Global Strategy and Corporate Development

Senior Consultant in the Global Strategy and Corporate Development Team

Teaching assistant for M&A Strategy

- Conducted primary and secondary research to generate investment thesis in business to business services, healthcare, and IT services, two theses evolved to seeking specific opportunities by entrepreneurs in residence- Evaluated, executed diligence, and recommended course of action on more than 10 prospective investments through valuation of target (LBO, multiples and other) and analysis of business model, competitors, vendors, and customers- Collaborated in due diligence of a… Show more - Conducted primary and secondary research to generate investment thesis in business to business services, healthcare, and IT services, two theses evolved to seeking specific opportunities by entrepreneurs in residence- Evaluated, executed diligence, and recommended course of action on more than 10 prospective investments through valuation of target (LBO, multiples and other) and analysis of business model, competitors, vendors, and customers- Collaborated in due diligence of a potential portfolio company, including development of LOI, creation of data room, engagement with third-party due diligence providers, and performance of internal analysis- Formulated consulting initiative to evaluate intern onboarding and training, resulting in a new program designed at decreasing communication friction and reducing time spent in training by at least 4 employee/hours per week- Directed ad-hoc teams of interns engaging in thesis generation and research, opportunity evaluation, and performance of internal due diligence of targets under LOI Show less

- Advised founders on design and implementation of a medium-term strategic plan, including improvements in operational guidelines, customer acquisition and retention, product design, and cash flow management- Elaborated a financial model to gauge impact on cash flow from changes in operating and financing strategies- Created reporting tools to facilitate engagement between Doctor and Patients, through enhanced visualization of panel composition and engagement, instantly offering data… Show more - Advised founders on design and implementation of a medium-term strategic plan, including improvements in operational guidelines, customer acquisition and retention, product design, and cash flow management- Elaborated a financial model to gauge impact on cash flow from changes in operating and financing strategies- Created reporting tools to facilitate engagement between Doctor and Patients, through enhanced visualization of panel composition and engagement, instantly offering data previously considered too cumbersome to analyze Show less

- Advised founders on design and implementation of a medium-term strategic plan, including improvements in operational guidelines, customer acquisition and retention, product design, and cash flow management- Elaborated a financial model to gauge impact on cash flow from changes in operating and financing strategies- Created reporting tools to facilitate engagement between Doctor and Patients, through enhanced visualization of panel composition and engagement, instantly offering data… Show more - Advised founders on design and implementation of a medium-term strategic plan, including improvements in operational guidelines, customer acquisition and retention, product design, and cash flow management- Elaborated a financial model to gauge impact on cash flow from changes in operating and financing strategies- Created reporting tools to facilitate engagement between Doctor and Patients, through enhanced visualization of panel composition and engagement, instantly offering data previously considered too cumbersome to analyze- Created and implemented marketing A/B tests in order to measure customer response to advertising through different channels and promotion types. Results will allow management to improve customer acquisition spend- Launched a product that will allow the firm to increase value to customers by decreasing yearly health care spend whilst keeping adequate insurance coverage, it will be offered to all customers for 2017 insurance enrollment Show less

- Held multiple roles, including deal execution (team leader and team member), client and investor origination, relationship manager, product design and sale and, project leader in various internal initiatives- Led transaction execution teams and meetings including clients (senior and junior managers), attorneys, tax, real estate, among other advisors. Commended by Fortune 500 senior managers for exemplary work in team building- Prepared and presented acquisition opportunities to… Show more - Held multiple roles, including deal execution (team leader and team member), client and investor origination, relationship manager, product design and sale and, project leader in various internal initiatives- Led transaction execution teams and meetings including clients (senior and junior managers), attorneys, tax, real estate, among other advisors. Commended by Fortune 500 senior managers for exemplary work in team building- Prepared and presented acquisition opportunities to clients seeking to expand geographic footprint through acquisition in LATAM, including evaluating market opportunities and numerous targets in each country of interest- Represented the firm in chamber meetings including: Finance Committee of the US-Venezuela Chamber of Commerce and the Board of the Venezuelan Private Equity and Venture Capital Association- Conceived a product to hedge cross-border risk for corporations in Venezuela; managed client origination, deal execution and negotiation between buy and sell side teams, for $158M in cross-border hedging- Initiated and created, by own initiative, a data-mining model which simplified search for clients using predetermined financial ratios for different types of transactions, decreased client origination time by half- Executed wide range of advisory transactions, enterprise and project valuation, and debt and equity raising Show less