Functional Skills
Post-Merger Integration
Business Planning
M&A Support
Financial Modeling
Financial Due Diligence
Valuation
Operational Efficiency
Data Modeling
Competitive Landscaping
M&A Transaction Readiness
Software Skills
Microsoft Excel
Microsoft PowerPoint
Sector Experience
Business Services
Financial Services
Media & Entertainment
Technology
Big 4 Accounting
Top Consulting Firms
Experience
Erie Street Capital LLC
Finance
Private Equity Associate
10/2019 - 5/2022
As a private equity senior associate, I played a crucial role in the end-to-end investment process and assisted with portfolio company management and operations. Specifically, I helped source, diligence, model, execute, and integrate several private company buyouts.
About 80% of my time was spent on pre-deal diligence and execution, and 20% on post-deal integration activities. As part of integration, I designed and implemented strategies to help drive equity value for our businesses.
About 80% of my time was spent on pre-deal diligence and execution, and 20% on post-deal integration activities. As part of integration, I designed and implemented strategies to help drive equity value for our businesses.
Madison Capital Funding LLC
Finance
Leveraged Finance Associate
4/2019 - 10/2019
As a leveraged finance associate, I underwrote large leveraged buyout deals for private equity clients. I synthesized complex alternative investment information and presented findings to senior management. As part of those underwriting analyses, I forecasted financials for upper middle market businesses and created detailed valuation models in Excel. Ultimately, I was responsible for identifying and presenting investment merits and risks to Madison Capital's investment committee.
PricewaterhouseCoopers (PwC)
Management Consulting
Associate
8/2016 - 4/2019
As an experienced associate in PwC's management consulting practice, I was responsible for driving strategy assessments focused on improving the operations of private equity firms, banks, and alternative investment managers. Additionally, I managed large-scale transformations, implementations, data integrations, and other projects within the financial services space. This client-facing role allowed me to manage a small team and learn the intricacies of management consulting.