Experience

    • Voya Financial in the establishment of its funding agreement-backed note program and issuance by Voya Global Funding, Series 2025-1, of $400 million aggregate principal amount of its 4.600% fixed rate notes due 2030.
    • GreensLedge in Raymond James’s acquisition of a majority stake in GreensLedge.
    • Tata Consultancy Services, a global leader in IT services, in the acquisition of a 100% stake in ListEngage, a leading Salesforce Summit partner.
    • Nuveen, the investment manager of TIAA, in its strategic partnership with Hunter Point Capital and Temasek.
    • Hamilton Lane as lead investor in GI Partners’ continuation vehicle for data center operator Flexential.
    • URW in its sale of retail concessions in certain terminals at New York JFK, Los Angeles LAX and Chicago ORD airports to ASUR for an enterprise value of $295 million.
    • One Rock Capital Partners in the $3.97 billion closing of two funds and related vehicles, including One Rock Capital Partners Fund IV and One Rock Emerald Fund.
    • Voya Financial in the offer and sale by Peachtree Corners Funding Trust II of $600 million in pre-capitalized trust securities redeemable May 15, 2035.
    • Bain Capital in its $825 million strategic growth investment in Lincoln Financial and its acquisition of a 9.9% stake in the company.
    • Principal Financial Group in the offer and sale by High Street Funding Trust III of $500 million in Pre-Capitalized Trust Securities Redeemable February 15, 2055.
    • American Express in its acquisition of Center, a software company modernizing expense management.
    • BTG Pactual in its acquisition of Greytown Advisors, a multifamily office located in Miami.
    • Stuffed Puffs, LLC, a portfolio company of Factory LLC, in the sale of its assets to Mount Franklins Foods.
    • Safe-Guard Products International, a Stone Point Capital portfolio company, in Hellman & Friedman’s majority investment.
    • BTG Pactual in its minority investment, alongside other investors, in Pershing Square, a newly formed limited partnership that owns 100% of Pershing Square Capital Management, in a transaction valued at $1.05 billion.
    • New York Life Investments in its minority stake in Fairview Capital, a leading venture capital and private equity investment management firm.
    • New York Life Investments in its strategic partnership with Bow River Advisers, a subsidiary of Bow River Capital.
    • Clayton, Dubilier & Rice in the formation of Clayton, Dubilier & Rice Fund XII, an approximately $26 billion fund, its largest fund to date.
    • Bain Capital in the closing of its $1.15 billion inaugural private equity fund, Bain Capital Insurance Fund, L.P.
    • Fifth Wall in the formation of its Real Estate Technology Fund III, an $866 million property technology fund aiming to invest in technologies relevant or complementary to the built environment.
    • Fifth Wall in the formation of its Early-Stage Climate Technology Fund, a $500 million venture capital fund that invests in climate change mitigation technologies aiming to decarbonize the real estate industry.
    • EIG in the establishment of a fund to purchase a portion of the upstream assets from a public oil company.
    • CPP Investments as an investor in a single-asset continuation fund established by GHO Capital Partners, created to hold existing portfolio company Validant, a leading international provider of quality, compliance and regulatory affairs consulting to Biotech, Pharma and MedTech companies.
    • Fifth Wall in the formation of its European Real Estate Technology Fund, a €140 million fund targeting investments in high-potential European startups, and potential co-investing opportunities alongside Fifth Wall’s North American Real Estate Tech funds.
    • Clayton, Dubilier & Rice in the sale of its investment in Belron, a worldwide leader in vehicle glass repair and replacement, valuing the company at €21 billion, including the formation of a new special purpose vehicle formed to continue CD&R’s partnership with Belron. The transaction was named “Secondaries Deal of the Year” by Buyouts magazine.
    • International Paper, a global producer of renewable fiber-based packaging and pulp products, in the separation and spin-off of its global printing papers business, Sylvamo, and related financing arrangements.

Education

  • Brooklyn Law School, 2020, J.D.
  • Hamilton College, 2009, B.A.