The principal of the company - Leading the companies management consulting and investment banking practices. Industry agnostic focus

• Participated in the sale of $115 million industrial company to $4 billion NYSE traded industrial company, process included working on teaser, management presentation, and complete due diligence process
• Pitched SaaS company to Private Equity and Venture Capital firms to raise $2million in equity capital to grow SaaS companies services and product offering
• Advised $200 million food coating/additive company looking at strategic options that included IPO, Divestiture, and earnout of minority

• Student Managed Fund
• Managed a team of 5 analysts, responsible for investing funds and achieving goal of 15% portfolio growth
• Researched new industries to generate potential growth opportunities, and achieve objective of 15% growth
• Presented equity reports on potential investments by analyzing business model and fundamental metrics
• Developed Value-at-Risk profile for portfolio to ensure maximum potential loss is 10%

• Researched and prepared analysis on Gap Stores using data from credit reports, Bloomberg, and SEC filings
• Developed a financial model for GPS, analyzing over 20 valuation, debt, and capital metrics -- determined that GPS had $2 billion in liquidity and 40% profit margin
• Formulated an investment thesis on GPS, by analyzing fundamentals and business model -- GPS had stable outlook with free cash flow of $1.1 billion and leverage ratio of 0.5x
• Identified 3 comparable companies to exa

• Developed platform to manage Sarbanes-Oxley financial controls, led to a projected 50% increase in efficiency, and allocation of 127 financial controls to 33 divisional leaders
• Analyzed Black-Scholes valuation model to determine present value of employee stock option grants
• Formulated IRS filings for 3 pension plans with 1150 vested employees and $72 million in funding
• Analyzed draft financial statements and SEC filings to ensure accuracy of calculations and statements

• Researched new industries leading to exposure in 5 new industries, including aerospace, medical, oil/energy, pharmaceutical, and precious metals
• Managed the development of 2 new products(wireless temperature sensor, calibration device), which included 1000 man hours of research and development -- expected sales volume of 550 units
• Launched a new marketing and sales platform, increasing exposure in North America.
• Consulted with prospective clients, in an advisory role, to m