Jacob Lee Email & Phone Number

London Area, United Kingdom

• Performed technical analysis and excel modeling for due diligence efforts on secondary sales and bilateral deals of £ 100MM+• Created company research briefs on core business segments, transaction data, valuation methods, financials, recent news, and trading comps utilizing Bloomberg Terminal and Infralogic• Prepared client presentations and investor memos outlining the development of renewable Energy projects across Europe• Collaborated with stakeholders to assemble data and analyze industry trends to optimize client engagement

Greater Milan Metropolitan Area

Supported Managing Directors and analysts in private equity operations, gaining hands-on experience in unique investment strategies in the energy and consumer sectors. Conducted in-depth sector analysis in Education, Food, and Energy sectors to support directors and associates to evaluate corporate divestures. Evaluated macroeconomic climates influencing Italian markets and prepared presentations utilizing Excel, PowerPoint, and Bloomberg tools, preparing 6+ strategic pitches based on analysis.

London Area, United Kingdom

Provided comprehensive due diligence to clients and associates having conducted competitive analysis on entertainment acquisition, focusing on revenue sources and attendance volume, identifying key growth opportunities. Analyzed trends in the entertainment sector trends to develop Excel and PowerPoint presentations to assess current performance, as well as a review of emerging and existing competitors.

Greater Boston

Led various investment screening processes, collaborating with Analysts to evaluate pitch decks with company staff to identify and recommend companies suitable for investment. Organized and prioritized market research activities, conducting due diligence on potential investment opportunities within the consumer, health & wealth, and hospitality sectors.

Bachelor Of Science - Bs, Finance, Business Administration, Dean'S List

Activities and Societies: Babson Finance Association Babson Real Estate Club Volunteer & Member of Hydromask, co-developing a sustainable.

International Baccalaureate Diploma, Honor Roll

Activities and Societies: Activities and societies: Ski Team, House Prefect, Football TeamHouse Prefect, Academic Peer Mentor