Lead and participate in structuring and executing M&A transactions across consumer and technology verticals.
Prepare and deliver presentations to C-level executives of public and private companies on multiyear strategic inorganic growth
plans, industry segmentation, competitive analysis, and comprehensive company valuations
Select Transaction Experience.
Rackspace Technology IPO (Closed August 2020) – active bookrunner and financial advisor on dual track IPO/sell-side process
o Architected equity story and drafted S-1 through detailed due diligence, interviews of executives, and market research
o Ran sell-side process with 120+ parties and built detailed financial projections incl.
Re-segmentation of legacy businesses.
Rackspace / Onica (Closed Nov 2019) – Sole advisor to Rackspace on its acquisition of Onica, a cloud-native consulting and
Amazon Web Services (AWS) managed services provider; transaction terms undisclosed
o Performed financial valuations utilizing sum-of-the-parts and multiple based analyses.
Golden Gate / Green Street Advisors (Closed June 2019) – Advised Golden Gate Capital on sale of Green Street, the premier
provider of research, data and analytics to the commercial real estate industry in North America and Europe; terms undisclosed
o Built bottom-up recurring revenue model with the optionality to test the effects of booking and churn for each product line
o Collaborated with seller’s cross functional S&M and finance teams to develop mgmt.
Presentation and all marketing materials.
Court Square / Virtium (Closed May 2019) – Sole advisor to Court Square Capital Partners on its acquisition of Virtium, a leading
provider of solid-state drive (SSD) and memory solutions for the Industrial Internet of Things (IIoT) market; terms undisclosed
o Performed comprehensive valuation analysis including 5-year DCF, 5-year LBO, trading comparables, precedent transactions,
and sum-of-the-parts to determine the optimal bid range, which contributed to winning the deal
o Led a market sizing and segmentation study of the IIoT market, identifying a TAM of ~$100 billion.
Project Spirit (Pending) – sole advisor to a full-service entertainment company on minority investment and operating partnership
considerations of its prestige champagne business
o Created operating model and valuation analysis of business including DCF, trading comparables and precedent transactions
o Analyzed risks and benefits of strategic alternatives including qualitative and quantitative review of all possible outcomes
o Negotiated key terms such as board representation, voting rights, liquidation and exit mechanisms, timing, exclusivity etc.
Pre-MBA internship – Summer Associate
SCHULZE GLOBAL INVESTMENTS, SGI
06.2016 - 08.2016
A Singapore-based PE firm focused on frontier markets with $80 million in AUM, fund is now under Cerberus Frontier.
Formulated a 15-page investment thesis for an early stage investment in the consumer goods sector.
Developed a multichannel marketing strategy for a fast moving packaged goods portfolio company implemented by management.
Founder and CEO
TAARIK
New York, NY
06.2014 - 08.2016
Founded a fashion company that sells artisan made accessories; production operation in Ethiopia and India; global client base in
41 countries including UK, Canada, France, Germany, and Russia; products carried in 8 online stores and boutiques in New York
and Washington, DC area; Annual revenue of $14k.
Designed products, oversaw production, marketing and distribution and day-to-day operations of the business.
Collaborated with fair-trade co-ops employing 20 artisans in Ethiopia and India to create garments, using only natural and
environmentally sustainable materials, such as vegetable and natural dyes, organic cotton and silk fabrics.
Partnered with local nonprofits in India & Ethiopia to provide education and school supplies to 1K+ girls using proceeds from sales.
Financial Analyst
WARBURG PINCUS, Portfolio Analysis Group
New York, NY
02.2014 - 03.2016
Evaluated current and historical portfolio company information, reviewed and assessed quarterly portfolio company valuations and
completed annual portfolio regulatory reporting; oversaw 130+ portfolio companies across 8 private equity funds.
Analyzed how investments perform against projections and the impact of exit strategies over projected periods.
Led team to develop a Portfolio Data Management Platform used by 200+ deal professionals in the firm.
Senior Auditor
ERNST AND YOUNG, Financial Services Office
New York, NY
09.2011 - 02.2014
Audited 200+ hedge funds specialized in quantitative investment strategies with product exposure in long/short equities, options,
futures, and bonds; industry exposure includes domestic and offshore hedge funds; consistently rated top 10% of peer group.
Elected to participate in a highly selective 6-month rotation in EY’s Structured Finance Advisory Services Practice; engaged by
various banks and govt.
Sponsored entities for the pre-issuance third party review of various asset-classes of structured products.
Education
MBA - Analytical Finance, Finance
THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS
09.2016 - 06.2018
B.S - Accounting and Information Systems
VIRGINIA POLYTECHNIC INSTITUTE & STATE UNIVERSITY
08.2007 - 05.2011
Skills
Due diligenceundefined
Certification
CPA
Interests
Interior Design
Timeline
Associate
EVERCORE, M&A
04.2017 - 01.2018
MBA - Analytical Finance, Finance
THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS