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