Analyzed 5 middle market firms and 10+ industries with enterprise values from $5 to $250 million for use in capital raising and M&A deals for managing directors in preparation for client and investor meetingsCompleted detailed financial and operational due diligence and used different valuation methods for industries including consumer products, ecommerce, food and beverage service, and pharmaceutical technologyCollaborated directly with Chief Compliance Officer to lead project in updating the firm’s compliance procedures to FINRA, SEC, and SIPC standards and communicated procedures to the entire companySelect Transaction ExperienceFast Casual Restaurant – Capital Raising Advisory ($50mm transaction)Developed detail valuation summary at 10-12x EBITDA with trading and transaction comps to provide potential investors with a complete analysis of the enterprise and opportunity for future growthPerformed in-depth due diligence for industry and potential strategic acquirers for senior bankersConsumer Electronic Accessories Company – Sell-side Advisory ($20mm transaction)Created pitch deck materials to provide potential investors with essential information to make investment decision including market overview, key financials, competitive advantage, and estimated valuationResearched and contacted 20+ strategic and financial acquirers for managing director to advise client CEO

Worked on team of 3 students to develop and implement data solutions that provided improvements in purchasing and financial reporting for an executive initiativeCreated dashboards and other data visualizations via Tableau to support key strategy recommendations and tracking of customer personasDeveloped automated reporting solution with integrated dashboards via databases and Tableau to support key stakeholders