Selected Work
Selected transactions and engagements across principal investing, private equity, venture capital, and advisory.

Principal Investing

  • San Diego FC (MLS): minority investment, diligence through close

  • ColorCreative: growth investment from HarbourView Equity Partners

  • Ares Management: originated holdco-level capital partnership process for family office

  • WNBA, NWSL, and emerging leagues: team and league investment evaluations for family office

  • Digital media platform: buy-side majority control acquisition diligence

  • Real estate acquisition: led diligence, recommended pass on valuation

  • HOORAE digital : incubation and evaluation of new launch

  • HOORAE portfolio: KPI and reporting infrastructure across eight businesses

Private Equity

  • Spire Academy: control acquisition, buy-side diligence and modeling that led to close

  • LMM buyout firm: deal evaluation, advanced select targets to LOI

  • Lionchase Holdings: buyout modeling and analysis, technology and industrials

  • Independent sponsors: SBA-backed acquisitions, car wash and commercial cleaning

Venture Capital

  • Valor Ventures: two closed seed investments, Vital4 and Goodfynd

  • Southeast venture research: capital efficiency across 200+ startups

Advisory

  • Palm Beach Royals (MLP): direct investment for a principal client, diligence through close

  • Fourth-division soccer club: sell-side process and valuation analysis

  • A-Frame Brands: modeling and structuring for Kinlo (Naomi Osaka) and Proudly (Dwyane Wade, Gabrielle Union)

  • Financial Times: U.S. expansion strategy, revenue models, two partnerships closed