Invests in
Sectors:
Locations:
Min Investment:
$1,000,000.00Max Investment:
$5,000,000.00Target Investment:
$3,000,000.00
Skills
Education
Lists including Josh
Work Experience
2013
Director, Liberty Mutual Strategic Ventures
2015
Founding member of Liberty Mutual Strategic Ventures, the corporate venture capital arm of Liberty Mutual. We look to partner with early-stage startups who are reshaping the (re)insurance landscape and creating value for our policyholders. Visit LMSV.vc for more information. Promoted to Director in November 2021 Promoted to Principal in April 2018 Promoted to Associate in April 2016 Hired as a Lead Analyst in June 2015
Corporate Development Associate, M&A
2015 - 2018
Oversaw a cross-functional effort to define and formalize Liberty’s U.S. insurance M&A strategy. Developed analytical frameworks to uniformly evaluate potential acquisition opportunities Evaluated and prioritized M&A targets based on quantitative and qualitative considerations. Presented recommendations for inorganic growth opportunities to senior leaders. Organized cross-functional due diligence process for active M&A targets. Constructed financial models and valuation assessments based on fundamental analysis, market research, and business feedback. Promoted to Associate in April 2016
Lead Financial Analyst, Strategic Insights
2013 - 2015
Constructed detailed competitor and market overviews by analyzing statutory insurance filings and other public disclosures and performed analysis to create actionable insights and inform decision-making. Evaluated opportunities to enter new lines of business, products, or other strategic opportunities. Presented recommendations and rationale to senior executives. Led the cross-functional development of board meeting, regulator, rating agency presentations as well as other high-priority deliverables for senior executives. Promoted from Senior Analyst to Lead Analyst in September 2014
2011 - 2013
Senior Commercial Auditor
2011 - 2013
Certified Public Accountant
2010 - 2010
Commercial Assurance Intern
2010 - 2010
2009 - 2009
Intern
2009 - 2009