Led the execution of Capital Raising & M&A transactions, resulting in a successful $100 million + deal closure over a 3 year timeframe.
• Conducted detailed financial and valuation analyses, utilizing DCF models to support multiple high-profile industrial transactions.
• Managed the preparation of over 25 pitch books annually, providing strategic insights and comprehensive deal narratives to clients.
• Collaborate directly with senior executives at Private & Public companies to develop and maintain client relationships through skilled pitching.
• Played a strategic role in enhancing the bank's advisory capability, resulting in a 15% increase in client portfolios.

Executed financial modeling and forecasting, creating robust models that informed key investment decisions worth over $1 billion annually.
• Prepared confidential information memoranda, facilitating vital lender presentations and management discussions for strategic deals.
• Coordinated multiple simultaneous projects across global offices, contributing to complex cross-border restructuring transactions.
• Supported capital markets activities by developing pro forma analyses for equity and debt issuances, aiding clients in fundraising efforts.
• Contributed to sector research, analyzing trends and opportunities in Aerospace & Defense, enhancing team strategy and client engagement.

Assisted in the preparation of live deal materials including management presentations for transactions worth over $200 million.
• Participated in due diligence sessions, identifying key financial and operational risks that informed client decision-making processes.
• Executed complex valuation analyses, including precedent transactions and comparable company analysis, contributing to successful pitches.
• Assisted in structuring and closing multiple equity and debt financings, which generated significant revenue streams.
• Supported senior team in developing strategic advisory for clients, resulting in enhanced positioning within the Aerospace & Defense sector.

Conducted financial analysis and modeling, supporting M&A transactions that delivered a 40% growth in revenue for clients.
• Analyzed market data and industry trends to support strategic decision-making, contributing to successful acquisition strategies.
• Assisted in drafting pitch books and client presentations, enhancing proposals that led to 20% increase in closed deals.
• Conducted extensive market research and competitive analysis to identify opportunities for acquisition, facilitating informed client choices.
• Enhanced financial modeling efficiency by developing templates that were implemented across the M&A team.