Equity investor and consumer operator with buyout, growth equity, and public markets experience. Founder of a frozen CPG brand scaled to regional retail placement.
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Dirty Spoon
Frozen CPG brand
Built and scaled a frozen CPG brand solo from formulation through regional retail placement. Developed five SKUs, led packaging design, and scaled production to ~5,000 units/month across co-manufacturers and distribution partners. Selected for permanent placement at The Shelf after Pop Up Grocer success.
May 2021 — Present · New York, New York, United States
Covered 30+ consumer and tech names with strong trade performance (66% win rate, 10% avg long return). Generated long/short ideas with notable successes like TGT/WMT spread achieving 38pts. Led domestic syndicate strategy across IPOs and block trades with 62% of actioned deals trading above offer price. Selected for Marshall Wace's quant-led alpha platform.
Jun 2019 — May 2021 · Denver, Colorado / New York, New York
Originated Pluralsight $3.5bn take-private deal independently and led market due diligence, financial modeling, and IC presentations. Co-led MIR/AMMEGA $150m add-on acquisition including synergy analysis and post-close integration. Served as global head of TMT research leading a team of 5 on thematic research and target identification.