New York, New York, United States
I'm a University of Chicago graduate interested in investing, finance, and technology.
Researched and analyzed cross-capital structure long/short investment opportunities in stressed bonds and equities on the Credit Opportunities team.
• Adjudicated LBO deals and M&A transactions by performing business and financial diligence on acquirers and targets through review of quality-of-earnings reports, financial modeling, and intrinsic/extrinsic enterprise valuation; presented findings to managing directors • Determined credit ratings for investment-grade and high-yield corporate debt through financial performance assessments, credit ratio calculations, market competitiveness analysis, peer company comparisons, and DCF valuations • Monitored leveraged loans in RBC’s credit portfolio by reviewing quarterly financial statements and external credit benchmarks, generating performance updates, and conducting leverage and liquidity analyses, to reassess credit ratings
• Sourced and evaluated startups in the fintech, blockchain, and web3 verticals by using Pitchbook, Crunchbase, and Affinity; met with over 250 startup CEOs in the US, Asia, EU, and LatAm • Pitched Seed, Series A, and Series B funding proposals for startups to Investment Committee, detailing key investment merits and risks related to valuation, TAM, founder & clientele profiles, and economic moats
• Conducted deal sourcing, competitive analysis, and due diligence for a lower-middle market search fund by evaluating buyout opportunities for 142 regional data centers and over 400 dental practices using IBISWorld, DNB, and institutional databases • Helped model an LBO for a Dental Service Organization (DSO) with variable growth scenarios for multiple tuck-in acquisition prospects by building a custom per-practice EV/EBITDA valuation formula based on publicly traded DSO acquisition patterns • Prepared 4 long-term service industry investment theses & created a teaser and CIM with a team of fellow interns