• Responsible for creation and management of financial and valuation models for middle market companies (both healthy and distressed) with EBITDA up to $50 million • Take ownership of the deal process ranging from preparation of documents (pitch, teaster, information memorandum, management presentations, ad hoc financial analyses, etc.) to due diligence request lists and client/buyer interaction• Develop buyer lists for each opportunity and market to both financial and strategic buyers• Work closely with Managing Director and client management (notably the CEO and CFO, among others) to develop strategic growth plan for our go-to-market strategy• Attend industry conferences and events to market current opportunities, "get smart" on industry trends, and network personally and professionally

• Responsible for the preparation and construction of valuation models through analysis of client’s financial statements and business/strategic plan(s) with a focus on lower middle-market companies with EBITDA between $2 and $20 million.• Utilize two valuation approaches including four analyses: o The Market Approach: Public Comparables and Precedent Transactionso The Income Approach: Discounted Cash Flow (DCF) and Leveraged Buyout Analysis (LBO). • Research and analyze numerous industries and end markets including healthcare, industrial manufacturing and logistics, among others, to assist in the creation of investor presentation decks, teasers, buyer lists, offering memorandums and management presentations.• Attend client meetings to assist in the preparation of a company’s strategic plan and develop go-to-market materials for both financial buyers and strategic buyers.

• Responsible for research coverage of 15 diversified industrials companies including CAT, CMI, DE, EMR, ETN, IR, ITW, & PH using detailed models, primary source survey research and meeting with management teams and attending industry conferences.• Utilized Valuation techniques including multiples (P/E, P/BK, EV/EBITDA, FCF Yield), DCF Models, Sum-of-the Parts & Relative Valuation (Historical, and vs. Peers). • Created proprietary survey, among others, on CAT dealer network exploring new “lane” strategy, inventory de/re-stocking, purchase intentions, new and used sales trends, rental patterns and end market performance.• Created detailed models for three basic financial statements (IS, BS, CFS), revenues models (segments, same-store sales, employee growth, geographies), and working capital analysis model.

• Analyzed comprehensive financial plans for high net worth clients.• Maintained financial model portfolios based on analyst forecasts for the equities and fixed income markets.• Provided administrative support for one of the largest financial advisors within the Smith Barney organization.• Researched client needs to assist with portfolio diversification and asset allocation goals.

• Performed many administrative support tasks, including Foundation-wide phone coverage, development staff errands, processing large-volume mailings, and compiling samples and solicitation results analysis for the annual giving staff.• Assisted donor relations staff at various UI Foundation events.• Trained and oriented new employees to UI Foundation procedures.

• Created a marketing venture to help assist student groups and local businesses produce supplies to increase name recognition.• Implemented and managed a full-service website with all merchandise offerings.• Developed a database of both clients and potential clients to help manage marketing efforts.• Facilitated with another marketing company to encompass increasing economies of scale.

• Designed materials for company products such as clothing, brochures, and signage.• Organized company events including the annual golf outing for over 300 people.• Implemented marketing tools to help gain name recognition.• Provided support for the marketing and sales department to increase efficiency.