Always enticed by the challenge of leading strategies that grow revenues, profitability and the bottom line, I've brought parties together, raised capital, and led organizations that structured and closed deals for startups, institutional investors and all sized growth companies. My career includes years of driving growth and revitalization plans and managing executive-level relationships in investment banking and capital markets at Lazard Capital Markets, Guggenheim Securities, Deutsche Bank and BT Alex.Brown. After years of valuation analysis and due diligence with a Wall Street lens - I leapt at the opportunity to manage a P&L sheet from the industry side and led a business development and operations growth strategy as President of a publicly-traded tech company until its sale in early 2021.After this, from 2021-23, I led Investor Relations and Fundraising for NewSpring, a $3B multi-strategy PE firm with a history of wins partnering with management teams to develop their businesses into market leaders. Today, I am a part of the CrossBay Capital Partners team. CrossBay Capital Partners is a boutique placement agent that has spent the past 17 years building and cultivating deep relationships with both investors and managers. We raise capital for established alternative investment managers with a primary focus on private capital. Our range of strategies include: buyout, growth equity, venture, debt, special situations and real assets in both direct and fund of funds structures.Skills: Business Development | Strategic Business Planning | Client/Stakeholder Relationship Management | C-Suite & Board Presentations | Valuation & Due Diligence | Pitches | Deal Structuring | Financial & Market Analysis | Capital Raising | Team Leadership | P&L Management | Risk Management | Regulatory Compliance | Product Development | Finance Strategy | Operations Strategy
Listed skills include Equities, Equity Research, Hedge Funds, Investment Banking, and 14 others.