Highly motivated M&A and finance professional with significant transaction experience and deep expertise in Consumer, Food & Retail.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment Banking Associate - Consumer & Retail
Lazard
06.2022 - Current
Involved in all aspects of business development including new deal origination, sourcing, pitching, valuation, buyer analysis and process structuring
Develop and prepare buyer lists, teaser, CIM, modeling, and MP
Mentor analysts to ensure individual development and that process timeline milestones are hit
Lead initial and final due diligence for seamless execution
Manage and maintain client, strategic, and private equity relationships
Select transaction experience:
Backerhaus Veit (Swander Pace Capital), on its ~$194M sale to Costanzo’s Bakery (PNC Riverarch)
Project Neptune (ongoing): ~$250M complex carve-out of a European conglomerate’s personal and complex care services business
Project Allure (ongoing): ~$30-50M equity capital raise for a multi-unit MedSpa concept
Leveraged & Sponsor Finance Associate
U.S. Bank
09.2019 - 05.2022
Provided senior debt to private equity firms to finance leveraged buyouts, refinancings, and recapitalizations
Compiled due diligence lists, led diligence calls with financial sponsors and company management, created credit memos, underwrote new transactions and pitched new deals to senior executives and credit committees
Commercial Banking Analyst
U.S. Bank
02.2018 - 08.2019
Education
MBA - Corporate Finance
University of Minnesota, Carlson School of Managem
Minneapolis, MN
2022
Bachelor of Arts - Economics & Finance
St. Olaf College
Northfield, MN
2017
Skills
Communication
Valuation
Deal execution
Microsoft office
Story telling
Business development
Financial modeling
M&A
Certification
Securities Industry Essentials (SIE) | FINRA
Series 63 – Uniform Securities Agent | FINRA
Series 79 – Investment Banking Representative | FINRA
Timeline
Investment Banking Associate - Consumer & Retail
Lazard
06.2022 - Current
Leveraged & Sponsor Finance Associate
U.S. Bank
09.2019 - 05.2022
Commercial Banking Analyst
U.S. Bank
02.2018 - 08.2019
MBA - Corporate Finance
University of Minnesota, Carlson School of Managem