Featured Talent

Profile

4 plus years expertise in synergy analysis, financial modeling, and advanced Excel/PowerPoint capabilities to craft comprehensive valuation, scenario, and synergy analyses, along with compelling pitch materials and offering memoranda. By collaborating closely with senior management and across departments, I drive transaction execution, formulate growth strategies, and pinpoint valuable market opportunities. With a diverse background that includes consumer products and services, industrials, and technology, I’ve built a valuable professional toolkit through my time in investment banking, corporate finance, corporate development, and accounting.

Career Highlight 1: I collaborated with senior management at a company that supplied mission-critical parts for on- and off-road vehicles, powersports, agricultural machinery, and outdoor power equipment. I quantified the risks electric vehicles posed to each business segment and identified mitigants the company could employ through its existing portfolio and new product development to strengthen its competitive moat and ensure continued performance.

Career Highlight 2: I worked with senior management of a major car dealership network during a complex restructuring. I showcased the company’s regional dealership placement strategy by highlighting local and state demographic factors to maximize consumer and industry tailwinds, which were critical in consummating the sale.

Career Highlight 3: I led a deal to strategically enter a new region that aligned with Company’s high-priority strategic initiatives by underwriting and overseeing the financial due diligence of the transaction.

Why Hire This Candidate (In Their Own Words): My ability to integrate myself as a key contributor on any team is grounded in what I believe every great employee should possess: (1) passion for continuous improvement and learning, (2) the flexibility and drive to support the team by rolling up my sleeves and delivering value whenever and however opportunities arise, and (3) an unwavering work ethic focused on delivering results.

Strengths: (1) Strong communication skills (2) Unstoppable drive to succeed (3) Insatiable thirst for learning

Education: Bachelor’s

Credentials: Series 63, 69

Industry Experience: Automotive, Consumer Packaged Goods, Financial Services

Management Experience: Led deal teams of first- and second-year analysts, serving as the liaison between senior management and the junior members of the deal team. I learned various strategies to motivate and support junior colleagues from exceptional leaders I’ve had.

Software Experience: Datarails. On a related note, I possess truly strong Excel and PowerPoint skills — not just the “Proficient” label that all seem to add to the resume!

Open To: Hybrid, In-office