Merger Integration Expert Consultant

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This corporate development executive has extensive experience in M&A and strategic investment transactions working with technology (including SaaS) companies from small startups to large Fortune 500 players with more than 20 M&A and strategic investment transactions totaling over $25B.

In an in-house role with a public technology company, for value-creating consequential acquisitions, he has led and supported cross-functional M&A deal and integration teams beginning with the identification and sourcing of M&A targets required to fill capabilities gaps in the strategic plan all the way through to post-merger integration. (The integrations’ value-preservation resulted in annual cost savings of more than $360 million in COGS and more than $860 million in opex.) Interim steps include strategic rationale, LOI, diligence, valuation, negotiation of deal documentation, communications with and preparation of materials for the investment committee (composed of CEO and all direct reports). Additionally, in the in-house role, he has executed strategic investments, providing valuable market insights, and driven Board-prioritized strategic initiatives focusing on value creation and performance improvement.

As an advisor, he has worked on sell-side and buy-side engagements at two technology-focused investment banking boutiques.



  • 20+ years of experience
  • Corporate Development Executive
  • Extensive end-to-end M&A experience from targeting through integration
  • Strategic Deal Advisor
  • Technology background


Relevant Accomplishments

  • SaaS Deals
    • advised and led WD’s strategic investment in this SaaS gaming platform.
    • for the purchase of this consumer cloud company by WD, advised and managed communications with buyer’s investment committee and cross-functional diligence (including managing virtual data room).
    • advised and led WD’s strategic investment in Storage as a Service-enabler.
    • facilitated sale of this SaaS provider for regulatory compliance- mandated email archiving to leading enterprise software company.


  • Sell-Side Technology Deals
    • in-house corporate development for seller in its purchase by Western Digital. Valuation, diligence, coordinate transition services, antitrust analysis and integration services.
    • acted as advisor to seller, a provider of on-line storage and hardware products, in its purchase by Hitachi Global Storage Technologies.  Valuation, diligence, management presentations.
    • acted as advisor to parent (Semitool) in its sale to Brooks Automation; valuation, management presentations, data room management.



  • Mentor
  • Corporate Development Executive
  • Senior Manager of Corporate Development & Strategy
  • Vice President
  • Investment Banking Associate



  • JD from Georgetown University Law Center
  • BA from Georgetown UIniversity

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