• Selected Transaction Experience:
o Buy-side advisor for a beverage company seeking to acquire a company for an enterprise value of $20 million
§ Conducted thorough research and due diligence on over 100 potential acquisition targets, including Amazon FBA brands, identifying viable acquisition opportunities
§ Executed 13 NDAs and valued 2 companies, projecting future performance to determine strategic fit for the acquirer
§ Developed strategic recommendations for expanding the beverage company's distribution channels,leveraging online platforms, retail partnerships, and direct-to-consumer models to enhance market presence and revenue growth
o Sell-side advisor for a consumer brand in the health and wellness space aiming to sell for $15 million
§ Analyzed company financials through a 3-statement model, evaluating sales channels to identify optimization opportunities
§ Created and distributed CIM and teaser to 54 strategic acquirers, managing the bidding process to support owner's decision-making