Involved in all aspects of investment process (created investment committee docs, financial models, valuation & returns analyses, and conducted financial & commercial diligence). Led sales processes of existing portfolio companies (prepared sales documents w/ industry, company, and financial analysis). Board observer and executive of 4 portfolio companies w/ $500mn in revenues (created business plans & budgets, competitive strategy docs, expansion feasibilities, and financial reporting packets)

Advised clients across multiple industries on the evaluation, marketing and execution of domestic and cross-border transactions including mergers, acquisitions, divestitures, leveraged buyouts, and debt financings. Constructed and maintained pro forma model and performed financial analyses including DCF, trading comparables, precedent transactions, accretion/dilution, value creation, and sum-of-the-parts. Produced materials for client's investment committees and negotiations