Private Equity

Welcome to my profile! With over 30 years of experience in finance and operations, I bring a wealth of knowledge to the private equity space. As a former CFO at BlackRock Capital Investment Corporation and Business Development Corporation of America II, I have successfully scaled businesses and managed multi-billion dollar portfolios. My expertise in M&A strategy, financial modeling, and regulatory compliance has been instrumental in driving growth and innovation. I have coached five individuals, helping them navigate the complexities of private equity and achieve their career goals. Let's connect and discuss how I can help you succeed in the competitive world of private equity!

I have extensive private equity experience, including executing deals and managing portfolio investments. I have directly led multiple diligence workstreams for platform acquisitions, including building investment models and memos, leading market studies, and raising both equity and debt capital. I have assisted management teams on initiatives across strategic add-on M&A, capital structure refinancing, strategic finance, and sale processes.

I've worked with over a dozen marketing executives at PE-owned firms to help them work more effectively with private equity investors and deal teams.

Experience across large cap buyout private equity and elite boutique investment banking where I worked on multiple deals spanning buyouts, mergers and acquisitions, and restructuring. Networked and prepped extensively to break into investment banking and private equity from a non-target and want to help others do the same.

Welcome to my profile! With a robust background in finance and strategy, I bring a wealth of experience from top-tier institutions like Morgan Stanley and WestCap, where I honed my skills in investment banking and growth equity. As a Harvard MBA candidate and a Wharton graduate, I have a deep understanding of the private equity landscape. Whether you're looking to refine your application, master interviews, or strategize your career path, I'm here to guide you every step of the way. Let's connect and chart your path to success in private equity!