Sector Experience
Business Services
Financial Services
Healthcare
Industrials
Technology
Languages
English
Russian
Bulge Bracket Investment Banks
Fortune 500
Experience
Atar Capital
Finance
Private Equity Senior Associate
4/2019 - Present
• Build valuation models with financing and operational scenarios for Business Service, Industrial, Healthcare Service, Medical Manufacturing, and SaaS based Technology businesses generating $50 million - $1.0 billion in revenue and ($10) - $25 million in EBITDA
• Collaborate with executives to restructure operations, shift product/service mix, and execute add-on acquisitions leading to improved growth and higher margins across six portfolio companies totaling $1.5 billion in revenue
• Collaborate with executives to restructure operations, shift product/service mix, and execute add-on acquisitions leading to improved growth and higher margins across six portfolio companies totaling $1.5 billion in revenue
Kinzie Capital Partners
Finance
Private Equity Associate
9/2017 - 8/2018
• Supported opportunities throughout the transaction process; including deal sourcing, compiling investment memos, building LBO valuation models, conducting due diligence, and structuring debt and equity co-invests
• Created debt financing and equity co-invest memorandums, which included return forecasts, post-closing working capital needs, competitive landscape, add-on opportunities, and product/customers overviews
• Created debt financing and equity co-invest memorandums, which included return forecasts, post-closing working capital needs, competitive landscape, add-on opportunities, and product/customers overviews
Morgan Stanley
Finance
Financial Advisor
5/2016 - 5/2017
• Analyzed securities and structured equity products for portfolio managers with $150 - $300 million AUM based on risk tolerance and objectives, resulting in benchmark outperformance and improved Sharpe Ratios
• Advised and implemented investment strategies using portfolio and security level analysis by segmenting returns during quarterly performance review meetings with clients – resulting in $75 million additional AUM
• Advised and implemented investment strategies using portfolio and security level analysis by segmenting returns during quarterly performance review meetings with clients – resulting in $75 million additional AUM
Houlihan Lokey
Finance
Investment banking Analyst - Restructuring
7/2015 - 3/2016
• Advised clients through complex private market transactions, including a $216 million minority bid for three power plants and a $500 million 363 liquidation of a B2B technology company
• Created comprehensive presentations and recovery models for Puerto Rico’s $72 billion debt load and collaborated with Ad Hoc clients to develop a lobbying strategy for government budget cuts to improve instrument recoveries
• Created comprehensive presentations and recovery models for Puerto Rico’s $72 billion debt load and collaborated with Ad Hoc clients to develop a lobbying strategy for government budget cuts to improve instrument recoveries