Collaborated with industry partners and clients to devise strategy, tactics and communication scripts for sellside, buyside, hostile defense and strategic alternatives advisory mandates

Responsible for client relationship management and process communications

Managed multiple transactions and deal teams across product groups and industries

Assisted with client management, outbound marketing calls and formal communications, including engagement letters, initial indications of interest, letters of intent and bid instruction letters

Trained and managed analysts in preparing analyses and discussion materials regarding mergers and acquisitions and strategic alternatives

Performed valuation and transaction analyses including DCF, sum-of-parts, market and transaction comparables, accretion / dilution and LBO

Prepared presentations for senior management and boards regarding mergers & acquisitions, split-offs, spin-offs, leveraged partnerships, debt offerings, IPOs, prepaid forward contracts and tax receivables

Compiled case studies on alternative transaction structures including ESOP LBO of Tribune and split-offs