Professional Experience
Sterling Rhodes & Co.New York, NY
Vice President, Investment Banking, Industrials Group2022 – Present
- Execute M&A and capital markets transactions for industrial and infrastructure clients; 11 closed deals totaling $6.4bn since promotion
- Led day-to-day execution of a $1.8bn sell-side mandate for a packaging company, including management of a 6-person deal team and 40+ buyer outreach
- Directed valuation work (DCF, LBO, comparables) underlying 3 fairness opinions delivered to public boards
- Staffed on 9 analysts and associates; ran the group's modeling training for 2 incoming classes
Sterling Rhodes & Co.New York, NY
Associate, then Senior Associate, Industrials Group2018 – 2022
- Built operating models and merger models for 20+ live engagements across machinery and transport
- Ranked top of associate class in both review years eligible
Crane Advisory PartnersChicago, IL
Analyst, Restructuring2015 – 2018
- Supported 6 chapter 11 and out-of-court processes; maintained 13-week cash flow models reviewed weekly by creditors
Education
Columbia Business School, M.B.A., Finance and Economics2018
University of Virginia, B.S. Commerce, concentration in Finance; GPA 3.82015
Additional
Licenses: Series 79, Series 63; CFA charterholder (2020)
Technical: Financial modeling (LBO, DCF, merger), Capital IQ, FactSet, Bloomberg
Languages: English (native), German (professional working)
Interests: Marathon running (3:04 PR), chess (USCF 1850), volunteer tax preparation (VITA, 6 seasons)