Functional Skills
Business Analysis
Business Development
Financial Modeling
M&A Deal Sourcing
Investment Banking
Succession Planning
Private Equity Investing
Acquisition Target Identification
Investor Relations
M&A Support
M&A Transaction Readiness
Strategic Planning
Valuation
Commercial Due Diligence
Competitive Landscaping
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Sector Experience
Aerospace & Defense
Business Services
Industrials
Manufacturing
Technology
Experience
MCNALLY CAPITAL
Finance
Private Equity Vice President
3/2020 - 3/2025
• Responsible for deal sourcing, transaction execution, portfolio company management and supporting McNally Capital strategic planning for the current fundraising process of Fund III
• Built a comprehensive investment thesis in Industrial Technology & Automation ("ITA") that led to an acquisition of Jewett Automation as a first platform acquisition under the investment thesis
• Invested $130mm across three platforms and two add-on acquisitions: Jewett Automation ("Jewett"), Orbis Operations ("Orbis"), Xcelerate Solutions, Conexus Search and Logis CFO
• Supported sale processes along with portfolio company operations of two platforms: Advanced Micro Instruments ("AMI") and
Re-Sourcing, resulting in McNally Capital equity returns of 22x and 3x, respectively Select Transaction Experience:
• Jewett Automation – Acquisition of a leading manufacturer of filtration equipment and custom automation solutions, specializing in highly engineered, automated manufacturing and robotic systems for complex industrial applications ‒ Transaction quarterback responsible for all third-party due diligence efforts (legal, financial, tax, commercial, human capital management, insurance and environmental) ‒ Led lender raise and underwriting processes in parallel with initial platform investment and thesis
• Orbis Operations – Acquisition of a leading provider of intelligence and national security advisory services, software engineering and cyber services, and situation awareness training
• Built a comprehensive investment thesis in Industrial Technology & Automation ("ITA") that led to an acquisition of Jewett Automation as a first platform acquisition under the investment thesis
• Invested $130mm across three platforms and two add-on acquisitions: Jewett Automation ("Jewett"), Orbis Operations ("Orbis"), Xcelerate Solutions, Conexus Search and Logis CFO
• Supported sale processes along with portfolio company operations of two platforms: Advanced Micro Instruments ("AMI") and
Re-Sourcing, resulting in McNally Capital equity returns of 22x and 3x, respectively Select Transaction Experience:
• Jewett Automation – Acquisition of a leading manufacturer of filtration equipment and custom automation solutions, specializing in highly engineered, automated manufacturing and robotic systems for complex industrial applications ‒ Transaction quarterback responsible for all third-party due diligence efforts (legal, financial, tax, commercial, human capital management, insurance and environmental) ‒ Led lender raise and underwriting processes in parallel with initial platform investment and thesis
• Orbis Operations – Acquisition of a leading provider of intelligence and national security advisory services, software engineering and cyber services, and situation awareness training
Lazard Ltd
Finance
Investment Banking Analyst
6/2018 - 2/2020
• Integral member of the Middle Market Advisory group, supporting senior bankers on lean deal teams in securing and executing M&A advisory engagements across the Consumer, Education, Business Services and Industrials sectors Select Transaction Experience:
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● Mixers: Sell-side representation of premium carbonated mixer producer, resulting in its investment from Eurazeo Brands
(ENXTPA: RF) ‒ Constructed top-down 5-year projection model for the premium carbonated mixer market in the U.S.; incorporating comparisons to the U.K. premium carbonated mixer market and the U.S. premium spirits market
•
● Mixers: Sell-side representation of premium carbonated mixer producer, resulting in its investment from Eurazeo Brands
(ENXTPA: RF) ‒ Constructed top-down 5-year projection model for the premium carbonated mixer market in the U.S.; incorporating comparisons to the U.K. premium carbonated mixer market and the U.S. premium spirits market