Consumer & retail coverage

Global Consumer, Retail & Business Services

Strategy, analysis, and forecasting for the Craft segment of The High End

• Define and develop in-depth data and financial analysis and ad hoc research projects to support executive decision-making and influence corporate activities• Manage cross-functional implementation of new programs and initiatives to drive cost savings and growth• Lead financial modeling and annual budgeting process, develop process for monthly financial analysis and review, and communicate monthly performance with internal stakeholders• Optimize and manage paid digital advertising channels and managed agency partners to ensure channels optimized in the most effective manner given the goal KPI

• Evaluated leveraged buyout and other investment opportunities across the consumer, energy services, and healthcare industries • Conducted business due diligence, built operational and financial models, coordinated accounting, and legal due diligence and structured financing packages for various investment opportunities • Deal team member on platform transaction of Arcus Hunting, a majority owned retail platform for hunting and archery accessories• Deal team member on 8 add-on acquisitions for Aqua Terra, a majority owned platform of salt water disposal facilities across multiple formation reservoirs

Consumer, Retail and Business Services Group

• Executed all phases of sell-side advisory, high-yield, and investment grade debt assignments including financial modeling, due diligence, marketing, management presentations, and buyer diligence • Performed valuation analyses for global corporate and private equity clients, including LBO, DCF, accretion / dilution, full merger model and comparable company and transaction analysis