- Advised a publicly-traded $20 billion global mining company on its proposed merger with a peer with responsibilities that included valuation, peer benchmarking, strategic positioning, investor relations, and leading negotiations.
- Oversaw the portfolio rationalization and proposed capital structure transactions for a $20 billion company including strategic analysis, peer benchmarking, public market considerations, and debt capacity analysis.
- Advised a $1 billion market capitalization client on a $100 million acquisition with responsibilities that included bid strategy, target valuation, investor relations, acquisition financing, and due diligence.
- Advised Yamana Gold, a publicly-traded company with a $2.5 billion market capitalization, on its $500 million inaugural investment grade debt offering.
- Led deal teams through each step of the transaction life cycle including pitch development, process launch, valuation analysis, financial modeling, competitive positioning, due diligence, bid strategy, negotiation, and closing.
- Managed the sale of an industrial mineral project including soliciting bids from international buyers, leading multiple rounds of bid submissions, coordinating due diligence, and negotiating final deal terms.
- Managed cross-functional teams including individuals from the investment banking, equity capital markets, debt capital markets, corporate finance, rating advisory, and M&A groups.
- Developed financial models and client presentations for 100+ pitches, mandates, and transactions.
Focus areas: Equity Research, Cash Flow Modeling, Equity Offerings, Project Evaluation, Australia, China, Market Opportunity Analysis, Strategic Planning, Competitor Analysis & Profiling, Team Building, South Africa, Capital IQ, Dividend Policy, M&A (Sell-side), Bloomberg, Debt, Investor Relations, Competitive Intelligence, Market Research & Analysis, M&A (Buy-side), Financial Model Auditing, Value Creation, Mining, Financial Services, Asset Valuation, M&A Modeling, DCF Valuation, Three-statement Modeling, Revenue Modeling, Valuation Multiples, Valuation Modeling, Forecasting, Business Advisory, United States, Financial Markets, Microsoft Excel, Canada, Microsoft Word, Microsoft PowerPoint, Pitch Decks, Business Consulting, Writing & Editing, Business Models, Client Development, Budget Modeling, Sale of Business, Executive Presentations, Metals & Mining, Investor Presentations, Board Presentations, Client Presentations, Investment Banking, Banking Relationships, Client Retention, Operating Models, Modeling, Corporate Development, Business Strategy, Pitch Presentations, Strategy, Cash Flow Analysis, Business Analysis, Business Development, Commodity Markets, Commodities, Business Modeling, Models, Financials, Client Management, Relationship Management, Relationship Building, Presentations, Client Relations, Excel Modeling, Fundraising, Cross-border M&A, Pitch Deck Consultant, Financial Modeling, Three Statement Operating Model, Valuation, Market Research, Corporate Finance, Due Diligence, Convertible Equity, Finance Strategy, Bank Debt Raises, Debt Structuring, Debt Raises, Debt Capital Markets, Equity Valuation, Equity Financing, Mergers & Acquisitions (M&A), Investment Banker, Comparable Company Analysis, Financial Analyst