Management Vice President

Professional Experience

May **** - Present KPMG Corporate Finance, LLC

Irvine, CA

Vice President - Special Situations Investment Banking Group

. Recruited by prior managing director and director to join KPMG's special

situations investment banking group.

. Advise clients across all industries on both buy-side and sell-side M&A

transactions, including acquisition target identification, sale

processes, restructurings and other strategic initiatives with the goal

of maximizing shareholder value.

. Market complex transaction opportunities to a portfolio of over 300

capital sources, including private equity, hedge funds, senior lenders

and debt funds domestically and internationally.

. Evaluate liquidity options and serve as an intermediary for institutions

seeking to dispose of and/or acquire assets.

. Manage and execute lease restructurings for a broad range of distressed

clients seeking liquidity.

. Prepare competitive intelligence assessments and financial benchmarking

on behalf of the client to identify and evaluate potential growth

opportunities.

. Daily activities include analyzing and synthesizing disparate

information, managing client communication, evaluating potential

transaction opportunities, presenting available financing alternatives to

clients, valuation and financial modeling, writing confidential

information memorandums, conducting due diligence, and participating in

contract negotiations (NDAs, term sheets, asset and stock purchase

agreements).

October 2005 - May 2007 BDO Capital Advisors, LLC

Costa Mesa, CA

Analyst - Investment Banking

. Developed pitchbooks for potential engagements and actively participated

in pitches with prospective clients.

. Researched and wrote critical transaction materials for M&A and corporate

finance assignments, including confidential information memorandums

(CIM), management presentations, and financial models (DCF, cash flow,

historical and projected income statements and balance sheets).

. Identified investor universes of strategic and financial buyers and

marketed transaction opportunities to prospective international

transaction sources.

August 2004 - October 2005 B Wilson Partners, LLC

Irvine, CA Graduate Analyst

Program

. Conducted due diligence on a company's market, financial and operational

health to uncover any risks, issues, and opportunities to assess the

relative profitability of a venture.

. Utilized financial modeling techniques to assist senior level management

in strategic options valuation projects.

. Wrote comprehensive reports that include a detailed business and market

overview, as well as actionable client specific recommendations.

Education

May 2006 Chapman University

Orange, CA

. Master of Business Administration - Finance

. Honors - Dean's List

May 2002 University of Colorado

Boulder,

CO

. Bachelor of Arts in Communication

. Dean's list 2000 -2002

. Member of the University of Colorado Freestyle Ski Team

Other

. Series 79, 7 & 63 licensed.

. Experience with online research and analysis tools including: Capital IQ,

Thomson Research, Onesource and Pacer.

. Traveled extensively throughout Europe, Asia, Australia and New Zealand.

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