAP
• Serve as key contributor to the accounting and finance functions for several technology IPOs and transactional offerings, helping to generate over $25 billion in proceeds for clients
• Advised clients' senior management and key process owners on the design and deficiencies of the SOX implementation process by analyzing narratives and testing for control gaps to ensure business cycles are operational
• Serve as key contributor to the accounting and finance functions for several technology IPOs and transactional offerings, helping to generate over $25 billion in proceeds for clients
• Advised clients' senior management and key process owners on the design and deficiencies of the SOX implementation process by analyzing narratives and testing for control gaps to ensure business cycles are operational