Stacy Walters Email & Phone Number

Grand Rapids, Michigan, United States

• Member of the Equity Manager Research Team• Perform due diligence on asset managers, focused on active U.S. equity products

Nyc

• Responsible for month close, budgeting process, key metrics, and project analysis• Supported business development decision making with analyses of strategic alternatives, including acquisitions, profitability improvements, price testing, and rate base scenariosTransaction Experience:• Merger between Newsweek and The Daily Beast• Sale of Newsweek to Sidney Harman• Divestiture of Budget Travel to Fletcher Asset Management

Nyc

• Contributed to live processes across a broad range of products and industries including M&A, private placements, sponsors, healthcare, media, and financial institutions• Performed in-depth modeling and valuation analysis, including M&A modeling, leveraged buy-out analysis, discounted cash flow analysis, comparable company analysis, precedent transaction analysis, and private placement modeling • Created client pitch books, supported senior level management in evaluating strategic alternatives, and attended client meetingsTransaction Experience:• Clarient, Inc. – $50M Convertible Preferred Stock• Cookie Jar Entertainment’s Acquisition of Strawberry Shortcake/Care Bears Properties from American Greetings Corp - $195M: Put on hold due to litigation