Functional Skills

Financial Modeling
M&A Support
3
hours

Avg Response Time

3
jobs

Jobs Completed

86
hours

Total Hours Logged

12
years

Years of Experience

Bulge Bracket Investment Banks

Experience

 
 
Start-Up
TINCO Global - Co-Founder & Managing Partner
09/2012 - Present
TINCO is an independent financial services company that provides flexible, CPI-linked financing solutions to borrowers and offers investors an asset-backed alternative to Treasury Inflation Protected Securities (TIPS). CIPS are an entirely new asset class for investors and a new financing solution for borrowers. Responsibilities range from idea generation, product development, process management, business development, investor relations, financial modeling, and presentation building.

 
Management Consulting
Satya Consulting - Founder
09/2012 - Present
Advise start-ups and mid-size enterprises on operational improvements & sell-side processes. Build valuation analyses, financial & operational models, and help management identify key metrics.

Focus client's mentality back on ROI and KPI tracking in order to improve operational efficiency across the board.

Past clients include: MInibar Delivery, Prime Social Group, Cycle House, Group RMC, Field Extracts, Morton's Restaurant Group, & Wild Soul Sunglasses

 
Finance
Morgan Stanley - Investment Banking
08/2011 - 08/2012
Analyzed potential take private candidates across multiple industries and built leveraged buyout models for hundreds of identified candidates to determine appropriate valuation and investor returns.

Prepared valuation materials including DCF, comparable transactions, precedent transactions & LBO.

Select Transaction Experience
- Advised sponsor on $1.4 billion offer for auto parts manufacturer
- Advised sponsor on $1.5 billion offer for North America’s largest for-profit thrift retailer

 
Finance
Jefferies & Co. - M&A Analyst
06/2010 - 08/2011
Advised public and private companies on strategic and financial opportunities including: mergers, acquisitions, restructurings, LBOs, divestitures, and recapitalizations.

Built in-depth operating. valuation models and presentations from scratch for most of our clients.

Select Transaction Experience
- Advised Quad-C Management on its $735 million sale of NuSil Technology to New Mountain Capital
- Advised Metalmark Capital on its $150 million sale of SouthernCare, Inc. to Kohlberg & Co.