Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$1,000,000.00Target Investment:
$550,000.00
Skills
Education
- IU
- CC
Lists including Michael
Work Experience
Investor
2022
Global technology growth equity.
2020 - 2022
Investment Banking Analyst
2020 - 2022
Healthcare group - experience across multiple sub-verticals (HCIT, Healthcare Services, MedTech, Life Sciences, etc.) on strategic M&A and capital markets transactions. Selected Transaction Experience: - Exclusive financial advisor to Curia on its acquisition of LakePharma (July 2021) - Financial advisor to Charlesbank on its significant investment in Symplr (July 2021) - Sole bookrunner for LAVA Medtech Acquisition Corp.'s IPO (October 2021) - Exclusive placement agent for HealthCare.com on its oversubscribed financing round (December 2021) - Exclusive financial advisor to Enquire Solutions on its sale to Rubicon Technology Partners (October 2022)
2019 - 2019
Investment Banking Summer Analyst
2019 - 2019
Healthcare group
2017 - 2018
Wealth Management Intern
2017 - 2018
Tamar Securities is a privately owned wealth management firm that specializes in growth and income oriented equity portfolios as well as municipal debt markets. Using both fundamental and technical analysis, the company follows a discipline centered around market "Super Cycles" to effectively monitor portfolios based in equities and fixed income indexes. - Managed equity portfolio centered around the thesis of the fourth industrial revolution (autonomous vehicles, AI/ML, 5G internet, AR/VR, cloud-computing, etc.) - Conducted research on equities and presented / discussed investment ideas
2017 - 2018
Co-Founder
2017 - 2018
Offered on-campus organizations an e-commerce solution for designing and manufacturing apparel.
2014 - 2016
Lifeguard
2014 - 2016
2015 - 2015
Sales Marketing Representative
2015 - 2015