Student Managed Investment Fund with ~ $1.4mm in market value

• Generated 4 LBO models with different leverage scenarios of high yield borrowers to provide bond, Term Loan A and B, and senior secured credit facility commitments to Private Equity clients for leveraged buyout transactions• Analyzed corporate, PE financial sponsor, and strategy consultants’ projections of business and industry growth to incorporate into financial models and assess business’ ability to use free cash flow (FCF) to reduce debt• Collaborated with 10+ Managing Directors and 25+ junior bankers to provide pitch books to potential clients

• Conducted analysis of internally developed software (IDSW) to price assets for sale to investors and clients• Modeled performance of $11.4 billion in PPP loans to project loan yields while accounting for bank and SBA fees to create multi-trenched securitized loan pools to be sold to external parties and to prepare for Bank’s IPO• Developed and maintained quantitative controls to highlight interest discrepancies in PPP loan pool

• Analyzed bankruptcy plan of insolvent companies, identified post liquidation asset picture and likely restructuring posture, and conducted analyses to determine company worth and price assets for purchase by the general partner• Projected percentage of total debt to be paid out in bankruptcy and assisted in constructing overall acquisition value of debt by utilizing several modeling techniques including, discounted cash flow (DCF) analysis• Evaluated filed bankruptcy plans and schedules of insolvent companies to determine profitable rates to purchase administrative, general unsecured, and general secured claims• Calculated price target for specific class of claims resulting in acquisition of corporate debt and, within one month time, net asset value of debt increased by 3%

• Produced research reports that led to the purchase of three Exxon & Shell Service Stations, including due diligence analysis of sales, inventory and pricing, and reviewed financial reports for consistency against Point of-Sale data• Participated in recommendation to remove high-cost, low-volume products from stores of portfolio companies to better utilize available space resulting in a reduction of 8% of working capital and 5% of theft write-downs• Conducted research on potential acquisition targets, with a focus on the retail Oil & Gas sector in South Florida