Moorestown, New Jersey, United States
Learner. Helper. Skilled in Financial Analysis, Valuation, Mergers & Acquisitions, Structured Finance, Project Finance, Corporate Development, Operations & Project Management, Software Implementation, Data Migration, Strategic Planning, Industry Analysis & Research, Start-Ups & New Ventures, Complex Problem Solving, and Situational Leadership.
• Led negotiations for the acquisition of a national ESCO, resulting in an unsuccessful transaction. • Developed a commercial real estate strategy leading to a project pipeline exceeding $100m. • Raised capital totaling approximately $75m to support the acquisition and fund growth.
• Led deal origination and financial analysis for M&A transactions, resulting in successful valuation and principal negotiation. • Conducted due diligence and led transaction leads, ensuring smooth deal structures and capital formation. • Implemented strategic market mapping and industry research for The Symmetrical Group in the Greater Philadelphia Area.
Led the launch of transportation brokerage business within Holt Logistics Corp, holding full P&L responsibilities, overseeing software selection, talent acquisition, business development, and operations management. • Implemented automated back-office processes and workflows, resulting in increased efficiency and cost savings. • Managed client and 3rd party integrations, contributing to the growth and success of the business unit.