• Build and operate financial models, including DCF and LBO, and utilize comparable company multiples and precedent transactions to prepare valuation analyses for buyside and sellside M&A engagements• Assist in the preparation of marketing materials, such as Confidential Information Memorandums, Teasers, Management Presentations, and Process Letters during the marketing phases of sellside M&A engagements• Manage data rooms and coordinate due diligence with buyers throughout the entire deal process• Contact potential buyers and sellers during initial stages of deal process and maintain communication with clients, lawyers, and corporate development teams throughout the deal process to ensure timely flow of information• Create company profiles, perform industry research, and assist in the development of pitchbooks and new business development documents in order to drive new business • Regularly utilize Capital IQ, FactSet, Bloomberg, Excel, PowerPoint, Word• Hold Series 79, 62, and 63 licenses

• Built financial models to value companies with market capitalizations of $100mm to $10b, utilizing valuation methodologies including DCF Analysis, Guideline Public Company Method, and Guideline Transaction Method• Developed models to value intangible assets for Purchase Price Allocations, including Trade Names, Customer Relationships, Technology, and Assembled Workforce• Prepared valuation reports to compliment valuation analyses, which include detailed descriptions of assumptions, valuation methodologies, industry overviews, and economic outlooks• Analyzed third-party valuation reports and analyses at the request of audit function and prepared documentation and memorandums outlining key assumptions, valuation methodologies, and issues

• Utilized Microsoft Excel and Oracle databases to develop spreadsheets consisting of $8mm in account receivables and payables that were used to complete a market test strategy. • Learned fundamentals of valuing McDonald's franchises and created model to value a $2mm business divestiture. • Audited and resolved McOpCo stores project accounts within the general ledger.• Analyzed and audited Income Statements and Balance Sheet accounts in order to identify discrepancies before executing new cost savings program amongst all U.S. franchises.