Corporate development and M&A advisory• Linktree - Link in bio unicorn (Creator economy, Martech)• Series A Case Management SaaS company (Legaltech)

Executive leader of two-person M&A team for GI Partners-backed, high growth enterprise SaaS company. Segments covered include Industrial Software, Product Lifecycle Management and Low Code Development Platforms.• Led all phases of M&A process, from sourcing through transaction execution and integration.• Defined inorganic strategy, in partnership with investors, strategy, and product leadership, to support a selective acquisition cadence.• Established internal processes and developed key supporting documents to ensure efficient communications, transaction execution and reporting to stakeholders.• Led the divestiture of Impresa, a maintenance, repair, and overhaul (MRO) software business.

Part of two-person corporate development team responsible for M&A pipeline development and transaction execution. Segments covered include Data Management, Data Integration, Data Quality, Data Governance, Location Intelligence, Data Enrichment, Customer Engagement and Mainframe.• Partnered with product management on inorganic strategy and target identification to build pipeline in support of a rapid acquisition cadence.• Managed all phases of transaction execution through integration planning.• Refined due diligence process and transaction approval materials to drive greater efficiency.• Transactions include the divestiture of Confirm; the sale of Precisely to new investors Clearlake and TA Associates; and the acquisitions of Infogix, Winshuttle, Anchor Point, Cedar CX and PlaceIQ.

Led corporate development and M&A efforts for multiple business units, with activities ranging from initial target identification through post-close deal tracking. Business units supported include Agile Operations, Agile Management, Continuous Delivery, API Management and Payment Security.• Partnered with general managers, business unit strategists and product managers on inorganic strategy development and target identification.• Evaluated potential acquisitions and divestitures targets for alignment with business unit and corporate strategic and financial goals.• Maintained deal pipeline and relationships with target companies, investors and investment bankers.• Led transaction execution, including deal structuring and transaction document negotiations.• Developed preliminary integration plans and participated in post-close deal tracking.

Managed corporate messaging and information flow with the investment community and other stakeholders.• Maintained company relationships with stakeholders including sellside and buyside analysts, portfolio managers, and other shareholders.• Prepared quarterly earnings materials including CEO and CFO statements, press releases, and Q&A documents, and assisted in preparation of related regulatory filings (8K, 10Q, 10K).• Provided competitive intelligence to executive team including industry benchmarking.• Developed presentation materials for investor conferences and meetings.• Participated in process improvement projects across the finance organization.

Finance partner to Corporate Development, leading due diligence and business case development in support of M&A execution.• Developed detailed business cases, inclusive of financial model and valuation, with input from business unit leaders and various corporate teams.• Managed large cross-functional teams through due diligence, verifying key business case assumptions, and identifying issues requiring mitigation, and preparing post-close integration plans.• Supported negotiations of the financial aspects of M&A transaction documentation.• Prepared acquisition budgets and operating plans for FP&A.• Monitored financial performance and key performance indicators of acquisitions post-close.• Evaluated financial impacts of 3rd party licensing and royalty agreements.

Completed 28 M&A transactions, including buyside and sellside strategic acquisitions, divestitures, private placements, cross-border transactions, fairness opinions and strategic advisory.• Sector experience in Software, SaaS, Security, Tech-Enabled Services, Two-Sided Marketplaces, Fintech, Ecommerce and Digital Media.• Supported origination and led transaction execution for Security and Emerging Growth groups.• Created all work product for prospective and engaged clients including market landscapes, new business presentations, financial and valuation models, and information memoranda.• Led sellside marketing efforts to potential strategic acquirers and financial sponsors, and buyside outreaches to acquisition targets.• Supervised client management teams through due diligence and assisted senior bankers in deal structuring and negotiation of transaction documentation.• Mentored and trained incoming analysts and associates.