- Equity investor focused on middle market enterprise software and SaaS businesses- Strong focus on operational involvement including launching new products, entering new markets, recruiting talent and sourcing/integrating add-on acquisitionsPrior to this, I spent 14 years in the Southern California Middle Market finance community serving as an M&A and leveraged finance investment banker advising companies on M&A transactions and debt capital market facilities (senior debt, high yield bonds and mezzanine debt).Selected specialties include:Principal investing: Manage all aspects of transaction sourcing and M&A execution including due diligence, structuring, negotiating, financing and legal documentation.Operations: Work with management partners to build teams, develop new software products and formulate sales and marketing strategies to grow equity value.Corporate finance: Deliver relevant recommendations on capital structure and financial policy.Financial planning: Development of financial forecasts, models and budgets focused on making key decisions.
Listed skills include Financial Modeling, Valuation, Mergers And Acquisitions, Financial Analysis, and 20 others.