Education
University of California, Berkeley, Haas School of Business
MBA, 2007-01-01 - 2009-01-01Massachusetts Institute of Technology
BS, Economics 1995-01-01 - 1999-01-01The London School of Economics and Political Science (LSE)
, Economics 1998-01-01 - 1998-01-01University School of Milwaukee
High School, 1991-01-01 - 1995-01-01Work Experience
Meridian Capital
Current
Meridian Capital
EY
2020-08-01 - 2023-05-01
EY
Wells Fargo
2015-11-01 - 2020-08-01
Wells Fargo
Lazard
2011-01-01 - 2015-10-01
Lazard
RBC Capital Markets
2009-07-01 - 2010-12-01
RBC Capital Markets
Goldman Sachs
2008-06-01 - 2008-08-01
Goldman Sachs
WJ Mayer Securities
2003-03-01 - 2007-08-01
WJ Mayer Securities
Wall Street Analytics
2001-05-01 - 2003-03-01
Wall Street Analytics
Niku
1999-07-01 - 2000-11-01
Niku
Skills
Summary
Seasoned software investment banker with experience across a variety of engagements Selected Sell-Side Transaction Experience: - Advised AgencyZoom on its acquisition by Vertafore - Advised Open Systems International on its acquisition by Emerson for $1.6 billion - Advised Shift Technologies on its acquisition by Insurance Acquisition Corp for over $400 million - Advised TimeClock Plus on its majority investment by Providence Equity - Advised AMI on its investment from HGGC - Advised OneStream on its investment from KKR, valuing the company at over $1.0 billion - Advised Waitr on its acquisition by Landcadia for $308 million - Advised Rainmaker on its sale of its LRO (Lease Rent Options) assets to RealPage for $300 million - Advised Chariot on its acquisition by Ford Smart Mobility - Advised ChipMOS Bermuda on its consolidation with ChipMOS Taiwan for $550 million - Advised Kofax on its acquisition by Lexmark for $1.0 billion - Advised Bluebeam on its acquisition by Nemetschek for $100 million - Advised Strangeloop on its acquisition by Radware Selected Buy-Side Transaction Experience: - Advised Hilti on its acquisition of Fieldwire for ~$300 million - Advised Waitr on its acquisition of Bite Squad for $320 million - Advised Plantronics on its acquisition of Polycom for $2.0 billion - Advised Cree on its acquisition of the RF Power assets from Infineon for €345 million - Advised HPE on its acquisition of SimpliVity for $650 million - Advised FireEye on its acquisition of iSIGHT for $275 million - Advised Trimble on its acquisition of Manhattan Software - Advised Trimble on its acquisition of CSC - Advised Trimble on its acquisition of Trade Service - Advised Trimble on its acquisition of ALK - Advised Trimble on its acquisition of Vico - Advised Trimble on its acquisition of TMW Systems for $335 million - Advised Trimble on its acquisition of GEOTrac - Advised Trimble on its acquisition of SketchUp - Advised Trimble on its acquisition of Plancal - Advised Trimble on its acquisition of StruCad