AVALT is a private equity-focused family office based in Boston. The firm's investment mandate is flexible, with a core focus on control buy-out investments of companies between $5M and $30M of EBITDA. I hold responsibilities across full deal life cycle, including new investment sourcing, due diligence, execution, portfolio operations support, and Board of Directors responsibilities. Transaction experience includes:- Acquisition of BFC Solutions, a provider of HVAC preventive maintenance solutions and related services to commercial customers (April 2018).- Acquisition of Solmetex, a provider of amalgam separation systems and recycling solutions to dental offices (April 2018). - Add-on acquisition of Pure Air, a provider of commercial HVAC preventive maintenance services, by Bonded Filter Company (September 2018). - Acquisition of Ned Stevens, a provider of residential gutter cleaning and home services (September 2019).

Member of U.S. commercial finance group that supports field sales organization through financial reporting, trade program management, and market analytics. Reported directly to U.S. Sales CFO.

Worked with internal deal teams and company management teams to complete due diligence and evaluate prospective investment opportunities. Managed quarterly valuation and portfolio review processes for existing portfolio companies. Select transaction experience:- Acquisition of Bob's Discount Furniture (2014)- Lead equity investor in Virgin Voyages (2014)

Marketed and executed various strategic and capital markets transactions in support of clients in the Consumer & Retail industries.Select transaction experience:- IPO for The WhiteWave Foods Company (2012)- IPO for Bloomin’ Brands (2012)