Managed all aspects of investment process: led on-site due diligence and industry analyses to validate investment theses, constructed detailed financial models, negotiated deal terms and presented to investment committee.

Collaborated with portfolio companies’ management teams to analyze acquisition targets and restructuring initiatives, prepared board materials and participated in board meetings and monthly operational reviews.

Constructed detailed financial models for M&A, refinancing and equity offerings for industrial clients. Select transaction experience includes:

- $1.9bn sale of RSC (NYSE: RRR), an equipment rental provider, to United Rentals (NYSE: URI)
- Sale of Patriot Rail, an operator of short-line railroads, to SteelRiver Infrastructure Partners