• Evaluated tech-focused venture capital and private equity funds sized at $100M-$2B for investment allocation• Published due diligence reports on investment strategy, portfolio company case studies, and financial performance• Assessed fund portfolios by synthesizing and analyzing historical performance data to derive returns insights • Led research used by a client pool of pensions, endowments, etc., collectively representing $650B of capital

• Sourced 50 target companies with a TEV between $200-$300M to acquire in the industrial internet of things sector• Developed trading comparables analyses using publicly traded IoT companies to determine valuation multiples • Drafted a detailed research report detailing the SPAC’s key terms, acquisition process, structure, and target industry

• Sourced and identified acquisitions with $500K-$5M EBITDA, connecting potential sellers with capital partners• Created evaluation matrixes using metrics such as market CAGR, EBITDA margins, macro tailwinds, operational complexity, competitive intensity, and revenue quality to determine industry growth and investment potential• Researched over 30 potential acquisition targets, analyzed CIMs, and communicated with brokers to execute LOIs