Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Financial Modeling
Financial Planning & Analysis (FP&A)
M&A Deal Sourcing
M&A Support
M&A Transaction Readiness
Operational Due Diligence
Operational Efficiency
Strategic Planning
Strategy Development
Valuation
Investment Banking
Software Skills
Microsoft Excel
Microsoft PowerPoint
Data visualization
Sector Experience
Financial Services
Healthcare
Industrials
Manufacturing
Technology
Bulge Bracket Investment Banks
Fortune 500
Experience
Clearlake Capital Group
Finance
Investment Professional, Private Equity
8/2022 - 7/2025
• Led and supported investment and exit processes, conducting in-depth industry and business due diligence, financial modeling, and data analysis; directly involved in returning over $1.0 billion of capital
• Board observer to four portfolio companies, partnering directly with executive teams to drive strategic initiatives across M&A, capital markets, and operational value creation
• Regularly presented investment theses, exit strategies, and performance updates to the Investment Committee
Selected Experience:
• Sale of Healthcare Manufacturing Platform & On-Site Value Creation (Board Observer): Served as interim corporate strategy and FP&A lead during six-month on-site engagement, acting as strategic advisor to the CEO and CFO during pivotal value creation window. Spearheaded operational reporting transformation, enhancing visibility into product-level customer forecasts; insights were used to position the company for sale.
• Support of SMB Technology Platform (Board Observer): Supported business modeling and scenario analysis for the strategic separation into two distinct business units, partnering with management to assess operational and financial implications
• Board observer to four portfolio companies, partnering directly with executive teams to drive strategic initiatives across M&A, capital markets, and operational value creation
• Regularly presented investment theses, exit strategies, and performance updates to the Investment Committee
Selected Experience:
• Sale of Healthcare Manufacturing Platform & On-Site Value Creation (Board Observer): Served as interim corporate strategy and FP&A lead during six-month on-site engagement, acting as strategic advisor to the CEO and CFO during pivotal value creation window. Spearheaded operational reporting transformation, enhancing visibility into product-level customer forecasts; insights were used to position the company for sale.
• Support of SMB Technology Platform (Board Observer): Supported business modeling and scenario analysis for the strategic separation into two distinct business units, partnering with management to assess operational and financial implications
Goldman Sachs
Finance
Investment Banking Analyst, Technology, Media, & Telecommunications
7/2020 - 7/2022
• Developed financial models and valuation analysis, prepared marketing materials, coordinated due diligence, and interacted with client management teams across a variety of M&A, IPO, and debt and equity transactions; top ranking in NY TMT group
• Transaction execution specialist, with experience across M&A (carve-outs, strategic M&A, and sponsor acquisitions), IPOs, and syndicated debt financing
• Developed financial models and valuation analysis, prepared marketing materials, coordinated due diligence, and interacted with client management teams across a variety of M&A, IPO, and debt and equity transactions
• Transaction execution specialist, with experience across M&A (carve-outs, strategic M&A, and sponsor acquisitions), IPOs, and syndicated debt financing
• Developed financial models and valuation analysis, prepared marketing materials, coordinated due diligence, and interacted with client management teams across a variety of M&A, IPO, and debt and equity transactions