Sectors: Transportation, Aerospace and Defense, Multi-Industry, Industrial Distributors

Mergers and Acquisitions Group

• Communicated with top executives on analysis and recommendations of possible amalgamation with PartnerRe (NYSE:PRE) • Performed a comparable companies analysis to determine bid price for a potential acquisition• Developed an examination on the possibility of creating a joint venture with an equity investment of $80 million• Create monthly presentation of top priority issues and updates in each department for CFO

• Analyze overhead costs budget according to the specifications and restrictions of individual company grants• Prepare documents for accounting purposes and analyze those statements for accuracy• Provide support in managing petty cash of the organization according to constantly changing company demands• Assist in preparation of monthly cash flow report for Executive Director

• Reviewed and became accustomed to various tax forms such as the 1042 and 1099 • Supported the Illiquid Fund Services Team in providing fund accounting and tax services for clients • Acted as liaison between several renowned accounting firms and Credit Suisse’s Tax Department • Assisted in creating internal presentations and company profiles for reference to partnering companies

• Assembled a detailed presentation on past progress and future aspirations for school athletic and academic facilities • Chosen to be interviewed on school operations and improvement within administration and faculty