• Build financial models and value companies with DCF, comparables, and precedents methods and analyze financial statements • Leverage scenario comparisons and market research to drive decision-making for expansion and growth across various verticals • Create decks of proposed M&A transactions and present financial / strategic rationales to the executive team and board members • Lead qualitative and quantitative analysis including build/buy/partner considerations, financial forecasting, and go-to-market strategies • Present strategies and recommendations to C-Suite and work with cross-functional teams to implement strategies • Lead entire transaction execution process from term sheets and deal structuring to due diligence and post-deal integration • Drive interactions with lawyers, consultants, executive teams, government bodies, and other internal and external stakeholders • Advise portfolio companies on corporate strategy and negotiate terms and valuations with investors and target companies • Build and maintain relationships with investors, founders, management teams, and lenders to drive deal flow• Oversee all stages of the purchase, sale, and financing of Monark’s real estate portfolio, and successfully closed transactions valued at $80MSelect Transaction Experience – Buy-side• Closed a $30M acquisition of a retail pharmacy group based out of San Diego, CA• Closed a $2.1M Series A round in a portfolio company focused on the marijuana sector based out of Mumbai, IndiaSelect Transaction Experience – Sell-side• Closed a $4.5M Series A round investment in a portfolio company focused on digital healthcare based out of Houston, TX

• Built financial models using MS Excel and S&P Capital IQ and valued companies with DCF, comparables and precedents methods• Drove the entire transaction execution process from target screening (EV<$50M) and deal structuring to due diligence and term sheets • Created decks of proposed M&A transactions and presented financial / strategic rationales to the executive team and board members• Prepared 15+ CIMs for Fortune 500 companies looking to enter the cannabis space and initiated 5 meetings with strategic investors• Developed 30-page investor presentations and 100-page lender decks with detailed financial / operational data and uses of proceeds• Facilitated deal origination by networking with founders and management of cannabis/CPG startups and attending industry events

• Analyzed pricing & specifications of hardware products used by Telus to enable data-informed purchase decisions and forecast spend• Drove the company-wide cloud migration initiative and delivered total cost savings of ~$1M by managing the end-to-end RFP process• Created an RFP from scratch and evaluated supplier quotes in detail using MS Excel (e.g. INDEX-MATCH functions and PivotTables) • Presented analysis of suppliers’ RFP responses to the leadership team and facilitated the ongoing negotiations with 15 suppliers

Frank's International is a global services provider to the oil and gas industry – NYSE: FI• Analyzed company’s revenue across 6 geographic markets, 3 business segments and by top 10 customers in MS Excel (PivotTables)• Evaluated competitors’ corporate strategies by researching financial reports, MD&As, investor presentations and industry databases• Assisted in the company’s strategic initiatives by researching and analyzing geographical and product expansion opportunities• Prepared monthly corporate revenue and market outlook presentations that were used in quarterly filings released to shareholders• Attended meetings with senior management to discuss revenue forecasts and identify organic growth opportunities to increase revenue

Veer Securities is a Mumbai-based sell-side equity research firm• Built & updated financial models and valued companies to create buy/sell/hold recommendations on ~30 public companies in India• Participated in 20 earnings calls and summarized key takeaways for research analysts and CEO to facilitate their decision-making• Drafted 10 initiating coverage reports by analyzing filings, researching industry trends and attending meetings with management• Undertook industry research and participated in weekly meetings with research analysts and CEO to present market updates

Blinc Advisors is a private equity firm focused on the education and fintech sectors• Built financial models (i.e. DCF and comparables) and estimated valuations to identify optimal purchase price, IRR and exit multiples• Researched ~100 firms matching screening criteria and communicated with 15 target companies to assess interest in an acquisition• Advised a portfolio company on its corporate strategy and prepared investor presentations to assist the PE firm’s fundraising