Transactions

Managed issuer-side diligence workstreams and investor materials across Aon’s strategic investment and the subsequent $200M Series A at a $2B+ valuation. Owned the data room end to end, from the diligence tracker sent directly to the investor’s integration lead through to the post-close variance report, and closed the room at the end of the process.

Aon announcement, 18 August 2025 · Series A announced 26 March 2026, lead investor Aon Consulting, Inc. Per-investor allocations are not disclosed in either release.

Led the buy-side process end-to-end, from first conversation and LOI through close and post-close integration. Wrote the IC memo and the LOI, built the contract and liability registers, and ran the daily standup with outside regulatory counsel through integration, handing a functioning operation to operators seven weeks after kickoff.

Managed diligence and process logistics for the $38M all-cash tender offer, from the management presentation and customer reference calls through the merger-agreement debrief with outside counsel and the pre-closing call with the target’s CEO and General Counsel.

Two years after close, owned the post-close valuation package end-to-end through review: comparable universe, ten-year DCF, sensitivities and the board deck.

The hard parts were structural rather than financial: a cross-border insolvency running to an administrator’s timetable rather than the buyer’s, a live and regulated clinical operation that could not pause while the deal was negotiated, and a carve-out perimeter that excluded the flagship NHS service. Organized the deal-team calls and the financial discussions with target management, and ran a daily morning UK deal-team standup through the sprint.

Executed diligence and HSR clearance for the Zurn Elkay all-stock combination; maintained the stock-conversion model.