Experience

IndustryPro

• United States
• Investment Banking
• 1 - 100 Employee

• Senior Associate

  • Feb 2020 - Oct 2022

  Chandler, Arizona • Closed on several equity transactions in the industrial manufacturing and BPO industries that were worth a total of $243MM in Enterprise Value which in turn, generated $5MM in revenue for my firm. • Advised on over an additional $1B worth in Enterprise Value for a wide range of industries. • Signed up business owners for broad sell side processes in the industrial manufacturing and IT Solutions industries and ran them under my Director’s supervision. • Worked with the sell side… Show more • Closed on several equity transactions in the industrial manufacturing and BPO industries that were worth a total of $243MM in Enterprise Value which in turn, generated $5MM in revenue for my firm. • Advised on over an additional $1B worth in Enterprise Value for a wide range of industries. • Signed up business owners for broad sell side processes in the industrial manufacturing and IT Solutions industries and ran them under my Director’s supervision. • Worked with the sell side clients and advised/consulted them on their various business mixes to increase valuations 1-2 years prior to bringing them to market.

• Acquisition Coordinator

  • Sep 2019 - Feb 2020

  Phoenix, Arizona Area • Worked with dozens of both strategic and financial buy side clients to identify and target quality companies throughout a wide range of industries that met their investment criteria. • Communicated with upper management within the firm about strategic initiatives and process changes for business development in order to increase revenue from broad sell side processes. • Assisted in the creation of process materials for broad sell side auctions such as CIMs and teasers.

• Acquistion Team Lead

  • May 2019 - Sep 2019

  Scottsdale, AZ • Led a team of 5+ interns during the course of prospecting companies for potential acquisition. • Tuned the various aspects of researching a company's market position and revenue drivers. • Did a full market analysis of the dental industry and built a Pro Forma Income Statement for a large 18 location multi-state dental firm. • Had the firm change their cold email campaign content based off my recommendations.