Work with companies to execute strategic initiatives, develop growth plans, evaluate new opportunities, and perform financial analysis.

Compliance Software
- Worked directly with the CEO to develop a new service offering.

International QSR
- Developed a complex financial model and other de novo analysis.

Specialty Distribution
-Analyzed financial data to determine true landed cost for more than 5,000 SKU's.

Responsible for the successful execution of middle-market M&A transactions for companies across all industries. The process includes the preparation of financial and valuation models, strategic and financial buyer analysis, offering memorandum and related marketing materials, management presentations, IOI/LOI analysis, facilitating final diligence, and negotiating capital structure and final terms.

Performed detailed financial analyses to value companies and evaluate potential returns. Primary analyses include leveraged buyouts, discounted cash flows, comparable public companies, and precedent transactions. In addition, I advised private and public companies on the capital raising process including preparing marketing materials, drafting offering documents, and organizing road show presentations,