- Provide end-to-end independent investment banking services
- Actively pursue business development opportunities and market the firm M&A expertise (sell side and buy-side) to prospective clients
- Transaction expertise within M&A process and Leveraged Finance processes (including: target list, marketing materials preparation, valuation analysis, due diligence, negotiations, and legal documentation)
- Manage and communicate financial, industry, and complex strategic issues in a clear, concise and relevant manner to assist and guide the client in their decision making process
- Develop and maintain relationships with key business leaders, acquirors / investors, and third party services across several sectors

- Built a sales pipeline and closed on over $1B+ of M&A transaction value
- Led deal execution; assisted in business development efforts; consistently achieved premium valuation for clients ensuring optimal deal execution
- Hosted the inaugural Advanced Manufacturing Supply Chain Conference for 200+ attendees, 40+ presenting companies, and highly reputable keynote speakers
- Managed and trained a team of analysts and associates within the investment banking division
- Established relationships with a the full-range of third-party professional advisors (legal, tax, accounting) and senior management teams at client companies

- Member of team that managed a Private Equity fund with $1B+ in assets
- Consisted of ten investments that generated a portfolio IRR of over 40%
- Responsibilities included evaluation of new investment opportunities, due diligence and underwriting, and portfolio management Leveraged Finance,