- Completed $350 million in successful M&A transactions, including four years as a transaction leader of a team of seven.
- Developed two turnaround business plans and over a dozen growth-oriented business plans for clients.
- Negotiated numerous M&A transactions to achieve better client outcomes, including adding over $5 million in client liquidity.
- Mentored cross-functional individuals completing industry research, due diligence, and marketing efforts, all while governing global business development that included 550+ private equity firms, 100 strategic targets, and 300+ potential clients.
- Provided consulting services for three varying businesses and gained additional business through exceptional service and dedication. Assessed numerous target businesses independently, becoming the go-to resource for more complex projects.
- Developed detailed business analysis materials including financial models, multiple valuation approaches, pro-forma modeling, and strategic analysis models.
Focus areas: Market Research, Private Equity, Due Diligence, Fundraising, Valuation, Negotiation, Consulting, Change Management, Financial Consultation, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Pitch Deck Consultant, Pitch Decks, Private Equity Valuation, Consumer Branding, Consumer Packaged Goods (CPG), LBO Modeling, Modeling, Financials, Three-statement Modeling, Project Management, Business Plan Consultant, Business Planning, Pro Forma Financial Statements, Pricing Strategy, Emerging Technologies, White Papers, Growth Strategy, Change Leadership, Go-to-market Strategy, Marketing Research, Three Statement Operating Model, Data Analytics, Market Research & Analysis, Fundraising Consultant, Pitch Presentations, Business Strategy, Pricing Models, Business Models, Early-stage Funding, Pricing Analysis, Pricing, Unit Pricing, Marketplaces, Financial Modeling, Subscriptions, Subscription Pricing, Revenue Modeling, Revenue & Pricing Support, Revenue & Expense Projections, Budgeting, CFO, Forecasting, Financial Reporting, Mortgages, REITs, M&A Modeling, M&A (Buy-side), M&A (Sell-side), Investments, Investment Banking, Investment Analysis, Investment Briefs, Investment Banker, Investment Committee Advisory, Business Modeling, Business Model Consultant, Annual Planning, Company Strategy, Data Analysis, Due Diligence Consultant, Customer Analysis, Customer Lifetime, Customer Lifetime Value, eCommerce