New York, New York, United States
Covering >150 names across semis/industrials managing three analysts.
• Actively participated in 10+ live deals and pitches while contributing to the closing of a $22.5MM senior debt capital raise Selected Transaction Experience: Buy Side M&A process concerning a power plant with a proposed LNG conversion: o Drafted a comprehensive 27-page industry report to determine utilization scenarios for discussion with equity financiers o Engineered more holistic intrinsic valuation of asset employing 30+ variables concentrated on utilization and LNG uplift o Collaborated directly with VP on deal team to establish successive bid amounts of $100+MM for the electric utility asset Sell Side M&A process concerning an energy consulting firm: o Prepared detailed overview for CIM focusing on developing industry trends such as low-income weatherization finance o Spread precedent transaction and public comps models for prospective strategic buyers of the $20+MM target company o Asked questions to the target’s management team to attain an understanding of the firm’s business model and trends Bulk Fuel Delivery Pitch process concerning a bulk fuel delivery: o Ascertained key acquirers in the space; focused on regional proximity with potential to streamline supply chains o Utilized football field analysis to create holistic valuation summary; analyzed key shifts in the competitive marketplace Debt raise for downstream client: • Developed materials for the initial marketing of the opportunity; generated high interest • Made multiple decks for management and client presentations; participated in calls between management and financiers
• With 2 weeks’ notice, earned revenue of $40,800 and netted a profit of ~$31,000 • Recruited, assigned tasks to, set pay for, and reviewed work products for staff of 24 • Organized and ran camp for over 200 campers the largest middle school debate camp in Texas
• Presented recommendations to VP upon conducting EQ and mutual fund research regarding fund and security performance • Developed 3 investment pitches for client reallocation proposals catering to unique client risk profiles and desired returns