Functional Skills

Strategic Planning
Investment Banking
Private Equity Investing
Financial Planning & Analysis (FP&A)
Commercial Due Diligence
Budgeting
Financial Modeling
Financial Due Diligence
Forecasting / Projections
M&A Support

Software Skills

Microsoft Excel
Microsoft PowerPoint

Sector Experience

Financial Services
Bulge Bracket Investment Banks
Fortune 500

Experience

H.I.G. Capital Finance
Private Equity Associate, Leveraged Buyout Group
8/2018 - 7/2021
While working as an Investment Associate at H.I.G. Capital, I was responsible for in-depth due diligence and detailed financial and operating models, negotiating confidentiality agreements and third-party scopes, and positioning investment opportunities with third-party lenders. I managed 4 portfolio companies by collaborating with senior management through monthly financial updates and quarterly board meetings to evaluate operational performance, strategic planning, and exit opportunities. I executed 4 lender restructurings which included updating financial projections, negotiating financial covenants, managing legal documentation, and working with management to fulfill lender due diligence requests.

Morgan Stanley Finance
Investment Banking Analyst
7/2016 - 7/2018
• Broad range of transactional experience including 3 successful M&A deals and 30+ equity and debt capital raising transactions
• Charged with creating an M&A target ranking system, investor presentations, company profiles and client pitch books
• Served as Cornell analyst recruitment lead; supported on-campus recruitment efforts, screened resumes, participated in informal
Q&A sessions, and conducted interviews with 25+ candidates per year for Superday interviews Selected Transaction Experience:
• OneMain Financial (specialty lender) – acted as sell-side advisor on the sale of Fortress Investment Group's stake in the company to Apollo Global Management and Värde Partners for $1.4Bn
• Franklin American Mortgage (mortgage originator) – acted as sell-side advisor on the $511M sale of the company to Citizens Bank ($23M above tangible book value)