Brian
Senior Director, Strategy & Finance
San Francisco, United States
Strategic and growth-oriented leader leveraging over ten years of hands-on advisory and operating experience within technology, media, and consumer & retail industries – with five years of recent specialization within edtech ecosystem. Previously I spent six years as an investment banker with deep involvement in origination, due diligence, and execution of M&A and capital markets transactions. I also worked as a management consultant supporting executive teams with new strategies for organic growth, profit improvement, and growth via partnership and acquisition.
Domain experience
Relevant Total Experience: 8 years
Seniority Level: Associate
Sector Experience:
Consumer Services Media and Entertainment Retailing Software and ServicesSkills
Skilled in: Sell-side M&A
Technical Skills: Microsoft Excel, PowerPoint, Microsoft Office
Languages: English
Work Experience
BEGiN
Senior Director, Strategy and Finance
●01/04/2022
- 01/03/2023
• Developed data-driven initiatives for growth and operational improvement and led cross-functional implementation • Created and tracked KPIs providing leadership and investors with regular insights into business health & performance • Built sophisticated in-depth financial models from scratch to enable sound strategic decision-making • Facilitated long-term planning by aligning leadership on vision and corresponding strategy for highest ROI investments
Tyton Partners
Vice President, Investment Banking
●01/06/2019
- 01/02/2022
• Partnered with over 30 executive teams and private-equity investors on sell-side and buy-side advisory engagements • Led 300+ investor marketing and diligence calls, fielding detailed questions on company performance and strategy • Created first-class materials in support of deal processes (CIMs, investor decks, net working capital analyses, etc.) • Closed seven M&A/control transactions totaling over $500M: o Leeds Equity Partners’ growth investment in The 95% Group o Microsoft’s acquisition of TakeLessons o The Franchise Group’s acquisition of Sylvan Learning o Curriculum Associates’ acquisition of Mentoring Minds o Bright Horizon’s acquisition of Steve & Kate’s Camp o Bain Capital Double Impact’s growth investment in TeachTown o Aavin Private Equity’s recapitalization of ECS Learning Systems
Tyton Partners
Senior Associate, Strategy Consulting
●01/04/2018
- 01/06/2019
• Significant involvement in building business plans for potential new market entry, including leading pro forma financial modeling workstreams to inform go/no-go investment decisions by client boards of directors • Additional project work spanned new product strategy, strategic partnership and M&A support, and market studies
Stax Inc.
Senior Associate, Strategy Consulting
●01/06/2017
- 01/04/2018
• Broad strategic diligence and value-creation case work for top-tier private equity firms, including acquisitions of water systems treatment company, multiple national restaurant chains, and direct-to-consumer mattress provider • Managed teams of up to 10 research analysts in the U.S. and Asia to ensure sound data collection
Oppenheimer & Co
Analyst, Investment Banking Division
●01/06/2014
- 01/06/2017
• Analyzed company business models, financials, and public-market trading dynamics in support of financing proposals • Lead-managed six debt, equity (incl. IPO), and convertible deals through closing totaling over $300M in value
Education
Tufts University
International Relations (concentration in Finance)
●01/09/2008
- 01/05/2012
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