• Benchmark International’s global offices provide business owners in the middle market and lower middle market with creative, value-maximizing solutions for growing and exiting their businesses. To date, Benchmark International has handled engagements in excess of $8.25B across various industries worldwide. With decades of global M&A experience, Benchmark International’s deal teams, working from multiple offices across the world, have assisted thousands of owners in achieving their objectives and ensuring the continued growth of their businesses.• Oversee sell-side M&A team in the preparation of marketing materials, execution of the marketing strategy, sourcing of buyers, negotiations of Letters of Intent (LOIs), facilitation of the due diligence process, negotiation of the purchase agreement, and deal closing.

• NVision Eye Centers is a leading ophthalmology practice and one of the largest providers of Lasik and cataract surgery in the U.S. The company has over 70 practices across 5 states and is expanding rapidly through continued acquisitions. The company is private equity backed by Ontario Teachers Pension Plan.• Led buy-side M&A efforts including sourcing, deal structuring, negotiations, closing and hand-off to integrations team.• Oversaw team (internal and external) during all aspects of deal execution - QofE, due diligence, contract finalization, closing, and post-merger integration planning.• Responsible for business development efforts in generating new deal leads with specific EBITDA contribution targets.• Helped drive strategic direction of M&A efforts by working directly with CEO, CAO, Board, and private equity owners.

• Acuity Eye Group is a leading integrated eyecare group providing ophthalmology, retina, and optometry services throughout Southern California. The group has over 50 practices and is continuing its expansion through both organic growth and aggressive merger and acquisition activity across the Southwest.• Oversaw team in charge of strategic, financial, and operational analyses across the organization.• Led M&A strategy, pipeline management, deal structure, negotiations, deal execution and post-close operations transition.• Developed deal valuation and structure alternatives for potential acquisitions.• Worked with CFO on post-closing financial and operational acquisition performance tracking.

• PSI Services LLC (PSI) provides global workforce solutions offering candidate testing and career assessments to a wide variety of corporate customers across public and private sector industries. Since 2015, PSI Services has expanded its global footprint through 20 M&A transactions.• Key executive leading buy-side acquisition strategy, evaluation, execution and post-close implementation.• Worked with CEO, CFO and private equity ownership (Waud Capital) to define strategic direction and initiatives of the organization.• Managed transaction pipeline and led initial assessment of all potential deals from a strategic and financial perspective.• Oversaw and owned entire M&A process for the company including all financial modeling, deal valuation, board presentations, synergy estimates and post-closing true-up valuation for all global M&A transactions.• Led deal analysis, board, and lender presentations relating to the closing of the Caliper acquisition and acquisition of majority ownership stakes in 4 entities in Canada, Australia, Singapore, and Hong Kong.

• Woodbridge is an innovative mergers and acquisitions (M&A) advisory firm focused on lower-middle market companies. We provide sell-side advisory services to companies across a broad range of industries, managing deals with transaction values from $10 million to over $100 million.• Led deal teams in marketing, structuring, negotiating, and closing sell-side transactions.• Recent transactions – sale of $8M live-event video streaming organization; sale of $13M flooring company; sale of $50M chemical distribution company; sale of $6M revenue internet hosting, colocation, and managed IaaS organization; sale of $8M stone and gravel government and municipality supplier; sale of $12M cloud-storage hardware provider.• Series 79 & Series 63 Licenses

• Sony DADC New Media Solutions (“Sony NMS”) provides white-label OTT services and cloud-based platform-as-a-service (PaaS) digital distribution services delivering media content across multi-platforms, territories and devices.• Key financial executive driving all corporate development, financial planning, modeling, and financial and strategic analyses.• Evaluated, analyzed and negotiated 3rd party agreements, joint ventures, partnerships, acquisitions, and investments.• Led negotiations with Sony sister companies (Sony Music, Sony Pictures, Sony Network Entertainment) to secure global service agreements, deal structure, and pricing for all work performed.• Led all aspects of post-merger financial integration and corporate strategy execution of Sony NMS’ acquisition of Sony Network Entertainment Services operating unit.• Led restructuring of video business in UK and US including restructuring of staff, changing business model and pricing, and shift to cloud-based structure.• Instituted global pricing structures for all proposals and deals and oversee and approved all commercial deal terms.• Developed business and pricing model for launch of Sony NMS’ OTT (over-the-top television) channel service (Ven.ue); negotiated partnership agreements with OVPs (online video players), rights and avails providers, etc. for the service.• Oversaw Global Video P&L and led FP&A and business planning for global Video Division.• Oversaw US and UK billing department with divisional responsibility for video services; restructured monthly reporting processes and accrual procedures to improve visibility and streamline operations.• Developed NMS’ weekly global forecasting process and responsible for weekly and monthly financial reviews across all of NMS against budget and forecast for Senior Executive Committee.• Re-engineered domestic and international Annual Budget and 3-5 year Mid-Range Planning processes and procedures.

• Led reorganization and ran family owned audio/video custom installation business (35 employees)• Oversaw HR, finance/accounting, facilities, and project management.• Redefined pricing strategy, product offerings, and project management process to improve productivity and profitability.• Split the company into two distinct segments and orchestrated the sale of the businesses.