- Originated and completed projects across a range of industries including healthcare, retail, real estate, media, energy, technology, and financial institutions.
- Built detailed financial and valuation models for discounted cash flow, sum-of-the-parts, and leveraged buyout analyses. I also created a merger model template for the team.
- Prepared client presentations, memoranda of information, engagement letters, non-disclosure agreements, and press announcements. I liaised with colleagues across industry and product groups including equity capital markets, leveraged finance, and financial sponsors.
- Participated in external meetings to present investment opportunities; conduct operational, legal, financial, and regulatory due diligence; and manage various complex and time-sensitive M&A processes and teams.
- Delivered multiple successful cross-border projects/transactions. Examples include: 1) Public cash offer for Arawak Energy Limited (UK) by Rosco S.A. (Switzerland); 2) Recommended public cash offer for Benfield Group (UK) by AON Corp.; (US), 3) Recommended public cash offer for Zodiak Television AB (Sweden) by De Agostini (Italy); 4) Acquisition of a 25% stake in Kazkommertsbank (Kazakhstan) by Alnair Capital (UAE); and 5) Recommended public cash offer for Sondex plc (UK) by General Electric Company (US).
Focus areas: Client Management, Discounted Cash Flow (DCF), Leveraged Buyout (LBO), Advisory, Project Management, Due Diligence, Public Tender, Financial Modeling, Mergers & Acquisitions (M&A), Market Segmentation, Consumer Lending, Revenue & Expense Projections, Excel Expert, Data Analysis, Investment Committee Advisory, Investment Memoranda, Investments, Investment Consulting, Healthcare, Investment Banking, Project Evaluation, Energy, Business Models, Business Plan Consulting, Business Planning, Startups, Forecasting, Microsoft Excel, Accounting, Financial Planning & Analysis (FP&A), Three-statement Modeling, M&A (Sell-side), Industry Analysis, United Kingdom, Confidential Information Memorandum (CIM), Information Memoranda, Pitch Decks, United States, Pitch Deck Consultant, Fundraising Strategy