- Deployed $450M+ million of capital across four completed platform acquisitions and over $100 million of capital across 20 add-on acquisitions across fintech, business services, and other sectors.
- Led the largest investment of the firm, an international take-private. This included coordinating due diligence, arranging financing, presenting to the investment committee, modeling, and financial analysis.
- Led the most successful sale of a portfolio company in the firm's history, coordinated due diligence requests, created a detailed multiple-scenario financial model and prepared a cap table analysis across 100+ equity participants in 20 tranches.
Focus areas: Mergers & Acquisitions (M&A), M&A Modeling, M&A (Buy-side), M&A (Sell-side), Private Equity, Venture Funding, Growth Capital Raising, Growth Equity, Leveraged Buyout (LBO), Industry Analysis, Microsoft Excel, Capital IQ, Cap Tables, Due Diligence, Investing, Leveraged Buyout Modeling, Financial Modeling, Revenue & Expense Projections, Small & Medium-sized Enterprises (SME), Buy-side, Sell-side, Fintech, P&L Forecasting, Pitch Decks, Investment Committee Advisory, Equity Markets, Private Capital Markets, Investment Capital Raising, Capital Raising, Strategic Planning, Competitive Intelligence, S&P Capital IQ, Comparable Company Analysis, Transaction Comparables, Accounting, Finance, Modeling, Consulting, Board Decks, Board Reporting, Project Management, Financing, Three-statement Modeling, Fundraising, SaaS, Rollups