Featured Talent

Profile

Investment professional with 15 years of experience across private equity, investment banking, and corporate development. Track record in alternative investments spanning several asset classes: private equity, credit/distressed, special situations. Further exposure to secondaries / fund liquidity solutions, leading teams, project management, and LP relations. Extensive network within mid-market PE firms, M&A advisors, and experience in developing deal pipelines. MBA from Harvard Business School.

Career Highlight 1: Led ENTEK through debt and equity project financing for $2B expansion facility project. Included project management, financial analysis, deal structuring, and industry due diligence. $800M equity financing with I-Squared Capital recently closed.

Why Hire This Candidate (In Their Own Words): A company should hire me because I bring a unique combination of strategic, financial, and operational experience across private equity, investment banking, and corporate development. I’ve spent over a decade evaluating, executing, and managing investments in founder- and family-owned businesses, developing a disciplined eye for value creation, capital allocation, and partnership dynamics.

Strengths: Strategic & Analytical Thinking – Skilled at evaluating complex businesses, markets, and deal structures.

Financial Acumen – Expert in modeling, valuation, and transaction execution.

Operational Insight – Strong experience partnering with management

Hobbies & Personal Interests: UCLA Football, WWII History, Outward Bound wilderness experiences

Education: MBA, Harvard

Industry Experience: Financial Services, Technology

Company Fit: Small to mega-cap large

Management Experience: At Samsung, I managed a team of 3-5 MBAs on strategy projects. I did this for 3 years. In private equity, significant experience managing associates.

Software Experience: N/A

Open To: Hybrid, In-office, Remote