Pointful Education
- Founded an education company that creates elective courses for online high schools, focused on new and emerging technologies.
- Managed a team of ten and all aspects of the business including strategy, marketing, curriculum development, and fundraising.
- Secured distribution contracts with independent schools, publishers, state charter schools, and international distributors.
- Raised both debt and equity seed-stage financing.
Focus areas: K-12 Education, Education Technology (Edtech), Venture Debt
Director of Finance
2020 - 2022
Array
- Built and oversaw the finance and accounting departments.
- Executed, structured, and managed the integration of several acquisitions, including raising bank financing to support the acquisitions.
- Prepared annual budgets, financial models, investor presentations, and board materials.
Focus areas: M&A (Buy-side), Capital Raising, Budgeting, Financial Planning & Analysis (FP&A)
Vice President
2013 - 2017
THL Credit
- Structured, underwrote, and monitored investments in senior/unitranche, second lien, mezzanine, and equity securities.
- Originated deal flow through a network of private equity sponsors, investment banks, intermediaries, and entrepreneurs.
- Developed and pursued industry theses in select verticals including education, consumer, digital media, and technology.
- Presented due diligence findings, investment recommendations, and portfolio updates to senior management weekly.
- Assisted internal/external counsel in drafting, reviewing and editing indications of interest, term sheets, and credit agreements.
Focus areas: Private Credit, Private Equity, Portfolio Analysis, Credit Analysis, Credit/Debt, Venture Debt, Mezzanine
Associate - Private Equity
2009 - 2011
Sorenson Capital
- Executed middle-market private equity transactions; tasks included screening, modeling, due diligence, and documentation.
- Prepared and presented materials to the credit committee for debt restructuring and workout situations.
- Assisted portfolio companies with post-investment strategic plans, developing performance metrics, and executing add-ons.
Focus areas: Private Equity
Investment Banking Analyst
2007 - 2009
Lehman Brothers/Barclays Capital
- Developed financial models to evaluate the valuation and capital structure impact of cross-border mergers, acquisitions, leverage buyouts, spin-offs, joint-ventures, and recapitalizations.
- Performed valuation of companies using discounted cash flow, accretion/dilution, leveraged buyout, purchase price ratio, ability-to-pay, sum-of-the-parts, comparable publicly traded company, and comparable transaction analyses.
- Created Prepared strategic advisory presentations, management presentations, board presentations, pitches, and internal committee memoranda.
- Ranked in the top tier of investment banking analyst class both first and second years; awarded third-year offer.
Focus areas: Mergers & Acquisitions (M&A), Latin America (LATAM)