Leading global software provider of cloud-enabled audit, financial reporting, and data analytics solutions to accounting, corporate, and government entities. Majority owned by HgCapital since 2020.Hired to build corporate development function and lead M&A and strategic activities, reporting to the CEO. ELT member. Selected acquisitions: Caseware Australia & New Zealand, Jazzit (Canada), Audicon (Germany and Romania), Caseware Netherlands, and FSR carve-out to establish Caseware Denmark.

Seed to Series B venture investing group focused on software, healthcare technology, and consumer

Leading cloud-based SaaS provider that enables insurers and their policyholders, collision repairers, automotive OEMs, parts suppliers, lenders, remarketers, and third-party data and service providers to seamlessly process automotive collision claims through mobile, AI, and workflow solutions. Hired to build inaugural corporate development function and led sourcing, evaluation, and negotiations for M&A/investment activities and partnerships for new product offerings. Selected accomplishments: Sourcing and negotiating partnerships to enable CCC's entry into payments/billing (2020-2021); divestment of first-party clinical casualty business (2020); investment in insurtech business (2021).

Provider of career-oriented educational services. Presently focused on medical, veterinary, and nursing markets, with former segments in professional education, Brazilian post-secondary education, US post-secondary, and allied health. Led global corporate development/M&A, evaluating the following markets: professional training, test preparation, private K-12, ed-tech, post-secondary, nursing, and medical. Selected transactions: ACAMS acquisition (2016); investment in EduPristine-India (2016); DeVry University divestiture (2017).

Global leader in consumer lawn and garden products, under the Scotts, Miracle-Gro, Ortho brands.Led M&A activities primarily in the US, Canada and Europe. Selected transactions: global carve-out/sale of Scotts Global Professional business (2011); potential sale and ultimate liquidation/brand sale of specialty retailer Smith & Hawken (2009).

Private credit company providing loans (senior secured cash flow loans, mezzanine loans and equity co-investments) to support private equity sponsored transactions. Acquired by PacWest Bancorp in 2013 (now part of Banc of California). Led evaluation, structuring and negotiations of private credit (senior/mezzanine loans) and equity investments, closing several deals.

Former exclusive manager of Princeton University’s alternative asset program, investing in private equity (venture and late-stage buyouts), fund-of-funds, and real estate/natural resources.Part of the direct (lead and co-investment) private equity team. Performed due diligence, financial modeling, and investment monitoring on various opportunities (buyouts and venture capital), closing six investments. Served as a board observer.

Growth-oriented investment bank with industry coverage in consumer, healthcare, financial services, real estate, media/telecom, and technology/business services. Acquired by Bankers Trust in 1997 (now part of Deutsche Bank)Served as a generalist supporting multiple industries. Engagements included buy-side and sell-side mandates, corporate defense, and strategic alternative reviews.

Consulting firm focused on the credit card and payments industry. Acquired by Accenture PLC in 2017. Supported client engagements in banking and transaction processing. Projects included primary research, client interviews, financial modeling, and M&A analysis.