Performed financial and operational due diligence on target companies with ~$1m-$3 of EBITDA and ~$5m of revenue in the IT Services industry.Participated in calls between Directors and PortCo's to assess key post-acquisition risks, opportunities, and performance.Analyzed financial targets, budgets, and profitability at the Fund and PortCo levels.Assisted in preparing deliverables and an investment memo for a $100m+ GP fund re-capitalizationSourced new platform and add-on acquisition opportunities.

Collaborate on the investment management of a portion of the college’s endowment (+/-$179,000).Research, analyze, and pitch changes to current club holdings with weekly updates to the club.

Conducted 25 special account research projects to support underwriting decisions through in-depth analysis.Streamlined underwriting processes, improving efficiency by 15% by assisting in 5 key tasks.

Gained industry and organizational knowledge through daily business interactions and job assignments.Supported 3 senior advisors by preparing portfolios for client planning meetings.Performed equity research in the Communication Services sector.