For a $200 hourly rate, I will build comprehensive financial models for you and perform financial analysis. My capabilities span FP&A, variance analysis, budgeting, forecasting, data and KPI analysis. I can do all types of financial models and valuation analyses, including pro forma financial statements, accretion ​/​ dilution, M&A, LBO, discounted cash flow, comparable companies analysis, and precedent transactions analysis

Current/ Latest Job title

Investment Research Consultant, NY Based Investment Funds -Marlowe Partners, Lagoda Investment Management ($300mm fundamental long only fund), Market Neutral Internet Focused HF, $300mm Event Driven Hedge Fund

Current Employer / Company

Marlowe Partners

Past Employers / Companies

Tyton Partners Arsenal Capital Partners Quilvest Capital Partners Aeterna Capital Partners Grant & Eisenhofer Crosstree Capital Partners Certara LP Suntrust Robinson Humphrey Houlihan Lokey Kiva Capital Partners TractManager Infinitive Capital Virgil.AI

Industry

Financial Services, Investing, Private Equity, Investment Research, Hedge Funds, M&A, Investment Banking, Shareholder Activism, Law

Education

Georgetown University - MBA Wake Forest University - B.A., Economics

Professional Membership / Certification

MBA

Specific Countries That I am Qualified In or Can Cover/ Global

Global

Country that I'm Located In

United States

Skills

Financial Modelling, M&A, LBO Analysis, Valuation, Accounting, Financial Statement Analysis, Industry Research, Market Sizing, Shareholder Activism, Presentation Building, Investment Memos, Investment Due Diligence, Corporate Governance, Public Investing, Investment Research, Equity Research, Appraisal, Confidential Information Memoranda ​/​ Presentations, Healthcare, Debt Capital Markets, Divestitures, S&P CapIQ, Proxy Fights, Control Investments, Co-Investments, Direct Buyouts, KPI Analysis, In-Depth Research, Data Analysis, Buyer Outreach, Buyers List Curation, Sell-Side M&A, Buy vs. Build Analysis

Area of Interests (AI, Blockchain, Privacy, etc)

Finance and Corporate Strategy