• Specializes in 3rd party, contracted education and insurance sales for Federal employees• Responsible for setting and evaluating budgets, analyzing financial and operational data to provide actionable advice to management, while growing company revenue from $1M to over $3M• Create financial projections for current and future markets as well as metrics and processes to monitor success• Executed the introduction into three new markets and provided ongoing training of sales processes to new personnel

• 95% Buy Side• Found, evaluated and presented specific opportunities to deploy company capital, consistent with firm capabilities and shareholder return expectations, in private and public companies with revenue sizes in the Billions• Created detailed, twenty-year projection models and return analyses on all potential opportunities• Created a very efficient 3 statement model - still the main model used today• Managed various aspects of M&A negotiations with potential targets or within divestiture situationsPerformed minority position research and financial statement analysis

• 100% Sell Side• Managed, advised and negotiated in all stages of M&A transactions involving consumer-focused companies, public and private with revenue sizes $50M to $500M• Researched business target ideas and developed pitch material to win new clients for the firm• Worked closely with a variety of client CEOs, CFOs, and senior legal counsel on a daily basis to evaluate corporate strategy and positioning in the interest of maximizing value, operational efficiency, and brand strength• Created detailed marketing memoranda positioning critical client attributes to drive interest in the marketplace• Performed financial analyses using Microsoft Excel to clarify a client’s financial health, set valuation expectations at the start of a process, and leverage in final negotiations with potential investors on price and terms• Composed, reviewed, and negotiated legal contracts to formalize the firm’s engagement, secure confidentiality terms, and evaluate the proposed framework of a given transaction• Strategized with partners on negotiating tactics, tone, and timing throughout each process to align the priorities of both client management and board members, when applicable, to achieve a transaction outcome beneficial to all parties• Oversaw all organizational details of active deal processes to ensure seamless client service and transaction execution

• Worked within the corporate office to provide IT support to the systems at the restaurant level