• Lead M&A and Integration Globally, including evaluation, deal structuring, valuation, negotiation, documentation, and post-merger integration• Instituted programmatic M&A process, garnering institutional buy-in, and leading to the most acquisitive period in Firm history (~20 transactions, $500M+ capital deployed since 2020) • Built, developed, and manage a team of senior corporate development professionals • Direct large cross-functional teams of 50+ stakeholders, including Legal, HR, IT, Finance, Tax, etc. to conduct target company due diligence, culture and risk assessments, financial analysis, and negotiations • Guide global practice leaders through investment process and advise and influence McKinsey’s Board of Directors on deal viability • Develop and cultivate deal pipeline through relationships with investment bankers, venture capital community and senior management of target companies• Formulate post-closing operational and integration strategies; serve on Board of Directors of acquired entities Selected transaction experience:o Candid Partners: sourced and led largest acquisition in Firm history, establishing the foundation for McKinsey’s cloud services businesso Caserta: led the acquisition of this founder-led data analytics consulting firm of 50+ data engineers, strengthening McKinsey data transformation practice o SCM Connections: led the acquisition of this supply chain planning and analytics consultancy, establishing a foundation for McKinsey’s software implementation capabilitieso Westney Consulting: consummated first acquisition in 2 years of this capital projects consultancyo Praetorian: co-led Series A funding ($10M) and established a strategic alliance agreement to extend McKinsey’s technical cybersecurity capabilities o Multinational automotive client: provided subject matter expertise to internal client service teams and CFO on $1B+ acquisition

. Developed the investment criteria, strategy, and process framework for the newly created corporate venture capital arm of KPMG.. Responsible for all aspects of the deal process, including identification of investment opportunities, due diligence, valuation, structuring and negotiation.. Functioning as lead director for several undisclosed multi-million dollar Series A investments, and key contributor for numerous other investments, including Bottlenose and Label Insight.. Managing the relationship with and advising portfolio companies to maximize their potential and drive growth within the KPMG network. . Cultivating an internal technology consultant network to leverage expertise in evaluating target company IP and identifying sales opportunities.. Identifying and fostering relationships with other venture capital firms to generate deal flow and realize the benefits of syndication.

. Supported senior analyst in all facets of research, including building and maintaining models, writing research reports, responding to client requests, and developing marketing materials. . Analyzed industry macro trends and company financials; advised senior analyst on stock recommendations and overall company strategy. . Cultivated and maintained relationships with clients, company management, and sales and trading team. . Generated new research ideas and analyses; communicated findings to clients. . Researched and wrote industry and company reports, including initiations with limited oversight. . Analyzed various companies for vetting purposes and presented findings to equity capital markets team.

. Provided support for analyst in every aspect of his role, including research, writing, and building and maintenance of financial models. . Facilitated the transition and orientation of newly appointed IT Hardware analyst. Supported analyst with all aspects of initiations of HP, DELL, AAPL, IBM & JAVA, including providing in-depth research of the industry, interviewing and maintaining ongoing dialog with company management, independently developing investment theses, and writing research reports.

. Built and maintained financial models for large-cap and mid-cap software companies. . Researched and collaborated on writing proactive research reports on numerous topics, including seasonality trends, and correlation/regression analysis of revenue performance of Software names.

. Worked directly with risk managers to analyze financial impacts and perform claim preparation services to companies affected in the World Trade Center disasters. . Performed internal audits at several units of a large mortgage finance company. Determined and advised client on their extent of compliance with Section 404 of the Sarbanes-Oxley Act.