Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Financial Modeling
Financial Due Diligence
Valuation
M&A Support
M&A Deal Sourcing
Investment Banking
Private Equity Investing
Financial Statement Preparation
Commercial Due Diligence
Software Skills
Capital IQ
Microsoft Excel
Microsoft PowerPoint
Sector Experience
Financial Services
Languages
English
Countries Worked In
CA
Big 4 Accounting
Top Consulting Firms
Experience
Freelance Financial Consultant
Management Consulting
Consultant
7/2025 - Present
• Actively working with clients to support business functions including financial modelling, valuation and fundraising, financial reporting, financial due diligence, and transaction advisory
• Conducted three engagements with small and medium sized businesses: advised on the acquisition of a $500k revenue business, supported a $7M debt financing for a $70M revenue business, and supported a fundraising effort for a Series A startup (financial model, historical financial package, summary of revenue pipeline)
• Conducted three engagements with small and medium sized businesses: advised on the acquisition of a $500k revenue business, supported a $7M debt financing for a $70M revenue business, and supported a fundraising effort for a Series A startup (financial model, historical financial package, summary of revenue pipeline)
Imperial Capital
Finance
Private Equity Analyst
4/2024 - 7/2025
• Primarily engaged on Skyline Roofing Partners, a platform investment in the residential roofing industry
• Assisted in the execution of three acquisitions (EV of ~US$100M); facilitated preliminary financial / operating due diligence, managed third-party advisors (financial, insurance/benefits, tax, and legal), created financial models to support valuation, conducted management meetings, and prepared value creation plans
• Highly experienced in M&A initiatives; managing target sourcing pipeline, leading diligence calls with management, drafting & negotiating LOIs, preparing & presenting investment committee materials
• Worked closely with Skyline management team to prepare monthly financial/operational summaries, implement value creation initiatives, and evaluate performance trends within the business
• Leveraged excellent communication skills, strong work ethic, and high sense of initiative to support both the Skyline and broader Imperial investment team wherever possible
• Completed an 8-month internship from May – December 2023 prior to joining full-time in April 2024
• Assisted in the execution of three acquisitions (EV of ~US$100M); facilitated preliminary financial / operating due diligence, managed third-party advisors (financial, insurance/benefits, tax, and legal), created financial models to support valuation, conducted management meetings, and prepared value creation plans
• Highly experienced in M&A initiatives; managing target sourcing pipeline, leading diligence calls with management, drafting & negotiating LOIs, preparing & presenting investment committee materials
• Worked closely with Skyline management team to prepare monthly financial/operational summaries, implement value creation initiatives, and evaluate performance trends within the business
• Leveraged excellent communication skills, strong work ethic, and high sense of initiative to support both the Skyline and broader Imperial investment team wherever possible
• Completed an 8-month internship from May – December 2023 prior to joining full-time in April 2024
CIBC Capital Markets
Finance
Investment Banking Winter Analyst (Co-op), Energy, Infrastructure and Transition
1/2023 - 4/2023
• Supported the team in several capacities including valuation analysis (comparables, precedent transactions), asset summaries, share price analysis, dataroom management and preparation of presentation materials
• Received a full-time return offer for Spring of 2024 Selected Transaction Experience: Potential merger between two publicly traded North American power-producers (combined EV of ~$16B)
• Completed comparable and precedent valuation analysis, summarized each entity's power-generation asset base, prepared materials for client presentations, and assisted in ad-hoc tasks as required by the deal team
• Received a full-time return offer for Spring of 2024 Selected Transaction Experience: Potential merger between two publicly traded North American power-producers (combined EV of ~$16B)
• Completed comparable and precedent valuation analysis, summarized each entity's power-generation asset base, prepared materials for client presentations, and assisted in ad-hoc tasks as required by the deal team
Deloitte
Finance
Analyst, Transaction Services
5/2021 - 4/2022
• Completed buy-side financial due-diligence for acquisitions totaling $870M in EV and $100M of EBITDA
• Developed pro-forma financial statements to apply normalization adjustments and acquisition synergies
• Prepared question lists, exhibits, and agendas for management calls and compiled initial data request lists
• Developed pro-forma financial statements to apply normalization adjustments and acquisition synergies
• Prepared question lists, exhibits, and agendas for management calls and compiled initial data request lists