Responsible for leading capital raising efforts for Catylex, an industry recognized provider of legal contract analytics that using leading AI technologies to transforms the world’s contracts into useful data, thereby giving business teams real-time insights while feeding operational & risk systems with the structured data that makes automation possible.

Provide external strategic consulting & corporate financial advisory services for emerging technologies firms to support their growth objectives, as well as coordinate and execute inorganic transactions such as capital raising, acquisitions and divestitures.

Responsible for developing inorganic strategy, as well as, sourcing and executing acquisitions and divestitures globally for Liquidnet, a market leader in technology-enabled trading solutions for institutional investors. Acquired several market-leading analytics platform that delivers actionable market intelligence and context directly to institutional traders and portfolio managers. Firm sold to TP/ICAP in late 2020.

Senior member of the strategic advisory team responsible for developing strategies and executing M&A transactions as well as partnerships, investments and other inorganic growth initiatives for Deutsche Bank Global Transaction Banking (GTB), which includes custody, cash management, trade finance and institutional trust and securities services. Generated significant capital returns from the successful divestiture of several non-strategic business.

Successfully completed M&A transactions valued in excess of $30 billion while serving as senior member of the strategic advisory team responsible for developing overall business strategies and group head executing M&A transactions for JPMorgan Treasury & Securities Services (TSS), a leading provider of securities services (custody & fund administration) through JPMorgan Worldwide Securities Services (WSS) and institutional cash management, commercial payments and trade services through JPMorgan Treasury Services (TS).

Successfully executed the sale of Capco to Symphony Technology Group, a global private equity firm focused on investing technology-enabled solutions for a variety of industries (terms not disclosed)

Successfully executed the sale of Medsite to WebMD, a leading healthcare information technology firm (terms not disclosed)

Executed several venture capital investments in technology companies - focused on data and analytics, cloud-based computing, telecommunications and business services - valued at approximately $200 million for this diversified investment management firm based in Kuwait.

Member of the strategic advisory team responsible for developing strategies and executing M&A transactions as well as partnerships, investments and other inorganic growth initiatives for Citigroup's Global Consumer Bank.

Performed comprehensive financial analyses and advisory services for corporate financings and acquisitions in the leading Wall Street investment banking group focused on the health care industry, having completed 29 financings and M&A transactions valued at over $4.3 billion – mostly acting as lead or sole manager.