- Mid-market IB practice focusing on sell-side, buy-side and equity raises across industries with a typical deal size of $50-$200MM

- Managed all aspects of deal processing; prepared valuation analysis, drafted pitchbooks, wrote CIMs and MPs, managed stakeholder relationships (C-suite client, investors, legal advisors, etc.), negotiated confidentiality agreements, and facilitated due diligence

- Mid-market and large corporate debt practice focusing on transactions across industries with a typical deal size of $50-$1.5BN

- Facilitated the origination and execution of institutional debt transactions through contributions in all aspects of deal the process

- Performed due diligence and assisted in financial modeling for a $40MM sell-side advisory mandate in the industrials sector

- Supported drafting of pitchbooks, information memoranda, and management presentations for prospective and live transactions

- Analyzed portfolio performance and researched investment strategies for a Wealth Management team with $500MM+ in assets

- Created a list of top 20 prospecting initiatives and optimized best practices to effectively monitor client goals and risk tolerance

- Assisted Financial Advisor in seeking out potential high-net worth individuals and procured a 55% success rate in cold calling