Functional Skills
Business Development
Business Analysis
Financial Modeling
Strategic Planning
Market Research
Operational Due Diligence
Customer Relationship Management
M&A Deal Sourcing
Commercial Due Diligence
Investment Banking
Accounting
Investor Relations
Divestitures
Financial Statement Preparation
Private Equity Investing
Software Skills
Capital IQ
Bloomberg
Certifications
CFAChartered Financial Analyst
Series 63
Series 7
Series 79
Series 86
Series 87
Sector Experience
Business Services
Financial Services
Industrials
Media & Entertainment
Technology
Countries Worked In
US
Fortune 500
Experience
India Brook Parnters
Finance
vice president
6/2024 - Present
Vice president and co-manager of India Brook Partners, a M&A advisory firm that specializes in food & beverage deals.
20/20 Capital Advisory Group
Finance
Managing Partner
11/2024 - Present
• Founded and own the M&A advisory firm that specializes in M&A for businesses in the lower middle market, defined as companies that generate EBITDA from $1m-$10m.
McKenzie & Associates
Finance
M&A Associate
8/2021 - 7/2023
• Execution & deal related responsibilities included creating and presenting proposals and pitch decks to potential clients, building financial models, negotiating transaction values and other deal-related figures, and preparing engagement letters, confidential information memorandum, process letters, investor decks, industry reports, and specific security write-ups for deals ranging from $5 to $500 million in revenue.
• Consulting tasks served both business owner/entrepreneur clients, as well as official funds / financial sponsor clients through both pre-transaction and post-transaction mandates.
• Consulting tasks served both business owner/entrepreneur clients, as well as official funds / financial sponsor clients through both pre-transaction and post-transaction mandates.
Crosskeys Capital
Finance
Investment Banking - Generalist
7/2017 - 3/2020
Investment Banking, Fort Lauderdale, FL
• Responsible for M&A activity in the lower middle markets, with a focus on deals with EBITDA between $1 - $10 million throughout many sectors. Led approximately 20 deal teams in my tenure and personally ran several active transactions at any given time.
• Built leveraged buyout models, public comparable and precedent transaction spreadsheets, discounted cash flow models, and accretion/dilution workbooks.
• Prepared pitchbooks, engagement letters, NDAs, confidential information memorandums, internal presentations, industry reports, board presentations and investor decks for both clients and potential investors.
• Sample M&A Deal (Closed):
• Managed and oversaw a team of 4, that successfully sold VIP Health Care Services, Inc. to Addus HomeCare Corporation (Nasdaq: ADUS), ($28m TEV, 7x TEV/EBITDA, all cash transaction) with a projected IRR of ~30%+, as the public market buyer was trading for
● 25x EBITDA. Ran a very competitive process with over 100 initial financial & strategic investors, and received close to a dozen IOIs or LOIs.
• Responsible for M&A activity in the lower middle markets, with a focus on deals with EBITDA between $1 - $10 million throughout many sectors. Led approximately 20 deal teams in my tenure and personally ran several active transactions at any given time.
• Built leveraged buyout models, public comparable and precedent transaction spreadsheets, discounted cash flow models, and accretion/dilution workbooks.
• Prepared pitchbooks, engagement letters, NDAs, confidential information memorandums, internal presentations, industry reports, board presentations and investor decks for both clients and potential investors.
• Sample M&A Deal (Closed):
• Managed and oversaw a team of 4, that successfully sold VIP Health Care Services, Inc. to Addus HomeCare Corporation (Nasdaq: ADUS), ($28m TEV, 7x TEV/EBITDA, all cash transaction) with a projected IRR of ~30%+, as the public market buyer was trading for
● 25x EBITDA. Ran a very competitive process with over 100 initial financial & strategic investors, and received close to a dozen IOIs or LOIs.
Deloitte (Advisory - Valuation)
Management Consulting
Senior Consultant - Valuation
7/2016 - 7/2017
• Advised public and private companies in their due-diligence, carve-out, target screening, financial reporting, strategic and tax planning by performing complex financial modeling and industry research to value common and preferred equity, invested capital, debt, and intangible assets.
• Consulted with various clients regarding in-depth valuation techniques in several industries through the different valuation methods.
• Consulted with various clients regarding in-depth valuation techniques in several industries through the different valuation methods.
Raymond James Financial
Research
Equity Research Associate
8/2012 - 11/2014
• Covered the Internet space as an Equity Research Associate, with particular focus in the e-Commerce, Online Advertising, and Online Travel subsectors.
• Performed financial statement analysis, developed and maintained comprehensive valuation models, and prepared detailed Technology/Internet industry and company specific research reports.
• Established and managed relationships with external clients (e.g. mutual funds, hedge funds, management teams (executives and investor relations), and industry experts.
• Performed financial statement analysis, developed and maintained comprehensive valuation models, and prepared detailed Technology/Internet industry and company specific research reports.
• Established and managed relationships with external clients (e.g. mutual funds, hedge funds, management teams (executives and investor relations), and industry experts.
Florida Capital Partners (Private Equity)
Finance
Senior Analyst – Private Equity
8/2010 - 8/2012
• Led the deal origination team and ran business development for the private equity firm.
• Responsible for performing the entire due diligence process for new buying opportunities for the Company.
• Gained operational experience by working full time on site at one of FCP's portfolio companies, to assist senior management in growth and restructuring the business on both operational and financial fronts.
• Responsible for performing the entire due diligence process for new buying opportunities for the Company.
• Gained operational experience by working full time on site at one of FCP's portfolio companies, to assist senior management in growth and restructuring the business on both operational and financial fronts.