• Collaborate with CEO to define investment criteria and co-author private placement memorandum (24+ pages) during search fund launch
• Created an expansive 200+ target pipeline in the lower middle market spanning multiple industries, and identified and spearheaded due
diligence efforts on two high-potential targets
• Created a three-statement financial model inclusive of historical data and projections to assess financial performance and operational
metrics for a freemium SaaS business to determine suitability as an investment target
• Evaluated minimum IRR thresholds (13%-20%) under different pricing and operating scenarios through detailed IRR sensitivity calculations,
leveraged buyout modeling, precedent transaction analysis, and risk-adjusted DCF valuation

• Led the takeover of the strategic finance function, implementing advanced financial modeling techniques to improve operational efficiency and strategic planning
• Spearheaded the creation and implementation of a Budget vs. Actual (BvA) dashboard using Mosaic, significantly enhancing forecast accuracy and enabling real-time decision-making for senior management
• Conducted comprehensive financial analysis, including budget variance analysis and gross profit analysis, identifying cost-saving opportunities that led to a 10% increase in overall profitability
• Streamlined the monthly close process, reducing closure time by 25% and improving the accuracy of reporting packages for both internal and external stakeholders
• Fostered strong collaborations with cross-functional teams, delivering timely and accurate financial data to support data-driven decision-making across the organization

• Executed 15+ M&A transactions and advisory mandates totaling over $1.0B in transaction value, accumulating $15M+ in success fees
• Led 3 transaction teams and drove business development efforts across sell-side mandates, buy-side acquisitions, and equity capital raises
• Experienced in industry and market research, investor presentation building, valuation and financial (operating, budgeting, and forecasting) modeling, data room and due diligence maintenance, and all other associated M&A and capital raising processes
• Prepared driver-based forecasts, budgets, monthly variance analysis, and comprehensive reports analyzing business KPIs to distill operational details into actionable insights and inform executive decisions
• Established trusted advisor relationships with cross-functional business leaders through exceptional communication skills, providing consistent executive-level service and of customized analysis and recommendations tailored to the client's priorities

• Completed over $1.0B in potential and completed M&A and debt placement transactions in the restaurant/multi-unit QSR space for Citizens Capital Markets with over $20 billion in closed transactions and over 500 M&A assignments
• Develop complex financial models to perform financial analyses (historical performance review, financial forecast, three statement
modeling, and free cash flow analyses) while implementing changes or adjustments based on updated data and/or assumptions
• Review all deal related documents such as credit agreements, asset purchase agreements, environmental reports, and appraisals while
providing commentary to improve negotiation strategies with potential lenders, sellers, and buyers
• Coordinate internal team meetings and external lender/buyer/client communication to ensure well-organized transactions

• Worked directly with senior management in the evaluation and execution of potential and completed business valuations for Fortune 1000 companies on behalf of the fifth largest professional services firm in the U.S. with $5.37 billion in revenue in 2018
• Valued companies and assets using the income approach, market approach or asset-based approach for M&A; strategic planning; financial reporting; and bankruptcy and reorganization; litigation and dispute resolution
• Spearheaded and organized the process of developing major client deliverables, including planning and coordinating day-to-day activities for first-year analysts and reviewing reports, valuation models, and presentations for clients

• Operated under the Executive Director in assembling real estate portfolio management strategies
• Produced complex, dynamic models directly used in structuring varied P3 development opportunities to inform and guide contract
negotiations on existing and new projects, leases, and assets for the delivery and maintenance of current and future campus facilities