Developed comprehensive business tracking system, including daily sales and cost data by product category and business segment. Communicated with supply chain partners to build financial forecast model and refine specific assumptions related to roll-off of existing products and growth of new products.

Evaluated new investment opportunities based on absolute valuation, current industry dynamics, public market sentiment, exit opportunities, potential add-on acquisitions and other strategic opportunities. Conducted financial and operational diligence with management teams, executive advisors and external consultants to evaluate feasibility and attractiveness of new investment opportunities. Monitored operating performance, capital structure and credit metrics of existing portfolio companies.

Performed financial modeling to support buy-side and sell-side M&A transactions, spin-offs and divestitures, including merger consequence, accretion/dilution, DCF and LBO analyses. Analyzed corporate governance, board composition and shareholder action provisions to supplement takeover defense advisement. Collaborated with clients to prepare sale process materials, refine financial model assumptions and track diligence activity.

Created institutional and retail sales documents for $164 million IPO of high-growth prepaid financial services company. Conducted Tier 1 common capital roll-forward analysis for financial services company with assets in excess of $32 billion. Prepared banks/thrifts weekly update reports consisting of trading comparables, regulatory capital ratios and solvency metrics.