Sunrise Strategic Partners
- Aided in making minority, preferred equity investments in new portfolio companies Teton Waters Ranch, Kodiak Cakes, Maple Hill Creamery, and Pure Growth Organic.
- Built full three statement models for each investment including in multiple growth scenarios, in depth sensitivity analyses, fully functioning distribution waterfall, and returns analysis.
- Developed detailed investment memorandum to present to the Board of Directors for approval of the investments outlining key merits and considerations of the businesses.
- Assisted and provided support for the ongoing management of portfolio companies as well as deploying the key tools and resources available to aid in growth acceleration of the brands.
- Analyzed and screened potential new investments for potential and further assist on in depth due diligence process should the team decide to pursue an investment.
Focus areas: Growth, Analysis, Brand Building, Operations Analytics, Financial Planning & Analysis (FP&A), Market Research, Mergers & Acquisitions (M&A), Three-statement Modeling, Valuation, Comparable Company Analysis, Capital Structure Analysis, Financial Modeling, Venture Funding
Trilantic Capital Partners
- Worked as the sole associate covering 4 portfolio companies: Highgate Hotels, Traeger Grills, Angelica Corporation, and Westaim.
- Built an in depth operating model with a property-by-property build up sensitizing RevPAR, occupancy, and market growth for equity investment in Highgate Hotels, a third party hotel operator.
- Developed a full refinancing & lender model analyzing new debt covenant levels, interest savings, and break-even levels for potential mezzanine debt refinancing for the Angelica Corporation, a third party linen services manager.
- Analyzed the impact on IRR, MOIC, and valuation of converting from the preferred, minority owner to the majority owner of Traeger Grills, a manufacturer and marketer of wood fired pellet grills.
- Worked with portfolio companies’ executive teams to gather business updates, track performance, and offered strategic advice and analysis.
Focus areas: Market Research, Valuation, Competitor Analysis & Profiling, Comparable Company Analysis, Due Diligence, Project Analysis, Capital Planning, Fundraising, Debt, Capital Raising, Budgeting, Private Placement Structuring, Growth Capital Raising, Capital Structure Analysis, Financial Benchmarking, Financial Planning & Analysis (FP&A), Financial Modeling, Venture Funding
Barclays Capital
- Worked as an analyst on a $1.1 billion project financing for MidAmerican’s Topaz Solar Project, the largest ever renewable energy project financing voted “Renewables Project Finance Deal of the Year” in Power Finance & Risk (“PFR”) magazine.
- Developed a full financing model sensitizing cash flow and credit impacts of performance and construction scenarios for MidAmerican.
- Worked as an analyst on Highstar Capital’s Acquisition of GWF Energy, LLC (530 MW gas-fired generation portfolio), voted “M&A Asset Deal of the Year” in Power Finance & Risk (“PFR”) magazine.
- Advised EMI Energy Inc. on an equity stake sale, a debt financing raise, and project development for Cape Wind, was expected to be America's first offshore wind farm.
- Modeled a full operating wind model; analyzed EPS/credit accretion and dilution impacts of potential acquisition of Alta X and XI wind projects located in California for a large strategic client.
Focus areas: Comparable Company Analysis, Capital Markets, Cash Flow Analysis, Cash Flow Modeling, Debt Structuring, Valuation, Project Finance, Financial Risk Assessment, Capital Raising, Financial Modeling, Mergers & Acquisitions (M&A)