Participated in all stages of equity and debt investment transactions, including the development of financial models, due diligence meetings, creation and evaluation of investment hypotheses, and the screening of potential investments- Transaction experience: acquisition of a Colorado-based specialty retailer- Developed an acquisition target list of specialty retailers across the US- Analyzed consumer purchasing behavior to inform pricing and marketing initiatives- Evaluated the business case for delivering products from a retail to consumer location- Reviewed the purchase and credit agreements with the investment and legal teams- Participated in strategic planning meetings and supported the operations team

Transaction experience: acquisition of Speedpro Imaging a format imaging franchisor with over 120 locations- Drafted investor memoranda summarizing in-depth financial and operational due diligence - Developed financial models and evaluated hypotheses of franchisee growth, and tax liabilities- Reviewed the purchase and credit agreements with investment and legal teams

Supported the private equity, institutional sales and trading teams:- Liaised between C-level executives and Institutional Investors- Acted as scribe for corporate access and client-focused events, and investment committee meetings- Reviewed and presented potential investments to the investment committee