- Executed a $500 million company sale to a private equity buyer that created the second largest security monitoring company in the US.
- Completed a $1.1 billion dividend recapitalization for a financial sponso- owned consulting firm.
- Prepared 50 client presentations averaging 40+ pages for CEOs, CFOs, board of directors, and partners that recommended strategic alternatives such as M&A, debt and equity capital markets, IPO, spinoff, share repurchase, and activist defense.
- Supervised 1-3 analysts on 22 projects that integrated cross-department efforts with capital markets, risk, legal, tax, and compliance.
- Built a debt repayment model and coordinated the credit analysis memo for a successful term loan financing.
- Performed a due diligence of company financials that enabled a deal to pass leveraged loan criteria and return $125 million to its owners.
- Served clients across a variety of industries including manufacturing, business services, consumer goods, aerospace and defense, building products, and transportation.
- Built a custom operating model for a new container shipping company including an asset-backed valuation and an IPO.
- Created multiple merger models under a short timeline for a prospective $2.0 billion transaction that would combine the leading consumer goods companies in their industry.
- Participated in Wharton and military Veteran recruiting by selecting candidates for interviews and traveling to numerous events.
Focus areas: Mergers & Acquisitions (M&A), Investment Banking, Microsoft Excel, Finance, Financial Modeling, Valuation, Corporate Finance, International Finance, Finance Reports, Project Accounting, Cost Accounting, Financial Accounting, Financial Statements, Pro Forma Financial Statements, Integrated Financial Statements, Financial Planning & Analysis (FP&A), Financial Forecasting, Financial Services, Comparable Company Analysis, Transaction Comparables, Peer Comparison, DCF Valuation, Discounted Cash Flow (DCF), Discounted Cash Flow Analysis, Stock Market, Three-statement Modeling, Revenue & Expense Projections, Financial Analysis, Financial Model Auditing, Profitability Analysis, Fractional CFO, Part-time CFO, S&P Capital IQ, Capital Structuring, Capital Structure Analysis, Equity Valuation, Private Equity Valuation, Microsoft PowerPoint, Leadership, Team Leadership, Financial Management, Financial Markets, Cost Management, Financial Reporting Dashboards, Key Performance Indicators (KPIs), Spreadsheets, Spreadsheet Automation, Capital Markets, Capital Asset Pricing Model (CAPM), Management, GAAP, US GAAP, Microsoft Word, Leveraged Buyout Modeling, Leverage Analysis, Data Analysis, P&L Analysis, P&L Forecasting, Financials, Financial Reporting, Financial Ratios, Financial Benchmarking, Financial Data, Financial Presentations, Financial Transactions, Transactions, Transaction Modeling, Transaction Advisory, Precedent Transaction Analysis, Business Analysis, Banking & Finance, Accounting, Accounting Principles, Business Modeling, Analysis, Cash Flow Analysis, Net Debt Analysis, Debt Analysis, Deal Analysis, Accretion/Dilution Analysis, DuPont Analysis, Pro Forma Analysis, Peer Group Analysis, Investment Return Scenario Analysis, Scenario Analysis, PV Analysis, NPV, NPV Calculation, Ratio Analysis, Return Analysis, Trend Analysis, Valuation Analysis, Analysis of Variance (ANOVA), Microsoft Outlook, Outlook, Microsoft 365, Teamwork, Five-year Projections, Revenue Projections, Economics, Industrials, DCF Modeling
Three-statement Operating Model
Valuation Analysis
Leveraged Buyout Model
