- Led investment themes by identifying new market opportunities, conversing with industry experts, assembling market maps of major players, targeting prospects best positioned to take advantage of market drivers
- Performed comprehensive company due diligence including financial modeling, business strategy analysis, management and customer reference calls, and coordination of third-party advisors

- Built financial models including creating three statement financials forecasts and ad hoc company strategic cost modeling
- Led the company’s global budgeting process by creating detailed headcount and operating expense plans and drafting
detailed budget proposal memorandums that are shared with senior management and presented to the board of directors

- Offered an Associate position; completed multiple transformative and cross-border transactions in the technology sector
- Built integrated three statement, accretion / dilution, leverage buyout and recapitalization models with sensitivity analyses
- Conducted valuation analyses including company comparables, precedent transactions and discounted cashflows analyses

- Drafted presentation materials of M&A advisory proposals of early stage targets for various biotechnology clients, providing financial and company overview (including drug and patent analysis), strategic rational and market analysis