Sector Experience
Healthcare
Retail
9
years
Years of Experience
6/20
Member Since
Experience
Independent Consulting
Finance
Consultant
Working with clients on:
(i) financial models
(ii) transaction due diligence
(iii) transaction materials
(iv) financial reporting packages
(v) KPI reports / dashboards
(vi) Board decks
(vii) other ad-hoc analyses
(i) financial models
(ii) transaction due diligence
(iii) transaction materials
(iv) financial reporting packages
(v) KPI reports / dashboards
(vi) Board decks
(vii) other ad-hoc analyses
Varsity Healthcare Partners
Finance
Private Equity Associate
Supported Varsity's platform acquisition and portfolio management efforts:
(i) constructed detailed operating and LBO models
(ii) compiled investment committee presentations
(iii) worked with portfolio company CFOs to create budgets and improve finance and accounting functions
(iv) managed deal due diligence processes
(i) constructed detailed operating and LBO models
(ii) compiled investment committee presentations
(iii) worked with portfolio company CFOs to create budgets and improve finance and accounting functions
(iv) managed deal due diligence processes
Raymond James & Associates
Finance
Investment Banking Analyst
Supported deal teams on various sell-side M&A transactions:
(i) built projection models
(ii) reconstructed historical financials
(iii) coordinated responses to inbound diligence requests
(iv) led drafting of marketing materials
(i) built projection models
(ii) reconstructed historical financials
(iii) coordinated responses to inbound diligence requests
(iv) led drafting of marketing materials