Conducted sell-side advisory for 30+ middle market companies in various industries. Evaluated valuation considerations utilizing DCF models, precedent transactions and public comparable data. Interviewed C-suite of client companies and conducted in-depth industry research in order to create detailed, confidential information memorandums; memorandums served as primary sales tool and were distributed to potential buyers. Spearheaded due diligence process.

Implemented process and systems for valuation frameworks utilizing market research, DCF models, option pricing analysis, and cost approach. Developed marketing initiative with CapIQ and created innovative marketing material to target firms which had recently made acquisitions for purchase price allocation valuation services. Built relationship with local CPA firm which resulted in multiple pitch opportunities.

Coordinated with CFO for creating annual budget, tracking monthly performance, reporting quarterly covenant compliance, and conducting valuation of company stock under various scenarios. Analyzed cost-cutting strategies and made recommendations to CFO. Revamped monthly performance dashboard and forecasting tools by creating a n integrated three-statement forecasting model.

Liaised with Portfolio Managers to conduct due diligence on new investments and prepare target asset allocation models for funds; findings were ultimately presented to Investment Committee for approval. Created a fund performance tool that automated firm’s monthly reporting and cut reporting time in half

Conducted asset and business valuation services for equity valuation, purchase price allocation, goodwill impairment testing, and tax purposes utilizing CapIQ and Bloomberg software. Honed expertise in valuation in technology and energy industries.