• Managed lean 2–4 person teams across multiple deals, leading financial diligence efforts for $50M–$300M+ EBITDA transactions and driving timely, data-backed recommendations for clients
• Conducted detailed reviews of operating models and unit-level performance data, validating key assumptions, identifying inconsistencies, and refining forecasts to align with clients' investment thesis and value creation strategy
• Distilled large, disjointed data sets into targeted insights that shaped key deal terms, identified EBITDA adjustments, and surfaced performance trends critical to buyer decision-making
• Collaborated with cross-functional diligence teams to seamlessly integrate and synthesize findings into comprehensive reports for private equity and corporate clients
• Owned budgeting for time-sensitive, high-impact transactions, translating project scope into financial plans aligned with deal timelines and financial objectives
• Prepared agendas/exhibits and led discussions with executive level management to understand key business drivers of historical and budgeted performance and financial impacts of non-recurring events
• Collaborated with clients and legal advisors to interpret purchase agreement terms and calculate estimated and final net working capital, supporting accurate closing statement preparation and alignment with deal terms
• Assisted Management to develop a comprehensive, KPI driven forecast for a sell-side client, producing a defendable financial outlook

• Took ownership of key FDD deliverables, demonstrating strong skills in analyzing quality of earnings, net working capital and writing executive reports
• Proactively learned business models of diverse acquisition targets across industries such as construction, utilities, retail, distribution, technology, and others
• Developed relationships with the client through effective communication during engagements including status updates, managing information requests lists, completing ad-hoc analyses and organizing off-site events
• Conducted comprehensive research and progress tracking for approximately 100 mid-market private equity firms, providing valuable insights to support business development efforts led by firm leadership

• Analyzed financial and operational results of target companies by reviewing financial data and conducting interviews with management to prepare various detailed analyses to present to private equity clients
• Compiled and organized financial data and other relevant information from data rooms to create useful analyses by leveraging software and managing offshore working teams

• Performed financial statement audit procedures on simultaneous engagements for a large asset manager that specializes in an array of strategies including direct lending, credit, private equity, energy and structured products
• Performed analytical procedures over the reasonableness of valuations for senior secured loans and private equity positions by comparing client portfolio to expectations set by the audit team

• Took ownership of valuation testing of bank debt positions worth nearly $2 Billion by assessing risk characteristics and analyzing pricing sources
• Built a sensitivity analysis of EBITDA multiples used by the client to value privately held equity positions to supplement audit procedures