Corporate Strategy and M&A

Corporate Development & M&ACo-led corporate development function for TIAA, aligning inorganic activities and execution to support TIAA’s strategy.M&A responsibilities included sourcing and industry/banker dialogue, evaluating potential targets and opportunities across TIAA’s various businesses (asset management, retail banking, and retirement).

Corporate Strategy & DevelopmentLead M&A/Inorganic responsibilities for Nuveen, including sourcing and industry/banker dialogue, evaluating potential targets and opportunities, structuring economics and other considerations to facilitate a transaction, negotiating key economic and contractual terms, closing transaction and post-close integration execution. Spearheaded complex internal affiliate development projects, including strategic reviews of the business (status quo… Show more Corporate Strategy & DevelopmentLead M&A/Inorganic responsibilities for Nuveen, including sourcing and industry/banker dialogue, evaluating potential targets and opportunities, structuring economics and other considerations to facilitate a transaction, negotiating key economic and contractual terms, closing transaction and post-close integration execution. Spearheaded complex internal affiliate development projects, including strategic reviews of the business (status quo, restructuring, MBO, sale or wind down), evaluation of team lift outs and other commercial partnerships, and investment affiliate reorganizations to align and evolve Nuveen’s operating model.Key member and contributor of various strategic projects across the organization designed to understand industry dynamics, competitive landscape, Nuveen capabilities, go-to-market strategies, including buy vs build analyses. Show less

Investment Banking DivisionFinancial Institutions GroupAdvised financial institution clients on both buyside and sellside M&A transactions including evaluating potential targets, valuation, structuring of deal terms, conducting business and financial due diligence, negotiating purchase price and key contract terms, developing investor marketing materials and preparing management for deal announcements.Executed various capital markets financings, including IPOs, equity… Show more Investment Banking DivisionFinancial Institutions GroupAdvised financial institution clients on both buyside and sellside M&A transactions including evaluating potential targets, valuation, structuring of deal terms, conducting business and financial due diligence, negotiating purchase price and key contract terms, developing investor marketing materials and preparing management for deal announcements.Executed various capital markets financings, including IPOs, equity, preferred and debt. Show less

Investment Banking DivisionFinancial Institutions Group

Real Estate Investment Banking