- Led buyside market scans and deal origination for middle-market Private Equity firms and their PortCos- Managed buyer relationships and developed a continued understanding of key demand areas across buyer groups- Supported Private Equity and Corporate Development coverage through daily market-related discussions with active acquirers- Led thought leadership and sector report production, evidencing the company’s market expertise for BD purposes- Identified trends and insights across relevant sectors in order to intelligently target key growth areas and potential market whitespace- Tracked and monitored trading/transaction multiples within promising ecosystems for BD purposes- Primary Sector Coverage / Market Intelligence domain areas:Technology Capabilities: IT Strategy, IT Infrastructure, Digital Transformation, ITSM, ITOM, Cyber Security, Managed Detection and Response (MDR / XDR), Incident Response, Penetration Testing, Security Access Service Edge (SASE), Infrastructure Security, IoT Platforms, Edge Computing, Systems Integration, Cloud Services, Hybrid / Public / Private Cloud Platforms, Software Engineering, Analytics / BI, RPA, BPM, Robotics, AI / ML, Digital Twin, MarTech, Supply Chain Technology, Financial Services TechnologySelected Technology Ecosystems: AWS, Azure, GCP, Azure SQL, ServiceNow, UiPath, Blue Prism, Automation Anywhere, Pega, Appian, Anaplan, Tableau, PowerBI, SAP, Salesforce, Temenos, Jack Henry, FIS, Fiserv, Coupa, Blue Yonder, Manhattan Associates, Kuka, Fanuc, RockwellBusiness Services: Management Consulting, Human Capital, Workforce Development, Life Sciences Consulting, Retail Consulting, Financial Services Consulting, Operational Consulting, Supply Chain / Sourcing / Procurement, Infrastructure / Industrial Services, Asset Optimization and Maintenance, Diversity and Inclusion, Marketing

- Lead buyside market mapping scans and deal origination for strategic and Private Equity clients (project management and delivery / presentation lead)- Conduct outreach on behalf of buyside clients, establishing initial contact and facilitating management meetings and preliminary M&A discussions- Collaborate with corporate development and investment teams throughout the transaction execution process- Generate insights, subject matter expertise, and market intelligence across business services and software landscape for client-facing and BD-related purposes

Deal Experience: Sale of Cervello, Inc. to A.T. Kearney (2019)Sale of Essential Design to PA Consulting (2018)Sale of Insight Strategy Advisors to Precision Medicine Group (2018)Sale of CMF Associates to CBIZ, Inc. (2017) • Provide support in all aspects of M&A sell-side deal execution and strategy in the Consulting and Professional Services sector, including:- Buyer/acquirer list development based on capability, strategic, and synergistic fit- Development of marketing materials related to sell-side target (IMs, Blind Profiles, etc.)- Conduct financial and operational analysis prior to go-to-market efforts- Execute preliminary outreach and interactions with potential acquirers- Support purchase agreement negotiations involving valuation and structure terms- Support deal-leads in client management efforts all throughout sell-side engagement• Provide primary support in the preparation and delivery of business development pitches• Conduct the analysis for operational consulting-based Strategic Advisory assignments involving full one-day workshops with the shareholders and management team of clients• Identify and target potential prospects through market mapping of capabilities and expertise• Manage and improve an internal CRM system

• Improved the presentation and content of the online wedding site, The Plunge, by revamping the product offerings, connecting with writers, and participated in negotiations with potential partners and vendors• Worked with a team to develop a marketing strategy for The Plunge by conducting extensive market research on the industry and its most profitable markets• Contributed to the operations of @60inches, an online art trading website, by improving and managing relations with various artists and vendors• Planned and developed an investor's presentation for a growing nightlife media brand, Shecky's Media, Inc. Constructed a large list of potential buyers and investors by identifying congruence amongst media firms