Responsibilities include sourcing M&A mandates, execution of investment banking deals, leading business development efforts in the US, executing financial transactions, and helping Management with the strategic direction.
• Builds financial models, confidential information memorandum, investor decks, industry reports, and pitchbooks for deals ranging from $5 to $500 million in revenue.

•Built and constructed marketing materials and financial models from scratch for M&A and equity and debt capital market transactions.
•Supported the team with engagements related to capital formation and other strategic investment banking and advisory work.
•Prepared industry and company analyzes for transaction-related deals.
•Assisted in support & administrative functions, including the building out of an internal, FINRA approved broker dealer.

• Responsible for M&A activity in the lower middle markets, with a focus on deals with EBITDA between $1 - $10 million throughout all sectors. Work throughout a wide array of sectors including TMT, manufacturing, industrial, healthcare, and business services. Led over 15 deals in my tenure and personally run several active transactions at any given time.
• Builds LBO models, public comparable and precedent transaction comparables, discounted cash flow analysis, and accretion/dilution analysis.

• Advised public and private companies in their due-diligence, carve-out, target screening, financial reporting, strategic and tax planning by performing complex financial modeling and industry research to value common and preferred equity, invested capital, debt, and intangible assets.
• Consulted with various clients regarding in-depth valuation techniques in several industries.

• Covered the Internet space as an Equity Research Associate, with particular focus in the e-Commerce, Online Advertising, and Online Travel subsectors.
• Performed financial statement analysis, developed and maintained comprehensive valuation models, and prepared detailed Technology/Internet industry and company specific research reports.
• Established and managed relationships with external clients and industry experts.

• Led the deal origination team and ran business development for the private equity firm.
• Responsible for performing the entire due diligence process for new buying opportunities for the Company.
• Performed industry research and detailed financial modeling for potential portfolio company and add-on opportunities.