Kathy is a senior manager with Deloitte & Touche LLP, specializing in M&A advisory at the intersection of artificial intelligence and enterprise software. With more than a decade of experience spanning the full transaction lifecycle, she advises leading private equity sponsors and technology companies on deals ranging from $200 million to over $20 billion in enterprise value.
Her practice focuses on AI-native and SaaS-model businesses across the full M&A lifecycle — from due diligence and deal execution through post-close integration and value creation. She is a trusted advisor to prominent private equity firms, with depth in platform builds, strategic add-ons, and complex carve-outs within the technology sector. She helps investors navigate the diligence and execution challenges unique to AI-driven business models, and has advised on notable AI and technology transactions in a rapidly evolving deal landscape.
Her hands-on deal experience across a wide range of transactions informs a broader commitment to advancing how M&A advisory is delivered. She leads efforts within Deloitte's M&A practice to integrate AI into the deal process itself, rethinking traditional diligence workflows and building AI-powered solutions that deliver enhanced quality at greater speed to clients. She drives Deloitte's thought leadership and delivery transformation initiatives on how AI is reshaping M&A deal structures across the technology landscape.
She holds a B.S. in Actuarial Science from the University of Wisconsin–Madison and a M.S. in Financial Engineering from Temple University. She is a CFA charterholder.