• Executed market research and interviewed market experts for private equity due diligence on deals in the optical retail, chemical transportation and medical device markets
• Analyzed impact of inorganic growth to bottom line of a chemical tank wash target and assessed the competitive landscape of chemical tank washes to identify future potential acquisition targets

• Managed national team of four associates during an $800M acquisition for large private equity client; improved project efficiency and timeliness resulting in follow-up project for $300M acquisition
• Analyzed commercial and multi-unit residential real estate investments in the US. Prepared valuation reports for 10+ clients on deals totaling $1.1B to aid in financial reporting and transaction decision making
• Led national teams of two to four associates on 25 audit valuation engagements

• Managed project team for public REIT with $4B in assets; proposed and implemented significant changes to financial statement risk analysis model, which reduced project hours and was used as a best practice for subsequent projects
• Led engagement for largest US private golf course operator after a senior member left the team during a $100M debt restructuring; educated client on complex accounting rules related to debt restructuring