Functional Skills

Business Analysis
Business Development
Business Operations
Business Planning
Financial Modeling
Financial Due Diligence
M&A Support
Strategic Planning
Valuation
M&A Deal Sourcing
Investment Banking
Private Equity Investing

Software Skills

Microsoft Excel
Microsoft PowerPoint

Sector Experience

Consumer Goods
Financial Services
Healthcare
Industrials

Countries Worked In

US
Fortune 500

Experience

TESSA CAPITAL PARTNERS Finance
Consulting for former Apollo PE executive
5/2025 - Present
• Develop investment theses with a focus on industry dynamics, competitive landscape, value chain positioning, and platform consolidation potential
• Maintain potential acquisition pipeline
• Identify and assess value creation opportunities, including add-on/roll-up strategies and synergies, tech enablement, accreditation expansion, pricing strategies, and margin optimization
• Create materials to support initial outreach to company owners and potential investors

Apollo Global Management Finance
Private Equity
8/2022 - 5/2025
• Summer MBA Internship 2021; Aug. 2022 – May 2025
• Evaluated, executed, and monitored buyout, carveout, and structured investments in public and private companies across a variety of industries for $20Bn Apollo Fund
• Led business and industry diligence efforts to identify potential value creation opportunities and key bets / risks
• Prepared financial models and other key analyses; crafted investment recommendation materials and presented to IC
• Managed day-to-day diligence and transaction execution efforts, including third party advisors and financing sources
• Worked alongside management at portfolio companies on various strategic initiatives

TZP GROUP, LLC Finance
Associate, Private Equity
1/2018 - 1/2020
• Evaluated investment opportunities for private equity fund
• Conducted business and financial diligence, prepared financial models, analyzed competitive dynamics and industry trends, developed internal posting materials; monitored and presented updates on portfolio companies to investment committee
• Worked alongside operating teams at portfolio companies on strategic and financial initiatives

Teneo Capital Finance
Investment Banking Analyst, Associate
1/2014 - 1/2018
• Supported sellside and buyside M&A and capital raise transaction efforts for companies in a variety of sectors
• Prepared valuation analyses, financial models, and marketing materials for clients; facilitated transaction diligence