Brody Sims Email & Phone Number

White Plains, Ny, Us

Mamaroneck, New York, United States

• Conduct due diligence on artificial intelligence, electric vehicle, SaaS, and other technology companies. • Assist in structuring multiple $20MM-200MM+ equity raises. • Vet projects for financial performance, developed client and investor relations via research, private equity, family offices, and high net worth angel investors. • Perform due diligence analysis, and documentation of live transactions. • Produce pitch decks, financial models, and meet strict adherence to deadlines.

Bronx, New York, United States

• Engage in all aspects of a sell side-pitch, including consumer sector due diligence, pitch decks and presentations, execution of company and macroenvironmental analysis, and financial valuation. • Create Bloomberg screen tools to identify companies market cap, revenue, earnings growth rates, company valuations, as well as liquidity metrics to generate investment ideas for the club. • Construct detailed schedules for working capital, PP&E, debt, and depreciation, enabling accurate financial analysis. • Conduct fundamental analysis by reviewing public companies 10-K and 10-Q filings, listening to earnings calls and analyst day presentations to generate new investment ideas, and monitor current portfolio holdings. • Present stock pitches to a panel of financial professionals, the club board, and faculty of Manhattan University.

Bronx, New York, United States

Mamaroneck, New York, United States

• Provide personalized golf services to enhance members’ gameplay experience, including green reading, club cleaning, and strategic advice, resulting in improved rounds. • Analyze members’ unique play styles, preferences, and tendencies, fostering better teamwork and communication for enhanced performance on the course.

Greenwich, Connecticut, United States

• Drove cross-functional collaboration between Accounting, Operations, Treasury, and Commercial teams to facilitate cash flow forecasting analysis.• Supported all three sectors of the finance department using the company’s trade management system to log trades, audit the accuracy of filings, and ensure that lines of credit were properly managed.• Created financial models to ensure the feasibility of optimal capital management forecasting cash flows to properly execute trades.• Reviewed Bills of Lading to ensure clientele purchasing from Nitron were able to receive their goods in full.• Ran reports to evaluate the performance of individual tasks and found ways to improve margins.

New York, United States

• Researched, identified, and pitched attractive industries based on Sakira’s unique investment criteria.• Developed and presented investment theses around attractive industries, companies, and business models.• Reviewed confidential information memorandums (CIMs) on potential acquisitions and interacted with business brokers representing sell-side advisory clients.• Created and maintained LBO and other valuation models on select acquisition opportunities.• Engaged in weekly education sessions on valuation concepts, M&A accounting, and private company investing practices.

Bachelor Of Science - Bs, Finance

Achieved Dean's List my freshman year in the School of Engineering prior to switching my major to finance over the summer to the O'Malley.

High School Diploma