Functional Skills
Collateral Development
Financial Due Diligence
Financial Modeling
Forecasting / Projections
M&A Support
M&A Transaction Readiness
Investment Banking
Certifications
Series 63
Series 7
Sector Experience
Healthcare
Travel & Hospitality
Financial Services
Aerospace & Defense
Technology
Languages
English
2
hours
Avg Response Time
7
jobs
Jobs Completed
69
hours
Total Hours Logged
10
years
Years of Experience
Experience
Allen & Company Limited
Finance
Managing Director
Owner, Managing Director - Allen & Company Limited (NZ)
M&A and Private Placement Advisory
Recent Transactions:
Sale of Vesper Marine (Marine Technology) to Garmin International
M&A and Private Placement Advisory
Recent Transactions:
Sale of Vesper Marine (Marine Technology) to Garmin International
Moelis & Co.
Finance
Vice President
Technology M&A in Palo Alto.
Performed financial analyses such as comparable company analysis, precedent transactions, discounted cash flow, leveraged buyout, merger analysis, revenue and cash flow forecasting and debt recapitalization analysis.
Prepared and reviewed Confidential Information Memorandums, Management presentations, Rating Agency presentations, underwriting documentation, credit analysis, as well as external client-ready marketing materials.
Extensive due diligence experience.
Performed financial analyses such as comparable company analysis, precedent transactions, discounted cash flow, leveraged buyout, merger analysis, revenue and cash flow forecasting and debt recapitalization analysis.
Prepared and reviewed Confidential Information Memorandums, Management presentations, Rating Agency presentations, underwriting documentation, credit analysis, as well as external client-ready marketing materials.
Extensive due diligence experience.
Citigroup Global Markets
Finance
Associate
Analyst for three years before being promoted to Associate. Started in the healthcare industry group working on all products. Moved into the technology industry group as an Associate. Please see resume for further detail.