Private Equity Analyst

• Mar 2023 - Present

Corporate Finance Associate

• Jul 2021 - Mar 2023

Execution of buy-side and sell-side M&A transactions Execution of buy-side and sell-side M&A transactions

Senior Associate, Deal Consulting

• Aug 2019 - Jul 2021

Corporate M&A advisory services

Associate, Capital Markets and M&A Advisory

• Nov 2018 - Aug 2019

Junior Analyst Level IV, Investment Banking

• Aug 2016 - May 2018

• Promoted to Level IV analyst in September 2017• Managed the Analyst Development Program and supervised 7 junior analysts.• Conducted weekly meetings and bi-monthly performance reviews to debrief work and resolve issues.• Managed student recruitment program, screened up to 500 resumes, established screening teams, communicated hiring criteria, coordinated 70 interviews, created and administered applicant technical test and hired 7 students.• Managed Valitas’ weekly publication on Canadian M&A market issued to approx. 500 client/business subscribers that involved supervising junior analyst contributors, fact checking, providing content and editing final document.

Investment Banking Summer Analyst

• May 2017 - Aug 2017

• Built financial models, conducted valuation analysis and prepared pitch books for potential clients in the technology and manufacturing industry and participated in client meetings to gather information and answer questions.• Published business articles on Canadian and Global M&A market, summarized Capital Markets data into reports, performed report with quantitative and qualitative analysis for media client to increase business opportunities.• Sourced data to conduct industry research/analysis and prepared company profiles in CIMs to provide information and answers to senior management on clients.

Executive Assistant and Financial Analyst (Part-time)

• May 2015 - May 2018

• Promoted to Analyst to assist in M&A projects. Prepared valuations and participated in client meetings. • Promoted to Supervisor, from Executive Assistant and managed one direct report. • Conducted performance appraisals, managed employee benefit plan and assisted in hiring and training. • Promoted to Analyst to assist in M&A projects. Prepared valuations and participated in client meetings. • Promoted to Supervisor, from Executive Assistant and managed one direct report. • Conducted performance appraisals, managed employee benefit plan and assisted in hiring and training.