In my role as an Investment Banking Associate at Equiturn, I specialized in sourcing deals and leading strategic meetings for M&A transactions. I collaborated with clients to determine target verticals, conducted thorough searches for potential targets, and managed due diligence processes. I excelled in sourcing various forms of capital for debt, equity, working capital, and refinancing/restructuring purposes.

As an Investment Banking Analyst at Equiturn, I specialize in delivering comprehensive financial advisory services to clients across various industries. Based out of our Fort Lauderdale and Boston offices, I play a pivotal role in supporting mergers and acquisitions, capital raising, and strategic advisory assignments. My key responsibilities include:Financial Analysis and Modeling: Conducting in-depth financial analysis, developing robust financial models, and performing valuation assessments to support strategic decision-making. Additionally, I have excelled at creating CIMs (Confidential Information Memorandum), Pitch Decks, RFPs and various other methods of displaying and portraying company overviews/financials as well as the ability to articulate and present these to clients. Industry Research: Analyzing market trends, industry landscapes, and competitive positioning to provide valuable insights for client engagements and business development initiatives.Transaction Execution: Assisting in all stages of transaction execution, including preparing marketing materials, conducting due diligence, and coordinating with clients and stakeholders.Client Engagement: Collaborating closely with my CEO to manage client relationships, understand their strategic goals, and deliver tailored solutions that drive value.Strategic Advisory: Providing strategic advice on mergers, acquisitions, divestitures, and capital raising, ensuring clients achieve their financial and strategic objectives.Team Collaboration: Working with cross-functional teams within Equiturn to ensure seamless project execution and deliver high-quality outcomes for our clients.

• Underwrote residential and multifamily properties as well as managed the due diligence for the acquisition of retail, residential and multifamily properties. • Assisted in assessing the risk for private loans by evaluating the collateral value and strength of the sponsor. • Collaborated with the principals to assess the most accretive financing strategies.• Conducted comprehensive market research to identify investment opportunities.• Created detailed financial models including Cash Flow analysis, projection and ROIC models for the Group’s real estate projects as well as three statement models.

Responsible for checking, maintaining, and projecting future occupancy rates. Booked and coordinated groups of 10-450+ guests as the head and lead contact; successful execution led to increased rebooking rates and increased revenues. Generated new business by establishing and maintaining relationships with key corporate accounts

Implemented Standard Operating Procedures for the VIP department, resulting in more streamlined department workflow. Responsible for all aspects of the VIP customer guest experience. Analyzed, accommodated and addressed all guest requests and concerns, leading to customer satisfaction and repeat clientele, producing additional revenue to the hotel.

Responsible for accommodating and addressing all guests’ requests and concerns

Provided clients with up to $150,000 in unsecured personal funding through the use of multiple affiliates nationwide. Methodically established a sales technique in order to maximize potential revenue while providing superior customer service and maintaining a professional demeanor. Provided a multitude of financial services that aided clients in the achievement of their financial goals, including credit monitoring, credit repair, various loan types and debt consolidation services.

Called customers and corporations to discuss the potential benefits, claims, and prospective cash disbursements of purchasing various types of life insurance. Presented certifiable stock and life insurance policy comparisons to provide bespoke solutions for prospective clients. Created various analyses to determine optimal insurance policies for current and potential clients.