Falcon Capital Partners

• Investment Banker providing M&A and Strategic Advisory services to middle market healthcare and technology companies.

Senior Associate

Associate

Analyst

Core10

•	 Advised on setting the strategic plan for the Implementations Unit to make it into the highest revenue growth segment
•	Saw a 160% growth in human capital during my tenure as a consultant
•	Assisted in developing a talent acquisition criteria for the Financial Implementations group

Lead Consultant, Financial Services Implementations

DealCloud, an Intapp Company

•	Led fund operations and deal management optimization projects for multiple IB boutiques, PE firms, and family offices
•	Automated 200+ trackers, reports, and tear sheets to provide 40+ PE / IB clients with actionable insights using DealCloud
•	Prepared solutions depending on client needs for system design, data strategy, ETL, compliance, and API projects
•	Collaborated as a PE subject-matter-expert with 7 Customer Success Analysts and 5 Account Managers
•	Streamlined the KYC procedure reducing internal admin time commitments to deliver improved project P&L

Analyst II, PE and IB Solutions Group

CARBON Group Global

• Built FP&A, LBO & valuation models for due diligence and port co monitoring across education, consumer & TMT space
• Leveraged PitchBook, Capital IQ, and CRM data to produce comp tables, deal trackers, pitch decks, and industry research
• Provided input on CIMs, transaction structuring, KPI development, exit strategy, and PPM design sessions led by partners 
• Co-designed and implemented the intern onboarding and staffing processes to promote bandwidth availability and quality

Associate, Private Equity & Joint Ventures Group

Wayne County Area Chamber of Commerce

•	Reviewed PPMs, LP Agreements & Subscription Documents for the Chamber Fund’s AI portfolio 
•	Improved the legacy membership fee structure that projected a 7% revenue increase
•	Created a database of over 494 businesses that reduced filtration time by 80%
•	Enabled the chamber to secure a 70 bps increase for CD roll-overs via market analysis
•	Evaluated the economic impact of over 15 businesses for the "Buy Local Certification" program.

Intern, Finance & Treasury

Richmond (IN) Symphony Orchestra

• Identified most effective marketing channels using historical ROI data
• Employed regressions to model relationships between channel costs and revenue/attendance
• Forecasted expected future marketing revenue and its impact on RSO's P&L
• Performed market analysis using Google Ads, Survey Monkey, Google Analytics, etc.
• Built a dynamic excel database to log marketing leads, opportunities, and revenues
• Sold all the marketing slots in the season brochure at a record time
• Collaborated with 27  businesses in Wayne County to develop marketing campaigns
• Established 9 bilateral marketing agreements
• Attended training sessions on budget-marketing, fundraising, non-profit management, etc.
• Assisted with 7 counts of grant writing to secure funds for the RSO operations

Intern, Business Development

Yunus Centre

• Created business plans and presentations on possible social business projects for Dr. Yunus
• Performed credit risk and cash flow assessment for 17 'Nabin Uddakta Program' participants
• Built a dynamic spreadsheet model that calculated leverage, efficiency and profitability ratios
• Provided financial management consultancy to social business owners
• Audit social businesses for covenant compliance as set by microcredit contracts
• Composed and proof-read documents to be circulated among social business academics

Summer Analyst, Venture Capital Investments

Investment Banker providing sell-side, strategic, and capital raise advisory services to mid-market Healthcare, Technology, and Commercial & Industrials companies.

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