Assists in executing mergers and acquisitions transactions across a wide range of industries, including distribution, construction, manufacturing, technology, chemicals, and energy services. Furthermore, supports the firm’s buy-side and sell-side efforts by aiding clients in their acquisition and due diligence processes.

Statesman Corporate Finance, LLC, Member FINRA-SIPC (an affiliate of Statesman Business Advisors, LLC) is a leading middle-market investment bank with offices in Houston and Austin, Texas, providing merger and acquisition sell-side, buy-side, and general corporate financial advisory services to middle-market companies.• Provide analytical, research, and administrative support to the company's M&A advisory practice. • Perform various tasks; including drafting internal and external documents such as engagement letters and confidentiality agreements. • Act as a contact with clients, attorneys, investors, interested parties and/or senior professionals on a day-to-day basis. • Prepare presentations and write pitch-books for management and clients. • Execute due diligence tasks. • Handle transaction related matters, process documentation, and develop marketing materials. • Perform financial modeling and statistical analysis.

A premier investment banking and financial advisory firm, Statesman Business Advisors, LLC is dedicated to serving the needs of privately held companies and financial institutions operating in the middle-market. For companies, we specialize in facilitating mergers and acquisitions, private placements of senior, mezzanine, and equity capital, business valuations, restructurings and strategic advice. For lenders, Statesman provides full-service government guaranteed loan packaging, field examinations of asset based credit facilities, and equipment appraisals. • Collected and underwrote new 7A loan submissions, performed extensive credit analysis and cash flow modeling, researched industry standards, evaluated collateral value, and conducted overall applicant credit worthiness in compliance with the SBA SOP and Bank requirements • Assisted lenders in completing loan offering memorandum credit analysis which included summaries for the loan committee to review for approval.• Conducted credit analysis and underwrote 7A loans on more than 100 small businesses nationwide in industries such as retail, manufacturing, consulting, construction services, medical services, etc. • Executed a variety of SBA loans, such as business start-ups, business acquisitions, partnership buyouts, owner occupied commercial real estate, business expansions, refinancing existing debt and working capital loans

Manages a personal FOREX account using the Oanda and FXCM trading platforms Researches the various factors that influence global economies and rates of exchange, then take advantage of any misevaluations of currencies by buying and selling in a various foreign exchange markets Focusing on the currency pairs involving the AUD, CHF, EUR, GBP, JPY, USD

As a Deposit Operations Specialist with ABC Bank I serve as an ambassador to the Bank by promoting the Bank's products and services. Additionally I interact with customers to provide information in response to inquiries about their accounts, the Bank's products and services, and to resolve customer complaints. I also am responsible for a variety of routine financial activities including account research, account inquiries, online banking support, and other general office duties.