Investment banking services offered by MarshBerry Capital LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., LLC.

Execute company M&A transactions. Develop valuation models and strategy materials that are presented during senior management reviews, lead operational and financial due diligence efforts, review legal transactional documents, and participate in negotiations with counter parties. On the Planning side, work on high-profile corporate strategy projects for executive management and the Board of Directors and prepare executive management presentations.

Evaluated company's potential expansion into an adjacent market. Explored potential M&A and organic entry options. Presented findings to business group presidents and technology leaders.

Executed M&A advisory and capital raising transactions. Managed sale and private placement processes, led development of pitch material and descriptive memoranda, conducted due diligence, performed financial modeling, and identified and interfaced with buyers, sellers and investors.Carleton McKenna is a boutique investment banking firm that provides M&A advisory and capital raising solutions to middle market companies.

Member of the private placements team from 2006-2007 and on a loan syndications team from 2007-2009. Arranged / underwrote large debt facilities on behalf of corporate and private equity clients. Developed pitch presentations for senior note, mezzanine debt, and sale leaseback proposals. Performed comparable company and debt capacity analysis to assist with loan pricing and structuring. On mandated transactions, conducted company due diligence, authored offering memoranda, developed management presentations, facilitated bank meetings, and interfaced with senior executives, syndicate partners, and investors.

Credit focused rotational training program.