* Lead M&A, joint venture, and strategic investment initiatives.* Identify and develop inorganic growth initiatives and strategy.* Manage outreach and relationships with investment bank, private equity, and strategic partners.

Finance, Strategy, and M&A advisory.- Advised Verizon Mobility on potential international acquisition. Engagement included valuation analysis and financial, strategic, and technological due diligence.- Developed financial plan and model for major business unit of AOL in preparation for merger with Verizon. Conducted scenario analysis and resource and investment allocation planning.- Managed corporate development and FP&A activities for Harland Clarke. Prepared target analysis and valuation models. Developed financial tracking systems for acquired businesses.- Managed sales effectiveness project for national digital media firm. Project included revising customer analysis and targeting strategy, tools, sales processes, and communications activities.- Advised financial services client on lending market assessment. Analysis included evaluation of regulatory issues, customer needs analysis, financial drivers and projections, and operational assessment.

• Manage M&A engagements for private equity and strategic acquirers in the federal market.• Lead proprietary candidate sourcing efforts.• Conduct strategic, market, and program diligence for federal market clients.

- Managed mergers, acquisitions, divestitures, and other strategic corporate transactions.• Led due diligence and valuation analysis team for acquisition of a $26B student loan portfolio from Student Loan Corporation (Citicorp).• Managed cross-functional teams for due diligence of over $1.5B in potential diversification acquisitions.• Formed a strategic partnership with a national specialty insurance brokerage to launch Sallie Mae Insurance Services.- Developed and submit proposals for government servicing contracts, including RFI/RFP submissions.- Conducted market analysis for development of new business and diversification opportunities.- Managed deal-sourcing relationships with bankers, advisors and external counterparties.

- Transaction manager for divestitures and other corporate development transactions for VeriSign Inc., including managing the divestiture of Real Time Publishing and EMEA Mobile Media business units.- Advised XO Communications on potential acquisition. Engagement included due diligence, synergy estimation, valuation analysis, bid strategy and preparation.- Advisor for sale of privately held software developer and reseller.- Corporate strategy and regulatory compliance for QuantWorks, LLC (privately-held asset management firm).

Drove growth of News and Business content and products ($200M LOB) across multiple vertical markets.- Led evaluation and negotiations for external partnerships.- Coordinated development of strategy and new products for Enterprise and Library business unit.- Lead transformation of financial tracking and analysis for relevant products and activities.- Developed new customer messaging and sales force training to increase sales effectiveness for partner business unit.

Led cross-functional teams on transaction engagements (M&A, portfolio acquisitions, asset sales) on behalf of several business lines.- Established multi-year financing partnership for installment lending program. Led negotiations, managed due diligence, and managed implementation. Deal doubled profitability over initial structure and became major driver of profitability for business unit.- Transaction Manager for acquisition of InsLogic national insurance brokerage platform.- Project Leader for integration of home equity lending platform acquisition.- Negotiated termination of co-brand lending partnership and managed transition of customer accounts.- Managed feasibility analysis of potential new product launch. Study included customer analysis, financial projections, competitive assessment, and product design. - Revamped firm’s acquisition methodology and procedures. Adopted as official corporate Policy.

SaaS firm focused on facilitating international transactions. Led strategic planning, financial analysis, product portfolio management, budgeting and restructuring activities.- Managed due diligence and integration activities for merger with Atrion International.- Led RFP process and vendor selection for new company-wide systems infrastructure.- Also served as Director of Product Management for Financial Engine product, managing product design, software development, pricing and sales strategies.- Also served as Director of Alliances, in charge of managing relationships with Oracle and Commerce One.