Pittsburgh, Pennsylvania, United States
I help companies unlock trapped value through strategic divestitures, portfolio rationalization, and capital optimization. With over a decade of global experience in aerospace, defense, and industrials, I’ve led $1B+ in successful exits—often in challenging environments and without investment bank support. I bring a unique blend of corporate development and treasury leadership, enabling me to structure, fund, and execute transactions that align with long-term strategic and financial goals. My work spans North America, South America, Europe, and Asia, partnering with boards, CEOs, and private equity owners to streamline portfolios and accelerate transformation. Highlights: *Led end-to-end global divestitures across Brazil, France, Korea, UK, and the U.S. *Managed $700M+ in capital markets transactions and improved Moody’s credit rating from Ba3 to Ba1; S&P improved BB+ to BBB- *Played a lead role in the Alcoa and Arconic spin-offs, activist defense, and corporate restructuring *Monetized $100M+ in underutilized real estate, including environmentally complex assets I thrive in dynamic environments—spin-offs, take-privates, activist defense, and capital restructuring—and work comfortably across strategy, finance, legal, and operations. MBA from The Wharton School, B.A. from Amherst College. Passionate about helping companies focus on where they win.
Lead strategic transactions and investment initiatives post-acquisition by Apollo Global Management Drive global divestitures and M&A activities across aerospace and industrial markets Manage value creation initiatives across business units, including cost reduction and asset monetization Partner with executive leadership and Apollo on capital deployment and portfolio optimization
Lead capital market actions, oversee investments for defined benefit and contribution plans, and real estate portfolio. Executed ~$2B+ in capital actions saving $80M+ annual interest and supported Arconic stand-alone capital structure. Monetized Real Estate: led sales for ~$100M in real estate assets, including HQ and environmentally difficult property. Streamlined High-Touch Processes: Outsourced day-to-day pension investment oversight, reducing annual fees ~10 bps. Oversaw combination and streamlining of A/R securitization, reducing fees and weekly administration time. Improved Credit Ratings: oversee rating agency relationships, including Ba3 to Ba1 improvement with Moody’s.
Provided corporate oversight of Engines and Structures segment forecasting; oversaw revenue by market and aerospace build rate internal forecasts.
Experience includes capital allocation analysis, debt issuance, tender offers, and covenant renegotiation. Additionally, ran internal rating agency model for S&P, Moody’s, and Fitch, and agency meetings.
*Worked directly with Managing Director of Corporate Development *Provided updates on ongoing potential transactions to CEO and CFO *Coordinated due diligence for $67.5 million sale of Mt. Holly smelter to Century Aluminum
Investment holding company founded in 2012 by 20-year head of AEA Investors *Sole associate supporting partners in New York. Focused on creating evergreen private equity fund, with ability to reinvest cash flows *Provided lead analysis resulting in indicative offer for multinational industrials firm. Worked closely and supported partners, an investment office of prominent US industrial family. *Selected to be integral part of Graham Partners led acquisition of Henry Company, including sourcing investment, providing advisory work, and fundraising for co-investment