Sector Experience
Technology
Bulge Bracket Investment Banks
Experience
Strata*visory
Corporate Strategy & Development
Managing Director
1/2012 - Present
Founder and Managing Director of a boutique advisory firm focused on advising companies on M&A preparation and transactions, business & financial strategy, corporate development, FP&A, IR/company presentations, positioning, business models. Clients include venture backed start-ups, private and public companies with an emphasis on SaaS / software businesses, HR tech, and energy technology companies.
Robert W. Baird & Company
Finance
Director
4/2007 - 2/2011
Senior member of a cleantech investment banking, research and policy team focused on companies disrupting industries such as utilities (smart grid/solar), transportation (electric vehicles/infrastructure), building management and controls (IoT).
SVB Alliant
Finance
Vice President
7/2004 - 4/2007
Technology investment banking focused on deal origination and execution for mergers and acquisitions.
JPMorgan Chase & Co
Finance
Investment Banking Associate
7/2000 - 2/2004
Technology, Media and Telecom investment banking associate focused on IPOs, capital raises and mergers and acquisitions.