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+ Led all investment activity and portfolio company management, for typically private-company, control investments; ultimately promoted to become the fund's lead investment officer.+ Built consensus with portfolio company management on key strategic opportunities and transactions, driving customer growth, world-class product design, shareholder satisfaction and positive outcomes.+ Researched, negotiated and executed follow-on investments, acquisitions and exits for U.S.-based companies. Ensured buy-in from stakeholders, and coordinated all aspects of execution.+ Filled management gaps, and effectively triaged company needs with data-driven, practical analysis and solid business judgment.•

+ Advised institutional investors and sales force on enterprise software company strategies, trends, and valuation.+ Published over 400 reports on: Ascential Software, Business Objects, Cognos, E.piphany, FreeMarkets, Hyperion Solutions, Informatica, MicroStrategy, Onyx Software, Oracle, PeopleSoft, Pivotal, and Siebel Systems.+ Responsible for synthesizing and articulating any day-to-day changes in my sector, from market and customer dynamics to management behavior and product announcements.+ Owned and maintained financial models within enterprise software. Group recognized by Institutional Investor magazine for having the most accurate earnings estimates in our sector.+ Through consistent and accurate stock recommendations, helped double revenue within the enterprise software group.

+ Served both M&A and Corporate Finance groups, within the Engineering & Construction, Gold, and Life Sciences practices. + Developed strength in financial modeling, strategic analysis, and client management. + Selected Transaction Experience: - Exclusive financial advisor to pharmaceutical company in its $1.9 billion sale. Participated in valuation, due diligence, and drafting of fairness opinion. - Worked closely with engineering company in its bid for a competitor. Conducted extensive modeling for both the initial valuation and the consequent section 363 auction. - Lead-managed $90 million IPO of Specialty Laboratories. Participated in all stages of the deal cycle, from pitching to due-diligence, valuation, drafting S-1, roadshow and final successful pricing on the NYSE.