- Generalist: value-added distribution; asset-light logistics; and industrial, business, and residential services

- Generalist: software, tech-enabled services, and industrial business services- Managed and supported deal execution, including business, tech, operational, accounting, tax, market, and legal diligence; investment committee material development; debt financing; equity co-investment; LBO model and funds flow creation; and documentation- Provided ongoing FP&A, M&A, operational, strategic, and governance support to four portfolio companies- Brainstormed, researched, developed, and presented various industry themes and strategies to augment and refine investment focus areas- Aided investor relations team in developing materials for LP advisory committee meetings and CEO/CFO summit- Closed various platform and add-on acquisitions- Was a board observer for Allredi, General LED, HungerRush, SmartSights, and TradePending

- Deal experience included (as analyst and senior analyst): + Closing the recapitalization of Transport Investments, Inc., an agent-based specialized truckload transportation, freight brokerage, and project logistics provider owned by Revelstoke Capital Partners, by Gemspring Capital and management + Closing the sale of Priority Express, a final mile logistics provider, to Capstone Logistics, a logistics management provider owned by The Jordan Company + Closing a private debt raise process for a $20M EBITDA sponsor-backed freight brokerage + Facilitating due diligence and constructing the management presentation, CIM, model, buyers list, teaser, and business updates for a $20M EBITDA postsecondary education sell-side process + Facilitating due diligence and creating the CIM, model, buyers list, and teaser for a $10M EBITDA founder-owned middle and final mile logistics and freight brokerage sell-side process + Creating the CIM and buyers list for a $29M EBITDA founder-owned temperature-controlled, less-than-truckload, and value-added warehousing and distribution sell-side process + Creating the CIM for a $28M EBITDA founder-owned specialized truckload and third-party logistics sell-side process + Updating the CIM and model for an international air and ocean transportation and customs brokerage sell-side process- Aggregated key information about the education and transportation and logistics industries, and used it to update public and M&A comps, analyze business opportunities, create materials for internal and external meetings, and disseminate periodic updates

- Supported teams on sell-side transactions for companies with enterprise values ranging from $42M to $715M in a variety of industries, including tech-enabled services, transportation and logistics, infrastructure, building products, and environmental services- Added geographical and industry overview information as well as a net working capital analysis, a cash-free debt-free balance sheet, a churn analysis, an acquisition pipeline, and buyer profiles to CIMs and to slides for meetings with potential buyers- Updated models, public and M&A comps, potential buyer lists, and data room documents using various financial applications- Developed a sell-side pitch that included company positioning, valuation, and target and buyer profiles for a ~$360M EBITDA nonhazardous solid waste services company, then presented this pitch to 12 senior bankers and six junior bankers

- Created documents that delineated detailed procedures for my team of six professionals to follow in order to most effectively assess the ability of key controls to mitigate risk- Analyzed financial statement variance to ensure that all foreclosed property accounting was complete and accurate- Tested samples of complex business processes to determine the amount to which they adhered to key controls- Interacted, as part of a team, with six sets of clients on-site and online to build rapport, gain a better understanding of business processes, and advise on how to more effectively and efficiently address and alleviate risks

- Formulated a hypothesis, carefully collected and graphically organized detailed data, and wrote a final paper for an independent research project about the impact of negative central bank interest rates on commercial bank lending risk- Investigated the financial performance of stocks, mutual funds, ETFs, broker-dealers, and investment advisors- Structured and presented an analysis of a supervisor’s collected financial data to aid with his research- Utilized three databases to collect, arrange, interpret, and summarize financial data for three supervisors- Organized and led extracurricular activities to foster interpersonal relationships among the intern class

- Organized the office filing system by collaborating with servicers of six institutes and centers- Created and implemented an efficient database for eight types of special pay case files- Completed detailed paperwork introducing 12 new hires into various positions within the NIH

- Worked for the 2014 Primary and General Elections- Coordinated with the team of eight to set up the polling precinct the evenings prior to each election- Checked in voters at the electronic poll book- Escorted voters to the voting machines and issued instructions on the usage of the equipment- Registered voters- Executed finishing operations with the other Judges to close the polling precinct and prepare the materials to be returned to the Board of Elections

- Volunteered in all general and primary elections - Set up the polling station the night before each election and assisted the Voting Operations Judges on Election Day- Addressed the needs and concerns of community members regarding polling and directions