I bring deep industry experience, taking a strategic approach to finance that will position Flueid for its next phase of growth

My brief time working with Presser & Co was focused on advising fintech companies in Australia and India on raising capital and evaluating M&A opportunities. I worked closely with the Presser team in Australia and reinvigorated my network of relationships across the VC landscape in the US.

As a lead founder of Beeline, I accomplished much, including managing the initial capital raise, developing the company's strategic vision, and identifying and recruiting the founding team, including core product, marketing, and operations leadership. I also initiated and led strategic business development for key channel partners, including Roofstock, Doorvest, and Halo. Furthermore, I oversaw the company's capital markets, hedging, accounting, and treasury functions.My achievements/contributions are as follows:• Raised over $20M in capital across several seed rounds and Series A Rounds of funding.• Administered identification and selection of technology vendors and negotiated contracts with strategic suppliers and partners.

During my time here, I enabled and enhanced the company's competitive advantages by implementing new technology and strategic partnerships. I created detailed market intelligence on direct competitors, potential targets, and relevant companies in adjacent markets. Moreover, I directed all deal execution, due diligence, and post-closing integration activities.My accomplishments/contributions within this role are the following:• Identified and sourced 40+ M&A and Strategic partnership opportunities.• Established and maintained relationships with 25 - 30 investment bankers, ensuring the smooth running of all new deal activities.

Inertia Advisors, based in San Francisco and New York, is an independent investment banking firm that provides strategic and financial advice to leading technology companies, globally. In this role, I co-founded the firm and acted as head of the New York office. One of my key tasks was supervising the firm's Fintech practice and M&A advisory activity. I obtained new clients across the US, Canada, Australia, and Israel. I also published reports on proptech, online lending, and mortgage while serving as pioneer of the company's content strategy. Additionally, I hired and oversaw a team of junior bankers and managed the firm's technology infrastructure.My notable outcomes for this role include:• Sourced 60% of the firm's customers by demonstrating deep industry knowledge, insights, and relationships while delivering top-notch customer services.• Closed seven transactions, including the sale of Wallaby Financial to Bankrate and Linear Title to Solidifi.

Within this position, I served as head of Mooreland's Fintech practice, including payments, banking technology, retail tech, and insurance tech. I established extensive domain knowledge across multiple technology sectors, including FinTech, mobile infrastructure, enterprise software, cloud/virtualization software, retail/shopping software, internet, and analytics software. Alongside that, I leveraged experience on 50+ transactions, representing both public and private companies across a broad range of transaction types, including strategic sales processes, divestitures, private placements, and targeted and untargeted buy-side projects.Below listed are some of my achievements within this role:• Secured 20+ Deals worth $50M - $100M and up to $300M.• Closed transactions that generated $20M+ of revenue for the firm.• Built a network of industry relationships with both client company leaders (400+ CEOs) and key strategic decision-makers (350+ CFOs and Corp Dev. specialists) at the world's biggest technology businesses.

Strategic Development:Managed and supported critical strategic projects and initiatives within the Softswitch business line. Responsible for strategic evaluations of business cases, competitors, sales tactics, and regulatory actions.Developed a detailed M&A program with specific targets identified based on analysis of strategic fit, customer contracts, and future liabilities as well as Level 3’s strategic requirements and financial constraints.Supported successful acquisitions with $1.5B in annual revenue (i.e. Genuity & McLeod) including due diligence, review of contracts, liabilities, legal, financial modeling, and consideration of integration issues.Finance:Acted as interim CFO for the SoftSwitch Services Business Unit ($300 million of annual revenue) and related cross functional groups. Led the process to estimate future demand and recommend / approve capital spending to meet capacity requirements.Corporate Development / Strategic Planning:Architected the corporation’s long-term Strategic Financial Plan and detailed capital structure models. These projections were used for developing financial guidance for the investment community as well as for negotiating with banks regarding Level 3’s debt facilities. The role’s responsibilities also included the prioritization of capital for nearly $5 billion of capital projects, including the elimination of $1B in capital projects as the economic climate changed in the second half of 2000.Additionally, the Strategic Planning team was regularly pulled into strategic analyses for mission-critical business decisions for the company including developing forward/disruptive pricing strategies for new products such as “Wavelength IRUs” and to evaluate strategic partnerships with other fiber network providers.

Wrote equity research reports including initiations, valuations, and industry analyses.Performed financial statement analysis, cash-flow based valuations, and industry regression based valuations that served as the basis for buy and sell recommendations.