Functional Skills

Market Research
Commercial Due Diligence
Financial Modeling
Financial Due Diligence
Investment Banking
Private Equity Investing

Software Skills

Microsoft Office

Sector Experience

Energy
Financial Services
Industrials

Languages

English
Bulge Bracket Investment Banks

Experience

Barclays Capital Finance
Investment Banking - M&A and Coverage, Associate
9/2022 - 4/2025
• Provide strategic M&A advice and capital markets financing to global clients including renewable energy and energy storage companies, regulated electric and gas utilities and financial sponsors
• Perform LBO, DCF, comparable company, precedent transaction and sum-of-the-parts valuation analyses
• Generate pitch books, industry discussion materials, marketing materials and internal committee memos

Barclays Capital Finance
Investment Banking - Leveraged Finance, Analyst
8/2020 - 8/2022
• Advised financial sponsor and corporate clients on debt transactions including leveraged buyouts, high yield bond issuances and leveraged loan offerings
• Analyzed capital structures to identify optimal financing packages to support acquisitions, deleveraging and refinancings
• Conducted and reviewed due diligence to test critical assumptions in discounted cash flow analyses and focused on various debt paydown scenarios while developing marketing materials for potential high yield investors

Barclays Capital Finance
Investment Banking - Leveraged Finance, Summer Analyst
6/2019 - 8/2019
Leveraged Finance Summer Analyst