Diego Leal Email & Phone Number

Southport, Connecticut, United States

● Support execution of strategic initiatives alongside portfolio company management teams● Active involvement in all aspects of the investment process from investment thesis to investment structuring, to portfolio monitoringand support● Conduct industry research and due diligence on 7+ live investment opportunities through financial statements, and market research● Work with financial models, analyzing scenarios with different capital structures and operating performance and acquisitionassumptions● Develop presentation and marketing analysis to further our knowledge on potential acquisitions for portfolio

Monterrey, Nuevo León, Mexico

● Supported the team with its management advisory, identifying areas for improvement and recommendations through discussions ● Assisted with research and analysis, providing insights for client investment strategies, and identifying potential opportunities● Conducted analysis, providing input to private business management and administration, resulting in efficiency and cost savings

Monterrey, Nuevo León, Mexico

● Supported the portfolio management team by analyzing market trends, and economic indicators, contributing to the process ofinvestment strategies for the fund, identifying the potential risks and opportunities● Assisted in preparing weekly, monthly, quarterly, and annual financial reports for 15+ companies creating complete financial models● Collaborated with teams to gather and analyze data for consulting projects, enhancing clients’ financial performance

Bachelor Of Engineering - Be, Industrial Engineering

High School Diploma

Activities and Societies: Basketball Varsity Team Investment Financial Club AP Scholar