• Senior member of investments team at subsidiary of Constellation Software, a global portfolio of vertical market software companies with over $3 billion in overall revenue• Led due diligence, transaction structuring and financial analysis for the acquisition of companies predominantly in North and South America

• Responsible for enterprise-wide M&A transactions across all divisions and functions for top-10 U.S. bank• Key member of execution team for $66 billion merger with BB&T• Lines of business included Treasury & Payment Solutions, Private Wealth Management, Consumer Banking, Commercial Banking, Investment Banking, Mortgage Banking and Commercial Real Estate• Collaborated with business leaders to assess the role of M&A in their strategic plans• Led cross-functional due diligence teams, transaction structuring, valuation, pro forma modeling and internal approval for targets• Constructed term sheets, indications of interest, non-disclosure agreements and other deal-specific documentation

• Responsible for coverage of Northeast and Southeast Depository institutions, focused on regional and community public- and privately-held banks• Originated and executed buy- and sell-side M&A engagements and capital market financings (common equity, preferred equity, investment grade debt) for corporate clients• Advised on M&A transactions totaling $4bn in deal value and executed $2bn in financing-related transactions• Conducted value creation analyses for clients, including balance sheet restructuring, capital optimization, ROE decomposition and peer benchmarking

• Conducted business and financial due diligence in conjunction with strategic M&A and financing transactions• Developed and executed financial models inclusive of pro-forma acquisition, ability to pay, and capital adequacy for financing and advisory assignments• Performed valuations via DCF, sum-of-the-parts, comparable company, and transaction analyses• Built financial forecasts for corporate clients• Created transaction-related documentation including confidential information memorandums, fairness opinions, teasers, and securities offering memorandums

Prepared internal transaction materials including commitment committee and sales memorandumsCultivated relationships with Finance and M&A managers at key clientsAdvised on pre-bankruptcy strategic and financial alternatives for Lehman Brothers