Offering freelance and consulting services for clients looking for help with their excel spreadsheets and/or powerpoint presentations regarding financial analysis, data analysis, financial modeling, presentation design and critique, CIM writing, and business diligence.

Private Equity Associate (Generalist)

Supported the diligence, modeling, and analysis of leveraged buyout opportunities across multiple industries.

Was the sole associate for two closed platform transactions (closed thirteen transactions in my career: nine during my time in private equity and four during my investment banking tenure).

Supported the diligence, modeling, and analysis of leveraged buyout opportunities across multiple industries.

• Helped manage four portfolio companies, which involved: (i) reviewing monthly financials; (ii) producing quarterly valuations; (iii) overseeing value creation initiatives; (iv) assisting with add-ons; (v) helping create annual budgets; (vi) hosting frequent calls with management; and (vii) handling ad hoc tasks (e.g., Investor Relations requests).

Assisted with the execution and origination of M&A transactions in the industrial services sector.

Was the sole analyst for three closed transactions, which included two sell-sides and one buy-side.

Helped with the execution and origination of M&A transactions in the generalist M&A group.

Was the sole analyst for one closed buy-side transaction and three other live engagements.

Aided the investments team with day-to-day portfolio company matters and business diligence on new deals.

Interned full time during my senior year of NYU Stern to earn private equity experience for my future career.