Lead venture capital investments and M&A transactions in applied AI, circular economy, industrial technology, manufacturing optimization, materials science, and sustainabilityPortfolio companies include AssetWatch, Debut Biotech, DetraPel, Gooten, and Oden TechnologiesM&A transactions include Coatings & Adhesives Corporation

Co-founder and investor in a pre-seed and seed stage venture investment group comprised of 75 investor-partners Portfolio companies include Bevz, Duradry, Meratas, OnRamp Invest (acquired by Securitize), Synapbox, and WeGive

Valued and negotiated some of Amazon’s most complex and high-impact commerce, content, marketing, and technology acquisitions, investments, commercial partnerships, and strategic alliances

Led sourcing, due diligence, and investment committee presentations resulting in investments in AlgoPay and Petehealth

Advised on M&A and various public and private capital markets transactions including IPOs, private capital raises, and equity-linked issuances. Select transactions include:$1.5B Public Capital Raise for Zillow – Conducted sum of the parts, discounted cash flow, and market multiple valuation analyses to support a multi-year strategy that included concurrent issuance of convertible debt and follow-on equity with a primary forward equity componentIPO for a $1B+ Communications Technology Software Company – Analyzed and contributed market positioning, total addressable market opportunity, and business unit segmentation sections of S-1 filing$250MM Series A Private Capital Raise for Automobili Pininfarina – Created an investor presentation to raise capital from ultra-high-net-worth individuals and strategic investors

Originated, arranged, advised, and executed leveraged transactions including LBOs, dividend recapitalizations, and refinances in the debt capital marketsManaged a portfolio of more than a dozen clients with syndicated debt commitments totaling more than $5B and Wells Fargo commitments exceeding $400MMLed deal teams of associates and analysts to execute transactions; secure credit approval, and negotiate term sheets, fee letters, and credit agreementsSelect transactions include:$3B Multi-tranche LBO Financing of Buffalo Wild Wings by Inspire Brands and Roark Capital – Led complex underwritten financing including senior secured debt, senior unsecured high yield notes, and subordinated whole business royalty securitization for an existing client acquiring a public company to form a new multi-concept conglomerate$560MM Leveraged Buyout of T.H. Lee Partners’ Portfolio Company, Fogo de Chao, by Rhone Capital – Assessed unit-level operating results, cash flows, and both public and private market comps to confirm appropriate purchase price, leverage multiple, capital structure, and covenant package$370MM Dividend Recapitalization for a Quick Service Restaurant Franchisor – Determined term sheet structure and modeled future financial projections to support rationale, enterprise valuation, and repayment analysis