Functional Skills
Market Research
Investment Banking
Business Development
Corporate Finance
Financial Modeling
Business Analytics
Commercial Due Diligence
Marketing Operations
Collateral Development
Business Analysis
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Financial Services
Industrials
Technology
Fortune 500
Experience
NORTHSIDE ADVISORS LLC
Other
Principal Investor and Advisor
10/2018 - Present
• Invest and advise in early-stage companies across SaaS, metaverse, food and wellness, networking systems, and enterprise software tools.
• Provide strategic guidance on business development, market entry, and M&A readiness.
• Facilitate capital raising and partnership discussions, driving growth and expansion for portfolio companies.
• Provide strategic guidance on business development, market entry, and M&A readiness.
• Facilitate capital raising and partnership discussions, driving growth and expansion for portfolio companies.
Drake Star Partners
Corporate Strategy & Development
Partner
3/2015 - 10/2018
• Spearheaded M&A and corporate finance advisory services for middle-market technology companies, focusing on cybersecurity, SaaS, and enterprise software transactions.
• Led transaction origination, deal structuring, financial modeling, and negotiation, ensuring alignment with corporate growth strategies.
• Built strong relationships with clients, providing strategic counsel on all aspects of corporate development, from initial engagement to integration.
• Collaborated with cross-functional teams to deliver seamless transaction execution, consistently exceeding client expectations.
• Led transaction origination, deal structuring, financial modeling, and negotiation, ensuring alignment with corporate growth strategies.
• Built strong relationships with clients, providing strategic counsel on all aspects of corporate development, from initial engagement to integration.
• Collaborated with cross-functional teams to deliver seamless transaction execution, consistently exceeding client expectations.
NORTHSIDE ADVISORS LLC
Corporate Strategy & Development
Founder and Managing Partner
1/2009 - 1/2015
• Established a boutique investment bank offering M&A buy/sell side advisory services to technology companies.
• Originated and led transactions in cybersecurity, business analytics, and enterprise software, driving growth for middle-market clients.
• Managed deal execution from initial strategy and financial analysis through closing and integration.
• Cultivated strategic relationships with key stakeholders, including investors, legal advisors, and corporate executives, to enhance transaction success.
• Originated and led transactions in cybersecurity, business analytics, and enterprise software, driving growth for middle-market clients.
• Managed deal execution from initial strategy and financial analysis through closing and integration.
• Cultivated strategic relationships with key stakeholders, including investors, legal advisors, and corporate executives, to enhance transaction success.
Ca Technologies, Inc.
Corporate Strategy & Development
Vice President; Corporate Business Development
7/2007 - 11/2009
• Led corporate development and M&A activities, completing eight acquisitions with a combined value exceeding $300 million in the enterprise IT management and cybersecurity space.
• Reported directly to the CFO, and interacted regularly with the executive management team, advising on strategic acquisitions, partnerships, and joint ventures to drive business growth.
• Managed a team of professionals, overseeing financial modeling, due diligence, and integration efforts to ensure seamless post-merger execution.
• Developed and implemented standardized M&A processes, ensuring efficient and effective transaction management.
• Reported directly to the CFO, and interacted regularly with the executive management team, advising on strategic acquisitions, partnerships, and joint ventures to drive business growth.
• Managed a team of professionals, overseeing financial modeling, due diligence, and integration efforts to ensure seamless post-merger execution.
• Developed and implemented standardized M&A processes, ensuring efficient and effective transaction management.
Honeywell International
Corporate Strategy & Development
Director; Corporate Business Development
7/2003 - 7/2007
• Led acquisition and divestiture activities for Honeywell Security, completing seven transactions valued at $1.7 billion.
• Collaborated with business unit leaders to identify acquisition targets, evaluate market opportunities, develop financial models, manage due diligence teams and execute strategic initiatives.
• Directed integration efforts for acquired companies, managing cross-functional teams to achieve operational synergies and minimize disruption.
• Advised executive leadership on M&A strategies and delivered detailed financial and strategic analyses to support decision-making.
• Collaborated with business unit leaders to identify acquisition targets, evaluate market opportunities, develop financial models, manage due diligence teams and execute strategic initiatives.
• Directed integration efforts for acquired companies, managing cross-functional teams to achieve operational synergies and minimize disruption.
• Advised executive leadership on M&A strategies and delivered detailed financial and strategic analyses to support decision-making.