Steve Dailey Email & Phone Number

Chicago, Il, Us

Schaumburg, Illinois, United States

-Assisted in the creation of confidential information memoranda used in the sell-side marketing process outlining client companies -Built financial valuation tools including models, public company lists, and private comparable transaction lists-Constructed exhibits highlighting the strengths of client companies and showing relevant presentation material-Maintained a buyer database containing 5,000+ contacts with the responsibility of updating and adding new relations-Researched and collected information for various industries used in marketing material and client presentations

Greater Cleveland

-Constructed a database of global family offices in an effort to assist in client marketing efforts and prospecting activity -Compiled public comparables and comparable transactions to better inform deal teams as they prepared for marketing meetings -Gathered data and updated industry report relating to the animal health sector

Cleveland, Ohio

-Participated in weekly investment review meetings and calls with prospective investments, investment banks, and service providers-Assisted SEAM Group, a portfolio company, with several financial and sales-oriented projects-Reviewed Confidential Information Memoranda and performed appropriate industry research -Developed an understanding of Leverage Buyout Models and financial statement analysis

Macedonia, Ohio, United States

-Assisted in implementing barcoding system in 100,000 sq. foot warehouse encompassing 3,500 products -Supervised a team when conducting end-of-year inventory counts -Completed the packaging process for finished goods including bottling and final packing

Chardon, Ohio

-Welcomed and engaged hundreds of daily customers, offering assistance with locating or retrieving products-Gathered shopping baskets and carts, relocating to designated areas to ensure adequate supply -Performed carry-out preparation for pick-up service by packaging, transporting, and loading customer purchases -Cleaned and maintained clutter-free front-end and register area

Bachelor'S Degree, Finance

Education record