Provide strategic, financial and operational advisory services to GOJA's senior leadership team

Led analysis, negotiation and closing of over $60 million in funding, $40 million in Acquisition
Financing and $20 million in Venture Capital, from new and existing capital providers

Revamped operating structure, resulting in a 33% reduction in operating expenses and a net
improvement in TTM EBITDA of approximately $6 million

Reduced invested capital by ~40% while increasing profit by ~7% by prioritizing high potential
products, negotiating better terms with key suppliers and working with sales and finance to
rationalize the product portfolio and reduce overstock

Presented over 140 opportunities over a two-year period to Investment Committee resulting in six acquisitions and five divestitures1 overseeing the entire M&A process including analysis, due diligence, structuring, negotiation of major legal documents and closing

Built sourcing operation for a M&A publicly traded healthcare technology company that resulted in six proprietary targets and three acquisitions (50% conversion) over the course of an 18-month engagement

Analyzed and presented five investments in preferred equity and convertible debt investments to Investment Committee of $500 million Venture Capital fund which resulted in three investments over a nine-month engagement

Led a mandate to sell a leading Colombia-based provider of manned security, guarding and
related services with ~950 employees over a six-month engagement

Managed a $2 billion portfolio of loans in telecom, utilities, and infrastructure, identifying
investment opportunities and making buy/sell decisions within these sectors

Led high-profile transactions, including a $170 million Senior Secured Loan for Acquisition
Financing in the Telecom Industry (with limited assistance due to maternity leave from
immediate supervisor)

Provided guidance and training to new junior associate by developing his technical skills in
competitive analysis, credit analysis and valuation

Worked on ten deals, including a $600 million Peruvian Financial Holding Company IPO and a
$1.1 billion Macquarie Mexican FIBRA (Real Estate Investment Trust, REIT) IPO

Prepared bespoke detailed financial models, valuation analyses, accretion/dilution, merger and
LBO models, and client pitches and presentations

Assisted a senior advisor managing ~US$200 million in client assets across a number of asset classes and was responsible for identifying new revenue sources from uninvested assets.