Our Team

Advised on closed SPAC transactions with $20+ billion in negotiated value since September 2020

Additionally, worked on and oversaw transactions with an excess of $150 billion in value across PIPEs, corporate separations and other mergers & acquisitions

Prior to being the Head of SPAC M&A, led the separations practice for Bank of America focusing on complex corporate transactions, such as spin-offs (including one of the top 5 largest spin-offs in corporate history), split-offs, reverse morris trusts, carve-out IPOs and structured private capital raises

Prior to the merger with Bank of America, worked at Merrill Lynch in the Corporate Finance group focusing on complex corporate transactions as well as structured investments held on the bank’s balance sheet in partnership with Merrill Lynch’s Global Principal Investment group

Previously worked in HSBC’s Healthcare Investment Banking Group and in Wells Fargo Securities’ M&A group

On the Board of Directors for New York Cares

BS in Business Administration, and MS in International Commerce & Finance, Magna cum laude, from Georgetown University in 2003

Acted in an advisory or placement agent role for transactions including Zapp’s combination with CIIG II, Rodgers Silicon Valley’s combination with Enovix, Alpha Healthcare’s combination with Humacyte, Switchback’s combination with ChargePoint, and Roth CH’s combination with PureCycle

Previously Head of Equity Research Sales at Oppenheimer for five years

Before joining Oppenheimer, spent three years at CIBC World Markets, working in a special situations client-coverage group focused on strategies including merger-arbitrage, ADR-arbitrage, and closed-end fund arbitrage

Prior to CIBC World Markets, worked at PaineWebber

Bachelor of Science with a dual major in finance and marketing from the Leonard N. Stern School of Business at New York University (2000)

MBA with a dual focus in Financial Markets and Management from the Stern School at New York University (2010)

Completed three New York City Marathons (2017, 2018, 2019) as a member of Fred’s Team to raise money for Memorial Sloan-Kettering Cancer Center

Prior to Bank of America, worked at Deutsche Bank since 2010 covering clients across semiconductor, communications, networking and cleantech sectors

Started banking career in 2009 at Guggenheim Securities in its Consumer & Retail investment banking division

Has led execution on over 65 transactions totaling over $80 billion in transaction value across all product areas, including equity offerings, debt issuances, SPAC mergers and other M&A advisory, over the banking career

Prior to banking, was Senior Financial Analyst at Taco Bell, a division of Yum! Brands

Prior to finance, spent almost 12 years in various engineering roles at Rockwell Semiconductor Systems, Texas Instruments and several other technology firms, working on the design and development of semiconductor processor chips

Holds four patents in the areas of design and development

MBA with Honors in Finance from the UCLA Anderson School of Management

MS with Honors in Electrical Engineering from the University of Pittsburgh

Bachelor of Engineering with Honors in Instrumentation from BITS, Pilani, India

Advised on several SPAC mergers, including the sale of Zapp to CIIG II, sale of Spire Global to NavSight, acquisition of Lucid by Churchill IV, sale of Xos to NextGen, acquisition of EVgo by Climate Change Crisis I, sale of Proterra to ArcLight, sale of Lightning eMotors to GigCapital3, sale of ChargePoint to Switchback, sale of Canoo to Hennessy IV, and sale of Velodyne Lidar to Graf Industrial

Advised on several M&A transactions, including acquisition of Mulesoft and Tableau by Salesforce, among others

Advised on several equity transactions, including Lucid Motor’s Convertible Note, ChargePoint’s Follow-on, Alteryx’s Convertible Note, Avalara’s Follow-on, Cardlytics’ IPO, Skylark’s IPO, and Japan Airline’s IPO

BS in Business Administration from University of Southern California in 2011