Lane Davis Email and Phone Number

• Conducted in-depth sourcing analysis based on companies’ financials, growth estimates, operations, and more to identify attractive investment opportunities for Stewardship Partners• Built various financial models to forecast B2B SaaS and services companies’ future growth and valuations• Participated in meetings with business owners and C-suite executives discussing potential exit strategies• Maintained pipeline of brokered and proprietary deals through personal outreach and various deal flow platforms

• Worked directly with in-house financial advisors and their client base of over 170 families• Revised client’s accounts with market fluctuations to compare and advise future investments• Prepared client quarterly and yearly financial reports for progress updates on retirement, savings, and other allocations• Demonstrate attention to detail through data input and analysis as requested by advisors

Rotational intern contributing to data entry, analysis, and client prospecting assistance within Employee Health & Benefits, Business Insurance, Private Client Services, and Retirement departments.