• Constructed simple LBO models and data packs in Excel for target companies, utilizing and creating the three financial statements, P&L reports, COGS and customer analyses, and four projection toggles to support investment theses• Reviewed and edited NDAs to ensure legal compliance to protect firm’s interests in potential transactions• Orchestrated writeups on CIM’s, summarizing critical investment merits, and identifying potential risks of a company• Analyzed investment teasers to identify potential new customer targets, assessing revenue, EBITDA, EBITDA margins, CapEx, and business structure to find strategic acquisition opportunities• Sourced proprietary deals by leveraging industry networks and research, contributing to a robust pipeline of potential deals• Compiled question lists for banker calls, documenting and participating in discussions to enhance investment evaluation

• Managed over $72,000 to help create, execute, and plan fraternity philanthropic and brotherhood events• Aided in reconstructing the Kappa Sigma, Beta Theta chapter at Indiana University, initiated as a founding father• Utilized professional public speaking skills to be voted into the Finance Committee as a first semester initiate

• Delivered a superior standard of customer service, welcomed and engaged with club members and guests with the utmost respect, courtesy, and professionalism • Fostered strong interdepartmental collaboration with colleagues, facilitated bag room organization creating seamless golfing experiences • Assumed a leadership role in training and mentoring new bag room employees, imparting club policies and procedures to deliver exceptional service

• Balanced cash register and attained the importance of financial assets within a small business, managed up to $400 at one time• Organized, cleaned, and tidied Blimpie to be a neat and hospitable atmosphere for customers• Established customer relationships through collaborative and social skills, created a lively and devoted customer base

• Developed quick-thinking skills by working in a cluttered environment producing $83,000 in sales per week, establishing a sense of urgency while completing work effectively• Enthusiastically filled in for co-worker's shifts and worked overtime whenever available, resulting in increased comradery and a positive work environment