Associate
Jacobs Capital
May 2008 - Oct 2009 (1 year 6 months)
• Advised clients of ownership transition options, prepared financial analysis, Conducted industry research, prepared sell-side confidential investment and offering memoranda, and coordinated due diligence requests.
• Performed M&A valuation analysis for privately held middle-market companies (EBITDA of $2-5 million) including comparable company guidelines, transaction multiples, financial ratio analysis, and discounted cash flows.