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Work experience

Feb 2009Present

Technology Finance Manager

Dec 2007Feb 2009

Manager, M&A

Rationalize market and corporate opportunities with corporate strategy, investment priorities, and internal initiatives. Drive all aspects of deal process and manage matrix team members from internal departments and outside firms.

  • Managed multiple international sell-side transactions and multiple acquisition opportunities
  • Responsible for managing the sale of a hotel consolidator based in the UK distributing $200M in total product with revenue of $30M
  • Independently managed the sale of a UK corporate hotel agency responsible for $30M+ in annual spend
  • Manage the process of acquiring and divesting assets and responsible for negotiating all deal terms
  • Develop financial models for the business to evaluate all options available
  • Present senior management and board with acquisition and divestiture analysis
Sep 2007Dec 2007

Manager, M&A

Managed the sale or exit of 13 businesses/brands responsible for selling $85M in flight, hotel, car, and holiday packages

  • Simultaneously negotiated the sale of two online consumer brands and a B2B business
  • Managed a cross-functional team to exit 10 brands
Oct 2006Sep 2007

Sr. Analyst, M&A

Identify, evaluate, and value businesses for acquisition, investment, or divestment. Work extensively with senior management, both internal and with target companies, with cross functional teams leading diligence, with strategy team and business unit management to identify opportunities, and with investment banks. Heavily involved in the $5B sale of Sabre holdings to private equity firms TPG and Silver Lake Partners.

  • Managed process and negotiations leading to the acquisition of E-Site Marketing LLC, the premier internet marketing company specializing in online business solutions for the hospitality industry
  • Managed due diligence and provided general deal support for the $5 B sale of Sabre Holdings to private equity firms
  • Evaluated acquisition and investment opportunities for online consumer, wholesale, and software businesses in North America and Europe
    • Estimated market size, growth, industry trends, competitive pressures; evaluated target company management team and technology capabilities; analyzed fit of opportunity with corporate strategy
    • Identified key revenue and cost drivers to build detailed valuation models and sensitivity analyses
Sep 2005Oct 2006

Principal, Treasury

Managed overseas cash, exposure to Chevron Phillips largest customers, and worked on refinancing a large Qatari petrochemical project. Acted as advisor to the company’s Investment Committee. 

  • Responsible for the modeling of a $750 M project for purposes of refinancing existing debt and evaluating the impact of changes in interest rates
  • Managed a $1.1B review of the company’s pension plan and 401(k) leading to manager changes, asset allocation adjustments, and changes to plan fees.
  • Worked closely with an outside investment advisor and the plan trustee. Provide lease/buy analysis in support of product line and plant management
Jul 2004Aug 2005

Finance Manager, Specialty Chemicals

Financial manager for a business group with three distinct businesses and three manufacturing sites with $400 M in annual revenue, $300 M in assets, and an expense budget of $260 M. Responsible for developing and reviewing economics of new projects and divestments, financial reporting, preparing quarterly and annual reviews for senior management, business analysis, and long-range planning. Involved in business development and marketing as part of a team pursuing a market for an organically-grown technology.

  • Lead the budgeting process for a product line with a $260 M expense budget covering 350 cost centers
  • Developed an inventory reporting tool to manage $62 M in inventory leading to a 21% increase in inventory turnover
  • Planned and developed the annual and quarterly business reviews with senior executives
  • Responsible for forecasting monthly P&L and cash flow
  • Member of HQ safety committee, promoting health and safety in the workplace
Jan 2002Jul 2004

Financial Analyst, Olefins and Polyolefins

Supported three product lines with $530 M in annual revenue. Prepared long-range forecasts, monthly profit estimates, economic models, and responsible for financial reporting.

  • Maintained a high-level financial model for the product line to analyze changing business conditions or strategies
  • Provided analytical support in preparation for senior management and board meetings
  • Assisted the General Manager with development/reporting of key metrics, working capital analysis, and cost analysis
Sep 2001Jan 2002

Financial Analyst, Specialty Chemicals and Plastics

  • Responsible for the quantification and analysis of captured synergy items after the formation of a joint venture between two $3 B chemical companies
  • Performed monthly financial analysis for six product lines
Jun 2001Aug 2001

Sr. Financial Analyst

  • Performed inventory reporting, monthly inventory reconciliation, and intracorporate inventory billings
Jan 2000Jun 2001

Financial Analyst

  • Provided analytical and budgeting support to the supply chain organization
  • Performed monthly, quarterly, and annual analysis of revenue, inventory, expenses, and headcount
  • Managed and planned a $5 M annual capital budget and nearly $50 M in total capital assets
Jun 1999Aug 1999

Summer Associate

May 1998Jul 1998

Summer Intern

U.S. House of Representatives




Elective coursework in the areas of financial management and marketing 



Minor: Economics

Graduated with Cum Laude honors

M&A Transactions

Brand Rationalization


  • Associate of Hillsdale College  
  • Completed 14 marathons and ultra marathons, including two Boston marathons, two 50Ks and a 50 miler
  • Ongoing volunteer involvement at a homeless shelter in Ft. Worth, Texas
  • 4 year NCAA Cross Country and Track athlete, captain of 4 nationally ranked teams


  • Extensive dealings with C-level management presenting financial information and acquisition opportunities
  • Experience negotiating definitive agreements from the perspective of both buyer and seller
  • Skilled at managing cross-functional project teams
  • Extensive financial modeling and budgeting experience
  • Operationally focused and interested
  • Highly regarded by management and peers; consistently rated a top-performer