Mergers & Acquisitions

• Assisted in creation of pro forma financial statements for add-on acquisitions including potential growth synergies • Populated historical financials and forecasted financial statements for potential acquisition targets• Involved in meetings with existing portfolio companies to discuss current operating performance along with potential growth opportunities through strategic add-ons • Tasked with assisting in due diligence process for new acquisition platforms including analyzing financials, risk profile, value creation, and financial viability before committing capital towards investments

• Assisted team with market research, analyzed data, and reviewed and discussed trends within the metals industry• Shadowed traders making futures market trades; an introduction to the futures market and its capabilities • Attended risk management meetings and projected risks and strategic trades within the futures market• Participated in sales meetings and discussed different customer sale strategies to further grow revenue • Worked with sales and risk officers to download data for preparation of weekly research reports on website