Senior Associate
BCMS Corporate
2014 - PRESENT
- Conducted sell-side advisory for 30+ mid-sized companies in various industries including healthcare, technology, and business services.
- Evaluated valuation considerations utilizing DCF models, precedent transactions, and public comparable data.
- Interviewed the C-suite of client companies and conducted in-depth industry research in order to create detailed, confidential information memorandums; memorandums served as primary sales tool and were distributed to potential buyers.
- Spearheaded due diligence processes with corporate buyers and financial sponsors, including liaising with diligence providers, building complex operating models, and negotiating purchase agreements with counsel.
- Contributed to the Sell-Side Engagement for $25M Manufacturer of Floor Coating Solutions: Successfully supported a negotiation resulting in a 150% increase in purchase price on account of strong company performance and increases in comparable valuations. Drafted a CIM summarizing the company’s business model, customers, value proposition, areas of growth, industry trends, summary of management team, and financial overview. Built detailed financial models in order to stress test various operating scenarios and to run sensitivity analyses on profitability based on levels of productivity, growth, and sales expansion.
Focus areas: Mergers & Acquisitions, Valuation, Ratio Analysis, Variance Analysis, Business Plan Development, Financial Benchmarking, Cost Benchmarking, Comparable Company Analysis, Discounted Cash Flow (DCF), Working Capital Management, Data Analysis, Due Dilligence, Revenue & Expense Projections, Financial Modeling, Financial Risk Assessment, Market Research, Three Statement Operating Model, Cost Reduction & Optimization, Profitability Analysis, Capital Structure Analysis
Senior Associate
Alvarez & Marsal
2013 - 2014
- Evaluated valuation considerations utilizing DCF models, precedent transactions, and public comparable data.
- Developed marketing initiative with CapIQ and created innovative marketing material to target firms which had recently made acquisitions for valuation services.
- Built a relationship with a local CPA firm, which resulted in multiple pitch opportunities.
Focus areas: Valuation, Financial Modeling, Due Dilligence, Ratio Analysis, Variance Analysis, 409 A Valuation, Financial Benchmarking, Comparable Company Analysis, Discounted Cash Flow (DCF), Revenue & Expense Projections, Fairness Opinion Reports, Market Research, Profitability Analysis, Three Statement Operating Model
Senior Financial Analyst
Edmunds.com
2010 - 2012
- Coordinated with the CFO in creating the annual budget, tracking monthly performance, reporting quarterly covenant compliance, and conducting valuation of company stock under various scenarios.
- Analyzed cost-cutting strategies and made recommendations to the CFO; recommendations resulted in $10M annual savings through aggressive cost reduction, resulting in subsequent compliance with bank loan covenants.
- Revamped a monthly performance dashboard and forecasting tools by creating a new three-statement forecasting model that integrated Oracle data feeds to provide seamless, real-time updates.
Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), Budgeting, Revenue & Expense Projections, Financial Reporting, Financial Benchmarking, Discounted Cash Flow (DCF), Comparable Company Analysis, Variance Analysis, Business Plan Development, Debtor & Creditor Management, Working Capital Management, Three Statement Operating Model, Profitability Analysis, Ratio Analysis, Cost Reduction & Optimization
Senior Portfolio Management Analyst
Wilshire Associates
2008 - 2010
- Liaised with portfolio managers to conduct due diligence on new investments and prepare target asset allocation models for funds; findings were ultimately presented to the investment committee for approval.
- Created a fund performance tool that automated the firm’s monthly reporting and cut reporting time in half.
Focus areas: Data Analysis, Financial Benchmarking, Equity Research, Financial Modeling, Investor Communications, Market Research, Portfolio Analysis, Financial Risk Assessment
Analyst
Duff and Phelps
2006 - 2007
- Conducted valuation analysis utilizing market research, DCF models, option pricing analysis, and cost approach.
Focus areas: Ratio Analysis, 409 A Valuation, Financial Benchmarking, Comparable Company Analysis, Discounted Cash Flow (DCF), Data Analysis, Due Dilligence, Revenue & Expense Projections, Financial Modeling, Fairness Opinion Reports, Market Research, Valuation
