Healthcare M&A

Healthcare M&A

Generalist M&A

• Prepared offering booklets and translated marketing materials on Zena’s brands for investor and franchisee meetings • Inputted, tracked and created presentations analyzing sales and client data for the brand Cañas y Tapas in past three fiscal years• Conducted market research and generated presentations for expanding company brands in different cities and hotels in France

• Drafted rehabilitation narratives using financial projections for low-income properties in Ohio and Florida• Summarized investment opportunities involving low-income housing tax credits (LIHTCs) for potential investors• Completed government approvals and forms for tax credit applications across the country

• Initiated the launch of a faux floral line and helped secure new, larger clients like Khloé Kardashian• Spearheaded several revenue growth opportunities such as homecoming flower sales, pop-up shops and flower carts• Led hiring efforts and formulated application and interview questions

• Generated $150,000 in leases by building a tenant database that targeted businesses and notified them of new commercial spaces owned by Lee and Associates• Created an investment memorandum for two properties documenting the physical attributes of the buildings as well as the financials of the proposed offering• Assisted three brokers with their industrial, residential and commercial properties in the greater Cleveland area