Led or co-led multiple acquisitions; conducted valuation and negotiation of select opportunities through definitive documentation. Advised four portfolio companies, aiding with analysis of results, annual forecasting, and development of strategic initiatives. Spearheaded due diligence efforts on over 40 potential investments across the consumer brand sector, including evaluation through comprehensive financial models, industry analyses and presentation of findings.

Conducted due diligence on over 50 potential subordinated debt investment and equity co-investment opportunities; presented key findings, including potential risks and returns along with investment recommendations, to the Investment Committee. Wrote 7 Investment Committee memoranda to gain final investment approval. Advised 6 portfolio companies, including evaluation of add-ons and potential exits as well as restructurings and associated amendments. Ranked top tier in my associate class.

Participated in financial and business due diligence for mergers and acquisitions (both buyside and sellside) and restructuring transactions. Created detailed financial models to conduct various valuation analyses including leveraged buyout, discounted cash flows, sum-of-the-parts, 13-week cash flow, comparable companies, and precedent transactions analyses. Organized and participated in analyst training program; recruited 4 analysts to join the firm. Ranked top tier in my analyst class