Career summary

Working in mergers & acquisitions, combining technology and business acumen to advise clients across the deal lifecycle

Post-university experience

Associate | Technology M&A Advisory
2024 - now
  • First full time job out of college... worked out in Grand Rapids and Chicago for two year-long engagements. Loved the team leads I worked with and hands on technical experiences

  • Wrote .NET applications and used a TON of SQL for data debugging and processing

  • Created Python scripts to automate a deployment of infrastructure resources

  • Transformed a waterfall development team to agile through scrum principles and Atlassian tools

  • Led two offshore teams of six developers and experienced the pros and cons for myself

Skills: .NET (C#, Visual Basic), SQL, Python, Agile Development, Postman, development management

Senior Software Engineer | Application & Cloud Services
2018 - 2020
  • Led technology due diligences with a Senior Architect, covering strategy, architecture, data science, infrastructure, SDLC, R&D spend & team

  • 10-person team, small but mighty. Worked with some fantastic, intelligent, driven individuals - operated as a start-up and consistently innovated

  • Worked on a cool valuation project for a cryptocurrency business

  • Helped an organization evaluate migration of customers from a legacy to a next-generation platform through feasibility and timeline construction

  • Long term post-close projects involved running a separation/integration management office to doing the actual separation work

Skills: M&A technology due diligence (buy-side, sell-side), post-close work (valuations, roadmap planning, integration/separation management), investment banking certifications (Series 79, 63, SIE)

2022 - 2024
  • Love combining technical skills (software, data) across the Mergers & Acquisitions lifecycle

  • Boomerang back to West Monroe (people-first, entrepreneurial culture)

  • Helping clients evaluate risk, value creation across 120+ deals

Advisor | Technology M&A Advisory
2020 - 2021

Pre-graduation experience

Software developer intern | State Farm
  • Exploration of open source scanning tooling and creation of a data repository for internal documentation

Design & finance assistant | Yong's Embroidery
  • Dad's business: utilized design (Tajima Pulse Software) and embroidery skillsets to assist customers

Host/waiter/busser | KoFusion
  • Respect to all service workers, especially restaurants - this experience taught me to tip at least 20% lol

Wedding/special event coordinator | Elite Entertainment
  • Physical labor and organization of all things related to special events... also drove a large truck for the first time this summer

Law office intern | Alfred Ivy Law Office
  • Family law practice intern. Fun times sitting in court rooms and observing some interesting family dynamics, to say the least