Consumer, Food & Retail

• Worked directly with a managing director from the consumer team to build a valuation model and work through all stages of a pro bono deal• Wrote and presented an industry section for a pitch, aiding in winning the deal and crafting the industry section for the subsequent CIM• Completed Training the Street to learn to create effective financial models• Experience working on the consumer, energy and applied technology, and technology teams• Generated public comparables and historical M&A transactions used to create company valuations• Completed industry research for new deals, emphasizing key drivers of the industries and identifying where clients fit in in the space• Worked with the energy and applied tech team's MD in business development and prospective client outreach • Identified and generated contact information to reach out to over 300 companies involved in the cleantech space

• Developed a methodology for a Computer Learning System to facilitate data gathering• Fluidly moved between projects to aid different teams• Analyzed articles regarding PE and M&A deals to obtain relevant market information• Updated financial statements of non-publicly traded companies to increase accuracy of valuations

• Worked with financial models to narrow options of prospective deals• Utilized comparable companies analysis to evaluate respective market structure and competition• Worked on a methodology to determine if and when companies are ready for different series of funding

• Analyzed and synthesized student information using Excel in a project with over 800 students to streamline records management• Balanced and prioritized several projects involving sensitive information that required extreme attention to detail