VideoAmp's software technology platform provides data-driven advertising solutions for agencies and brands.• Cross-functional Finance leader supporting and managing FP&A, strategic finance, capital raise, investor communication/management and corporate development initiatives• Developed and oversee company operating model used for annual budgeting, forecasting, reporting, investor discussions and scenario and long range planning• Lead high-visibility internal and external monthly, quarterly and annual financial reporting for leadership and Board of Directors meetings• Strategic partner to executive leadership on assessing return on investments in potential new product and revenue initiatives• Collaborate with CEO and senior leadership team to create goals and track against key KPIs to assess and operationalize opportunities for growth and efficiency• Managed equity and debt capital raise processes totaling $450m+ with the business scaling ~3x• Finance lead on evaluating acquisition opportunities (closed on acquisition of Elsy in March 2022)

Livingstone is an international lower to middle market M&A and debt advisory firm.• Founding member of Livingstone’s Los Angeles office responsible for deal origination and execution, Business & Technology Services sector coverage, and the development of relationships with potential clients (private equity firms and private company owners) and referral sources (legal, accounting, and wealth management firms)• Responsible for all aspects of deal execution including strategy and tactics, due diligence, preparation of marketing materials (teaser, offering memorandum and management presentation), development of financial models, buyer outreach and communication, and transaction document review and negotiation• Sectors of focus include Digital and Traditional Marketing, Technology, SaaS, Marketing Data and Information Services, Business Process Outsourcing, and Information Technology (IT) Services

ReachLocal provides a broad set of digital marketing and software solutions for SMBs and Franchise customers.• Supported corporate-level transactions including acquisitions, strategic partnerships, and new product initiatives• Key acquisition and integration role in ReachLocal’s purchase of Kickserv (business management technology SaaS platform), serving as Head of Finance post-acquisition overseeing monthly reporting and forecasting• Constructed company M&A playbook covering deal sourcing, evaluation, prioritization of targets, due diligence and integration planning• Developed competitive landscape analyses and collaborated with the product, services, sales, and finance teams to identify, evaluate, and recommend key acquisition and partnership opportunities that aligned with corporate strategy• Built and nurtured relationships with external parties such as M&A advisors and potential deal targets• Worked with General Counsel to review and negotiate transaction and partnership agreements

Served in UBS' Global Technology Group covering the Business & Technology Services sector. Completed numerous financing and advisory transactions including IPOs and follow-on offerings, private placements, high yield offerings, leveraged loans, buy- and sell-side advisory and leveraged buyout transactions. • Advised Business & Technology Services companies on M&A (sell-side and buy-side) and financing (debt and equity) transactions• Acted as key point of contact to internal groups, clients and other external parties in all matters relating to transactions from initial due diligence through signed agreements• Led deal teams to perform extensive due diligence and prepare board presentations, marketing materials, fairness opinions, and internal financing commitment memoranda• Developed deep professional relationships with C-suite executives and stakeholders to guide strategy and influence processes, both within the client’s company and the transaction team

Served in Houlihan Lokey's Corporate Finance and Financial Advisory Services (FAS) group specializing in mergers and acquisitions, capital adequacy and fairness opinions, and valuations of public and private companies.• Developed complex financial models to analyze M&A and leveraged buyout transactions• Conducted detailed valuation analyses including discounted cash flow, comparable company, and precedent transaction• Involved in all aspects of engagements including financial and valuation analysis, written reports, industry research, client interviews, client presentations, and project administration