An Alpine Investors portfolio company.

Private equity backed insurance brokerage roll-up. Backed by Carlyle, HGGC, Blue Owl and others. Grew the business from $70M to $750M+ in revenue through inorganic growth, creating over $2B in value for equity holders.

Transaction Services | Financial Due Diligence

Transaction Services | Financial Due Diligence

- Planned and executed various phases of audit engagements for a prominent British bank- Examined detailed financial statements by performing analytical procedures and substantive testing to provide reasonable assurance that the financial statements were fairly stated- Gained understanding of internal controls and processes at major British bank with guidance from bank’s executives

- Oversaw education of over 60 students in introductory course focused on programming languages (i.e. HTML, Java, Python) - Taught course concepts in detail with students during weekly office hours

- Inspired and promoted positive changes in lives of 120+ youth through individually-focused improvement plans- Organized weekly variety show consisting of 30+ people- Ensured safety of youth by overseeing and coordinating weekly activities

- Guided 30 students through a mastery of common workplace communications such as presentations, letters, and interviews- Led in-class education and discussions in place of professor 1-2 times per month

- Assist in handling and completing bank reconciliations- Assist in the management of 13,000 acres of agricultural land in Texas and Idaho, 350 head of cattle, two rental properties- Managed relationships with key vendors and customers- Oversaw seven employees on an agricultural development team

- Analyzed various companies comparing them to competitors in order to make investment decisions- Presented multiple analyses and talked with portfolio manager concerning the best position to hold- Worked on modeling companies and company valuations