Drove origination and execution of more than ten public and private transactions including sell-side and buy-side M&A, leveraged buyouts, and debt and equity financings; Led day-to-day execution across M&A transactions, serving as the primary client contact and managing deal workstreams from origination through close, including diligence, valuation, marketing, and board materials; Coordinated ongoing origination efforts, covering both global corporate relationships and financial sponsors, developing relationships with key client contacts, and producing pitch and proposal materials to secure mandates; Managed a team of four analysts to produce coverage materials, confidential information memoranda/presentations (CIMs/CIPs), teasers, management presentations, and valuation models (LBO, DCF, trading and transaction comparables); Developed sector consolidation theses and investment roadmaps to drive M&A dialogue; evaluated principal investment opportunities

Conducted financial due diligence for private equity targets and portfolio companies, primarily in the Technology (SaaS, Healthcare IT, Cybersecurity) and Consumer & Retail sectors; Drove all phases of the due diligence process for buy-side, sell-side, carve-out, and SPAC deals, analyzing financial performance, quality of earnings, working capital, and debt-like items from initial engagement to report delivery; Prepared due diligence reports, developed supporting data analyses in Excel, and collaborated with clients and advisors to provide accurate financial insights

Worked closely with the CEO and Director of Sales / FP&A to prepare pricing materials and sales bids in pursuit of new contracts in both the janitorial and security businesses; Prepared client proposals and attended client pitch meetings; Produced Excel models to evaluate project P&L, including union labor considerations, and reported on profitability to the CEO; Supported the implementation of a new ERP system through active participation in process design to meet business needs and validation of migrated data; Created reports and presentations on revenue streams, profitability, and financial modeling for management

Prepared annual department budget of $85 million through trend analysis, stakeholder meetings, and expense forecasting; tracked actuals against budget and reported on variances; Identified and captured cost savings opportunities arising in CEB-Gartner combined IT organization; Led global IT purchasing function, overseeing two junior buyers, and facilitating timely acquisition of hardware, software, and maintenance

Taught writing, literature, and critical thinking to students aged 11–13; Developed curricula focused on analytical reading and structured argument; Built foundational communication and mentoring skills applied in later business roles