
Transaction Advisory Senior Manager with extensive experience leading buy-side financial due diligence engagements for private equity and strategic acquirers. Managed transactions ranging from $5M to $1.5B, delivering Quality of Earnings (QoE), working capital, and deal-critical analysis across project-based, industrial, and technology-enabled businesses. Big 4 audit foundation supporting Fortune 500 companies.
• Lead buy‑side and sell-side financial due diligence engagements for private equity and strategic acquirers across middle‑market transactions, ranging from $10M to $1.5B.
• Oversee Quality of Earnings (QoE), Net Working Capital (NWC), and Net Debt analyses, identifying deal‑relevant risks and EBITDA normalization adjustments.
• Manage diligence workstreams across multiple concurrent transactions under accelerated deal timelines.
• Serve as senior point of contact for clients, investment teams, and management throughout the diligence process.
• Industry experience includes technology / SaaS, residential services, retail, distribution, boutique fitness, among others.
• Supported Fortune 500 company audits, with a focus on financial statement analysis, internal controls, and substantive testing
• Assisted in planning and execution of complex audits in accordance with U.S. GAAP and PCAOB standards
• Collaborated with client accounting and finance teams to resolve technical accounting and reporting matters