Miami Beach, Florida, United States
I lead strategic acquisitions and corporate development initiatives for Daikin Applied Americas across the U.S., helping drive growth, platform expansion, and long-term capital allocation priorities in HVAC infrastructure, controls, services, energy solutions, and data center cooling technologies. I regularly partner with executive leadership on strategic investment decisions, acquisition priorities, integration planning, and long-term growth initiatives in alignment with our 5 year strategic priorities. My work sits at the intersection of strategy, M&A, and operational execution. I lead transactions and strategic initiatives across the full investment lifecycle — including acquisition sourcing, strategic evaluation, valuation, due diligence, negotiation, transaction structuring, executive approvals, and integration planning. In recent years, I have helped support Daikin’s expansion into next-generation cooling and data center infrastructure, go-to-market and lifecycle value capture through acquisitions and strategic platform development initiatives focusing on channel consolidation, controls, liquid cooling, modular infrastructure, and service capabilities. Beyond transaction execution, I focus on how acquisitions can be used to build scalable operating platforms, strengthen market density, expand technical capabilities, and accelerate long-term enterprise value creation. Prior to Daikin, I spent years in Strategy & Transactions at EY and PwC advising private equity firms and multinational strategic investors on acquisitions, divestitures, operational performance improvement, and complex cross-border transactions across the U.S., Latin America, and Europe. I bring a combination of analytical rigor, strategic thinking, and entrepreneurial problem solving to every initiative, with a leadership style centered around collaboration, accountability, and execution. Core areas of focus: • Corporate Development & M&A • Acquisition Strategy & Capital Allocation • Data Center & HVAC Infrastructure • Controls, Services & Energy Solutions • Financial & Operational Due Diligence • Integration & Value Creation • Executive & Board-Level Decision Support • Cross-Border Transactions
Lead strategic acquisitions and corporate development initiatives for Daikin Applied Americas, supporting growth strategy, platform expansion, and long-term capital allocation priorities. Responsible for leading and executing the full transaction lifecycle, including acquisition sourcing, strategic evaluation, valuation, financial and operational due diligence, transaction structuring, negotiation support, executive approvals, and integration planning. Focused on HVAC infrastructure, controls and building automation systems, service businesses, energy solutions, and next-generation data center cooling technologies. Selected contributions include: • Supported the acquisitions of DDC Solutions and Chilldyne, helping expand Daikin’s capabilities in modular data center infrastructure and liquid cooling technologies and establishing our Datacenter BU. • Supported channel and distribution platform acquisitions including Varitec Solutions and Modular Comfort Systems • Developed acquisition strategies focused on scalable tuck-in acquisitions, regional density expansion, and service/platform growth models • Lead cross-functional diligence and transaction teams across finance, operations, legal, commercial, and technical workstreams • Partner with executive leadership on strategic investment decisions, synergy evaluation, and capital allocation priorities • Built executive-level investment committee materials and strategic frameworks supporting board and global leadership decision-making
I led financial due diligence projects for private equity and major strategic investors. My area of focus was in identifying opportunities and risks to vet deal hypothesis, understanding key operational KPI trends using big data analytics software and providing strategic and quantitative input for purchase price negotiations / post-acquisition integration. I sold and managed sell and buy side projects from several million to $10 billion in purchase price in the US, Brazil, and Europe. I presented the financial and operational analysis of publicly listed and privately held acquisition targets to clients’ investment committee for decision support and to banks for obtaining debt financing including: (i) Quality of earnings (recurring EBITDA, gross margin, operating income, and free cash flow analysis), (ii) cash flow forecasts under consideration of up and downside risks, (iii) net working capital requirements and optimization strategies including trade financing, (iv) capital expenditure needs, and (v) analysis of net debt and debt like items, among others. My analysis resulted in favorable purchase price adjustments, key risk and opportunity considerations using KPI trends, realistic income statement, balance sheet and cash flow forecasts, and greater certainty in key management and integration decisions.
I started and lead the corporate finance deal team in Brazil with direct reporting line to regional CEO. I attracted and maintained major local and international clients offering a personal and comprehensive support for their acquisition activity in Brazil. My efforts were split between providing technical excellence to my clients in valuing emerging country acquisition targets and directly supervising a high performing Brazilian deal team. A particular focus of mine was on the cell tower, electricity generation / transmission / distribution, and mining industries as well as project finance, among others. I managed financial modeling for purchase price negotiations, capital allocation decisions, and performance optimization including short and long-range cash flow forecasts, comparable market multiples, and precedent transactions methodologies. I determined appropriate discount rates and identified cost savings and revenue synergy opportunities.
I led business valuation and M&A projects in the US and Brazil. In 2010, I transferred from New York to São Paulo to support growth and quality of project execution of Brazilian office. I was focused on maintaining international client relationships and managing projects for international clients investing in Brazil.
High-end swimwear fashion brand with US$ 1.2 million in annual revenue; customers included Victoria’s Secret, Saks Fifth Avenue; featured in Sports Illustrated, Vogue, and Cosmopolitan magazine. I managed product pricing, budgets, forecasts, accounting & taxes, store openings, inventory, imports / exports, and general corporate strategy.