Why do I coach?

I led the recruiting efforts, training and was staffer for the past 15 years in addition to running M&A deals.. Many of my co-workers viewed that responsibility as a bother - for me, it was one of the most rewarding parts of the job! I get tremendous gratification in mentoring and coaching those trying to get into the industry as well current bankers, accountants, valuation experts, etc. looking for career advice. I take a very personal and hands-on approach when coaching/mentoring. First, I really like to get to know the client, both personally and professionally. I also make sure I get to know your goals, career aspirations, strengths and weaknesses. This all helps me give more personalized and helpful advice. I am honest, so I will tell you where I see there are weaknesses and then make a plan to address those areas. I keep in touch, follow-up to determine if there is anything else I can help with and even check in after our time together has ended. I get truly invested and excited about helping you succeed. I can help in a wide variety of situations including students pursuing a career in investment banking, private equity, financial advisory services / accounting, and corporate finance. I also can be of help to existing junior to mid-level bankers who are preparing for lateral moves or looking to change careers. If you are interested in any of the following, I would love to speak! 1) Interview prep (building your story, behavioral and technical questions) 2) Career paths, planning and advice 3) Technical training sessions (valuation, financial statement analysis, deal process, market discussions, M&A and equity market discussion, etc.) 4) Thinking through different career paths within investment banking, accounting and corporate finance. 5) Help devise a strategy for landing investment banking positions for students, particularly those from non-core schools or career changers. (Students - you need to start early! Ideally you start preparing your freshman year, many banks finish their hiring for Junior year internships before your sophomore year ends 6) Networking planning and assistance 7) What makes a good junior or mid-level banker? Not necessarily the ones you are aware of: modeling, valuation skills, hard working, communication. I will take you through specific smaller tasks, attitude, what not to do, what are your critical responsibilities that cannot be overlooked, what NOT to say and do. 8) Anything else you think I could be helpful with! If this all sounds like I can be of help to you and your career goals - lets set up an intro call!

Work Experience

Mergers & Acquisitions

Catalyst Strategic Advisors

August 2023 - March 2024

• Execution lead on lower middle market industrial sell-side transactions Mergers & Acquisitions (M&A), Employee Training and +2 skills

Talent Acquisition

Crosstree

March 2022 - July 2022

Hiring Manager

• Recruited, hired and trained team of 10 incoming analysts and associates Recruiting, Employee Training and +3 skills

Managing Director

Oppenheimer & Co

April 2010 - March 2022

Hiring Manager

• Team lead on a variety of strategic advisory engagements including buy-side, sell-side, general advisory and fairness opinions for both domestic and international transactions • Managed Oppenheimer’s Financial Sponsor relationships with approximately 100 firms • Executed over 50 Merger & Acquisition transactions with Enterprise Values of between $100 million and $2 billion across various industry verticals • Served as Co-Chair of Oppenheimer’s Fairness Committee, Member New Business & Conflicts Committee • Worked closely with industry coverage groups including Healthcare / Healthcare Services, Industrial/Industrial Services, Financial Institutions, Technology, Business Services, and Consumer • Key team member in business generation activities, client relationship development and pitches to drive M&A revenue • Group COO responsibilities include recruiting, training, mentoring, performance reviews, headcount, pipeline and budgeting Business Development, Mergers & Acquisitions (M&A) and +5 skills

Director

UBS

June 2006 - June 2009

• Project Director on a variety of corporate finance transactions including buy-side, sell-side, cross-border and M&A defense engagements, IPOs, follow-on offerings and leveraged finance • Worked closely with clients in identifying and evaluating potential targets including strategic fit, detailed valuation analysis, combination models and integration issues • Evaluated and presented capital structure alternatives to clients in the context of re-financings, acquisitions, buy-backs and dividends • Completed several transactions in the Industrial Services, Diversified Industrials, Energy, Consumer and Engineering & Construction sectors Financial Analysis, Business Development and +6 skills

Mergers & Acquisitions

Wasserstein Perella

June 2004 - June 2006

Financial Analysis, New Business Development and +5 skills

Education

Johnson Graduate School of Management (Cornell)

MBA, Investment Banking Immersion

Lehigh University

B.S., Accounting

Activities and societies: Delta Chi Fraternity