- Private equity firm investing a €5.1bn fund focused on control investments
- Constructed financial models to analyze traditional leveraged buyout opportunities across verticals including Business Services, Food and Consumer and General Industrials
- Conducted company and industry due diligence, coordinated diligence efforts with third-party advisors and prepared materials for
- Selected Transaction Experience
- LBO Opportunity
- $800m acquisition of global provider of industrial stabilization solutions (in process)
- Built LBO model dynamic for sensitivities around M&A, synergies, topline opportunities and forecasted operational improvements
- Led discussions with former members of management and advisors to refine critical model assumptions, which ultimately allowed for the deal team to determine the factors and events from which an investment would meet or exceed the firm's desired return threshold
- Led research effort on identifying avenues of growth and potential weaknesses and mitigants for industrial stabilization solutions
- $1,000m acquisition of tech-enabled business services provider (in process)
- Developed underwriting business case based on comprehensive discussions with industry experts and significant due diligence around
- Assisted team with investment committee memo summarizing business and outlining investment merits / considerations
- Worked with senior investment team members in creating a detailed diligence memo to navigate complex competitor landscape
- Portfolio Company: Froneri
- Constructed a database of over 70 potential add-on acquisition opportunities using various public and private resources
- Specified investment rationale for opportunities and identified potential vendor connections to the various companies
- Sourced potential add-on acquisition for Froneri through relationships
- Presented findings to both the deal team and management team and maintained pipeline on a weekly basis
Q
QATAR INVESTMENT AUTHORITY
Summer Investment Associate
New York, NY, US
June 2019 - August 2019
C
CREDIT SUISSE
Investment Banking Analyst & Associate, Equity Capital Markets