Functional Skills
Financial Modeling
Financial Due Diligence
Sector Experience
Financial Services
Business Services
1
hour
Avg Response Time
2
jobs
Jobs Completed
19
hours
Total Hours Logged
10
years
Years of Experience
Bulge Bracket Investment Banks
Fortune 500
Experience
Odyssey Investment Partners
Finance
Vice President
Lead M&A and acquisition-related workstreams including financial modelling, coordinating due diligence, and negotiating legal documentation. I also interact with debt and equity financing partners to share acquisition thesis and to help them gain comfort in understanding the team's underwriting.
Medley Capital LLC
Finance
Vice President
Responsibilities included executing diligence on new transactions, managing third party diligence providers, and coordinating the fundraising process to bring in outside LP investors. Investment areas included: cold storage distribution, real estate, and timberland.
Leonard Green
Finance
Associate
Responsibilities included executing diligence on new transactions, managing third party diligence providers, and portfolio support. Special focus on business services and retail sectors.
Additionally, I spent a meaningful amount of time supporting management teams in strategic planning and quantifying operational initiatives
Additionally, I spent a meaningful amount of time supporting management teams in strategic planning and quantifying operational initiatives
Goldman Sachs
Finance
Analyst
Investment banking analyst, responsible for preparing financial models, creating powerpoint presentations, and coordinating all aspects of sale processes