Strategic Finance at OfficeSpace Software (a Vista backed company).

WM Ventures (WMV) is a boutique firm that delivers a range of financial advisory services to a diversified client base that includes small and medium businesses, investors, public institutions and individuals. We offer a white glove approach, by understanding each client’s needs and and providing actionable insights along the journey to achieving their goals. At WMV, we recognize the unique challenges faced by small and medium-sized businesses when it comes to financial decisions like capital raising and mergers and acquisitions. With our extensive experience and deep understanding of the market, we provide tailored solutions designed to maximize value and minimize risks for our clients.We educate and bring our clients along the journey to ensure they have the insights to make informed business decisions.

Advise the company on strategy and finance matters including capital raising, market expansion, FP&A, etc.

CMG is a leading B2B SaaS company providing data and efficiency tools to capital markets participants; backed by the world’s largest financial institutions including top 10 global asset managers and banks.Part of the management team, reporting directly to the CEO, leading all aspects of Finance including M&A, capital raising, FP&A, Accounting, Board Reporting, Investor Relations, Treasury and more.

Senior executive leading strategic initiatives, acquisitions, investments and divestitures to grow shareholder value. Developed relationships with senior business leaders to support growth initiatives – considered a go-to thought partner for leaders looking for support in strategic initiatives. Led deal teams and coordinated with other teams (legal, tax, HR, compliance, etc.) to drive high value, risk-adjusted corporate actions and initiatives.Directed board-approved strategic initiatives to identify areas of growth, capabilities enhancement, operating efficiency and innovation.Oversaw global payments initiative including managing equity in multi-billion payments processing joint venture, planning for new platform expansion and executing investments in payment companies.Led sourcing, evaluation, negotiation and execution of strategic technology investments. Oversaw existing portfolio (including board responsibilities) of firms in North America, Europe, Africa and Asia.Spearheaded impact investing to support the bank’s ESG strategy. Developed program for investing $1B in funds and companies to create social and economic empowerment.Actively involved in recruiting and development of team members; nominated for multiple awards for contribution to team growth, culture and support.Nominated for the firm’s selective executive leadership training program for personnel considered to be future senior business leaders

Established real-estate family office; part of the inaugural team that built new growth equity offering for the firm. Directed sourcing, evaluation and execution of growth equity consumer and technology investments. Provide investment recommendations to investment committee. Oversaw relationship with portfolio companies to ensure growth of investment value.

Managed teams in corporate strategy and M&A engagements for global clients primarily in the technology, finance, infrastructure and consumer industries. Experiences include market and competitive assessments, market entry and acquisition strategy, operations strategy, due diligence, financial modeling and valuation.

Investment Banking

Investment Banking