Vice President
Imperial Capital
Keywords
Investment Banking
Private Equity
Corporate Finance
Business Relationship Management
Service Industries
Skills
Senior corporate finance professional with 10+ years of experience in the financial services industry. Proven industry track record having worked at leading investment banks and private equity firms. Strong relationship management expertise with established network within the multiple sectors. Currently working as an independent investment banking advisor.
Project history
05/2016
-
03/2022
Built a sales pipeline and closed on over $1B+ of M&A transaction value
Led deal execution; assisted in business development efforts; consistently
achieved premium valuation for clients ensuring optimal deal execution
Hosted the inaugural Advanced Manufacturing Supply Chain Conference
for 200+ attendees, 40+ presenting companies, and highly reputable
keynote speakers
Managed and trained a team of analysts and associates within the
investment banking division
Established relationships with a the full-range of third-party professional
advisors (legal, tax, accounting) and senior management teams at client
companies
Led deal execution; assisted in business development efforts; consistently
achieved premium valuation for clients ensuring optimal deal execution
Hosted the inaugural Advanced Manufacturing Supply Chain Conference
for 200+ attendees, 40+ presenting companies, and highly reputable
keynote speakers
Managed and trained a team of analysts and associates within the
investment banking division
Established relationships with a the full-range of third-party professional
advisors (legal, tax, accounting) and senior management teams at client
companies
12/2013
-
05/2016
Private Equity Analyst
Lone Star Funds
Member of a team that managed a Private Equity fund with $1B+ in assets
Consisted of ten investments that generated a portfolio IRR of over 40%
Responsibilities included evaluation of new investment opportunities, due
diligence and underwriting, and portfolio management
Consisted of ten investments that generated a portfolio IRR of over 40%
Responsibilities included evaluation of new investment opportunities, due
diligence and underwriting, and portfolio management
08/2011
-
11/2013
Leveraged Finance, Investment Banking Analyst
Oppenheimer & Co.; SELEC TED LEVERAGEDFINANCETRANSACTIONS
Originated and executed debt financings including refinancings,
recapitalizations, acquisition financings, and leveraged buyouts
TRAN SACTIONSHEET
SELECTED INVESTMENT BANKING EXPERIENCE
S E L E C T E D M E R G E R S & A C Q U I S I T I O N S T R A N S A C T I O N S
Industry: Advanced Manufacturing
$110MM Sale of C&A Tool Engineering to MinebeaMitsumi, parent company of New Hampshire Ball Bearings
$100MM Sale of Winsert, LLC. to Altus Capital Partners
$45MM Sale of Imperial Machine & Tool to Kaiser Aluminum Corporation (NASDAQ:KALU)
$144MM IPO for Omnilit Acquisition Corp., a Special Purpose Acquisition Company, acted as lead book-running manager
Sale of 3D Material Technologies, a division of ARC Group Worldwide (NASDAQ:ARCW) to Aerojet Rocketdyne (NYSE:ARJD)
Sale of Slabe Machine Products Co. in connection to its merger with Unisyn Precision Components, a portfolio company of AEA
Investors LP
Sale of GPI Prototype & Manufacturing Services, LLC to Midwest Composite Technologies, LLC, a portfolio company of CORE
industrial Partners
Sale of Aluminum Materials Technology Limited, a business division of Aeromet Holdings Ltd, a portfolio company of Privet Capital
to Altana AG
Sale of MB CalRAM, a subsidiary of Midstate Berkshire, a portfolio company of Insight Equity Holdings, to Carpenter Technology
Corporation (NYSE:CRS)
Industry: Physical Security
Sale of Security Resources Pacific, Inc. to Zeus Fire & Security
Sale of Integrated Security Systems Division, a division of SDI Presence, to Convergint Technologies
Sale of ATCi Communications to Red Hawk Fire & Security (Fire, Life Safety, and Security Services), a portfolio company of
Comvest Partners
Advisor to Robert Glaser, Founder, Chairman and Chief Executive Officer of RealNetworks in the take-private acquisition of the
remaining 62% stake in RealNetworks, Inc. (NasdaqGS:RNWK) for for $22.1MM or $0.73 per share in cash
Industry: Consumer & Hospitality Sector
Sale of $50MM Sale of Ultra High End Luxury Resort
Equity financing for a Consumer Services Company
SELEC TED LEVERAGEDFINANCETRANSACTIONS
Productive Robotics, served as exclusive advisor in connection with a growth equity investment from a strategic investor
Genco Energy Services, Inc. - $115MM senior secured credit facilities to invest in new rental fleet asset purchases
Transtelco Holdings, Inc. - $100MM senior secured credit and mezzanine financing to acquire BorderComm Partners LP
University General Health System, Inc. - $150MM senior secured credit facilities to fund general corporate purposes
Project Volt - $115MM sell-side financing of a consumer automotive aftermarket division
Nostrum Laboratories - $45MM senior secured credit facility (Lead Arranger) to acquire external products
PackRat, Inc. - $60MM Asset Based Revolving Facility (Sole Arranger) to refinance existing indebtedness
recapitalizations, acquisition financings, and leveraged buyouts
TRAN SACTIONSHEET
SELECTED INVESTMENT BANKING EXPERIENCE
S E L E C T E D M E R G E R S & A C Q U I S I T I O N S T R A N S A C T I O N S
Industry: Advanced Manufacturing
$110MM Sale of C&A Tool Engineering to MinebeaMitsumi, parent company of New Hampshire Ball Bearings
$100MM Sale of Winsert, LLC. to Altus Capital Partners
$45MM Sale of Imperial Machine & Tool to Kaiser Aluminum Corporation (NASDAQ:KALU)
$144MM IPO for Omnilit Acquisition Corp., a Special Purpose Acquisition Company, acted as lead book-running manager
Sale of 3D Material Technologies, a division of ARC Group Worldwide (NASDAQ:ARCW) to Aerojet Rocketdyne (NYSE:ARJD)
Sale of Slabe Machine Products Co. in connection to its merger with Unisyn Precision Components, a portfolio company of AEA
Investors LP
Sale of GPI Prototype & Manufacturing Services, LLC to Midwest Composite Technologies, LLC, a portfolio company of CORE
industrial Partners
Sale of Aluminum Materials Technology Limited, a business division of Aeromet Holdings Ltd, a portfolio company of Privet Capital
to Altana AG
Sale of MB CalRAM, a subsidiary of Midstate Berkshire, a portfolio company of Insight Equity Holdings, to Carpenter Technology
Corporation (NYSE:CRS)
Industry: Physical Security
Sale of Security Resources Pacific, Inc. to Zeus Fire & Security
Sale of Integrated Security Systems Division, a division of SDI Presence, to Convergint Technologies
Sale of ATCi Communications to Red Hawk Fire & Security (Fire, Life Safety, and Security Services), a portfolio company of
Comvest Partners
Advisor to Robert Glaser, Founder, Chairman and Chief Executive Officer of RealNetworks in the take-private acquisition of the
remaining 62% stake in RealNetworks, Inc. (NasdaqGS:RNWK) for for $22.1MM or $0.73 per share in cash
Industry: Consumer & Hospitality Sector
Sale of $50MM Sale of Ultra High End Luxury Resort
Equity financing for a Consumer Services Company
SELEC TED LEVERAGEDFINANCETRANSACTIONS
Productive Robotics, served as exclusive advisor in connection with a growth equity investment from a strategic investor
Genco Energy Services, Inc. - $115MM senior secured credit facilities to invest in new rental fleet asset purchases
Transtelco Holdings, Inc. - $100MM senior secured credit and mezzanine financing to acquire BorderComm Partners LP
University General Health System, Inc. - $150MM senior secured credit facilities to fund general corporate purposes
Project Volt - $115MM sell-side financing of a consumer automotive aftermarket division
Nostrum Laboratories - $45MM senior secured credit facility (Lead Arranger) to acquire external products
PackRat, Inc. - $60MM Asset Based Revolving Facility (Sole Arranger) to refinance existing indebtedness
Local Availability
Open to travel worldwide
