• Serving as a Corporate Finance advisor to several mid-stage startups and multi-billion dollar family offices by assisting with the following: strategic introductions to investors, financial modeling, and drafting presentation decks

• Conducted primary and secondary research to provide color on new and existing short positions in U.S. small and mid-cap sectors
• Constructed Excel models to better analyze catalysts (i.e., spin-offs, insider buying/selling, transformational M&A, activist situations, executive management changes, and short research providers) to generate new alpha-generated opportunities

• Performed in-depth research and financial analysis on companies and assets spanning across public equities, private equity, and credit
• Assisted partners with sourcing and due diligence in the technology industry to take GETT public via SPAC at a $1.1B valuation
• Sourced proprietary deals primarily between the Series A to Series D stages of fundraising (annual revenues ranging from $5M to $100M), conducted financial analysis, and invested on average between $5M to $20M per company

• Responsible for new idea generation that has contributed to alpha-generating opportunities in the existing portfolio
• Conducted fundamental analysis on companies using expert networks, public filings, and industry reports to project future cash flows; investment criteria based on five-year DCF

• Assisted corporate banking team by performing financial analysis and structuring a strategic trade for ~$250M USD foreign M&A acquisition of a Scandinavian company for a Fortune 1000 company
• Drove a 67% revenue increase for a $2.2B industrial client through in-depth technical and fundamental market analysis of Canadian Dollar and charted market trends

• Developed financial model for Pan-USA commercial real estate portfolio of ~$10B to solve for potential losses from natural disasters, which become the gold standard for the underwriting department to ascertain company exposure
• Collaborated with Venture Capital group on investment analysis of start-up companies, aiding cross-selling that allowed the team to win a $65M investment mandate from one of the founders
• Programmed a macro to simplify P&L reporting for every client by product segment, which was implemented nationally: eliminating human error and saving 15 hours of weekly work