• Conduct the evaluation and negotiations of special situations debt transactions including: opportunity screening, commercial due diligence, drafting of financing and investing committee memos, deal structuring

• Founded value-oriented equity investment partnerships focused on small-cap, event driven opportunities
• Analyze special situation investments in under-the-radar public companies that are meaningfully undervalued
• Perform private equity style fundamental diligence including: interview of company management, sell-side analysts, competitors, and industry experts regarding business economics, management execution/capability, and industry trends
• Develop & execute capital raising strategy

• Lead all aspects of the LBO investment process including: sourcing, structuring, financing, and post-close strategic planning
• Generate new investment ideas for industrial technologies hardware and software sectors. Conduct industry and company fundamental analysis in order to make recommendations to investment committee
• Manage thematic sourcing effort including: cold calling, relationship building, deal funnel monitoring

• Managed leveraged buyout transaction execution including: opportunity screening, business diligence, drafting of financing and investing committee memos, term sheet negotiation, deal structuring, and managing closing documentation

• Evaluated and executed mergers, acquisitions, equity and debt financings in the electronics and applied technologies sector
• Completed various analysis including: LBO, pro-forma financial statements analysis, ability to pay, accretion and dilution, discounted cash flow valuations, recapitalization models, comparable transactions valuations, poison pill protection