• Led cross-functional strategic initiatives across operations, finance, capital raising, channel strategy, and in-store marketing for a fast-growing CPG brand
• Maintained multi-factor operating model for use by board of directors and potential financing sources; provided detailed cash flow forecasting
• Pursued various capital raise initiatives including Series C round of equity and business combination with a SPAC; ultimately took company public via SPAC merger (closed July 20, 2021)

• Led or supported all aspects of deal execution including sourcing, screening, financial modeling, due diligence, legal documentation, and structuring of financing
• Executed 9 total transactions including 2 new platform investments, 4 add-on acquisitions, 2 divestitures, and 1 recapitalization
• Built detailed financial models to analyze expected investment returns and/or the financial impact of key operational initiatives
• Supported ongoing operations of several portfolio companies

• Participated in all aspects of the execution of nine sell-side M&A processes
• Prepared marketing materials, identified and contacted potential investors, and facilitated due diligence efforts
• Performed various valuation exercises including leveraged buyout, discounted cash flow, sum-of-the-parts, and trading comparables analyses; constructed merger models to analyze synergy opportunities
• Researched macroeconomic and industry-specific trends