Jonathan Prete Email & Phone Number

Washington DC-Baltimore Area

Washington DC-Baltimore Area

New York City Metropolitan Area

• Global Consumer Products & Retail Group
• Conducted company and industry research using Nielsen, Euromonitor, and industry research reports to assist in active deals across the consumer goods and retail space.
• Coordinated with the Consumer Products and Retail Americas Chairman, COO, and global partners to provide support across transaction pipelines and management projects.Transaction experience:
• Assisted Cornell Capital in its leveraged buyout of INW Group acting as lead left arranger in the transaction. Included the simultaneous acquisition of Bee Health, a diversified addition in the vitamin and supplements.
• Advised Victra Wireless in its $660 million Senior Secured Notes offering to repay an existing term loan, provide a dividend to shareholders, and for general corporate purposes. Worked alongside Lone Star Funds and the.
• Supported Guitar Center in its restructuring and offering of $350 million in notes to support the business upon emergence of bankruptcy.

Greater New York City Area

• Global Consumer Products & Retail Group
• Conducted company and industry research using Nielsen, Euromonitor, and industry research reports to assist in active deals across the consumer goods and retail space.Transaction experience:
• Provided due diligence support, ascertained financials through modeling, and compiled strategic materials for a buy-side acquisition of a $300 million top-line target in the frozen foods space.
• Analyzed comps and created pitch deck materials for a nearly-mandated sell-side process of a $3 billion beauty and personal care company to inform management of next best strategic opportunities of the business.
• Created a pitch deck for a broad buy-side engagement between a $13 billion luxury retail company and potential tech-driven targets. Conducted significant research of retail trends and digital marketing to convey to the.
• Forecasted a financial model and provided supplementary write-ups for a due diligence remodel of a $3 billion priority client in the packaged food space to ascertain the credit worthiness of existing loan facilities.

Arlington, Virginia

• Conducted company and industry research to procure leads in the tech, industrials, and consumer discretionary sectors. Information is vital for procuring leads for interested buyers in the M&A process.
• Utilized Capital IQ, SEC Edgar and research reports to analyze and present comps, transactions, and research to supervisors on Excel and PowerPoint.
• Created quarterly report using Excel and PowerPoint to design illustrative charts and trends regarding macroeconomic indicators, market performance, and M&A activity. Transaction experience:
• Ran a DCF model on a target company in the fintech space to aid partners through the buy-side acquisition process.
• Collaborated on research and compilation of an offering memorandum for a sell-side M&A deal in the financials space.
• Researched relevant acquirers and collaborated on an offering memorandum for a sell-side M&A deal for an industrial services company.

Washington, District Of Columbia

• Worked with FASB in order to provide recommendations on taxonomy code changes for 2019 by analyzing hundreds of EDGAR filings and presenting findings through a comprehensive Excel workbook.
• Provided research on a rule regarding transaction fees facing exchanges and broker dealers, structured data on determinants of cost of capital across participating public companies.
• Researched literature on private funds and the economic impact of The Volcker Rule under Dodd Frank Regulation. Reported findings to a senior economist to conduct econometric testing on the effectiveness of the rule.

Arlington, VA

• Conducted company and industry research to procure leads in the healthcare, tech, industrials, basic materials, and consumer discretionary sectors. Information is vital for procuring leads for interested buyers in the.
• Utilized Capital IQ, SEC Edgar and research reports to analyze and present comps, transactions, and research to supervisors on Excel and PowerPoint.
• Attended weekly training sessions to sharpen skills in a diverse set of financial areas including research, modeling, M&A, and valuation applicable to future projects.Transaction experience:
• Scrubbed over 300 potential targets to identify 60 potential specialty pharmacy leads as part of a buy-side engagement for a $50 million pharmaceutical company. Provided trading and transaction comps of the specialty.
• Researched over 250 potential fintech companies for a strategic buyer, identifying the 40 most relevant targets through Capital IQ, company research, and competitor analysis.
• Produced an investment teaser on a global insurance firm for a large Japanese acquirer summarizing the company’s business model, value creation opportunities, and potential investment thesis for the client.

Landover, MD

Managed inventory for the Redskins Rewards Stand prior to game. Assemble rewards experience in Stadium tunnel for Season Ticket Members eligible for tunnel access. Distributed merchandise and experience rewards and answer questions from Season Ticket Members and fans. Upkeep inventory through SKIDATA, the software system for Redskin’s loyalty.

Landover, MD

Updated weekly Season Ticket Member Waitlist using Microsoft Excel and importing to Archtics, Ticketmaster software.Researched and published content such as weekly trivia quizzes on the loyalty program website – www.redskinsrewards.com. Tracked rewards program inventory including merchandise, sweepstakes, and autographed items for the upcoming season..

Washington D.C. Metro Area

-Utilized various proprietary CRMs to log account of analyst conference calls, monthly client holdings, and client records in order to ascertain client-analyst interactions and provide tailored customer relationship management. -Authorized client access to internal research on Bloomberg Terminal to disseminate the firm’s research and obtain verified and.

Guilford, CT

Designed website using Weebly platform for Nikki Travaglino & Associates.Pulled content from Facebook, Instagram, and local media coverage to enhance the content of the website and expand presence in the community.