Provided comprehensive financial advisory services to clients engaged in mergers, acquisitions, and divestitures. Leveraged my expertise in financial analysis, financial modeling, due diligence, and project management to provide valuable insights to clients and oversee the successful execution of complex transactions. Cultivated and maintained strong client relationships, acting as a trusted advisor throughout the transaction lifecycle.Conducted in-depth financial analysis to identify key financial and operational drivers, risks, synergies, and opportunities, enabling clients to make informed investment decisions. Assisted clients in evaluating and structuring deals, optimizing terms and conditions to enhance alignment with clients’ strategic objectives and financial goals. Developed & maintained financial models to assess valuation, derive proforma financial statements and analyze various deal structures.Assisted in the preparation of deal documentation, including presentations, memoranda, and financial summaries for internal and external stakeholders.Led comprehensive due diligence processes. Collaborated with cross-functional teams, including finance, legal, and operations, to facilitate effective communication and information gathering throughout the M&A process.Managed multiple projects concurrently, ensuring timely delivery of high-quality work within budgetary constraints.

Dragonflip is the leading European M&A firm for e-commerce companies and D2C brands with enterprise value ranging from $500k to $15M. Our buyers are private individuals, investors, and investment companies. Directed and coordinated Dragonflip's Global M&A activities. Managed financial analysis, process analysis, valuation, risk assessment, deal structuring, and due diligence processes. Presented project updates and provided end-to-end support for mergers & acquisitions.Established and maintained strong client relationships globally by delivering expert advisory services, driving client satisfaction and loyalty.Conducted industry and market analysis, to identify attractive investment opportunities and potential clients. Collaborated with investment teams to develop and implement acquisition strategies aligned with client goals.Designed M&A project management processes for data, communications, and risk/issue management.Collaborated across functions, including business development, legal, accounting, marketing, and sales.

Specialized in all aspects of deal making, including strategy development, deal sourcing, and execution. Reviewed and negotiated M&A agreements, escrow agreements, and other transactional documents. Developed acquisition strategies that align with overall corporate strategy. Managed on-going negotiations with 25+ clients simultaneously with an annual deal activity average of ~$3M. Provided management and strategy consulting. Researched and analyzed business processes and procedures, and designed business solutions and exit plans for clients in a variety of industries. Analyzed quantitative and qualitative business data to develop strategies/recommendations that help clients increase profitability and efficiency. Developed and maintained business relationships. Served as a key member of the team responsible for formulating strategic direction and devising business development initiatives that were consistent with the overall strategy. Generated new sales opportunities by developing relationships with new and existing clients through individualized account management. Created brand awareness through marketing, sales materials, and successful transactions, and represented the company at conferences and trade shows. Created and implemented marketing plans. Created effective sales prospectuses and presentations targeted for specific audiences/markets.

Provided financial support to the COO and Director of Finance, focusing on several areas including budgeting, planning, and analysis. Prepared and presented monthly reporting packages to COO and Operations Executives to discuss operation benchmarks, KPI metrics and future action plans. Gathered and analyzed complex data, provided decision support and made recommendations to management for improved financial performance. Performed ad-hoc reporting analysis for COO, CFO, and Sr. Management to support policies and decision-making by the leadership team. Prepared periodic management and variance reports tracking actual compared to budget results.Designed and oversaw annual bottoms-up forecasting. Collaborated with 60+ area managers on financial reporting and budgeting which educated personnel about forecasting procedures. The accuracy of the bottoms-up forecast improved 10% year over year. Headed special projects that entailed in-depth analysis on high-performing branches within the company. Used quantitative and qualitative data to identify procedures and growth strategies that could be applied company wide. Analyzed the efficacy of the Sales team and developed KPIs that helped Sr. Management more effectively evaluate productivity and increase sales. This resulted in a 7% revenue increase. Improved processes and deliverables by writing guidance templates and requirement-gathering framework for other members of the team.

Founding member of the BBSI Financial Planning & Operations team. Created numerous tools to help BBSI accurately assess operations requirements and improve financial forecasting. Prepared annual operating budgets for over 60 branches as well as the company as a whole. Supported C-Level and upper management with a range of internal reporting on revenue, pipeline, same store sales, client behavior and profitability. Collaborated with COO and Director of Finance to create quarterly, annual and five-year financial forecasts. Oversaw creation of annual budgets exceeding $50M annually. Met with C-level executives and senior management and analyzed the leadership team’s needs. Developed an executive operations dashboard that improved executive decision making by providing essential KPI’s and strategic data in an easy to digest manner. Analyzed the predictive outcomes of the BBSI pipeline and identified important metrics and KPI’s. Developed a pipeline model and worked with IT to integrate the KPI’s into Power BI. This increased client conversion rate by 10%. Aggregated data and generated monthly sales and revenue reports and provided recommendations to C-level executives and Sr. Management. Initiated tracking measurements for turnover, capital utilization, and human capital budgeting. Performed ad-hoc client and revenue analysis.

Achieved Top Performing Broker Award in 2016.Analyzed and completed due diligence on a range of businesses and digital assets. Negotiated and brokered the acquisition of digital assets ranging from $100k- $2M. Consistent producer with annual deal activity averaging $2M. Wrote and prepared sales documentation, prospectuses and presentations for new business listings.Provided strategic consulting. Assessed business strategies of clients, including analysis of business design, operational & financial inefficiencies, and new growth opportunities across various business models. Facilitated Mergers & Acquisitions. Conducted strategic due diligence, developed acquisition strategies, analyzed and valued businesses, and enhanced dealflow by screening targets based on criteria in the M&A acquisition strategy process. Established strategic relationships with customers and clients. Successfully managed 25+ clients at a given time.Developed new clients through cold calling, regular follow up services with existing clients and efficacy of products and services.

Provided research and case support for 5 partners impacting up to 10 concurrent cases – class action and high-dollar lawsuits. Distilled, digested, and summarized hundreds of documents to identify pertinent information for eventual legal decision or court action. Contributed to high settlement rate for firm.Gathered and summarized information for mediation and hearings. Searched West Law, Lexis Nexis, Bloomberg Law, law summaries, and other case-related documents and databases for germane information. Complied with confidentiality requirements. Drafted, received requisite authorization, and disseminated case-related documents and information to those involved – electronic and hard copy versions. Brainstormed tactics and strategies with legal team. Met with clients, took statements, explained process, and supported client to case conclusion. Determined cause of action, estimated damages, prepared documents, provided assessments, and opined on case details. Prepped participants for, and sat in on, mediation. Contributed to team efforts. Partnered with other law clerks and paralegals in meeting filing and case deadlines. Coordinated internal and external communications surrounding case preparation, negotiation, or presentation.Motivated interns. Emerged as first point of contact for direction and leadership for summer intern staff. And provided PowerPoint and document design troubleshooting support for entire office. Contributed to case settled for large sums. Designed and developed presentations and drafted legal documents in support of positive outcome.

Earned adjusters license and operated as independent assessing accident liability in automobile and bus accidents, averaging 30 hours per week, in addition to full-time degree studies. Garnered case assignments from multiple referral agencies and area transport company. Offered 24/7 on-call services to bus service. Closed 10-15 cases each month.Conducted research necessary to reach equitable business decision. Met with injured and involved parties, reviewed police reports, and obtained medical records. Summarized details, assessed damages. Submitted summary opinion regarding decision. Negotiated settlements or presented cause for denial.Emerged as area expert for compliance -- State Children’s Health Insurance Program (SCHIP), Affordable Care Act (ACA) and Gould & Lamb technology and resources. Trained 10 adjusters on compliance, regulations, and procedures. Applied knowledge and expertise to ensure case compliance prior to submission. Provided visual enhancements. Designed interactive Google map application summarizing accident detail.