Invests in
Sectors:
Locations:
Min Investment:
$1,500,000.00Max Investment:
$3,000,000.00Target Investment:
$2,000,000.00
Skills
Education
Lists including Nick
Investments
Work Experience
2025
Director of FP&A
2025
2023 - 2025
Vice President
2024 - 2025
Investing in late seed/series A B2B software businesses Transactions: - Series A lead of Sailes, AI-enabled sales prospecting platform to supercharge Business Development Reps - Series A lead of Occuspace, provider of real-time data solutions for space utilization monitoring - Board Observer for Sailes and Dalia, an HR Tech business that we led the Series A in 2023
Senior Associate
2023 - 2024
2023 - 2025
Board Observer
2023 - 2025
2023 - 2025
Board Observer
2023 - 2025
2021 - 2023
Investment Banking Associate
2021 - 2023
Tech M&A Transactions: - Continuation Fund with Thompson Street Capital Partners and AlpInvest to acquire BCM One and Revenue Management Solutions. Combined enterprise value of $1.2 billion - Buy-side advisor for L Catterton in their $1 billion purchase of leading technology provider of Ignition Interlock Devices - Sell-side advisor for digital signage SaaS business valued at $1.3 billion - IPO/SPAC advisor for a restaurant labor productivity platform valued at $625mm - $130mm capital raise for a conversational AI software business - Sell-side advisor for a RestaurantTech marketplace business Managed teams of 3-6
2020 - 2021
Investment Banking Associate
2020 - 2021
Tech M&A Transactions: - Sell-side advisor for an AutoTech SaaS company - Sell-side advisor for high-growth D2C sleepwear company - Buy-side advisor for Trusted Media Brand's (formerly Reader's Digest) on their acquisition of Jukin Media - Buy-side advisor for Outside Media's acquisitions of AthleteReg, Peloton Magazine, and Cairn (simultaneous closing) - Buy-side advisor for Force Marketing's acquisition of Gulf States Marketing. Closed deal in 46 days from Discovery to Close Managed teams of 3-5
2013 - 2020
Director, Deal Advisory and Strategy
2020 - 2020
- Sell-side and buy-side deal advisory (Quality of Earnings, Net Working Capital, Net Debt analyses) for 30 transactions in the software space (mostly large, PE-backed SaaS companies) - Managed teams of 3-6
Manager, Deal Advisory and Strategy
2018 - 2020
Senior Associate, Deal Advisory and Strategy
2017 - 2018
Audit Senior Associate
2015 - 2017
Audit Associate
2013 - 2015
Audit Associate Intern
2013 - 2013
2010 - 2010
Finance Intern
2010 - 2010
MEGA provides enterprise governance software to address challenges posed by regulation and compliance, IT complexity, and business transformation.