Eric Berggren Email & Phone Number

Chicago, Illinois, US

- Manage multiple client queries and issues, ensuring their timely resolution- Reconcile cash and security collateral holdings- Assist in the continuing technological advancement of the collateral management function- Provide support and builds relationships with business partners and brokers/counterparties- Assist partners in maintaining the general.

• Lake Sawyer Trading LLC is a privately developed company aimed to sell Christmas Advent candles.
• Developed an international candle company over summer of 2018 after initiating the idea in a high school entrepreneurship class, along with contacting distributors, and imported candles from Europe.
• Acquired skills/created models about sourcing capital, import and supply chain challenges, pricing strategies, and more when launching the candle company.
• Entreprenered a profitable retail LLC at the age of 17

• BlackStad is a family owned company. As a board member I -
• Analyzed different public stocks on the market including ETF’s such as S&P500, NASDAQ, and other industrial specific ETF’s along with individual securities such as AAPL, FB, DE, WMT, TSLA, etc to develop a greater.
• Analysis included history, competitors, market trends, share price, real value, margin of safety, terminal growth rate, Graham Number, etc.

Stoughton, WI, US

Nelson Global is a private equity portfolio company, acquired in 2016, focused on global engineering, manufacturing, and distribution. During the summer, I had the pleasure of working as an associate in the Accounting, Business Intelligence, and FP&A sectors of the firm.Accounting - Focused on cash conversion in both the Accounts Receivable and Inventory.

Bloomington, Indiana, US

Member of Indiana University’s D1 Golf Team

Washington Navy Yard, DC, US

• NAVSEA is the title for Crane U.S. Navy Base located in Crane, Indiana.As a field consultant I -
• Led initiatives to enhance the Focused Investment Area (FIA) process, optimizing budgetary documentation, instituting standardized protocols, and introducing dynamic process redesign
• Implemented standardized procedures for improved quality, consistency, and scalability. Introduced an FIA scoring rubric and a comprehensive process/issue tracker, integrating them into the project selection process.
• Developed and implemented user-friendly documentation strategies for quality assurance, knowledge transfer, and future scalability/enhancement through the production of clear process flowcharts, concise one-pagers, and.
• Successfully executed documentation, standardization, and process redesign initiatives for the U.S. Military Naval Base website, leading to a notable consulting victory in the field, and to an invitation at the Pentagon

Chicago, IL, US

• Lincoln is an International Investment Bank mainly focused on Sell-Side M&A.As a genrealist I -
• Constructed a pitch deck with a team for a $70M+ family-owned agricultural equipment business on a sell-side M&A deal by composing company positioning, industry overview, list of potential strategic, and financial.
• Developed relevant valuations such as public comparable and precedent transaction comparable through CAPIQ, and additionally implemented a DCF, LBO analysis into a football field to estimate appropriate EBITDA multiple.
• Implemented general discussion/qualification of potential synergies and a process timeline including drafting marketing material, IOI, LOI, third party due diligence, final selection, and closing.

Chicago, IL, US

• Wind Point Partners is a Middle Market Private Equity Firm in Chicago focused in consumer, industrial, business services, and media with about $4 billion in aum.As an intern I -
• Evaluated the strategic and financial implications of business combinations, such as EBITDA growth and margins, leverage, equity ownership, cash flow, flow-thru memos, and trend analysis within Excel.
• Constructed, managed, and analyzed financial/distribution models and utilized excel to perform valuation analysis, including an LBO.
• Collaborated with full deal team to connect on quality of earnings calls and present strategic alternatives.
• Developed industry research on Watsco in analyzing growth drivers, competitive landscapes, acquisition history valuation analysis, and valuation drivers.

Worldwide, OO

• Developed spreadsheets, simulations, optimizations, and data preparation about a coffee bean company through Excel.
• Faced adversity with international teammates in variety of time zones.
• Developed a calendar and spoke with teammate individually for efficient and convenient collaboration.

Master Of Business Administration - Mba, Financial Analysis

Bachelor'S Degree, Finance, Accounting, And Business Analytics