Experience

Takenaka Partners LLC

• Investment Banking
• 1 - 100 Employee

• Investment Banking Winter Analyst

  • Dec 2022 - Present

  • Created 5+ client profile slides, analyzed clients’ business models and competitive advantages, and conducted research to identify industry tailwinds; selected public comparable companies for preliminary valuation • Spearheaded the business development efforts in the maintenance service industry, estimated 50+ companies’ scales and likelihoods of capital raise through publicly available information, and updated the internal CRM • Created 5+ client profile slides, analyzed clients’ business models and competitive advantages, and conducted research to identify industry tailwinds; selected public comparable companies for preliminary valuation • Spearheaded the business development efforts in the maintenance service industry, estimated 50+ companies’ scales and likelihoods of capital raise through publicly available information, and updated the internal CRM



Excalibur Investment Banking

• United States
• Investment Banking
• 1 - 100 Employee

• Investment Banking Fall Analyst

  • Nov 2022 - Present

  • Sourced 200+ potential targets within the healthcare space, conducted industry analysis to generate high-level investment theses, and focused on companies in verticals with strong tailwinds; reported directly to the MD • Identified points of contact for targets, and drafted customized outreach emails after researching the targets’ product and service offerings; coordinated NDA signing processes and attended management meetings • Sourced 200+ potential targets within the healthcare space, conducted industry analysis to generate high-level investment theses, and focused on companies in verticals with strong tailwinds; reported directly to the MD • Identified points of contact for targets, and drafted customized outreach emails after researching the targets’ product and service offerings; coordinated NDA signing processes and attended management meetings



Trojan Investment Society

• Los Angeles County, California, United States

• Member

  • Sep 2022 - Nov 2022



Sweet Honey Dessert

• California, United States

• Founder

  • Dec 2019 - Jan 2022