Expert Details
Investment Banking, Attorney & Business Ownership
ID: 736573
Illinois, USA
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2014 | Degree: MBA | Subject: Finance & Corporate Strategy | Institution: Case Western Reserve University- School of Business |
| Year: 2014 | Degree: JD | Subject: Business & Real Property | Institution: Case Western Reserve University-School of Law |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2019 to Present | Employer: Undisclosed | Title: Co-Founder & Senior Advisor | Department: Executive Leadership |
Responsibilities:*Business Strategy. Provides hands-on expertise in partnership with senior leadership teams. Creates and executes growth-generating strategies that enable companies to break into new markets, increase market share and achieve their vision.*Mergers & Acquisitions. Advised in 20+ M&A & growth capital investment transactions to ensure successful client exits and continuous business growth in B2B2C markets. *Strategic Partnerships. Procures mutually beneficial partnerships unleashing new business potential and enabling new market penetration. *Business Acceleration. Leverages strong network to connect key players and build product and service platforms to serve diverse consumer bases. *Independence & Initiative. Tackles challenging, amorphous business problems with rigor & independence. Owns projects from inception to final recommendation & execution. |
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| Years | Employer | Title | Department |
| Years: 2016 to 2019 | Employer: Balmoral Advisors | Title: Vice President | Department: Investment Banking |
Responsibilities:*Advised domestic and international clients on the following types of transactions: M&A, exclusive sales, divestitures and corporate carve-outs, distressed M&A, business and transaction valuations, private capital raising and strategic alternatives advisory.*Conducted pitches with Balmoral's Managing Directors and interfaced directly with clients' executive leadership teams, counter-parties and their respective financial and legal advisors at all stages of transactions from inception to close. *Oversaw pitch compositions and associated transaction documents (e.g. teasers, confidentiality agreements, confidential information memorandums, management presentations, associated financial models and broader industry and legal assessments). *Sourced two clients for Balmoral while serving as a Vice President. Oversaw a transaction execution team composed of associates and analysts and was responsible, in part, for their professional development and training. *Promoted from Associate to Vice President in less than two years, demonstrating significant value-add, reliability and independence. |
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| Years | Employer | Title | Department |
| Years: 2015 to 2016 | Employer: Balmoral Advisors | Title: Associate | Department: Investment Banking |
Responsibilities:*Advised domestic and international clients on the following types of transactions: M&A, exclusive sales, divestitures and corporate carve-outs, distressed M&A, business and transaction valuations, private capital raising and strategic alternatives advisory.*Conducted pitches with Balmoral's Managing Directors and interfaced directly with clients' executive leadership teams, counter-parties and their respective financial and legal advisors at all stages of transactions from inception to close. |
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| Years | Employer | Title | Department |
| Years: 2013 to 2013 | Employer: Rush Street Gaming | Title: Summer Associate | Department: Finance & Law |
Responsibilities:*Reported to the CFO of Rush Street Gaming and the President of the Company's online division, Rush Street Interactive, during the course of the associateship.*Prepared detailed valuations of land-based acquisition targets including casinos, hotels and related hospitality-oriented real estate and alternative business opportunities including joint ventures in diverse gaming markets in the U.S. and abroad. *Completed thorough legal reviews of prospective purchase agreements, joint venture agreements and U.S. federal and state real estate and gaming laws and reported my findings to the General Counsel. |
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Career Accomplishments
| Licenses / Certifications |
|---|
| Licensed to practice law in the State of Illinois |
Language Skills
| Language | Proficiency |
|---|---|
| English | Fluent/Native Speaker |