Provide consulting and financial advisory services in the insurance distribution industry including sell-side M&A transaction advisory, the preparation of valuation reports, buy-side financial due diligence, and general consulting projects.

Valued privately held companies including pre-revenue start-ups, private equity firms with up to $1B in capital commitments, and family owned businesses with annual revenues ranging from $20M to over $100M. Constructed financial models using such techniques as guideline public companies, industry acquisitions, discounted cash flow, and adjusted net asset. Conducted due diligence and gathered relevant industry and market data to support multiple selection, cost of capital, and other valuation inputs. Prepared technical written reports detailing analyses, methodology, and industry overview to support the concluded value.

Evaluated companies with annual revenue ranging from $10 to $100M as potential acquisition targets at a middle market private equity firm by evaluating information memoranda, conducting industry market research and establishing a sound investment thesis. L Squared comprises a lean, highly experienced team of of investment professionals seeking investments in leading growth companies in three main industry verticals: Tech-Enabled services, Industrial Technology and Education.

Supported residual risk group by conducting external research, creating financial models, cash flow projections and developing a framework to accurately price a vehicle leasing promotion program. Modeled the program using historical and forecasted used vehicle values to build a detailed cash flow analysis. Prepared presentations delivered to senior management as well as the executive team to update on the status of the project and ultimately gain approval for a one-year pilot program.

Analyzed company financials and tracked industry trends for a boutique investment bank with a focus on clean tech and industrial small-cap stocks. Developed financial models including a forecast for future cash flows and an understanding of the financial health of the firms covered. Contributed to research publications in the form of balance sheet analysis, manufacturing capacity exhibits, et al to better educate potential investors in the clean tech industry.

Assessed new market opportunities using a combination of chemical analysis, product literature, and competitive intelligence to support the long-term growth portfolio to support the pressure sensitive industry involving both silicone paper release coatings and silicone pressure sensitive adhesives (PSAs).