Vineyard – Financial & Operational Advisory (Ontario)
• Led full financial and strategic due diligence for a multi-million-dollar vineyard—including QoE, NWC, DSO/DIO, inventory, and margin analysis—used to inform internal valuation scenarios and business planning.
• Produced a 5-year financial review, identifying cost inefficiencies, staffing misallocations, and operational risks tied to growth levers.
• Supported ownership in driving commercial improvements, contributing to a +20% YoY sales increase and improved profitability through cost-saving and team restructuring.
Start-up Advisory – Capital Raise & Financial Modeling
• Currently advising a French TFP (Tailored Fiber Placement) tech start-up in the process of raising $1M, supporting investor presentations, financial narratives, and capital strategy.
• Built financial models and scenario plans for a €3–4M French graphic novel e-commerce business to support strategic growth and future
funding.
• Worked closely with founders to translate operational realities into compelling financial forecasts and investor materials.
SMEs – Loan Structuring & Bank Funding Advisory
• Supported multiple small businesses in successfully securing bank loans, including structured financing applications up to $500K.
• Produced customized financial projections and supporting materials aligned with lender criteria and underwriting frameworks.

• Contributed to more than 50 financial due diligence deals with transaction values ranging from $10M to $350M in both SMEs and PLCs.
• Drove $300k revenue growth through networking and events over a year, cultivating relationships with over 20 prospective clients.
• Developed comprehensive financial models using industry benchmarks to analyze revenue and margin trends, assess working capital, net debt, and normalized EBITDA built free cash flow to determine accurate company valuations and support decision-making.
• Uncovered mismatches in LOI provisions and due diligence findings, aligning terms with negotiated agreements, resulting in price transaction adjustment and upholding the company's reputation for transparency and accuracy, leading to enhanced client trust.
• Managed and mentored teams of 2-3 juniors, enhancing their skills and bolstering due diligence outcomes.
• Organized client meetings spanning from LOI negotiation to finalization of the purchase agreement, improving continuous communication of critical insights and project milestones throughout the process, resulting in strong customer satisfaction.
• Led meetings with C-levels to grasp company operations and finances, building trust and clear communication with leadership
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• Instrumental participation in the investment team in over 20 deals ($5M and $20M), providing equity and bonds to finance SMEs.
• Enhanced financial modeling techniques, valuation methods, DCF, reviewed business plans, and participated in LBO schemes.
• Interacted with clients throughout the due diligence phase and participated in negotiating and closing 5 deals.
• Screened investment deal flow and assisted in monitoring a portfolio of $50m, shouldering CEOs in their strategic and operational decisions.
• Prepared 3 executive summaries about investment opportunities and presented them in front of the Investment Committee.
• Pitched 2 start-ups in the cleantech and food industry in front of a regional fund committee to secure quasi-equity loans ($500k-$1 m).

• Produced 9 gold mines' comprehensive reports for the Malian State, buoyed by, but not limited to, gold mines' financial model, potential tax revenues for the government, remaining ore to be extracted, estimating profitability, and cost of mining sites rehabilitation.
• Coordinated a consortium of 5 law firms, Geologists (BRGM), and Malian officials, enhancing cross-field knowledge while promoting intercomprehension and communication between stakeholders.