Banc of California finalized the acquisition of Pacific Western Bank in November 2023

1) Researched and evaluated target organizations in the HVAC market2) Developed rationale for valuation potential and prioritization3) Created a pitch presentation featuring most promising deals for team to pursue

1) Supported the investment process including screening potential transactions and preparing investment committee memos2) Shadowed multiple deal teams to better understand the private equity due diligence process3) Crafted market maps by researching and analyzing financial metrics of over 300 companies to highlight potential target acquisitions for the private equity team4) Participated in a comprehensive training program which included LBO modeling and valuation methodologies5)… Show more 1) Supported the investment process including screening potential transactions and preparing investment committee memos2) Shadowed multiple deal teams to better understand the private equity due diligence process3) Crafted market maps by researching and analyzing financial metrics of over 300 companies to highlight potential target acquisitions for the private equity team4) Participated in a comprehensive training program which included LBO modeling and valuation methodologies5) Extracted qualitative and financial data from CIMs and added to CRM software (DealCloud), which served as the foundation for the creation of internal deal pipeline and Intermediary scorecard reports Show less

1) Researched accelerators, incubators, university programs, and conferences for potential startup prospects2) Identified and pitched potential target acquisitions to Partners by evaluating their financial metrics, key performance indicators, founder backgrounds, market positioning, and strategy

1) Performed daily accounting activities, such as accounts payable and reconciling cash receipts* Internship was held in both Summer 2018 and Summer 2019.