Kite

Kite is high-growth tech commerce startup, backed by Juxtapose + Blackstone, investing in and scaling high-potential companies I lead defining and executing our corporate development strategy, reporting directly to the CEO, and closed two investments - Drive the entire cross-functional deal flow process, from ideation to evaluation, sourcing, negotiating, due diligence, competitive analysis, integration, legal, strategic and financial planning - Established and built the function from the ground up: setting up cross-functional Standard Operating Procedures (SOPs), key metrics for tracking and framework for investment decision making - Built robust and agile sourcing machine: 85% proprietary deal flow: 700+ deals reviewed ($4bn+ revenue) - Hired and manage a high-performing team of 3 associates - Conducted industry research to identify opportunities aligning with strategic priorities, leading to the decision to take a category-focused approach to beauty & wellness. - Established strategic partnerships with a network of 100+ players, including investment banks, VCs, brands, service providers, and competitors. - Present bi-weekly business cases, providing strategic and financial analysis to the board and C-Suite, resulting in the deployment of $6M - Conduct post-close reviews, develop case studies and playbooks to instill a culture of continuous improvement

Thrasio

Thrasio is a high-growth startup acquiring eCommerce consumer product brands I led strategic investments to deploy $210M+ and acquire 16 eCommerce companies, managing end-to-end the M&A process from Letter of Intent (LOI) to close, including cross-functional operational audits, negotiations, legal, integration planning and financial & strategic planning - Hired and managed a team of 5 associates and analysts - Drove efficient cross-functional processes with a 57-day average deal timeline - Owned relationship with sellers and brokers, strategically navigating communications for a successful close without sacrificing diligence and while maintaining strong relationships with all parties - Led strategic business development: closed largest deal, resulting in a significant improvement to scale and margin, and a strategic investment that doubled the Direct-to-Consumer (D2C) portfolio and acquired valuable know-how - Investments include: The Hate Stains Company, Nippies / B-Six, SafeRest, Dermora

Morgan Stanley

I received a full-time return offer after 2017 Summer Associate I partnered with consumer & retail clients, c-Suite and founders, to provide strategic financial advice and execute transactions: - Financial Analysis and Modeling: Conducted in-depth financial analysis, including discounted cash flow (DCF), precedent transactions, and comparable company analyses and owned financial models for strategic planning - Deal Execution: Played key role in the end-to-end deal execution process, from initial client pitches to closing transactions and collaborating with cross-functional teams to ensure successful due diligence, legal documentation and deal closing - Client Relationship Management: cultivated and maintained strong relationships with clients - Pitching and Presentation: Developed and presented pitch books, offering memoranda, and other client-facing materials, effectively communicating complex financial concepts to clients and internal stakeholders - Market Research: Conducted extensive market research to identify potential investment opportunities and market trends and analyzed industry reports

Triago

Triago is a global placement agent that raises institutional capital for private equity funds I sourced and led coverage of 90+ institutional investors, conducted due diligence on 16 prospective fundraising clients and managed fundraising processes reporting directly to client partners - Promoted from Analyst to Associate in 2015 - Pitched “green light” recommendations to management on two prospects, both approved and raised $150M+ - Sourced new fundraising client: owned client relationship, managed process internally and developed marketing materials - Closed $7M investment from an institutional investor for a first time US lower mid-market turnaround fund

The Wharton School

University of Pennsylvania

Università Bocconi

Lycee Francais De New York