SONAR, formerly FreightWaves, is a content supported SaaS platform serving the $9.6T global logistics industry. Known as the "Bloomberg for Freight", FreightWaves provides critical data and insights for the supply chain industry. SONAR, provides the freshest market data in the industry allowing customers to benchmark, analyze, monitor and forecast the most important metrics impacting supply and demand. FreightWaves.com is the leading editorial and content brand for the B2B freight industry.

Namely is an all-in-one SaaS HRIS, payroll, and benefits platform for mid-sized companies. Namely has raised over $200M in funding with investors including Sequoia Capital, Matrix Partners, GGV Capital, Altimeter Capital, and True Ventures.

Summary• Joined the company following the Series B close to add expertise amid adding significant scale and operational complexity; manage strategic planning, investor and lender relations, corporate insurance and public company readiness projects• Oversee company’s FP&A function, which includes long range financial planning, quarterly forecast updates, weekly and monthly reporting and numerous sets of recurring and ad-hoc analysis (e.g. unit level economics, LTV / CAC analysis, promotional and partnership analysis, hiring capacity framework, balance sheet optimization, etc.)• Lead facilitator for Company’s strategic planning process, a semiannual process where the Company undergoes a strategic review incorporating feedback from the senior leadership team, in-house focus groups and company-wide surveys• Serve as a consistent and reliable source of analytical and thought leadership to the company’s executive leadership team; strive to build a culture of fact-based, financially sound decision making throughout the organizationSelected Project Experience Sale to Albertsons for $300 million (September 2017)• Served as Company’s in-house investment banker to structure a process that yielded a sale to the county’s second-largest grocery store company (as their first ecommerce acquisition) that saved the company’s investors more than $5mm in transaction fees• Managed sell-side materials, strategic communications with interested parties, transaction diligence and earnout structure and measurement mechanism• Manage combined post-acquisition integration efforts including oversight of synergy optimization (both cost-out and revenue), fiscal calendar changeover, real estate expansion and food safety / core quality investments

• Built company’s financial planning, corporate development and investor relations functions, establishing the framework for both financial and operational analysis used to re-envision the company in a pending post-regulated world• Created the company’s annual budgeting and quarterly re-forecasting process, originated open-to-buy and sales / ops planning processes and developed company’s first product planning cycle process• Championed effort to refocus the company’s ecommerce business, hiring a new head of ecommerce and bringing subscriber acquisition and analytical expertise, increasing highest margin business unit sales by over 330% in 12 months• Worked with multiple lenders to source and secure a $22mm ABL facility to provide the company with valuable working capital used for inventory purchases and to fund business expansion following the delay of the IPO• Developed investor materials, navigated substantial cap table issues and negotiated with existing and outside investors to recapitalize the company via a series E round of equity and convertible debt• Led efforts to identify, enact and measure a subsutantial cost rationalization that restructured operations within the company, paving the way to relaunch the brand under a more streamlined cost structure without losing any core capabilities• Serve as a consistent and reliable source of analytical and thought leadership to the company’s executive leadership team; strive to build a culture of fact-based, financially sound decision making throughout the organization• Span of control has grown to include accounting and supply-chain operations; responsible for banking relationships, insurance (corporate and PPO) renewals, monthly close process, tax compliance, T&E spend and lender compliance

● Lead the International FP&A functions for LivingSocial, an e-commerce platform that connects millions of consumers with thousands of local and national merchants in over eleven countries● Managed the company’s annual international budgeting and quarterly re-forecasting process in close coordination with business and financial leadership across the organization● Key part of financial team responsible for preparation of board of director and investor materials used for all aspects of corporate planning● Ensogo – Acquisition, integration and disposition of Southeast Asian e-commerce company: Led corporate development and FP&A functions in the process of selling the remaining assets in Asia for $18.5mm, further executing on the strategy to refocus company on Western operations

● Managed the international finance team which contributed to bringing the international division to profitability and on a pathway to substantial future growth through focused business-line expansion and material cost rationalization● Launched a series of monthly financial reviews in coordination with numerous global entities designed to monitor and respond to financial results; meetings encompass presentation of results by local management to executive leadership, as well as discussion of financial outlook and business strategy● TicketMonster – Acquisition, integration and disposition of South Korean e-commerce company: Led corporate development and FP&A functions in the process of selling the market-leading subsidiary for $260mm which recapitalized LivingSocial and allowed for the refocused strategy on Western platform assets

● Manager of international team responsible for global forecasting, analysis and budgeting financials for purposes of strategic planning, capital raising and investment allocation● Selected as part of "tiger team" leading the restructuring effort of an international subsidiary facing severe economic impacts and to build FP&A team in December 2012● JumpOnIt – Acquisition of Australian local commerce company: Designed analysis and led valuation team that included lawyers, accountants and analysts to acquire LivingSocial’s third largest company to date. Helped navigate dual processes that included valuation arbitration● Led effort to create first LivingSocial “Hack-a-thon” to promote fast-paced innovation with local and international development teams

● Financial analyst responsible for inorganic international expansion that took LivingSocial from 11 countries to 24 over the course of 5 months and doubling pro forma revenue

● Performed valuation analyses, including the creation of memos distributed to the internal deal team, integrated financial models showcasing potential returns and liquidation scenarios showing downside protection● Responsible for contacting a database of over 500 intermediaries, lenders and private equity firms, developing relationships and sourcing potential acquisitions and refinancing opportunities● Assisted in the refinancing of portfolio companies including preparing memos, models and lender required diligence

General Responsibilities• Performed valuation analyses, including the creation of integrated financial models to evaluate various corporate finance transactions, including acquisitions and private capital raises• Valuation methodologies include leveraged buyout, discounted cash flow, trading and transaction comparables and free cash flow accretion / dilution• Worked closely with Stephens Capital Partners (internal $100mm fund) in their evaluation of potential private equity investments for the Stephens family, particularly in the apparel and life sciences industries• Maintained telecommunications services industry information utilized in hundreds of presentations to clients Selected Transaction ExperienceWindstream’s Acquisition of Iowa Telecom – (Closed)● Buy-side advisory for the $1.1bn acquisition of the rural telecommunication services provider● Created merger model that incorporated Windstream’s three previously announced mergers in 2009 to value Iowa Telecom and determine pro forma payout ratio, free cash flow accretion, and leverage● Performed detailed diligence that included tax asset valuation and pro forma NOL utilization for Windstream● Interacted directly with senior management to craft valuation materials for the buyer’s Board of DirectorsWindstream’s Acquisition of D&E Communications – (Closed)● Buy-side advisory for the $331mm acquisition of the rural telecommunication services provider● Created the merger model that was used to value the target company and determined accretion for Windstream● Developed interloper model to determine viability and accretion / dilution for potential competing bidders

• Collaborated with two different investment banks to securitize over $2.6 billion of commercial real estate mortgages.• Assisted in the preparation of large loan summaries presented within the prospectus and attended a road show meeting to market current debt offering.• Worked extensively with accountants and in Excel to populate, reconcile, and comfort data tapes to distribute to investors for two CMBS transactions.• Improved understanding of the fixed income market through the study of the CMBS securitization process.