Functional Skills
Business Analysis
Business Planning
Financial Modeling
Financial Planning & Analysis (FP&A)
M&A Support
M&A Deal Sourcing
Operational Efficiency
Strategic Planning
Valuation
Software Skills
Microsoft PowerPoint
Microsoft Excel
Sector Experience
Financial Services
Technology
Experience
Pacific Partners Strategic Finance Advisory
Finance
Principal Consultant
11/2024 - Present
• Advised a ~$20mm revenue distribution business on exit strategy, delivering key outputs including a "quality of earnings" summary of financial statements, a detailed 2025 operating model, a 5-year financial forecast, and an analysis of market expansion opportunities. Continuing to serve in an advisory role to manage the appointment of an investment banker and oversee material preparation for the upcoming sale process
• Rebuilt the ARR by customer database and created a detailed renewals‑by‑customer schedule, restoring revenue reporting accuracy and forecasting visibility for a K1 Investment Management portfolio company
• Provided outsourced due diligence services for a Venture Capital firm which targets investments in technology companies with annual revenues ranging from $1mm to $3mm
• Rebuilt the ARR by customer database and created a detailed renewals‑by‑customer schedule, restoring revenue reporting accuracy and forecasting visibility for a K1 Investment Management portfolio company
• Provided outsourced due diligence services for a Venture Capital firm which targets investments in technology companies with annual revenues ranging from $1mm to $3mm
K1 Investment Management
Finance
Private Equity Investment Associate
7/2021 - 6/2024
• Conducted extensive due diligence on 75+ B2B Software companies including both horizontal & vertical applications, spanning multiple target industries including Financial Services, Construction, Higher Ed and Back Office
• Closed 10 transactions resulting in ~$900 million of deployed capital – responsible for business & financial due diligence, creating investment theses, building detailed financial models, managing third party advisors and obtaining internal approval required to fund investment
• Supported existing portfolio companies by developing operational initiatives, creating and reviewing budgets, evaluating opportunities in M&A pipeline and reviewing KPIs with management teams on a weekly basis
• Closed 10 transactions resulting in ~$900 million of deployed capital – responsible for business & financial due diligence, creating investment theses, building detailed financial models, managing third party advisors and obtaining internal approval required to fund investment
• Supported existing portfolio companies by developing operational initiatives, creating and reviewing budgets, evaluating opportunities in M&A pipeline and reviewing KPIs with management teams on a weekly basis
Startup Capital Ventures
Finance
Investment Analyst
6/2020 - 7/2021
• Evaluated over 25 Seed & Series A stage opportunities across Fintech, Healthcare/IT, Digital Media & SaaS
● Selected K1 Experience:
● $340mm Take Private Majority investment in ELMO Software, market leading Australian Human Capital Management Platform
• Conducted detailed due diligence with a focus on customer retention rates, detailed financial statement analysis, GTM strategy, TAM penetration, competitive landscape and industry trends to assess key growth levers
• Developed key relationships with stakeholders during initial courtship process including the Founder/CEO and CFO via management meetings, sports events and dinners whilst pitching on the merits of working with K1
• Produced 70-slide pitch deck for final Investment Committee meeting outlining investment thesis, key concerns/risks, market research, financial model & supporting analyses
• Worked directly with K1 Operating Partner to create operational plan which resulted in significant functional re-organization - driving the business to profitability within 6 months of initial investment after sustained period of significant cash burn (-$30mm in prior 12-month period) while maintaining +25% annualized revenue growth
● $75mm Carve-out sale of Webexpenses from ELMO, an Expense Management solution based in England
• Completed key separation diligence including defining the legal and organizational transaction perimeters. Worked directly with K1 internal legal team and external legal counsel to inform key lega
● Selected K1 Experience:
● $340mm Take Private Majority investment in ELMO Software, market leading Australian Human Capital Management Platform
• Conducted detailed due diligence with a focus on customer retention rates, detailed financial statement analysis, GTM strategy, TAM penetration, competitive landscape and industry trends to assess key growth levers
• Developed key relationships with stakeholders during initial courtship process including the Founder/CEO and CFO via management meetings, sports events and dinners whilst pitching on the merits of working with K1
• Produced 70-slide pitch deck for final Investment Committee meeting outlining investment thesis, key concerns/risks, market research, financial model & supporting analyses
• Worked directly with K1 Operating Partner to create operational plan which resulted in significant functional re-organization - driving the business to profitability within 6 months of initial investment after sustained period of significant cash burn (-$30mm in prior 12-month period) while maintaining +25% annualized revenue growth
● $75mm Carve-out sale of Webexpenses from ELMO, an Expense Management solution based in England
• Completed key separation diligence including defining the legal and organizational transaction perimeters. Worked directly with K1 internal legal team and external legal counsel to inform key lega