Responsible for leading due diligence process, constructing financial analysis and modeling, managing third-party advisors, securing third-party financing, negotiating transaction documentation, and crafting investment committee materials. Play central role in all asset management functions: strategic growth discussions with management, financial and operational KPI reporting, add-on acquisition activity, and annual budgeting

Execute all aspects of investment process: industry vetting, financial modeling, market research, company due diligence, investment decision. Engage with management teams, provide strategic guidance. Lead business development: 2 portfolio companies.

Executed sell-side M&A for high-growth companies. Developed financial projections and sale materials, managed marketing process, conducted buyer due diligence, and engaged with C-level executives.

Executed M&A for real estate companies as vital part of 4 to 6 person deal teams. Developed financial projections and marketing materials, researched industry characteristics and competitive dynamics, and conducted buyer due diligence.