Lead identification, evaluation, and structuring of M&A and partnership opportunities

• Managed the consumer sector comprised of 6-8 active stock positions and ~20% of total portfolio holdings; reported directly to portfolio manager
• Conducted in-depth analysis through comprehensive valuation modeling, public filings, industry research, primary research with former employees, suppliers, customers and competitors to assess likelihood of outperformance
• Made investment recommendations based on fundamental analysis applying private equity-style due diligence to public market

• Led financial, commercial and industry diligence for potential investments and managed relationships with third parties including co-investors, debt financing sources, legal counsel, investment bankers, accountants and consultants

• Conducted detailed analyses of mezzanine investment opportunities in proposed leveraged buyouts and acquisitions including business, operational, financial and legal due diligence

• Analyzed strategic and financial feasibility of proposed mergers, acquisitions and divestitures
• Valued public and private companies using DCF, public and acquisition comparables and leveraged buyout analyses