EdgePoint is a leading Merger & Acquisition advisory firm, specializing in middle market mergers, acquisitions, management buyouts, and corporate divestitures for businesses and owners.• Responsible for managing the strategy and execution of merger, acquisition and financing transactions• Provide oversight to the preparation of marketing materials, act as a liaison with potential strategic and financial partners, negotiate key purchase documents, and manage the closing due diligence process• Experience includes working with companies that are privately held or family owned, backed by private equity or family office firms and corporate divestitures for private and publicly traded companies

• Selected and coordinated the implementation of a prime brokerage platform for new in-house trading desk• Designed, implemented, and served as the Portfolio Manager on multiple in-house public equity allocation strategies • Performed research on potential new asset managers, primarily within long only equity, hedge fund, and private equity asset classes• Completed detailed research reports to assess the performance of existing asset managers within the portfolio

• Responsible for equity research within the transportation, logistics, and rail sectors• Performed in-depth financial statement analysis of public companies and updated financial models on a monthly basis• Built relationships with a network of industry contacts, customers, and suppliers across the transportation and logistics industry• Responsible for the creation of several new proprietary written research products within coverage sectors• Prepared sector presentations on industry trends for buy-side clients and industry professionals