- Negotiated the sale of a $10 million interest in a PE fund in a secondary transaction. The sale of the LP interest resulted in a small gain versus a likely substantial loss. Evaluated potential risk/reward with an independent waterfall analysis.
- Led an M&A process for an oil and gas services portfolio company. Performed M&A modeling, due diligence, and valuation for the strategic acquisition ($10 million) that added new service verticals.
- Built and maintained a multi-year, three-statement financial model to forecast performance and create quarterly and annual budgets for an aerospace manufacturing portfolio company with over $60 million in revenues.
- Developed a multi-year financial model to support negotiations with bank contacts for an expanded $30 million loan for increased agricultural development and residential home construction.
- Structured new common and preferred equity investments in an aerospace manufacturing portfolio company. Used the new securities to raise more than $10 million while complying with debt covenants and limiting dilution to current shareholders.
- Evaluated regional startups for potential direct angel investments. Led due diligence and conversations with founders. Recommended changes to startups' pitch decks to ensure better fundraising success.
- Led the financial modeling and forecasting for two M&A sales processes to explore the sale of two operating companies to strategic and financial acquirers. Led communications with investment banks and built the M&A models for both.
- Managed a public equity portfolio with a total value of $150+ million. Positioned the portfolio for long-term growth with a concentrated group of high-quality companies. Led investment research and executed tax-efficient sales when appropriate.
Focus areas: Investment Research, Mergers & Acquisitions (M&A), Financial Forecasting, Financial Modeling, Capital IQ, Capital Structure, Waterfall Modeling, Operations Management, Microsoft Excel, Business Strategy, Market Research, Oil & Gas, Market Research & Analysis, Credit/Debt, Loans, Financial Planning & Analysis (FP&A), Three Statement Operating Model, Manufacturing, Cash Flow Modeling, Aerospace & Defense, Inventory Management, Cash Flow Management, Startups, Pitch Decks, Fundraising, M&A (Sell-side), M&A Modeling, Product Market Fit, Cannabis, Capital Raising, Initial Public Offerings, Private Equity, M&A (Buy-side), Due Diligence, Real Estate, Fashion, Fashion & Beauty, Financial Services, Investment Banking, Forecasting, Research Analysis, Investment Analysis, US GAAP, Finance Strategy, Financing, Fundraising Consultant, Three-statement Modeling, Discounted Cash Flow (DCF), Leveraged Buyout Modeling, Financial Reporting, Budgeting, Financial Restructuring, Excel Expert, Pitch Deck Consultant, Early-stage Startups, Equity Research Analysis, Business Model Consultant, Investments, Due Diligence Consultant, Revenue & Expense Projections, Debt, Equity, Valuation Modeling, Strategic Planning, Scenario Analysis, Retail & Wholesale, Hospitality, Consumer Products, Food & Beverage, Brokerage, Lending, Business Models, Cap Tables, ESOPs, Investor Reporting, Debt Restructuring