• Serving as an independent advisor for entrepreneurs and founders of early to growth stage companies
• Advising on topics including overall business strategy, operations, financial modeling and capital raising initiatives

• Advised leading Consumer and Retail companies on M&A and capital markets transactions
• Led deal teams on all aspects of transaction execution, including performing valuation analyses, conducting due diligence, drafting offering memorandum and crafting presentations / marketing materials
• Served as junior relationship officer for key clients within primary coverage sectors

• Advised leading Consumer and Retail companies on M&A and capital markets transactions
• Prepared financial models and conducted valuation analyses including discounted cash flow, leveraged buyout, sum-of-the-parts, accretion / dilution, comparable company and precedent transaction analysis
• Crafted discussion materials including pitch books, board materials, rating agency presentations and other memoranda

• Led project teams on a variety of strategy and operations focused engagements, executing against established project plan and ensuring delivery of high quality work product
• Collaborated with client and internal leadership to define engagement objectives, approach, timelines, tasks, analyses and deliverables
• Served as primary point of contact for clients

• Gathered and analyzed performance metrics to identify operational inefficiencies and areas of best practice
• Drafted client deliverables summarizing analyses, findings and recommendations

• Conducted benchmarking studies, analyzing operational and financial data for public utilities