- Performed quantitative and qualitative assessments for companies evaluating mergers, acquisitions, debt and equity financings, and capital restructurings; interfaced directly with CEOs, CFOs and business owners
- Constructed detailed financial models and analyses, including discounted cash flow valuation, leveraged buyout analysis, trading and transaction comparables, liquidity analysis and earnings accretion / dilution
- Prepared marketing materials including CIMs, MPs, Teasers

- Supported deal execution including preparing and presenting Investment Committee materials, determining and vetting potential risks, and negotiating and structuring purchase agreements and credit agreements
- Evaluated investment opportunities by creating financial models and assisted in all aspects of the due diligence processes
- Served as CTO to integrate bolt-on investments through cost synergy realization, supply chain optimization, go-to-market brand development

- Fixed income and equity institutional sales associate working with hedge funds, private equity funds and sophisticated family offices to develop and execute cross-asset investment strategies across global markets.