- Contributed to several key projects and initiatives, including research on the US and Europe trademark application process for the rebranded business- Identified potential trademark agents and worked on the initiation of the trademark application- Sourced deals and pitched products to Payment Service Providers across Europe, and successfully onboarded two new partners through several rounds of discussions and negotiations

- Built loan-specific financials for client's platform investments, resulting in USD 12M raised under Paycheck Protection Program- Conducted primary deal diligence on 40+ potential deals across Aerospace & Defense, Healthcare, Industrials, and Specialized B2B sectors- Prepared Cash Flow forecast model for a merged entity to monitor debt covenants and compare actual monthly cash position- Conducted customer/supplier concentration analyses and product category/SKU analysis to assist the client in understanding sales and cost drivers- Prepared public and transaction comparable models to analyze and track portfolio valuation and value prospective deals- Streamlined payroll reporting and accounting process during the ongoing merger to merge payroll accounts for the merged entity- Drafted pitch decks and investment materials for platform investment nearing its investment horizon to initiate the divestment process