Functional Skills
Investment Banking
Commercial Due Diligence
M&A Support
M&A Transaction Readiness
Carve-Outs
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Sector Experience
Healthcare
Industrials
Technology
Experience
Record Point
Finance
Investment Banking Director
5/2021 - 11/2024
• Lead M&A and capital raising transaction teams, reporting directly to the CEO and founder
• Leverage domain expertise, client relationships and broader network to drive new business
• Key client interface on all day-to-day interactions and manage contributions of advisors, lawyers and other counterparties
• Prepare client materials including strategic reviews, information memoranda, management presentations, board papers, virtual data rooms and manage due diligence processes, driving clients' cross-functional teams
• Financial modelling of M&A transactions and capital raisings, including bottom-up forecast operating models, DCF & LBO valuation, trading & precedent transaction comparables and accretion/dilution analysis
• Leverage domain expertise, client relationships and broader network to drive new business
• Key client interface on all day-to-day interactions and manage contributions of advisors, lawyers and other counterparties
• Prepare client materials including strategic reviews, information memoranda, management presentations, board papers, virtual data rooms and manage due diligence processes, driving clients' cross-functional teams
• Financial modelling of M&A transactions and capital raisings, including bottom-up forecast operating models, DCF & LBO valuation, trading & precedent transaction comparables and accretion/dilution analysis
DC ADVISORY
Finance
Investment Banking Director
12/2014 - 5/2021
• Lead M&A and capital raising transaction teams, junior banker staffer
• Leverage domain expertise, client relationships and broader network to drive new business
• Key client interface on all day-to-day interactions and manage contributions of advisors, lawyers and other counterparties
• Prepare client materials including strategic reviews, information memoranda, management presentations, board papers, virtual data rooms and manage due diligence processes, driving clients' cross-functional teams
• Financial modelling of M&A transactions and capital raisings, including bottom-up forecast operating models, DCF & LBO valuation, trading & precedent transaction comparables and accretion/dilution analysis
• Leverage domain expertise, client relationships and broader network to drive new business
• Key client interface on all day-to-day interactions and manage contributions of advisors, lawyers and other counterparties
• Prepare client materials including strategic reviews, information memoranda, management presentations, board papers, virtual data rooms and manage due diligence processes, driving clients' cross-functional teams
• Financial modelling of M&A transactions and capital raisings, including bottom-up forecast operating models, DCF & LBO valuation, trading & precedent transaction comparables and accretion/dilution analysis
Record Point
Finance
Investment Banking Associate
6/2010 - 9/2014
Industrials and healthcare experience
Macquarie Group
Finance
Investment Banking Analyst
1/2008 - 1/2010
Industrials experience