Functional Skills

Financial Modeling
Due Diligence
Investor Relations
M&A Support
4
hours

Avg Response Time

11
jobs

Jobs Completed

194
hours

Total Hours Logged

11
years

Years of Experience

Experience

 
 
Finance
Soli Financial - Founder
08/2015 - Present
- Founded select team to provide consulting services for private equity, venture capital, investment banking, and capital raise processes
- Provides detailed financial models, valuation guidance, investment diligence, investor presentations, business plans, market research, and operational expertise

 
Finance
HarbourVest Partners - Associate
08/2013 - 08/2015
- Contributed to all phases of investment process: built detailed financial models, conducted due diligence, analyzed and structured equity investments
- Developed investment theses and presented recommendations to deal teams and HarbourVest Investment Committee
- Managed third-party advisors and coordinated among internal deal team to drive organized process execution
- Monitored and managed existing portfolio companies by providing strategy and analytical guidance

 
Finance
Harris Williams - Analyst
06/2011 - 07/2013
- Execute all phases of sell-side advisory assignments including financial analysis, pitch preparation, due diligence, marketing, management presentations, buyer diligence, and closing activities
- Author process materials, including (i) preliminary valuation overview and marketing strategies, (ii) confidential information memorandum, (iii) management presentation, and (iv) presentation of offers
- Develop financial models for the purpose of providing company valuation