Engage in origination, assessment, financial modeling, underwriting, and legal closing of private equity secondary transactionsValue private equity partnership underlying private and public portfolio company investments using extensive financial and valuation analysis, including LBO, DCF, comparable companies and precedent transactionsParticipate in due diligence calls/meetings with General Partners, CEOs & entrepreneurs and conduct industry analysis

Engage in origination, assessment, financial modeling, underwriting, and legal closing of private equity secondary transactions for the oldest private equity secondary firm in the worldValue private equity partnership underlying private and public portfolio company investments using extensive financial and valuation analysis, including LBO, DCF, comparable companies and precedent transactionsParticipate in due diligence calls/meetings with General Partners, CEOs & entrepreneurs and conduct industry analysis

Worked on equity and debt offerings, M&A transactions and other projects focusing on various technology verticals including cleantech, semiconductor, software, internet & digital media and networking & communications equipmentProduced strategic pitch books that included valuation & industry analyses, company profiles and strategic alternatives Performed valuation analyses including LBO, DCF, accretion-dilution, comparable companies and precedent transactionsPerformed business & financial due diligence, analyze equity research & financial statements and create board, management & investor presentations, including offering documents for M&A transactions & equity financingsCompleted Transactions:• Bookrunner for Facebook’s $16 billion IPO• Bookrunner for Groupon’s $800M IPO• Sole Bookrunner for E2open’s $70 million IPO• Lead Left Bookrunner for MEMC’s inaugural $550M High Yield offering and concurrent $400M Credit Facility• Buy-side advisor to salesforce.com on its acquisition of Radian6 Technologies

Produced strategic pitch books that included valuation & industry analyses, company profiles and strategic alternatives Performed valuation analyses including LBO, DCF, accretion-dilution, comparable companies and precedent transactionsWorked directly with Managing Directors to come up with ideas for strategic alternatives for pitches and dealsCreated standardized financial models and templates still utilized by the Technology Investment Banking GroupCompleted Transactions: • Sell-side advisor to Canesta on its sale to Microsoft• Sell-side advisor to Source Photonics on its sale to Francisco Partners• Sell-side advisor to DivX on its sale to Sonic Solutions

Analyzed region wide data for the Regional Business Manager and prepared complex reports & presentationsCreated and maintained financial models resulting in reduction of preparation time for business reports by 50%

Prepared pitch books and marketing materials for M&A transactions and private placements in technology sectorPerformed valuation and strategic analyses including comparable companies and precedent transactions