6 years experience at a top PE firm and investment bank. Princeton BA, Chicago Booth MBA.
Having worked in banking and private equity, I have been on both sides of asking for money and being asked for money. I can help clients prepare for fundraising in VC, growth equity, buy-out equity, and various debt instruments (incl. restructuring) by rigorously vetting or preparing their financial forecasts and polishing presentation materials to go to investors.
Through my past job in PE and current advisory work, I have analyzed and performed diligence on countless acquisitions of small businesses. Ways I've helped past clients have been: creating financial projections for target or vetting projections provided by target, structuring the deal and managing the negotiation process, identifying "deal breakers" before time or money is spent on diligence, soliciting transaction financing, managing the diligence process.
Through my private equity experience and consulting work I have helped many small businesses with financial planning by constructing detailed financial forecasts with granular business operating assumptions. Having worked with portfolio companies from a private equity Board of Directors perspective, I can prepare small businesses for the level of analytical rigor expected from institutional investors.