Forward-thinking Senior Manager adept at managing teams of [Number] employees with [Number] direct reports to accomplish challenging objectives. Imparts clear vision to guide cohesive, high-performing teams.
Overview
10
10
years of professional experience
Work History
Corporate Development, Senior Manager – M&A and Investments
PagerDuty (NYSE: PD)
04.2022 - Current
Develop inorganic roadmap with executive leadership and product teams by identifying and assessing strategic opportunities across various markets that increase TAM, expand buyer reach, and deepen customer wallet share
Conduct extensive market analysis across IT Operations, developer tools, AI & LLMs, security, and data segments with cross-functional team collaboration to develop buy vs. build vs. partner vs. invest decisions
Cultivate and execute M&A and investment pipeline by leading diligence initiatives, building financial models and valuation analyses, supporting LOI and merger agreement negotiations, and managing integration activities
Management Consultant – Corporate Development and M&A Due Diligence Advisory
L.E.K. Consulting
07.2021 - 04.2022
Identified and prioritized inorganic and organic growth opportunities by assessing the client’s current and adjacent end-market value drivers, competitive landscape, customer dynamics, and actionable M&A targets
Managed extensive market and M&A target due diligence initiatives including developing detailed market TAM forecast models, interviewing industry executives, and leading financial due diligence for select targets
Defined strategic frameworks to build and prioritize M&A pipelines based on strategic fit, competitive positioning, potential synergies, and pro-forma financial impact under various business scenarios
Corporate Development & Strategy Manager, MBA Intern
LinkedIn
06.2020 - 08.2020
Developed strategic priorities by assessing digital marketing, SaaS sales, and virtual learning competitive landscapes to analyze and recommend buy vs. build vs. partner opportunities for each LOB
Coordinated a cross-functional team across business operations, sales, product, and R&D to develop investment thesis and get approval from executive team and Microsoft to pursue a digital marketing M&A target
Private Equity Associate – Investment / M&A Team
RFE Investment Partners
07.2017 - 06.2019
Executed 6 acquisitions by conducting diligence to formulate complex financial models and returns analyses used to evaluate target companies’ performance under various economic scenarios and deal structures
Directed all aspects of deal process by leading meetings with potential deals, presenting to investment committee, securing lenders, negotiating purchase agreements, and onboarding new executive team hires
Developed corporate strategy with portfolio companies’ CEOs and CFOs through use of financial analysis, competitive industry analysis, acquisition pipeline development, and operational improvement feasibility
Ranked as #1 analyst in class and served as lead technology, healthcare, and cross-border analyst
Completed 10 transactions at $2.5 billion as lead analyst including 5 full sell-side processes, 2 divestitures, 1 minority recapitalization, 2 buyside acquisitions, and buyside growth strategies for 4 public companies
Education
Master of Business Administration -
University of California, Berkeley, Haas School of Business
05.2021
Bachelor of Arts - Economics & Mathematics
Yale University
New Haven, CT
05.2015
Skills
Troubleshooting and problem resolution
Strategic planning
Data analytics
Cross-functional team coordination
Timeline
Corporate Development, Senior Manager – M&A and Investments
PagerDuty (NYSE: PD)
04.2022 - Current
Management Consultant – Corporate Development and M&A Due Diligence Advisory
L.E.K. Consulting
07.2021 - 04.2022
Corporate Development & Strategy Manager, MBA Intern
Corporate Development Senior Associate: Strategy, Investments and M&A at BitfarmsCorporate Development Senior Associate: Strategy, Investments and M&A at Bitfarms