M&A Analysis & Financial Models

Acquisition Due Diligence Databook
Acquisition Due Diligence Databook

Analyzed a tree care business' operational and financial data to provide data-driven insights into the business' strengths, risks, and key diligence areas.

Financial Analyst
Financial Consultant
Data Analyst
Microsoft Excel
PowerPoint

Investment Memorandum
Investment Memorandum

Created an investment memorandum for a medical device company to use in its fundraising process.

Financial Consultant
Business Consultant
Microsoft Excel
PowerPoint

LBO Model
LBO Model

Built an LBO model to assist an auto aftermarket parts company in evaluating an add-on acquisition.

Financial Modeling
Financial Analyst
Financial Consultant
Microsoft Excel