- Assist in deal sourcing, due diligence, and the deal close process involving a $30mm revenue manufacturer and distributer of sports training equipment- Assisted in creating financial models to properly project financial statements and value companies- Utilize Deal Midas to track current, future, and past deal flows- Analyze various financing and debt sources including mezzanine, equity co-invest, and traditional lenders- Create and organize marketing material, including a contact list with over 300 investment banks and 1,500 managingdirectors & principals- Assist in weekly operations of running a portfolio of companies: including hiring and board meetings

- Assisted in managing the day-to-day operations of the accounts payable department including invoice management, purchase order generation, and vendor credits within Oracle NetSuite ERP- Championed communication with vendors regarding account status and past-due receivables- Utilized Bill.com to process vendor payments for more than $3M monthly- Prepared quarterly financial statement tie-outs in association with Sarbanes Oxley compliance