Sell-side investment banker advising clients on the mergers and acquisitions. Worked closely with business owners, c-suite, and managerial teams. Pitched our services to potential clients. After winning mandates, we worked through the full cycle of a deal (industry and market analysis, competitor analysis, valuation, preparation of marketing materials, buyer outreach, diligence, negotiation of deal terms, closing).

Sell-side investment banker advising clients on the mergers and acquisitions. Pitched our services to potential clients. After winning mandates, we worked through the full cycle of a deal (industry and market analysis, competitor analysis, valuation, preparation of marketing materials, buyer outreach, diligence, negotiation of deal terms, closing).

Financial services consultant partnering with large financial institutions to assess business practices and procedures and to consult on and implement performance improvement changes.