Dedicated to delivering best-in-class finance, accounting, and data analytics solutions to leading private equity firms, enhancing the efficiency and automation of portfolio companies' back-office functions. Responsible for implementing FP&A, data analytics, and performance improvement strategies to streamline processes and drive bottom-line results for clients' portfolio companies.

Lake Capital manages more than $1.3 billion in equity commitments and seeks to build leading services companies through organic and acquisition-enhanced growth.- Managed due diligence and financing processes to execute and coordinate all aspects of marketing services investments - Performed detailed financial and operational due diligence and managed third-party diligence workstreams - Created and presented detailed investment committee presentations for investment opportunities, including financial forecasts, deal structure alternatives, sensitivity analysis, competitive landscapes, customer retention analyses and pro forma cost savings opportunities - Managed lender relationships, evaluated capital structure alternatives, developed financial covenant analysis and oversaw lender reporting - Spearheaded sale processes of portfolio companies and business unit carve-outs, including assessing competing acquisition offers, assisting management with inbound due diligence requests, and negotiating purchase agreement and related closing documents - Partnered with management teams of portfolio companies to refine business strategy, assess and structure strategic acquisitions, access financing sources, manage cash flow, develop corporate governance and enhance incentive structures - Developed quarterly communication and portfolio evaluation materials for limited partners - Promoted to Senior Associate and to Vice President

Assisted companies in accomplishing strategic and financial objectives including mergers, acquisitions and capital markets offerings. Designed and developed dynamic cash flow and EBITDA-driven models for discounted cash flow, leveraged buyout, comparable company, precedent transaction, sum-of-parts and accretion/dilution analyses. FINRA Series 79 and 63 Certified.

Investment Banking Division – Global Industries Group

Sophomore Rotational Program:Investment Banking Division – Multi-Industries GroupGlobal Markets Division – Fixed Income (Credit Sales and Rates Groups)