Global PMI Partners USA was acquired by E78 Partners in December 2023. Founded in 2016, E78 Partners provides solutions to help middle-market finance, technology, and private equity leaders accelerate value creation. With the deep operational and industry experience from over 400 associates, we form a unique partnership with every client to become the element of their success.

Orchestrate post-merger integration playbook from due diligence to day 100 for mid-market private equity and acquiring companies.

Global PMI Partners USA acquired by E78 Partners

TD Bank (Commercial) - Planning and Execution of First HorizonTIAA-CREF (6 months) - Financial reporting SME for Asset Management and Wealth Management Divisions to setup Seismic reporting platform to show up-to-date financial reports across all asset classes.PNC CAPITAL (1 year) - Head of Operations and FinanceProviding working capital and strategic private investment to the $120B staffing industry.KILIMA CAPITAL (1 year) - Investment Management AnalystAfrican investment market analysis and deal execution for foreign private equity and outsourcing opportunities.TIAA-CREF (6 months) - Senior AnalystFortune 100 investment management firm with $487 billion under management.Enabled accurate view of portfolio risk for equities across asset classes (fixed income, private equity, and real assets), and developed better fixed income hedging model using derivatives. MF GLOBAL (2 Months - bankruptcy) - Senior AnalystWorked with senior staff including Chief Compliance Officer on increasing profitability of commodities brokerage and trading operations through better trade surveillance and compliance.JPMORGAN Asset Management (1 year) - AnalystIdentified revenue sources and successfully enabled integration of JPMorgan Private Bank and Bear Stearns institutional trading platform to complete the high profile merger in order to comply with the Federal merger deadline.-Worked across Front Office, Middle Office, and Technology.EIGHT CAPITAL (2 years) - AssociateEmerging Market Distressed Debt Hedge FundWorked directly with fund CIO on all facets of trading and fund operations management. Reviewed market news, retrieved pricing information, executed trades, and completed settlement and reconciliation. Calculated P&L and fund NAV for weekly and monthly reports. Developed investment thesis for healthcare sector of private equity fund, reviewed partnership agreements, private placement memorandums, and created marketing materials and investor presentations.

Management consulting - Advised on corporate strategy and operations initiatives to facilitate growth (acquisitions and post-merger integration), operations management (process improvement and setting up off-shore units), and strategic investment management (equipment, technology, client retention).

Conducted financial analysis of portfolio companies and new investments.Ran SQL queries on database to extract company and industry metrics and aggregations.