Solon, Ohio, United States
I am a graduate of The Ohio State University's Fisher College of Business. I graduated with Summa Cum Laude and honors distinctions, and received a Bachelor's in Business Administration with a specialization in Finance and a minor in Engineering Sciences through the Integrated Business and Engineering Honors Program. I am currently working full time at KeyBanc Capital Markets as a first year analyst in the Industrials coverage group.
- Worked side-by-side with a senior analyst to draft a 50+ page Confidential Information Memorandum for a sell-side M&A opportunity for a metals client, including detailed executive summary, positioning, business overview, and financial overview sections - Created positioning, valuation perspectives, strategic alternatives, process recommendations, and illustrative buyers slides for 2 pitches to high-profile diversified manufacturing and defense businesses seeking guidance regarding a potential corporate divestiture, IPO, SPAC, majority sale, minority sale, or dividend recapitalization - Leveraged Microsoft Copilot, Pitchbook, CapIQ, Refinitiv, and MergerMarket to develop in-depth public comparable and precedent transaction analyses, along with comprehensive prospective buyer and add-on target lists
- Supported 9 buy-side deal teams through the creation of extensive target lists for strategics, sponsors, and platform businesses using resources such as Pitchbook, Grata, and Sourcescrub to evaluate specific M&A investment criteria - Contributed to 3 sell-side pitches for lower middle-market businesses by developing a precedent transaction and comparable company analysis to find accurate industry multiples that would be used in a potential transaction - Conducted a review of 3,000+ target companies for a client to ensure each business fit specific criteria and had accurate contact information while organizing the revised list into an acceptable format for the CRM platform
- Responsible for overseeing the 60 Connect Senior Adults Program and helping complete the associated behind-the-scenes work to keep the program running seamlessly - Applied Microsoft Excel and Access skills to maintain organized records of the program - Improved the program through the generation of unique ideas to keep the participants stimulated
- Responsible for cleaning cars, ensuring customer satisfaction, and closing the carwash at the end of shifts - Learned and practiced crucial skills such as leadership, teamwork, communication, and workplace etiquette