Merchant Banking focused on disruptive growth companies

Business & financial strategy advisory firm, partnering with clients in the industrials, aerospace and power sector to drive growth & performance improvementAdvising clients on organic and inorganic growth strategies, corporate development, and performance improvementRelationship and business development with leading private equity and corporate clients in the industrials, aerospace and power sector

Industrials Mergers & Acquisitions - Investment BankingTransaction origination and execution in the diversified industrials sectorsResponsible for maintaining and developing financial sponsor relationships for the Industrials group

Industrials Investment Banking Coverage partner to Managing Directors for industrial clients; responsible for identifying industry trends, acquisition and divestiture opportunities and client presentationsLead execution of sell / buy-side side transaction processes, including preparation of marketing materials; coordinated due diligence and financial analysisExecuted M&A and debt and equity financing transaction for various sectors, including diversified industrial, building products, farm & construction equipment, Ag, and industrial / energy services

Associate - Industrials Investment BankingExecuted M&A, debt and equity issuance transactions across various sectors including metals & mining, chemicals and diversified industrialsPrepared M&A, LBO, debt & equity financing and capital structure advisory and defense pitches Built several detailed financial models for valuation, merger / acquisition financial consequences and capital structure analysis