Investing to help identify growth opportunities in Life sciences, Semiconductors and Industry 4.0

Generalist associate covering clients in Semiconductors, Software and Internet verticals- Acquisition financing for Symantec's $4.6bn acquisition of Blue Coat- $460mm IPO for The Match Group (joint bookrunner)- Ellie Mae's $250mm follow-on offering (active bookrunner)- Cirrus Logic's $300mm credit facility- Symantec's $2bn credit facilityTransactions in process:- Sale of ~600mm semi-cap. company- ~$750mm sale of an Enterprise IoT software platform company- Buy-side advisory for ~$250mm semiconductor devices company

Business development, Capital Markets & Strategic Advisory for technology firms in Semiconductors, Clean Tech and Software- Advised Ballard Power on the ~$30mm acquisition of Protonex (June 2016)Equity transactions: - Solar3D - $12.5mm; Sole bookrunner - Quantum Worldwide - $11.5mm; lead bookrunner - CDTI - $5mm; sole bookrunner - GigOptix - $15mm; lead bookrunnerTransactions in process: - Sale of a leading semiconductor manufacturing services company - ~$200mm - Sale of a major semiconductor components / consumable business - ~75mm - Sale of an outsourced software / IT services business ~ $65mm

Manage product development and marketing activities for chemical-etching process tool division. Product line contributed annual revenues of ~60mm- Consolidated and assessed market requirements for next-generation tool performance in collaboration with key account technologists- Guided engineering teams developing the process and hardware in the product development program- Created a bottoms-up market sizing model to help the proguct group determine key opportunities at various customers- Identified an economical (by ~$1mm) alternative to improving the lifetime / availability of chambers in the field. - Created marketing materials for key customer engagements and executive presentations

Actively sourced investment opportunities within semiconductors, energy efficiency (power electronics, solar, LEDs, batteries etc) and Materials- Identified (>30 new) & qualified (>100) investments in Semiconductor, Clean-tech sectors; Evaluated business plans against various business engagement models (Investment/Licensing/JV/M&A etc.)- Developed financial models for valuation and ROI estimation; Assessed impact of operational scenarios on returns to create appropriate term sheets for investment- Conducted technical, market & financial due diligence on startups in Advanced Memory (growth stage; $2M), Materials (early stage;$3M), MEMS devices (early stage;$2M) & Optical Networking ($1M)- Initiated & fostered relationships and discussions with Business Unit executives to identify avenues for organic and inorganic growth; Identified & pursued 3 new areas for investment opportunities

- Developed investment theses on Utility Billing, Energy Trading & Risk Management software sectors- Identified > 100 potential targets, cold-called & talked to the executive management to discuss position of their companies (growth, competition, ownership etc.) to determine opportunity for equity investment- Conducted industry analysis, customer value validation & financial diligence on software companies in Managed File Transfer space; Recommendation led to an acquisition (~$18M) of a target

Program manager for next generation thermal processing product development.- Defined requirements for new annealing application, managed development team of 6 engineers to develop from C&F to prototype at customer in 6 months; Product generated $2M incremental annual revenue- Key point of contact for interactions with large key customers during the simultaneous beta-testing phase of the new product at IBM and TSMC

- Principal engineer for new product development program- Key point of contact for resolving product issues in the field; Interacted directly with senior customer personnel at large customers (Intel, Samsung etc.) to ensure that field issues are resolved in a timely manner- Collaborator on 3 patents for innovations in temperature measurement in semiconductor manufacturing

- Designed and developed novel temperature measurement and control systems for semiconductor manufacturing;- Successfully coordinated a project to implement a new methodology to avert a $1mm performance penalt

Rotations through Marketing and Engineering roles in Metal Deposition & CMP groups.

Vacuum robotics testing & development.

Vehicle Systems Simulation Group.