- Provided board and C-level financial advice and investment banking services on sell-side and buy-side cross-border M&A transactions in the middle market with EV ranging from $50 to $500 million+.
- Sourced and created pitches to win primarily sell-side engagements leveraging financial and strategic buyer networks focused on consumer brands, DTC, and eCommerce.
- Structured and negotiated deal terms with international and US counterparties, performed valuation analyses, drafting of buyer lists, confidentiality agreements, process letters, bid letters, information memorandums, and management presentations.
Focus areas: Finance, Cross-border M&A, M&A (Sell-side), M&A (Buy-side), M&A Modeling, Mergers & Acquisitions (M&A), Financial Statement Analysis, Corporate Finance, Investment Analysis, Financial Planning & Analysis (FP&A), P&L Forecasting, Investment Banking, Market Sizing, Valuation, Financial Modeling, Revenue & Expense Projections, Software as a Service (SaaS), Forecasting, Pitch Decks, eCommerce, Market Research, Financial Advisory, Business Services, Direct to Consumer (D2C), Software, Fundraising, FMCG, Revenue Projections, Media, B2B, Pro Forma Analysis, Capital IQ, Bloomberg Terminal, Bloomberg, Business Advisory, Private Equity, Private Equity Valuation, Business Models, Business Modeling, Financial Analysis, Pitch Presentations, Modeling, Startups, Excel Modeling, Financials, Venture Funding, Growth Capital Raising, Investment Memoranda, Teasers, Business Plan Consulting, Investor Presentations, Deal Advisory, Capital Raising, Europe, United States, Pro Forma Financial Statements, M&A Earn-out Agreements, M&A Pipeline Management, Acquisitions, Divestitures, Pitch Books, Pitch Deck Consultant, Pitch Preparation, Information Memoranda, Financial Ratios, Investments, Investment Thesis, Investment Modeling, Business Technology, Adtech, Marketing Technology (MarTech), Financial Forecasting, Family Office, Strategy, Growth Strategy, Exit Strategy, Finance Strategy, US GAAP, 10-K Filing, Deal Analysis, Three-statement Modeling