Private Equity Summer Analyst
• 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