Intuit, Amazon, Disney, Atlassian Netflix, and 45,000+ teams leverage Magical to accelerate efficiency by eliminating repetitive tasks through AI-powered automation.

Designed and implemented strategies to drive success of transactional products at the leading provider of restaurant order management solutions. Led ops-led pilots to validate product-market fit, scaled offerings via implementing robust processes and partnered with key practice leaders to execute strategic initiatives.

Developed and executed on mission-critical complex projects at a Series A SaaS-based marketplace connecting restaurants with repair & maintenance pros. Leveraged data to gain insights and inform decision making, built actionable dashboards, improved business process efficiency and worked cross-functionally to implement high-priority initiatives.

Scaled an award-winning IOT firm from inception to shipping 30,000+ devices globally. Responsible for setting go-to-market strategy, overseeing day-to-day operations, and managing company finance.• Crafted strategic business plan which identified key geographic markets and channel opportunities, resulting in expanding sales to international markets and establishing multiple country-wide distribution relationships.• Developed and maintained in-depth operationally driven financial budgets focusing on monthly cash burn rate to anticipate inventory and debt financing requirements as well as monitor runway.• Led supplier contracting process and negotiated favorable terms with a Tier I contract manufacturer by conducting due diligence on multiple Asian CMs and overseeing a competitive bake-off.• Co-authored environmental benefits report used to secure a $3.7M government grant from SDTC. • Led several cross-functional projects including the launch into specialty retail stores, execution of a commercial pilot project, and channel expansion plans focused on e-tailers. • Successfully led engagement, negotiation and partnership with a premiere nation-wide installation provider to offer its services to both consumer and commercial markets.• Established and led an in-house customer support team. Improved customer satisfaction by 30% and reduced returns by 75% by establishing and tracking KPIs, offering in-app chat and video calls, and incorporating customer voice into product development.

Paine & Partners is a mid-market fund that focuses on the food and agribusiness industry globally. It provides equity capital for management buyouts, going private transactions, and company expansion and growth programs.Key Deal: Take-Private of a Greece-based global drip irrigation systems provider- Led and conducted due diligence by evaluating investment opportunity, coordinating operational, accounting and legal diligence teams, assessing industry dynamics, and touring facilities.- Created and executed a complex funds flow analysis for a multi-stage acquisition in collaboration with key diligence advisors.- Conducted a comprehensive co-investor process, serving as the primary contact point for external parties.- Actively managed mandatory tender offer process by coordinating with advisors and regulatory authorities to de-list and take company private. -Developed strategic plans and budgets, evaluated acquisition candidates, and monitored company performance.

Extensive deal execution experience in M&A, restructuring and in securities offerings for clients within the IT services, software and communications equipment sectors. In-depth expertise in various quantitative valuation analysis, including discounted cash flow, leveraged buyout, and comparable analysis.Select deal experience include: - Advised ACS on its multi-billion dollar acquisition by Xerox Corp.- Advised Keane on its sale to NTT Data (largest acquisition by a Japanese IT firm at the time)- Complex restructuring of Unisys debt resulting in significant interest savings