Participated in deal structuring and execution including modeling and due diligence; conducted research and analyses on acquisition targets and industries, formulating research-based opinions on investment opportunities; collaborated with the CEOs and CFOs of 8 portfolio companies to provide strategic operational support and financial analyses; helped prepare materials for and participate in monthly meetings with each portfolio company

Led financial analyses, diligence processes and deal execution on several sell-side and financing transactions; spearheaded valuation analyses to evaluate clients’ strategic alternatives, including M&A, capital deployment and investments; evaluated strategic positioning and industry dynamics for public and private companies across Consumer and Retail sector

Worked closely with Management teams to conduct primary research and deliver executional and strategic guidance on key projects related to corporate strategy, M&A strategy and targets, market sizing, consumer segmentation, brand development and brand repositioning; managed vendors, clients and team of direct reports in national and international markets; designed and moderated over 200 client-facing focus groups and over 30 consumer surveys, in English and Spanish