Principal
Current- Negotiated and invested in numerous companies, at all stages of development. - Worked alongside founders, management teams, advisors, investors, clients, and employees to scale companies in the health/wellness/fitness sectors and other consumer products and service industries.- Representative projects include Legends (rapidly growing athleisure brand), Blue Zones (authority in the field of human longevity), Elkhorn Estate (the leading short-term hospitality residence in Sun Valley, ID), Ornish Spectrum (Dr. Dean Ornish's leading heart disease reversal program), and Exhale (one of the leading brands in the spa and fitness sector). *See attached for specific project details and expanded list.- Alongside management, conceptualized and executed business development and growth strategies, including partnerships, acquisitions, and product line introductions and extensions.- Strategies achieved outstanding results. As examples of success, Legends has grown revenue over 20x in five years (CAGR of 82%) and Blue Zones went from a start-up offering community well-being services to currently reaching 75 municipalities, 4.35 million residents and generating 325 billion media impressions.- Performed industry and company research and analysis to determine viability of capital investments. Evaluated industry growth trends, competitive environment, pricing, profitability, valuation, and exit strategies for portfolio companies.- Developed financial models and projections, ran sensitivities, reviewed legal contracts, evaluated sourcing, assisted in product development and generated a pipeline of potential deals for future investment.- Developed pitch decks, played both lead and supportive role in presentation to potential investors.- Experience across multiple industries, including healthcare, wellness, sports, athleisure, apparel, alternative medicine, restaurants, hospitality real estate, Web3, beverage and spirits, social media, online fantasy sports, music, footwear.