BrandSafway, a portfolio company of Private Equity firm Clayton, Dubilier & Rice (CD&R) and Brookfield Capital Partners, is the leading provider of a broad range of specialized services, products and solutions to the global energy, industrial, commercial and infrastructure end markets.Responsible for leading/supporting/executing all aspects of acquisition and divestiture transactions, including joint ventures and alliances, for the promotion of growth objectives. - Analyzed and defined Infrastructure market / segments for the company. Performed portfolio analysis of products / services in each market segment and determined targeted focus areas organically / inorganically. Created inorganic strategy through data analysis resulting in M&A pipeline / playbook for focused Infrastructure market segments. - Led / executed from beginning through close two buy-side stock acquisitions and a U.K. based asset acquisition. - Led / executed on all aspects of a complex sell-side transaction which included the negotiation and execution on a full operating TSA.- Operational Finance: analyzing and working with divisions by managing workstreams across Finance / IT / Operations to enable more efficient and accurate processes from cash collections, billing, operational touchpoints and call center support.

Primary interface between Honeywell and the investment community, using a variety of public disclosure materials to enable clear and consistent communication of Honeywell’s industry fundamentals, market position, business strategy and financial and operational performance. Responsible for establishing credibility and relationships with portfolio managers, buy- and sell-side research analysts, and thousands of financial institutions and institutional shareholders. Coordinate and lead all aspects of the quarterly earnings release process, annual investor conference, investor visits and other critical announcements. Review valuation models and analyze valuation trends for the company, peers and industry.

Responsible for leading/supporting/executing all aspects of acquisition and divestiture transactions, including joint ventures and alliances, for the promotion of Honeywell's growth objectives. Work extensively with cross-functional teams, provide M&A guidance and process leadership to business segment teams in the field, and have frequent contact with the CEO, CFO, General Counsel and Divisional Leadership. - Held various roles such as valuation / structure specialist to business development focused on pipeline development. Last role reported directly to the Global Head of M&A within Corporate Development to assist with various initiatives- Assist in key strategic projects and analysis requested by senior leadership (CEO/CFO), with direct interaction and discussions. Brought new perspective and lead projects to transform HON into a Technology Industrial Company- Coordinate and lead buy and sell-side due diligence along with valuation analysis spread across a variety of sectors that touch Honeywell’s portfolio of opportunities. Completed $1.5B warehouse automation and a cyber-security software deal- Developed inorganic strategy, MOS to support the process and a pipeline of opportunities for various business units- Assisted with Honeywell’s comprehensive portfolio review and optimization, which resulted in the spin-off of two publicly traded companies

Director Corporate Development and Valuation, M&A at Honeywell

Provided client-facing mergers and acquisitions (M&A) / capital markets expertise and leadership for a broad range of companies primarily in the industrial and diversified services sectors.- Advised on M&A, corporate finance, and capital markets transactions. Partnered with key stakeholders to identify, evaluate and execute strategic capital markets alternatives to facilitate/finance acquisitions, improve market positioning and drive financial growth.- Performed detailed financial valuation and strategic analysis; led and completed M&A transactions and acquisition financing/refinancing valued at billions of dollars.- Guided clients in a wide range of deal types including sell-side, buy-side, high yield execution, cross-border, leveraged buy-outs, stock-for-stock, asset purchases, corporate divestitures, and fairness opinions. Functioned as the deal quarterback, liaising between all stakeholders, including product and industry groups, and external consultants and lawyers.- Coordinated due diligence, committee memos and approvals for new and renewal lending relationships. - Evaluated clients’ capital structure and shareholder value creation initiatives; explored, analyzed and recommended strategic alternatives to maximize shareholder value.- Led numerous project teams in the simultaneous execution of transactions with competing priorities and tight timelines. Adeptly prioritized initiatives and managed each team with clear guidance and goals.

Led the analytics, structuring, negotiations and due diligence for M&A transactions. Evaluated strategic and financial implications of mergers and acquisitions, capital offerings, and leveraged buy-outs to a broad range of industrial and natural resource clients.- Developed strategic alternatives and growth opportunities with client CEOs and CFOs.- Prepared and presented analyses to internal teams and senior executives within companies. - Played a vital role in all phases of transactions; assessed markets and evaluated qualified acquisition targets; performed in-depth merger and various valuation analyses; prepared executive briefings on key targets. Drove review of opportunities, solicitation of information, due diligence teams, execution process and timing.- Built robust and integrated financial statement projection models for companies; constructed comprehensive valuation models. - Selected by peers to be a member of the Global Advisory Committee, representing Investment Banking Associates in firm wide initiatives.

Led the analytics, structuring, negotiations and due diligence for M&A transactions. Evaluated strategic and financial implications of mergers and acquisitions, capital offerings, and leveraged buy-outs to a broad range of industrial and natural resource clients.- Developed strategic alternatives and growth opportunities with client CEOs and CFOs.- Prepared and presented analyses to internal teams and senior executives within companies. - Played a vital role in all phases of transactions; assessed markets and evaluated qualified acquisition targets; performed in-depth merger and various valuation analyses; prepared executive briefings on key targets. Drove review of opportunities, solicitation of information, due diligence teams, execution process and timing.- Built robust and integrated financial statement projection models for companies; constructed comprehensive valuation models. - Selected by peers to be a member of the Global Advisory Committee, representing Investment Banking Associates in firm wide initiatives.

Led the analytics, structuring, negotiations and due diligence for M&A transactions. Evaluated strategic and financial implications of mergers and acquisitions, capital offerings, and leveraged buy-outs to a broad range of industrial and natural resource clients.- Developed strategic alternatives and growth opportunities with client CEOs and CFOs.- Prepared and presented analyses to internal teams and senior executives within companies. - Played a vital role in all phases of transactions; assessed markets and evaluated qualified acquisition targets; performed in-depth merger and various valuation analyses; prepared executive briefings on key targets. Drove review of opportunities, solicitation of information, due diligence teams, execution process and timing.- Built robust and integrated financial statement projection models for companies; constructed comprehensive valuation models. - Selected by peers to be a member of the Global Advisory Committee, representing Investment Banking Associates in firm wide initiatives.

• Evaluated strategic and financial implications of mergers and acquisitions, capital offerings, and leveraged buy-outs to a broad range of industrial and natural resource clients • Performed in-depth merger and various valuation analysis, conducted strategic alternatives analysis, evaluated acquisition candidates and constructed detailed financial models• Contributed to all phases of transactions including creating valuation models, conducting due diligence, drafting offering materials, identifying targets and acquirers, developing mgmt presentations, and participating in negotiations

Successfully partnered with client CFOs and company executives across various industries to provide consultative expertise on process and strategic solutions.- Developed spend analysis and strategic sourcing operations model for Wal-Mart, a world leader in retail industry- Spearheaded the design of an analytical costing model to enable the client, Alcoa Aluminum, to uncover hidden costs and determine profitability by product, customer, and market to sales order line level. Led a team of seven client and two internal consulting team members.- Provided project leadership in an effort to redesign and implement a Financial Close & Reporting Process (FCRP) for Healthsouth. Led a team of 20+ client resources and teams in implementing recommendations which reduced financial closing from 15 days to 10 days.- Developed the business case for a strategic media client, Wolters Kluwer, to outsource and implement a Shared Services Organization.- Led the development of a financial and operational model for Radio Flyer to demonstrate detailed analysis, by product, for a strategic decision opportunity to outsource manufacturing to China.- Ranked in top 10% of Deloitte Strategy & Operations Consultants.