- Provide companies with financial operations expertise to optimize uses of capital and guide through capital-raising process
- Current and former client segments include Real Estate, Healthcare, Hospitality, and Technology

- Raised over $3.5 million under distressed conditions, allowing the company to pay creditors and resume ordinary business operations
- Initiated corporate restructuring and developed foundation for optimal financial performance
- Positioned the company to break-even on operating cash-flow basis from over $600,000 in quarterly losses
- Developed reports and models analyzing macro trends, supplier relations, and consumer trends and forecasts

- Actively sourced / originated transactions and secured long-term relationships with CEOs and CFOs
- Devised sector focus and strategy to address communication with prospective targets
- Managed deal process with internal teams, external clients, and their advisors
- Developed financial models, valuation analysis, due diligence, and investment memoranda

- Sourced transactions and managed deal process including interactions with outside advisors
- Developed financial modeling, valuation analysis, due diligence, and investment memoranda
- Advised and led deal structuring and negotiations

- Completed Analyst to Associate program
- Performed thorough analysis of clients within the region, and participated in various transactions including M&A, equity, debt, and advisory services
- Interacted with management, legal advisors and auditors, obtaining a first-hand account of corporate strategy
- Incorporated various financial analysis principles, including discounted cash-flow, sum-of-the-parts, leveraged buyout , internal rate of return models, and comparable company analysis