New York, New York, United States
Investment Banker at Clearsight Advisors, working primarily with founder-led businesses in the tech-enabled services space. Specifically, within the Digital, Data and Cloud services space, advising founders and their businesses on their next phase of growth. A graduate of William & Mary, I hold a Bachelor’s degree in Finance, summa cum laude, and a Master’s degree in Business Analytics.
Summer analyst responsibilities include a range of duties from from valuation and investment diligence to corporate development and strategic decision-making. On a day-to-day basis, responsibilities also include developing strategic and financial models and analyses, creating, evaluating and assisting in execution of business plans and strategic initiatives, as well as preparing investment memoranda for potential investment decisions. The team’s responsibilities are focused on managing the illiquid and self-directed investment portfolio of a well-capitalized insurance company with $30 billion of AUM. These transactions include private equity, private debt and venture capital investments across all industries and sub-sectors.