• Transaction type exposure includes direct investments in private companies, take private opportunities, distressed debt investments and monetization of existing holdings• Contributed to the sale preparation of a healthcare medical technology firm by preparing a comprehensive company overview, financial projections and valuation analysis• Participated in sell-side meetings with investment banks• Deal team member on the reverse merger of Bridge Media Networks into The Arena Group. The transaction expanded the reach and capabilities of the combined company and provided new growth capital • Prepared pitch decks to support the financial returns of new investment opportunities• Offered 2024 Head Summer Analyst position and to lead a small team of interns