- Sourced, analyzed, and successfully closed acquisition deals, including the successful sale of a $30 million oil services company in three months.
- Conceptualized, designed and built many selling pitches - including a pitch of a holding company with 17 subsidiaries.
- Designed, built and produced marketing materials and presentations, including a digital media presentation for the sale of a multi-media company.
- Built detailed financial models of companies and projects, including return analysis, sensitivity analysis, risk assessment, and valuation.
- Built detailed turnaround strategic plans aimed at enhancing the value of takeover targets, including adding new market sectors and segments for a retail company.
- Analyzed regulatory and taxation environments to produce different fund structures to facilitate acquisitions.
- Conceptualized and implemented the organizational structure, created budgets and strategic plans of the division and target firms.
- Supervised and carried out in-depth analyses of different firms aimed at reaching fair values, optimum capital structures, most suitable exit scenarios and tailored unique investment structures.
Focus areas: Debt Restructuring, Financial Restructuring, Market Research, Finance Structures, Fund Structure, Startup Funding, Equity Capital, Investor Presentations, Capital, Business Advisory, Acquisitions, Accounting, Transaction Modeling, Valuation Modeling, Cash Flow Modeling, M&A Modeling, DCF Valuation, Valuation Analysis, Valuation Multiples, Valuation, Corporate Finance, Capital Structuring, Capital Raising, Debt Raises, Debt Structuring, Equity Valuation, Equity Offerings, Mergers & Acquisitions (M&A), Fundraising, Forecasting, Business Models, Partnerships, Due Diligence, Business Strategy, Workshops, Business Analysis, Oil & Gas, Startups, Fintech, CEO, Leadership, Quantitative Analysis, Quantitative Finance, Trading Systems, Investments, Equity Research, Equity Research Analysis, CFO, Financial Planning & Analysis (FP&A), Three-statement Modeling, Analysis, Financial Services, Process Mapping, Use Case Analysis, Process Design, Project Management, Workflow Diagrams, Pitch Decks, Financing, Venture Capital, Pitch Deck Consultant, Finance, Cryptocurrency, Data Analysis, Financial Modeling, Financial Data, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, M&A (Sell-side), United States, Small & Medium-sized Enterprises (SME), Infrastructure, Business Services, Investment Portfolio Management, Financial Markets, Strategic Planning & Execution, High Net Worth Individuals (HNWI), Private Banking, Equities, Asset Allocation, Investor Relations, Agrotech, Renewable Energy, Customer Acquisition, Business Plan Consulting, Structuring of Funds, Growth Equity, Limited Partnerships, Investment Funds, Investor Relations Consultant, Institutional Investors, Business Planning, SaaS, Excel Expert, B2B, Initial Public Offerings, Manufacturing, Financial Forecasting, Investment Banking, United Kingdom, P&L Analysis, P&L Forecasting, Impact Investing, Social Impact, Business to Government (B2G), Fundraising Strategy, Leadership Strategy, Equity Markets, Consulting, Digital Transformation, Data Science, Statistical Analysis, B2B Partnerships, Due Diligence Consultant, Data Rooms, IT Services, Waterfall Modeling, Investment Return Scenario Analysis, Return on Invested Capital (ROIC), Consumer Products, Family Office, Management Consulting, Industry Analysis, Information Memoranda, Comparable Company Analysis, Confidential Information Memorandum (CIM), Mining, RiskMetrics, Key Performance Indicators (KPIs), Fundamental Analysis, Early-stage Funding, Waterfall Methodology, Portfolio Analysis, Real Estate Development, Private Equity Valuation, Hedge Funds, Healthcare, Pricing, Scenario Analysis, Change Management, Organizational Change Management (OCM), Operating Models, Business Transformation, M&A (Buy-side), Leveraged Buyout Modeling, Leveraged Buyout (LBO), Investment Memoranda, Investment Committee Advisory, Monte Carlo Simulations