Alan Sofia Email & Phone Number

Lausanne, VD, CH

Switzerland

• Execution of cross-border sell-side transactions (EV up to CHF 300m), including preparation, marketing, due diligence, and negotiation phases.
• Performed technical tasks including financial analysis and adjustments, 6 business plans, 6 company valuations, 1 IP valuation, and 3 LBO models using DCF, precedent transaction, trading multiples, and royalty relief.
• Provided weekly market intelligence across industries to inform deals with the latest market data, competitive insights, and trends.
• Produced impactful marketing materials including 5 CIMs and teasers, 2 pitch decks, as well as various client and internal presentations.
• Reviewed key transaction documents (NDAs, IOIs, LOIs, SHAs, SPAs) ensuring the protection of seller interests with deal terms.
• Communicated with stakeholders throughout the M&A process, including pitching, client meetings, due diligence, and negotiations.

Lausanne, Vaud, Switzerland

Puidoux, Vaud, Switzerland

• Rotation in the front and back-office departments of SME financing (revenues up to CHF 20m), from analysis to credit origination.
• Conducted financial analysis for the monitoring of 15 companies financed by the bank.
• Evaluated the debt capacity of 10 companies for the approval of credit lines and term loans.
• Developed up-sell and cross-sell opportunities within a portfolio of 500 SMEs, particularly in Forex hedging products.

Lausanne, Vaud, Switzerland

• Led the day-to-day tasks of financial management.
• Hired 1 assistant and organised the finance department creating tools like expense tracker, budget plan, accounting journal and SOPs.

Lausanne, Vaud, Switzerland

• Delivered 2 hospitality consulting projects.

Montreux, Vaud, Switzerland

• Rotation in the tax and accounting departments dedicated to SMEs, providing support to mandate managers.
• Conducted valuations for 8 unlisted securities, prepared 10 financial statements, and filed 30 tax returns.
• Contributed to the definition of the strategy of an HR subsidiary that subsequently acquired a great market share.

Villars-sur-Ollon, Switzerland

• Completed the daily workload of a receptionist accordingly to "The Leading Hotels of the World" standards.
• Performed client-facing responsibilities and delivered bespoke hospitality services to demanding customers.

Various Locations In Switzerland

• Assumed the roles of manager as well as instructor in discipline, fieldcraft, marksmanship, service knowledge and drill.
• Achieved non-commissioned officer school and ASFC Leadership & Management trainings.
• Led a team of 30 German and French-speaking recruits through intensive training programs and managed a squad of 7 soldiers in the field.

Thun, Berne, Switzerland

Compelled to military duty, made the most of my military obligation by taking on a physically and mentally challenging role.

Master Of Science - Ms, Finance

Activities and Societies: CFA Institute Research Challenge 2023• Specialisation: Corporate Finance & Innovation • Relevant Coursework.

Bachelor Of Science - Bs, International Hospitality Management, 79% (4.97/6.00)

Activities and Societies: Junior Enterprise EHL Innosuisse Start-up Training - Business Concept 2020 L'Oréal Brandstorm 2019• Relevant.

Banking & Finance Essentials (Bfe), Banking And Financial Support Services, 80% (5.00/6.00)

• Relevant coursework: Trade Finance & Forex, Corporate Finance, Investment Banking, Structured Products & Options, Portfolio Management.

Innosuisse - Start-Up Training - Business Concept, Innovation & Entrepreneurship

• The Business Concept is an intensive extracurricular program aimed at acquiring theoretical and practical knowledge on entrepreneurship.

Baccalauréat, High School/Secondary Diploma Programs