Multi-Family REITsSingle-Family REITsShopping Center REITs

-- Supported the execution of live M&A transactions by preparing valuation analyses, creating offer stage management presentations, and facilitating due diligence-- Produced pitch materials and compiled Public Information Books for prospective engagements-- Conducted a comparable credit analysis on recent loan securitizations in the North American auto-finance space Selected Transaction Experience:-- Pending Cross-Border Divestiture of Multi-Billion Dollar Auto Finance Company: Created client-facing valuation material; assisted in creating the offer stage management presentation; facilitated the due diligence process-- Pitch the sale of Synovus Financial Corp.: Assisted in building a dynamic merger model that allowed a valuation comparison between the Company’s merger with five most likely buyers using a combination of debt, equity and cash; prepared client-facing pitch materials and compiled relevant market research

-- Supported the execution of over 10 live middle-market M&A transactions by building financial projections, drafting Confidential Information Memoranda and Teasers, producing client-facing market updates, and researching prospective buyer universes-- Facilitated due diligence, prepared offer-stage management presentations, and supervised the work of other interns-- Selected Transaction Experience: > Pending Sale of Medical Equipment Manufacturer: Prepared the first draft of the Confidential Information Memorandum, built the financial model, compiled the buyers list, and wrote the Teaser > Pending Sale of Russian ITO Service Provider: Worked with the deal team to prepare the final draft of the CIM, Teaser, and buyer universe; built a detailed financial model with independent valuations for different segments of the business

-- Worked with a team to identify and analyze prospective investments to diversify Avalon’s portfolio, ranging from the Subway franchise to Hypoxi body care equipment.-- Used the Senior Analyst and Associate’s profit forecasts, projected earnings and expenditures, and proposed business plans to analyze prospective investments for financial viability-- Individually prepared and delivered presentations evaluating and summarizing the team’s findings-- Collected and verified the financial information provided by clients offering investment proposals and corresponded with them to schedule meetings with senior management of the firm