2018 - 2019
Main Line Equity Partners
- Participated in all stages of the deal lifecycle, including origination, due diligence, negotiation, and fundraising; controlled the due diligence process for new investment and strategic partnership opportunities.
- Performed business valuation analyses using discounted cash flow (DCF), comparable precedent transactions, and leveraged buyout valuation methodologies.
- Created one-page teasers, credit packages, and investor presentations used to secure financing from capital providers.
- Supported portfolio company management by creating business plans, conducting ad hoc analyses, and providing on-site managerial support.
- Led the inorganic growth initiative associated with a unique platform company within the industrial supplies wholesale market.
- Designed and implemented a cloud-based inventory management system to enable eCommerce sales and provide employees with real-time data to improve decision-making.
Focus areas: Mergers & Acquisitions (M&A), Deal Sourcing, Deal Execution, Due Diligence, Financial Modeling, Leveraged Buyouts, Leveraged Buyout Modeling, Small & Medium-sized Enterprises (SME), Valuation, Operations, Private Equity, LBO Modeling, Entrepreneurial Finance, Market Research, Credit Analysis, Business Planning, Discounted Cash Flow (DCF), Scenario Analysis, Financial Forecasting, Investment Research, Industry Analysis, Cash Flow Analysis, M&A (Buy-side), Due Diligence Consultant, Cash Flow Modeling, Discounted Cash Flow Analysis, Capital Structure, Pro Forma Analysis, Asset Management, Forecasting, Accounting, Financing, Investment Analysis, LBO, Investments, US GAAP, Trade Finance