Selected Work
A selection of work and transactions I’ve completed.
Family Office
Led principal-backed investments across private equity, venture capital, sports, and real estate; supported portfolio growth across eight operating divisions
MLS San Diego FC Investment - minority investment diligence and execution
$200M digital-media acquisition diligence on behalf of family-office investors
ColorCreative - $10M Strategic Investment by HarbourView Equity Partners
Assessed investments across growth equity and M&A in in technology and media
$100M platform fundraise with top private equity partner
Private Equity
Analyst experience at lower middle-market buyout firm focused on business services and real estate
Completed $25M sports academy deal as part of firm’s growth-equity mandate
Advised lower middle-market buyout firm focused on technology and business services, evaluated and advanced select deals to LOI
Venture Capital
Investment associate at early-stage venture firm focused on AI, software, fintech investments
Closed two seed investments; an AI risk data investment and a Saas platform, the venture capital firm led both rounds
Built an early-stage investment platform for leading sports agency, leading sourcing, diligence, and execution on media, consumer, and sports deals
Advisory
Transaction and strategic advisory for family offices, founders, and executives
Naomi Osaka Kinlo incubation, Dwayne Wade & Gabrielle Union Proudly incubation
Financial Times - Growth Strategy Advisement