Investment Banking Analyst
CurrentWorking as an Investment Banking Analyst for Mertz Taggart, a leading M&A firm specializing in behavioral health, home health, home care, and hospice, which was honored as the M&A Source's Top Firm of the Year in 2024.· Financial modeling, valuation (multiples, DCF, comparables), conversion to accrual, EBITDA adjustments, and forecasting.· QofE comparison.· Creating Investment Memorandums (CIM), including company details, valuation, and market research. · Preparation of management presentations.· Assistance with due diligence requests.· Bank Statements & QuickBooks Online Reconciliation.· Industry research.· Writing of Home-Based Care Public Company Roundup.· Building of a comprehensive handbook/guide for other team members.