Corporate associate with four years on middle-market M&A and venture financings, admitted in New York since 2023. Ran the buy-side workstream on a $410M carve-out that signed and closed in eleven weeks, and wrote the transaction insurance playbook the group now runs every deal through.
Mergers and acquisitions group. Middle-market private equity buyers, corporate carve-outs and growth financings.
Ran buy-side diligence on a $410M industrials carve-out, surfacing a $6.2M change-of-control exposure that became a purchase-price adjustment in the buyer’s favor.
Drafted and negotiated nine purchase agreements averaging $85M in value; eight signed inside the client’s target window and none reopened after closing.
Wrote the group’s representation and warranty insurance playbook after six RWI-backed deals, cutting the broker-to-bind cycle from 23 days to 9.
Trains four first-year associates on disclosure schedules; corrections caught at signing fell from about 30 per deal to fewer than 8.
Corporate Associate, Delmar & Frost LLP · September 2022 – April 2024
Closed 17 Series A and Series B financings totaling
90M, drafting the full document suite from term sheet through stock purchase agreement.
Cleaned up capitalization tables for nine portfolio companies ahead of exit diligence, resolving 140 unsigned option grants that had stalled two term sheets.
Wrote the onboarding memo on closing mechanics now issued to every incoming corporate associate at the firm.
Investment Analyst, Sutherland Reach Capital · July 2017 – June 2019
Modeled 22 leveraged buyouts for a $900M middle-market fund, three of which the investment committee took to a letter of intent.
Rebuilt the quarterly portfolio reporting pack, cutting preparation from nine days to two.
Education
J.D. Law · Fordham University School of Law · August 2019 – May 2022
B.A. Economics · Boston College · August 2013 – May 2017
