Brandon Knight Email & Phone Number

Nashville, Tn, Us

Louisville, Kentucky, United States

Cerity Partners is one of the top 10 largest RIA firms in the world. The firm focuses on delivering objective financial advice to high-net-worth individuals, families, and organizations. The firm provides unique financial insights and investment management through internally run models and selecte outside investment partners.- Facilitate trading, investment management, and comprehensive financial analysis across public and private markets.- Design and implement customized trades based on strategic investment allocations, leveraging advanced analytical software.- Perform in-depth analysis for local partners and advisors, including performance assessments, investment modeling, data visualization, and specialized projects.- Develop tailored analyses and household overviews for high-net-worth clients and contribute to research and due diligence for investment strategies and market forecasts.

Nashville, Tennessee, United States

Capital Alignment Partners is a lower middle market private investment firm that provides debt and equity capital primarily to healthcare and business service companies- Analyzed 300+ emerging managers and LPs, identifying key industry players and potential partnerships- Performed merger model in Excel to consolidate income sheet and balance sheet of two companies, and successfully created a comprehensive cash flow statement- Assisted managing director in diverse projects, encompassing deal closures in the business services industry and active pursuit of future healthcare opportunities

- Collected data for various biotech pharmaceutical companies.- Extracted information on companies’ IPO capital and drug development.- Developed strong attention to detail through 100+ hours of data collection.

Nashville, Tennessee, United States

i3 Verticals is a technology and payment processing company offering integrated solutions across various industries. Known for its strategic acquisitions, i3 Verticals has grown significantly, enhancing efficiency and streamlining business processes.- Performed P&L forecasts for 40+ add-on acquisitions in coordination with i3 Verticals quarterly FP&A projection model.- Modified financial models for portfolio entities, performing detailed financial adjustments to determine pro forma EBITDA in the Payment Processing Software sector for $1-$10 million EBITDA companies.- Researched potential add-on companies across the U.S. in target regions and formulated questions for management presentations to determine fit with existing platform companies.- Created an automatic tax matrix within excel to ensure filings and invoices were up to date across all portfolio companies.

- Collected data for the companies making up the S&P 500- Research included headquarter state, state of jurisdiction, indemnification, and cumulative voting- Familiarized myself with the SEC’s EDGAR as well as company documents including the 10-K

Master Of Science - Ms, Finance

Bachelor Of Business Administration - Bba, Finance, Certificate In Legal Studies

Honors College

Education record