Investment Banking Summer Analyst
• Worked on a long-term valuation project within the Consumer/Retail Industry, including analyzing companies through different metrics for Castle as a marketing tool to find potential issuers• Researched and identified targeted private equity and venture capital investors (deal size, industry, location, financing stage) for the advancement of different deals• Created and updated marketing materials, including teasers, tombstones, and investor presentations for several deals in the infrastructure sectorsSelected transaction experience• $25M Capital Raising of an aquacultural company in the seed stage with an Impact investing firmo Assisted transactions in due diligence, valuation, investment materials, and day-to-day execution for the investment of the company that has vast potential in producing fish products and reducing invasive specieso Conducted market research in aquaculture to identify potential opportunities for the company, including exporting fish products to Asia, developing the tourism industryo Built a detailed projection model and prepared materials for the clients, including pitch videos, approval memos, and slide deck