Conducted due diligence and monitored potential political risk scenarios for a $46 million emerging markets private equity fund.
Advised global investors on customized solutions to meet individual needs based on proprietary research and industry trends.
Advised clients on asset allocation, risk, performance monitoring, ESG investing and analyzed and optimized investment portfolios across all asset classes.
Conducted commercial due diligence, including competitive and customer analysis, on a $55mln revenue acquisition target for an $18bln private equity firm.
Developed thesis for $1.7bln private equity investment in next-generation IoT machine control companies by Fortune 1000 company.
Advised over two dozen clean energy companies valued at over $250M through business growth, fundraising, and acquisition.
Led market and operational assessment of bio-diesel facility in the Greater Boston area on behalf of private investors.
Supported reorganization of commuter rail operations and integration of business processes in addition to quality assurance programs.
Managed deal flow, due diligence, and portfolio of a leading impact investment fund.
Oversaw transportation acquisition and effective turnaround strategy of electric-powered vehicle company.