Support businesses seeking capital and evaluating strategic alternatives; build operating/investor models, compose underwriting materials (memorandums/ presentations), and help manage diligence processes with investors and lenders

Select Experience:
• Supported $20MMM Series B capital raise for a Healthcare Co.
• Supported $35MM debt raise for a Health & Wellness Co.
• Composed presentation/analyses for Broker/Dealer evaluating acquisition

• Covered positions across Tech, Healthcare, Financials and Energy
• Built operating models, including valuation and supplementary analyses
• Developed primary research through calls ; analyzed third-party data
• Composed investment proposals for prospective and active positions

• Generalist program; worked across three industry groups: Industrials, Healthcare and Media & Communications
• Performed valuation and transaction analyses, including comparables, precedent transactions, discounted cash flow, sum-of-the-parts, leveraged buyout and accretion/dilution; created presentations and supplementary materials for clients