• Provide financial consulting services: business modeling, M&A advisory, capital raising advisory, business valuations, expert witness testimony

• Interacted daily with CEO's, lawyers, investors/buyers and MVP partners to analyze and complete transactions
• Collaborated on over 30 transactions: mergers & acquisitions, capital raises, company valuations
• Authored offering memoranda and developed complex financial models instrumental to transaction valuations

• Assisted partners and company executives to manage multiple deals with cellular tower portfolio company
• Built financial model to drive negotiations for $10 million debt raise
• Augmented and oversaw financial model for deal monitoring and board package preparation
• Analyzed mobile search portfolio company strategy to determine future geographic business focus
• Researched cloud computing and financial information technology sectors as potential new investment areas

• Evaluated Firm’s exposure to “2007/2008 Credit Crisis” and potential need for capital infusion from foreign strategic investors (i.e. China, sovereign wealth funds, etc.) for presentation to CEO
• Developed presentations for potential buyers of Firm assets to raise capital during credit crisis; involved in Liquidity and Funding meeting with JPMorgan and Bear’s Treasury department
• Recommended for this position by head of Collateralized Debt Obligations (“CDO”) department

• Completed 25 CDOs – total value exceeding $15 billion (ABS, CLO, CMBS)
• Improved method of calculating accrued interest discovering potential overpayment in excess of $1 million
• Invited to remain in group as third-year Analyst