Member of the Private Equity and Venture Capital practices

Areas of focus include profitability analysis by customer, channel, and product category to evaluate where a business is making or losing money; stress-testing financial projections and forecasts; identifying and evaluating one-time adjustments to earnings; and assessing the quality and sustainability of earnings

Additional areas of focus include assessing the true level of working capital and impact to purchase price; evaluating the quality and integrity of the financial reporting infrastructure and environment and recommending best practices; acting as a liaison between buyer and seller in the negotiation of potential purchase price adjustments; and preparing sellers for buyer due diligence

Previous experience as a managing director developing middle-market transaction advisory practices for major investment management firms 

Began career in a Big Four firm’s assurance practice in Boston and Ireland

Additional experience as a corporate finance analyst with the largest electricity generator and supplier in Ireland, where she worked on a wide variety of strategic initiatives including planning for the impact of market de-regulation

Articles she has authored and published in The Deal include Buying a Business, The Importance of Asking the Right Questions, and Purchase Price Adjustment Mechanisms – What Are They and How Do They Work Best