At FD Capital, I originate and execute M&A transactions across franchise, retail, and consumer sectors, advising clients on buy-side and sell-side mandates from initiation through completion. I build financial models and valuation analyses, and prepare CIMs, teasers, and investment presentations for transactions ranging from $1M to $100M+.
At KnowCraft Analytics, I executed 30+ valuation mandates with $40B+ in aggregate value across technology, manufacturing, and healthcare. I also built equity waterfall models for 15+ real estate entities and helped cut report turnaround time by 20%.
Earlier, at TresVista Financial Services, I built financial models and cap tables for credit-focused companies and analyzed debt covenants and the effects of M&A and restructuring. My work has also included field research and data analysis at Christ Consulting, and a sell-side equity coverage report on Thales S.A. for the CFA Institute Research Challenge.
