Experience

eVenturing

• United Kingdom
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Portfolio Manager

  • Nov 2022 - Present

  eVenturing is a London based Private Equity firm. I work to scale/optimise acquired companies in my portfolio, guiding them to successful exits to Private Equity firms. • Scaling and optimising a portfolio of companies towards their respective exits to private equity firms. • Raising working capital into the companies within my portfolio via both debt & equity. • Bookkeeping for each of my companies, entailing the monthly reconciliation of; Cash Flow, P/L & balance sheet. • Advanced Cashflow/Inventory forecasting • Client Relationship Management



Harrod Equities

• United Kingdom
• Venture Capital and Private Equity Principals

• Founder & Head Equity Research Analyst

  • Sep 2022 - Present

  • Building detailed quarterly financial models • Valuing companies using DCF and Comparables • Writing initiating coverage and quarterly equity research reports, with weekly updates • Building detailed quarterly financial models • Valuing companies using DCF and Comparables • Writing initiating coverage and quarterly equity research reports, with weekly updates



AlphaStone Equities

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Equity Research Trainee

  • Aug 2022 - Aug 2022

  •Provided recommendations based on PE ratios, DCF valuations and comparable analysis • Built financial models with detailed 5-year projections for Alphabet and BMW • Computed valuations using Discounted Cash Flow with detailed sensitivity analysis • Produced and delivered a detailed stock pitch outlining the investment thesis for Alphabet • Wrote an initiating coverage report on Alphabet with a detailed investment thesis •Provided recommendations based on PE ratios, DCF valuations and comparable analysis • Built financial models with detailed 5-year projections for Alphabet and BMW • Computed valuations using Discounted Cash Flow with detailed sensitivity analysis • Produced and delivered a detailed stock pitch outlining the investment thesis for Alphabet • Wrote an initiating coverage report on Alphabet with a detailed investment thesis



City Investment Training

• United Kingdom
• Education Administration Programs
• 1 - 100 Employee

• Investment Banking Analyst

  • Jul 2022 - Jul 2022

  • Built financial models with detailed 5-year projections for BMW • Computed valuations using Discounted Cash Flow with detailed sensitivity analysis • Conducted LBO and M&A Accretion/Dilution analysis on BMW • Built financial models with detailed 5-year projections for BMW • Computed valuations using Discounted Cash Flow with detailed sensitivity analysis • Conducted LBO and M&A Accretion/Dilution analysis on BMW



MarketAxess

• United States
• Financial Services
• 700 & Above Employee

• Financial Planning & Analysis Work Experience

  • Jul 2021 - Jul 2021

  •Prepared part of slide deck for financial Actual vs Budget presentation •Assisted Senior Analyst to build an Excel pricing model for a core product •Prepared part of slide deck for financial Actual vs Budget presentation •Assisted Senior Analyst to build an Excel pricing model for a core product



Grant Thornton UK LLP

• United Kingdom
• Accounting
• 700 & Above Employee

• Audit

  • Jul 2018 - Jul 2018

  •Developed understanding of audit methodology, approach and tools while working under supervision of an Audit Manager•Utilised Companies House to collect key financial information •Created report on a company outlining potential risks

• Tax Work Experience

  • Jul 2018 - Jul 2018

  •Utilised MS Excel to input and track tax data

• Accounting Work Experience

  • Jun 2018 - Jun 2018

  • Completed balance sheet reconciliations and profit loss analysis • Shadowed Senior Finance employee, learning accounting fundamentals • Completed balance sheet reconciliations and profit loss analysis • Shadowed Senior Finance employee, learning accounting fundamentals