Career summary

Passionate about the intersection between technology, business, and strategy, I bring extensive experience in guiding organizations through complex Mergers & Acquisitions processes. With over 100 pre-close and post-close assignments across the Mergers & Acquisitions lifecycle - including technology buy and sell side diligences, carve-outs, and valuations - I have advised on over $30 billion in transactions. My experience spans a wide range of industries, evaluating companies from small start-ups with under $1M Annual Recurring Revenue to established SaaS companies exceeding $100M in ARR.

Skills: M&A, technology due diligence, strategic planning, integration/separation management, product management, organizational diligence, SDLC, agile methodologies, project management, Python (Data science packages), SQL , R, Microsoft Office Suite, financial modeling

Post-university experience

▪ Joined as one of the first employees of the Technology & Cybersecurity Team and played a key role in scaling revenues. Developed and executed go-to-market strategic growth initiatives, led key client engagements, and created standardized deliverables, templates, and marketing pitch materials

▪ Engagement manager for all product related M&A projects, from scope of procedures creation, budgeting, client and internal communication, quality assurance, and execution of 20+ client engagements ranging from intellectual property valuation, post-close roadmap planning, to buy-side and sell-side diligences

▪ Lead the creation of analytical insights, investment recommendations, and modeling for product technology and strategy diligence, successfully mitigating risk, facilitating scalability, and optimizing transaction costs

▪ Oversee discovery, management sessions with executive leadership teams of potential acquisitions to pinpoint transactional risk through in-depth analysis of proprietary technologies of varying industries and revenue sizes

Certifications: Series 79, Series 63, SIE

Engagement Manager | Technology & Cybersecurity
2022 - 2024
Technology Advisor | Mergers & Acquisitions

▪ Advised on over $30 billion in high-value transactions for 100+ transaction advisory projects spanning pre-close, post-close, sell-side, and buy-side deals for leading Private Equity funds and strategic buyers

▪ Played a key role in facilitating the closure of multiple industry-leading high-tech and software companies valued at several billion dollars. Designed and delivered impactful materials highlighting technological achievements

▪ Directed the integration of two prominent staffing companies, each generating revenues exceeding $100M. Established the Integration Management Office and managed cross-functional teams for strategic alignment, optimized operational processes, and consolidated key functions and systems, resulting in a smooth divesture

▪ Mentoring of junior consultants on all aspects of the M&A lifecycle, from technological to financial concepts, including areas of top concern/red flags during due diligence activities

2020 - current

▪ Early promotion to Senior Consultant through top performance ratings on two year-long engagements, one as an infrastructure deployment lead for McDonald’s and another as a corporate finance developer for Meijer

▪ Oversaw two offshore teams and change management for the one of the largest fast food restaurant's MuleSoft Team, managing open issues and strategically planning for future pipeline activities

▪ Successfully resolved more than 350 unique data issues for a multi-billion dollar retail client. Led an offshore development team, overseeing enhancements across more than 100 corporate finance applications, and enhancements to a job scheduling application used by over 30,000 users

▪ Converted a team from waterfall development methodology to agile, structuring all development work in JIRA and adopting agile ceremonies and development processes to increase team efficiency by 25%

Senior Consultant | Application & Cloud Services
2018 - 2020
Undergraduate Graduation
2018

Pre-graduation experience

Software developer intern | State Farm

  • Developed reference library in SharePoint to manage internal documentation across the company

  • Open source scanning product research to determine most effective malware and threat scans, and developed underlying test code

Design & finance assistant | Yong's Embroidery

  • Customer care and expense, payroll, and order tracking utilizing third-party wholesale suppliers, QuickBooks to maintain financial accounts

  • Design and hands on product development using Tajima Pulse and various embroidery tooling of various order sizes

Host/waiter/busser | KoFusion

  • Fast paced restaurant service job, with responsibilities varying from seating customers to maintaining a warm and friendly environment

  • First in line to receive and solve all customer complaints and obstacles within the course of service, including cleaning and replacing orders

Wedding/special event coordinator | Elite Entertainment

  • Assisted in the logistics/operations of event planning for weddings/special events

  • Coordinate storage and ensure delivery of all rented materials in a timely manner, including transportation and logistics

Law office intern | Alfred Ivy Law Office

  • Follow up on all clients regarding upcoming court dates, meetings, while managing outreach and marketing

  • Sit in on court cases and summarize/provide analysis of key events and communicate to the Attorney

© 2024. All rights reserved.