• Led the transaction process, acting as the primary contact for the seller from pre-letter of intent (LOI) to closing
• Supported Corporate Development analysts in preparing investment memos, financial models, LOIs, and various other deal-related documents
• Pitched LOIs to targets, and facilitated negotiations with the support of the Corporate Development VP, SVP, and EVP
• Participated in meetings with the Goldman Sachs team, previewing investment opportunities prior to issuing LOIs
• Managed internal due diligence teams and workflows, ensuring timelines and deliverables were met
• Collaborated with internal and external counsel in reviewing and negotiating transaction documents such as Share Purchase Agreements, Employment Agreements, Restrictive Covenants Agreements, etc.

• Gathered information from sellers and presented opportunities to SVP and EVP of Corporate Development
• Supported VP of Corporate Development throughout the transaction process, preparing key documents, including:
• Valuation and analysis models
• Investment opportunity memos for executive team
• LOIs
• Investment approval memos for Board of Directors
• Assisted the VP of Corporate Development in managing internal due diligence teams and workflows to meet deadlines
• Collaborated with the VP of Corporate Development in reviewing and negotiating transaction documents
• Played a key role in the successful closing of 11 transactions

• Responsible for preparing calculation, estimate, and comprehensive valuations
• Utilized DCF, CCF, and asset-based valuation methods
• Prepared numerous proforma and forecast financial statements for clients
• Conducted market research to evaluate comparable industry multiples

• Utilized detail-oriented skills to remotely collaborate with audit teams
• Completed numerous compilation, review, and audit engagements
• Assisted tax team during tax season, preparing personal tax returns for clients

Assisted with preparing financial statements

Assisted in filing personal and corporate tax returns

Compiled bookkeeping for small businesses