We provide project-based consulting services specializing in the areas of: top-tier financial modeling, high-end pitch/investor presentation materials, rigorous commercial and financial due diligence, and comprehensive M&A execution deal support.

Selected Consulting Experience:
-Led 3 separate financial due diligence (Quality of Earnings) engagements for Top 100 accounting firm
-Exclusive sell-side advisor to enterprise software company on its sale to global private equity fund
-Development of investment banking virtual work experience programs/job simulation modules for leading Wall Street bulge bracket firms: Bank of America Securities, Citigroup and TD Securities
-Crafting of deeply detailed and dynamic scenario-based model for consumer retail brand's seed raise
-Spearheaded special situations buyout of home services provider for independent sponsor
-Creation of intricate valuation model, memorandum, and buyers list for boutique investment bank

Lead investments in lower middle market companies in the technology, industrials, consumer and business services sectors. Responsible for all phases of the investment process, including sourcing and origination, structuring and execution, as well as portfolio company monitoring post-investment.

Specialized in advising middle-market and public companies on mergers and acquisitions transactions, debt and equity capital raises and distressed or special situations

Integral member of a leading single-family office driving all aspects of the transaction execution process including: investment analysis/thesis development, due diligence streams, deal underwriting and legal documentation

Sourced and executed growth equity investments in the healthcare, fintech, business service and enterprise software verticals