Selected Acquisitions:Automated Integration: an ERP system for the elevator maintenance industryRewardOps: a fast-growing API solution that connects loyalty program providers and merchant suppliersIneo Global Mobility: a software platform managing global employee movement C&R Software: the debt recovery and collection business carved out from FICO (NYSE: FICO)

CFA Level 1 passed Dec 2016 CFA Level 2 passed June 2018CFA Level 3 passed June 2019

At Partner One Capital, we acquire enterprise software companies.

Successfully acquired Bagwell Supply Ltd, one of Canada’s premier suppliers of bulk bags & packaging solutions. • Generated lists of potential, privately-owned acquisition targets across a variety of industries that were likely to fit our investment criteria.• Analyzed company-specific, end-market and industry trends to determine the quality of each company’s competitive position and operations• Assisted Partners in the development of operating and financial models (DCF and LBO) to evaluate the attractiveness of potential investments and determine purchase price offers• Determined key contacts and found relevant contact details for each of my potential acquisition targets and was responsible for tracking progress on those opportunities through the CRM• Developed a list of relevant intermediaries in the East Coast of the U.S. region along with the necessary contact info to help Partners generate inbound deal flow• Researched and developed a report on the Food Services Contracts and Trade Show industries, which included business model evaluation, potential acquisition targets, competitive landscape, SWOT analysis, public company analysis and M&A activity summary