- Conducted research and developed recommendations on how to improve financial performance of portfolio companies, including Amara, TrueFood Kitchen and Cosmic Bliss.- Analyzed market opportunities and modeled potential new investments in the ice cream, beverage, and femtech/femhealth sectors; presented findings to senior leadership team.- Participated in due diligence sessions with management teams from potential investment target firms. - Developed marketing plan to accelerate HumanCo’s growth and prominence as a portfolio of healthy consumer brands.

- Conducted research on multifamily property management companies to identify potential acquisition candidates- Narrowed down candidate list based on agreed-to criteria and approached several to discuss buyout prospects

- Assessed market trends in the emerging electric vehicle charging infrastructure sector in the US.- Conducted market research using tools such as Crunchbase, LinkedIn, Pitchbook, and industry specific resources.- Researched both private and public companies to identify future sell-side M&A clients and potential acquirers. - Developed recommendations on top sell-side prospects and presented them to senior FMI M&A advisory team.

- Conducted market research to expand SAAS offering geared to assist other financial advisors with trust administration. - Developed customer acquisition campaign, including targeted messaging and video assets.

- Produced video content for @firsttakefantasy Instagram account (with 1K+ followers)- Created and produced weekly podcast featuring mock drafts and fan advice during NFL season