Functional Skills
M&A Support
Financial Modeling
Financial Due Diligence
Valuation
Business Analytics
Sector Experience
Business Services
Experience
Carlyle Group (AlpInvest)
Finance
Associate
4/2014 - 7/2016
- Built financial company models for >70 companies in consumer, technology, business and financial services, manufacturing, and healthcare based on fund reporting and diligence with private equity teams, senior individuals at companies, and industry experts
- Wrote investment proposals and defend them during internal AlpInvest benchmark and Investment Committee meetings
- Wrote investment proposals and defend them during internal AlpInvest benchmark and Investment Committee meetings
Peter J. Solomon Company
Finance
Analyst
7/2012 - 4/2014
- Mergers and acquisitions in consumer, retail, technology, media, and telecom space
- Performed various forms of analysis (e.g., comparable company transaction, precedent transaction, DCF, etc.) for a variety of transaction types
- Built management presentations, pitchbooks, and investor decks
- Performed various forms of analysis (e.g., comparable company transaction, precedent transaction, DCF, etc.) for a variety of transaction types
- Built management presentations, pitchbooks, and investor decks