• Paired with VP for direct assignment on company founder’s active deals• Performed comps analysis for similar LMM prospective buyers for a ~$60M revenue IT enterprise support client• Transcribed meetings with buy & sell-side clients and top investment banks• Inspected 5000+ IT companies for industry and niche product/service comprehension & analysis• Modified debt/equity, sensitivities, cost takeout in accretion model for ~$1.3B European software distribution client• Created new CIM template from previous version interlinking new excel data and financial statements• Guided team interns on financial statement consolidation and sell-side company outreach database• Supported General Manager in estimated vs actual cost analysis for exiting company• Dissected 10-Qs and 10-K filings for records of specific acquisitions by public companies• Pieced together data from Pitchbook, FactSet, public filings, press releases, P&Ls, CRM call transcripts, company profiles,and CIMs for precedent transactions analysis requested by MM PE client interested in $500M+ EV ITAD acquisitions• Updated acquisition target profiles for consolidation into pitch deck (overview, financials) for $7B IT lifecycle client

• Collaborated with President to draft acquisition strategies and investment partners for a new Private Credit lending fund• Completed proprietary Hotel Napkin Analysis on $25M+ dual properties and learned Snapshot Valuation Analysis• Trained on excel modeling to complete functions, formulas, scenario analysis• Incorporated linked worksheets and key financial components of capital pro-forma, investment return• Compiled relevant market research, comp sets, pro-forma, economic summaries for 3 $6-$12M refinancing requests• Built relationships with 6+ banks for conventional & SBA loans and a client with construction debt needs• Toured client and potential acquisition properties around the state for due diligence purposes• Created new Atira website & redesigned PCA’s pre-approval letter template

• Assembled coherent investor report material on HPE’s $14B acquisition of Juniper Networks• Disseminated to readers whether the deal’s logic & valuation are justified through an acquisition scorecard & memo• Reported on regulatory changes & scrutiny impacting the TMT space and dangers for the industry

• Surveyed 300+ Gen-Z individuals on usage of banking-fintech services (banking, brokerage, crypto, payments)• Administered consolidated catalyst research reports on consumer patterns in the fintech sector for the ~$55M Manole Fintech Fund (hedge fund & primary fund)

• Consulted internally on real estate regulations utilizing research on changes in brokerage commission regulations, mortgage interest rate trends, real estate developer interest, other economic & regulatory macro-trends• Strategized based on conversations with commercial real estate bankers and real estate private equity investment managers• Researched the real estate purchase process in the US in comparison to Mexico and presented findings weekly (7 total)• Examined (US vs Mexico) financial and legal implications of the LOI, NDA, due diligence process, social property, promise contract of purchase & sale, and escrow contracts & accounts

• Conducted data cleaning/sorting and analysis with Excel including functions, pivot tables, pivot charts, and visualizations• Aggregated unstructured data from multiple sources to streamline data analysis for varied industries• Created interactive dashboards and reports using Tableau to communicate data insights with global team members• Utilized A/B testing and user data to determine that grammy.com and recordingacademy.com should remain separate (The Recording Academy)• Studied energy availability and consumption patterns to support the optimal location for a new data center (Intel)

• Quantified the acquisition-consolidation trend in cybersecurity & cloud computing using multiples approach analysis• Formulated an investment database and research docket with a team to analyze 492 companies and acquisition history• Tracked 55 M&A deals for MSP and IT service businesses across major PE firms and 15 IT deals for potential acquisition• Aided with pre-LOI financial due diligence using acquisition scorecard• Pitched an acquisition investment in a regional ~$10M SAP/ERP deal