Please see Recent Clients / Recent Transactions presentation
•Execute M&A and capital advisory transactions, including: extensive due diligence, investor targeting and outreach to structure financing solutions. Create teasers, investment presentations, financial models, management decks, and term sheets. Facilitate and lead negotiations. Coordinate legal and accounting.
•Provide M&A transaction support services including: pre-due-diligence, diligence support, and transaction support

Source investment banking opportunities working with Barclays 250 high net worth wealth advisors with a focus on ultra-high net worth individuals and family offices. Source AUM wealth management opportunities from investment banking relationships.

Outsourced deal origination with initial backing from an ultra-high net worth individual. Used wide network to generate and evaluate and diligence lower middle market transaction opportunities

Source and evaluate new private investment opportunities through developing a large network of deal intermediaries and cultivating direct relationships with family offices, RIAs, wealth management organizations, and trust companies:

Qualitative and detailed financial analyses, benchmarking, and company-specific financial modeling. Preparation of detailed investment presentations.

Founder of a boutique financial advisory firm that assisted 501(c)3 organizations. Completed a number of advisory assignments for charter schools and university clients.

Investment Banking Analyst - financial modeling, investment research, and presentation creation