Advise companies in building board presentations, develop reporting processes, workforce planning, build three-statement operating models, project management of annual budget processes, develop top-line forecasting models, debt / equity financing, cap table modeling, build key metric dashboards, and perform industry and competitor benchmarking. Support development of M&A strategy, research market landscape to identify acquisitions and perform due diligence on prospective growth opportunities.

Created marketing materials including confidential information memorandums, teasers, and management presentations for potential investors.
Built five-year, three statement operating models that deployed growth capital which included a forecasted headcount by department and revenue build-ups.
Created industry research materials that included market sizing, M&A and financing activity, competitive landscapes, and industry trends.

Performed in-depth industry, market, and competitor research and created valuation analysis on public and private entities across consumer retail, healthcare, energy, mining, financial services, and technology using a variety of valuation approaches.
Worked closely with clients senior management to build financial models and projections for discounted cash flow, market multiple, and
intangible asset valuations.

Managed an $11MM Student Investment Management Fund with a group of 30 students.
Performed valuation analyses, constructed DCF models, and tracked both comparable companies and precedent transactions.
Prepared research reports outlining my valuation and recommendation for key companies within the energy sector.

Created valuation reports utilizing discounted cash flows, trading comparables, and precedent transactions across various industries.