Responsible for executing and structuring a broad spectrum of transactions and engagements, advising corporate boards and c-suite executives on various IPOs, public and private financings and complex corporate strategy assignments

Worked closely with company management, financial sponsors and legal teams to diligence financials and contracts, create forecasting models and develop information memoranda / bank presentations

Responsible for the origination, structuring and syndication of debt and equity private placement transactions for corporate clients, including pre-IPO growth capital, PIPEs, project equity, mezzanine debt, and private debt

Worked in conjunction with industry banking teams to source new transactions and execute the capital raising process, including developing transaction marketing materials, managing roadshow and full due diligence process, analyzing investor proposals and providing guidance

Managed all aspects of various capital raising and advisory engagements including financial analysis, drafting offering memoranda, due diligence, management presentations, buyer / seller interaction and reviewing legal documentation

Constructed financial and operating models for valuation, credit analyses and pro forma transactional impact

Analyzed financial statements, company press releases, and other sources of reported financial information. Built and maintained valuation models using discounted cash flow and comparables methods

Assisted senior research analyst in compilation of coverage initiation report for educational services industry. Tasks included: construction of models for 8 companies, competitor analysis using various metrics, and preparation of marketing materials

Evaluated more than $50B structured finance transactions, including CMBS and collateralized debt obligations (CDO)

Managed teams of 3 - 7 junior analysts. Selected to be lead correspondent to major clients on various CMBS, REREMIC, and CRE CDO transactions including $3 billion IQ CMBS transaction with Morgan Stanley, which was one of the largest such transactions in history

Conducted loan and property analysis of mortgage pools based on review of loan documentation, third party property re