- Played a key role in founding an investment firm that raised $300 million+ from institutional investors in its first fund.
- Analyzed investment opportunities and prepared recommendations that ultimately resulted in $600 million+ of total capital deployed.
- Achieved a combined ROI of over 30% across the credit portfolio.
- Worked alongside a family office to invest growth capital into technology and consumer businesses.
- Reviewed buyout opportunities of the small, medium, and large North American businesses valued from $10 million to $1 billion.
- Created business plans for new ventures funded and operated by a large family office.
Focus areas: Investing, Debt, Debt Raises, Equity, Equity Raises, Private Equity, Private Credit, Due Diligence, Modeling, Leveraged Buyout (LBO), Asset Valuation, Distressed Assets, Distressed/Special Situations, Real Estate Investment Trust (REIT), Real Estate, United States, Travel, Fundraising, Revenue Projections, Series A, Growth Strategy, Investment Briefs, Marketplaces, Manufacturing, Strategy, Project Management, Startups, Financial Management, Business Strategy, Fund Management, Fintech, Three-statement Modeling, Revenue & Expense Projections, Small & Medium-sized Enterprises (SME), Buy-side, eCommerce, Alternative Investments, Hedge Funds, Financial Analysis, Leveraged Buyout Modeling, Waterfall Modeling, Investment Ideas, Investment Return Scenario Analysis, Investments, Valuation Modeling, Business Planning, Excel 365, Seed Fundraising, Reporting, Stock Market, Family Office, Financial Planning & Analysis (FP&A), Growth Equity, Equity Capital, Private Placements, Budgeting, Financing, Debt Financing, CFO, Pitch Decks, Pitch Deck Consultant, Private Company Valuation, Fundraising Consultant, Cash Flow Management, Opportunity Assessments, Business Models, EBITDA, Early-stage Funding, Early-stage Venture Capital