Professional Summary
Experienced professional with a proven track record in statistical analysis, mergers & acquisitions, financial analysis, and software development. Expert in statistical modeling, non-linear regression techniques, causal inference, and proficient in machine learning. Skilled in C++, Java, Python, and R. Adept at strategic planning, due diligence, and project management. Excel at managing complex negotiations and fostering strong client relationships to achieve successful outcomes. Versatile analyst and builder of products and businesses with strong leadership and mentoring capabilities.
Work History
Founder, Sell-Side Advisor & Product Developer
Sax Capital Partners – Seattle, WA
February 2018 – August 2023
- Represented business owners as their trusted advisor, managing the entire sales process — from pricing and marketing to negotiating with buyers — to secure optimal valuations and successful acquisitions.
- Developed proprietary valuation models to deliver cost-effective, trust-building services for potential sellers, fostering relationships and paving the way for future sell-side representation.
- Managed negotiations in 10+ M&A transactions, devising innovative deal structures, such as earn-out clauses, to address buyer concerns and close transactions smoothly.
- Implemented strategic networking initiatives, driving high-quality lead generation and enhancing the firm’s business development efforts.
- Mentored junior analysts, empowering them to independently handle client interactions, valuation reports, and negotiations.
- Applied statistical modeling and data visualization to valuation reports, providing actionable insights and enhancing client decision-making.
- Collaborated with partners to set business strategy, align goals, and drive the company’s growth from a startup to a boutique firm.
Lead Software Developer
Ponchartrain Technology Partners – New Orleans, LA
August 2012 – January 2018
- Led the full-stack development of a custom CRM system for a medium-large accounting firm, integrating advanced features to enhance user experience and optimize workflows.
- Managed a team of outsourced programmers, maximizing efficiency and profit margins by allocating low-cost resources to high-impact tasks, while maintaining high-quality deliverables.
- Engaged clients throughout the development process, incorporating feedback at every stage to ensure the final product met their needs and expectations.
- Facilitated communication between technical teams and non-technical stakeholders, ensuring alignment on project goals and successful project execution.
- Designed both the graphical user interface (GUI) and backend architecture, optimizing the CRM’s performance and usability.
- Developed training and support materials to assist client teams in adopting new technology, addressing resistance, and facilitating smoother transitions.
- Led all software projects from design to delivery, ensuring adherence to timelines and high-quality standards while fostering a collaborative team environment.
Instructor & IT Consultant
Bard College - Bard Prison Initiative – Annandale-on-Hudson, NY
September 2011 – July 2012
- Worked closely with students to fortify their understanding of syntax, troubleshoot programming assignments, and build analytical skills, enhancing their technical proficiency.
- Led advanced students as a project manager in an independent study to develop an educational app for Android, fostering teamwork and practical application of programming skills.
- Assisted in deploying a secure, Linux-based multi-terminal computer system, optimizing the use of limited computer resources and improving IT infrastructure.