Equity Research - Tobacco & Cannabis

Equity Research for IT Services and Software sectors• Evaluated and recommended publicly traded IT services, software and hardware stocks with market capitalizations ranging from $1 billion to over $100 billion• Composed company and industry research reports, earnings notes, and financial models for covered stocks• Led initiation coverage of business intelligence software stocks (QLIK, DATA, SPLK, and NEWR) through detailed industry analysis, investment highlights and risks, financial modeling, due diligence, and valuations• Held one on one meetings and investor roadshows with CEOs and CFOs and maintained strong relationships with senior management of companies under coverage• Communicated with clients, sales and trading on investment themes, industry trends and news flow• Improved process efficiency and quality control by streamlining financial models, automating third-party data extraction processes, and establishing standardized valuation analysis across sectors

Investment Banking- Consumer & Retail• Responsible for execution of mergers & acquisitions, equity capital markets, debt capital markets, and leveraged finance transactions for large and mid-capitalization clients in the consumer and retail industries• Led weekly creation and development of pitch materials to secure engagement opportunities• Collaborated directly with client management teams to craft confidential information memorandums, prospectuses and presentations to potential investors, research analysts and ratings agencies• Led due diligence processes for engagements, including financial statements analysis, projection models, customers and channel partners, investment highlights / risks, and valuation• Created detailed valuation models based on public comparables, precedent transactions, discounted cash flow, sum-of-the-parts, leveraged buyout and accretion/dilution analyses• Selected transactions available upon request

• Supported Media and Internet Industry sell-side M&A deals and pitches• Oversaw creation of targeted buyer lists, client information memorandum, management presentations, data room, and competitive analysis as head associate for lead-generation company’s M&A transaction• Supported real-estate publisher’s M&A transaction by creating financial models, information memorandum, and comparable company and transaction valuations

• Provided forecasts and analysis on product revenue, profitability, and market intelligence• Tailored customized pricing solutions for sales teams to sign and retain Fortune 1000 clients• Analyzed financial model assumptions and profit targets, resulting in 10% additional client incentive funding while maintaining portfolio profitability• Led competitive intelligence that supported the $1.1bn acquisition of GE Capital corporate card portfolio• Supervised training and development of five analysts during new-hire orientation• Created analysis for senior management to measure global client portfolio margin, activity, and incentive trends• Streamlined databases to improve data validation, accuracy, and reporting capabilities

• Provided financial, competitive, and forecasting analysis to $5 billion merchandising department• Advised and consulted merchandising team on pricing, assortment, and promotional strategies on targeted, strategic reviews of large, underperforming center store categories• Generated $1.9 m profit improvements through assortment optimization and vendor negotiations• Reduced team project cycle time by 30% by creating automated reporting and analysis tools• Audited product margins that allowed company to re-state $2m profits • Launched a promotional analysis database to measure sales and profitability effectiveness

• Supervised import and export operations for Kids “R” Us and Toys “R” Us International divisions• Designed performance optimization to reduce routing costs 10% and transit times 33%• Coordinated logistics for annual “Big Toy Book” circular project and reduced inventory costs 10%