Functional Skills
Business Development
Investment Banking
Private Equity Investing
Technology Strategy
Business Analysis
Budgeting
Business Planning
Corporate Finance
Financial Modeling
Financial Planning & Analysis (FP&A)
Software Skills
Microsoft Excel
Sector Experience
Business Services
Financial Services
Technology
Languages
English
Bulge Bracket Investment Banks
Fortune 500
Experience
Providence Equity—Providence Strategic Growth
Finance
Private Equity Associate
8/2018 - 6/2021
• Evaluate, structure, and execute majority and minority growth investments for a private equity firm with $45bn of AUM
• Create financial models, lead due diligence processes (business, accounting, tech, tax and legal) and conduct industry research to create memos and formulate an investment recommendation for the investment committee
• Make operational improvements to existing portfolio companies by running the M&A process for bolt-on acquisitions, improving financial reporting/visibility, tracking/implementing EBITDA adjustments and supervising lender processes
• Create financial models, lead due diligence processes (business, accounting, tech, tax and legal) and conduct industry research to create memos and formulate an investment recommendation for the investment committee
• Make operational improvements to existing portfolio companies by running the M&A process for bolt-on acquisitions, improving financial reporting/visibility, tracking/implementing EBITDA adjustments and supervising lender processes
Bank of America
Finance
Investment Banking Analyst
12/2016 - 6/2018
• Assist senior bankers in executing deals for technology, software, telecom, and business tech service companies, including buy-side M&A, leveraged buyout, and debt/equity financing; prepare valuation analyses and client presentations