Apr 2021 – Present · 5 yrs

Dec 2020 – Present · 5 yrs 4 mos

Nov 2020 – Jan 2025 · 4 yrs 2 mos · San Francisco, CA

Jul 2019 – Oct 2020 · 1 yr 3 mos

Aug 2017 – Jun 2019 · 1 yr 10 mos

Aug 2015 – Aug 2017 · 2 yrs · San Francisco, CA

Feb 2013 – Aug 2015 · 2 yrs 6 mos · San Francisco, CA

Oct 2010 – Jun 2012 · 1 yr 8 mos · San Francisco, CA

• Investment Banking Division
• Healthcare
• Performed quantitative analysis, financial modeling, and strategic planning around 4 M&A transactions and 8 public market financings representing $33bn in aggregate value
• Worked extensively with clients’ senior management, finance, corporate and business development teams
• Drafted, edited, and organized offering memoranda, management and investor presentations, and client pitches
• Participated in roadshow presentations and other client meetings with potential investors, management, and senior bankers
• Valuation and modeling experience included discounted cash flow, leveraged buyout, merger consequences, IPO valuation, comparable company, precedent transactions, and premiums paid analyses
• Selected Transaction Experience:
• Lead advisor to Amylin Pharmaceuticals in its $7bn sale to Bristol-Myers Squibb Company
• Joint Dealer Manager for $5bn self tender offer for Amgen
• Sole advisor to Amylin Pharmaceuticals in its $1.6bn acquisition of worldwide rights to exenatide from Eli Lilly
• Buy-side M&A advisory representing competing party for $11bn acquisition of Pharmasset by Gilead
• Initial public offering of Clovis Oncology
• Public market financings for Amgen, Amylin, Clovis, Corcept, Gilead, Medivation, and Vical

Jul 2009 – Sep 2010 · 1 yr 2 mos · San Francisco, CA

• Investment Banking Division
• Consumer / Retail
• Performed quantitative analysis and financial modeling for clients in the scope of M&A and capital markets transactions
• Managed various aspects of sell-side M&A process, including negotiation and execution of confidentiality agreements, distribution of offering memoranda, population of data room and coordination of diligence requests between CFO and buyers
• Researched and analyzed market trends, competitive positioning, and industry themes within apparel, retail, consumer products, restaurants, and food & beverage industries
• Identified and profiled acquisition targets and potential acquirors based on financial metrics, product portfolio and strategy
• Prepared case study of apparel companies which successfully transitioned from wholesale to multi-channel lifestyle brands; case study included True Religion, 7 for all Mankind, American Apparel, Juicy Couture, Lucky Brand, and Kate Spade
• Selected Transaction Experience:
• Sole advisor to Bubba Gump Shrimp Co. Restaurants in its $113mm sale to Landry’s Restaurants
• Sole advisor to Claim Jumper Restaurants in its $77mm sale to Landry’s Restaurants through a Section 363 asset sale
• Initial public offering of Vitamin Shoppe
• Public market financings for Vitamin Shoppe and Nebraska Book Company

Jun 2008 – Aug 2008 · 2 mos · San Francisco, CA

• Investment Banking Division
• Consumer / Retail