Profile
VP-level investment banker with 9 years of experience executing M&A, leveraged buyouts, and equity capital markets transactions across the technology and healthcare sectors. Closed 34 transactions totaling over $18.2B in aggregate deal value at two bulge-bracket firms. Specialize in cross-border M&A advisory and complex capital structure negotiations for mid-to-large-cap clients.
Work Experience
Vice President, Technology M&A AdvisoryMar 2020 - Present
Hartwell & Crane Securities, New York, NY
- Led buyside and sellside M&A mandates for 11 technology clients, closing $6.4B in aggregate deal value across SaaS, semiconductor, and enterprise software verticals over four years.
- Built and stress-tested 40+ integrated DCF, LBO, and precedent-transaction models, reducing model-review cycle time by 35% through a standardized template library adopted firm-wide.
- Managed a team of 4 analysts and 2 associates on a $1.1B cross-border acquisition of a German cloud-infrastructure firm, coordinating legal, tax, and regulatory workstreams across three jurisdictions and closing on schedule.
Associate, Healthcare Investment BankingJul 2016 - Feb 2020
Meridian Capital Group, New York, NY
- Executed 14 transactions including 9 M&A deals and 5 equity offerings totaling $4.8B, covering pharmaceutical, medical-device, and health-tech subsectors.
- Authored 60+ pitch books and confidential information memoranda that supported origination of $920M in new mandates during a single fiscal year.
- Structured a $340M leveraged recapitalization for a specialty-pharma client, coordinating with six lenders and achieving pricing 45 bps inside initial guidance.
Analyst, Mergers & AcquisitionsJul 2014 - Jun 2016
Meridian Capital Group, New York, NY
- Supported senior bankers on 9 closed transactions with aggregate value exceeding $3.1B, performing valuation analysis, due-diligence coordination, and buyer/target screening.
- Built a proprietary comparable-company database covering 280 public healthcare issuers, cutting peer-selection time by 50% across the group.
- Prepared board-level fairness-opinion materials for a $780M strategic merger, presenting findings directly to the client CFO and outside legal counsel.
Education
B.S. Finance, Minor in Statistics2010 - 2014
University of Virginia — McIntire School of Commerce, Charlottesville, VA
Dean's List all eight semesters; Vice President, Investment Banking Club