Equity research, corporate governance, and investor relations consulting for the buy-side, sell-side, and corporates

Publishing equity research analyst covering software at institutional broker-dealer and investment bank
Coverage of mid-cap enterprise software and special situation equities

Equity analyst covering special situations at boutique institutional sell-side firm
Direct conviction-based desk analysis of companies undergoing major structural changes with identifiable catalysts
Overlay with private equity-like industry research utilizing management relationships and industry contacts (consumer, TMT, and industrial sectors)
Began the firm's corporate access series, leading fireside chats with best-of-breed management teams and capital allocators
Expanded client base with mutual fund complexes and value-oriented hedge funds

Sector generalist at ~$850mn hedge fund focusing on constructive shareholder activism in small and mid-cap equities
Sourced new value investment ideas opportunistically, with bias towards consumer, TMT, and industrial sectors
Conducted detailed financial modeling, valuation of potential investments, and monitoring of existing positions
Interacted with target company management and diligenced other interest groups (customers, suppliers, competitors, etc.)
Contributed to investment committee meetings and assisted with trading and portfolio management decisions
Supported the firm's representation on boards of directors of portfolio companies
•Presented co-investment capital raising decks (>$750mn of cumulative capital)

Conducted legal and regulatory projects in the energy and technology sectors across the US and Asia
Built DCF model of Android operating system in $6bn commercial dispute between Oracle and Google