Bluberi

Strategy and corporate development for leading B2B gaming technology company.

Senior Director - Strategy and Corporate Development

Accolade, Inc.

Strategy and corporate development for publicly-traded enterprise-focused (i.e. B2B) healthcare company.

Key transactional activities include coordination, diligence, and analytical support for the acquisitions of the virtual primary care business Plushcare ($450mm) and AI/ML clinical decision support platform Health Reveal (price undisclosed).

Key strategic partnership activities included i) lead diligence and coordination for new partnership with leading LGBTQ provider Folx Health, ii) relationship management/SME for wellness, health equity, and benefits administration partners, and iii) prospect strategy and customer sales order execution.

Led coordination and diligence for in-bound and outbound M&A candidates. Assisted with strategic category analysis and both in-bound and outbound partnership candidates. Provided supplemental financial diligence support for select key technology vendors. Created and produced on a recurring basis market and public peer analyses for CEO, CFO and SVP of IR.

Director - Strategy, Corporate Development, & Partnerships

Goldman Sachs

Global Industrials Group.

Provided transactional and capital markets advisory services for publicly owned clients, privately owned clients, and financial sponsors for both proposed and executed transactions. Assisted in preparation of client market and industry update materials. Participated in, and led certain, internal committee and external client calls and communications. Managed teams and processes in support of senior bankers.

Investment Banking Associate

Global Industrials Group. Provided transaction and capital markets advisory services.

Investment Banking Summer Associate

Fund Evaluation Group, LLC

Authored manager recommendation report and presented recommendation to Investment Policy Committee.  Assisted research staff in preparing monthly and quarterly research reports.  Researched and summarized academic literature on factor allocations, smart beta, and active share strategies for equity team presentation.

Global Equity Research Intern (Pre-MBA Summer Internship)

City of Cincinnati

Major Projects Division:  Negotiated, analyzed, and structured City participation and support for large scale real estate and infrastructure projects in the urban core (downtown and Over-the-Rhine neighborhood).  Advised on tax credit structures.  Reviewed analyst work product.  Presented recommendations to Department senior staff, City Manager's office, and City Council.

Awarded Departmental "Rookie of the Year" as most outstanding first year employee.  Selected by City Manager for National Forum for Black Public Administrator's Executive Leadership Institute (8 month leadership and policy development program with senior managers from state/local government throughout the country).

Senior Development Analyst

Kingsley + Company

Advised company owner on land use, planning, acquisition/disposition, and commercial real estate financing decisions including both debt and equity syndication and structuring.  Focused on residential and commercial mixed-use.  Assisted with financial analysis and due diligence for new projects.

In-House Counsel

Taft Stettinius & Hollister LLP

Assisted in draft and revision of purchase agreements, offering prospectuses (public and private), and client memos.  Managed due diligence requests/deliveries, data room maintenance, required filings, deal closings, and revision/review of transactional documents among opposing counsel, client management, and client analysts.  Prepared and revised Securities Act, Exchange Act and Advisor Act reports and filings (including filings of Forms S-1, S-3, S-4, 10-K, 10-Q, 8-K,D, ADV, and Schedules 13D, 13G, 13E-3, 14A, and 14C)

Associate - Business and Finance

US Securities and Exchange Commission

Division of Corporate Finance--Office of Mergers and Acquisitions.  Assisted in the review and comment of transactions submitted for office review (primarily going-private transactions, tender offers, and proxy solicitations).

Legal Extern

U.S. Department of the Treasury

Office of the General Counsel. Assisted in the review and analysis of legal matters before the United States Treasury Department including matters directly affecting the Secretary of the Treasury.

Licensed attorney:  State of Ohio and State of New York (each by examination; inactive). Columbia Business School Value Investing Program graduate. Former Graham and Doddsville Newsletter Editor.

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