Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Bachelors of Science
Bachelor of Science
Lists including Rob
Work Experience
2022
VP, Finance & Strategy
2023
Advisor & Consultant
2022 - 2023
Consulted on finance and business development prior to joining full-time.
2017 - 2022
Director, Corporate Development
2017 - 2022
Multiple roles at leading wellness software, marketplace, and financial services providers, with the majority of tenure spent in corporate development. My 5+ years started at VC-backed Booker in 2017, which we sold and integrated into Mindbody (formerly NASDAQ: MB) in 2018. Following Mindbody being taken private by Vista Equity in 2019, I spearheaded 5 tuck-in transactions to accelerate product features/functionality before contributing to the 2021 acquisition of ClassPass alongside a new $500M investment in the combined company.
2013 - 2016
Associate
2013 - 2016
Sourced, executed and supported growth equity investments in software and technology-enabled services. Investments included Clinicient (acquired by WebPT), InSite Wireless (acquired by American Tower) and Jobvite (acquired by K1 Investment Management).
2011 - 2013
Analyst
2011 - 2013
Built financial models and created marketing materials in connection with mergers, acquisitions and private placements.