· Worked at technology-focused buyout firm started by former Silver Lake investors, targeting businesses with up to $100M EV
· Assisted in broker relationship management by identifying new brokers and engaging in calls; increased deal flow by 2-3x

Selected Transaction Experience:
Prospective Buyout of Property Tax Solutions Company with ~$8.1M in Revenue
o Performed market analysis on a property tax company by researching competitors in different states and reviewed CIM by looking at industry trends, competitive advantages, and market risks to create an M&A thesis pitched to investors
o Assisted in creating and evaluating TAM, transaction overview, and returns forecast; this led to the signing of an LOI
Prospective Buyout of Cloud Automation and Data Service Enterprise Software Company with ~$7.5M in Revenue
o Prepared a 12-slide presentation for LP, estimating a 38% gross IRR and modelling returns forecast with a 7.7x MOIC
o Evaluated discrepancies in valuation between North American and European cloud integration companies to understand geographical differences in market assessment, leading to the valuation of the company at a 6.5x EBITDA multiple
Prospective Buyout of A/B Testing and Conversion Rate Optimization Business with ~$6.5M in Revenue
o Researched vertical by analyzing competitors, expansion potential, and tailwinds of the exit of a major competitor
o Created product breakdowns and impact analysis of Google Optimize sunsetting for the investment committee; brought notice to management’s oversight of an unexplained growth of revenue leading to an over projection of metrics

· Completed a part-time internship at an industry agnostic search fund based in Toronto with a 10-year investment horizon looking to purchase a company in a growing industry with $3M-$50M in annual sales and $500K-$4M in annual earnings
· Led research in industry verticals including healthcare, HVAC, industrial manufacturing, fire protection, renovation, apparel manufacturing, and electronics; sourced 250+ companies and pursued 50+ investment leads with annual revenue predictions
· Utilized inbound marketing, sales, and customer service software to pursue client acquisitions with a custom-made funnel template and produced a company contact database that streamlined the outreach process by an increase of 35%

Select Transaction Experience:
Prospective Buyout of Window Manufacturing Company with ~$1.7M EBITDA
o Conducted due diligence when the company was in IOI; performed operation analyses on revenue, ROIC, and working capital
o Analyzed CIM through research of competitors, imbalance of material costs, and loss of client retention for investors
o Converted to LOI after evaluation of post-acquisition development opportunities and review of competitive landscape