Private Equity Analyst

Private Equity Analyst — Summit Horizon Partners

Chicago, IL | July 2023 – Present

• Constructed 16 leveraged buyout (LBO) and merger models for middle-market opportunities, refining portfolio acquisition criteria to reduce valuation variance by 18%.
• Directed comprehensive financial due diligence for 8 platform transactions, coordinating with 3 third-party accounting firms to resolve 100% of audit issues ahead of schedule.
• Conducted detailed industry analysis and market mapping for 14 prospective investments, identifying 3 key expansion sub-sectors that secured $450M in new fund commitments.
• Drafted 12 investment committee memoranda and presentation decks for transactions totaling $1.2B, facilitating approval processes for 5 key leveraged buyout transactions.

Private Equity Analyst — Apex Capital Group

New York, NY | July 2021 – June 2023

• Built and maintained operating models for 6 portfolio companies, tracking key performance indicators and debt compliance metrics to reduce reporting cycle times by 22%.
• Analyzed corporate financial statements and historical performance for 24 target companies to identify synergy opportunities, unlocking $35M in potential cost savings.
• Managed virtual data rooms and due diligence questions for 5 sell-side transactions, responding to 98% of buyer queries within a target 3-hour window to maintain deal momentum.
• Prepared valuation analyses using public comparables and precedent transactions for 30 pitch books, contributing to the successful sourcing of 3 proprietary platform deals.

Financial modeling, Leveraged buyouts (LBO), Discounted cash flow (DCF), Precedent transactions, Comparable companies, Due diligence, Investment memoranda, Industry research, Bloomberg Terminal, Capital IQ, FactSet, Microsoft Excel, Excel VBA, Portfolio monitoring, Corporate finance, Debt structuring, Equity research

Middle-Market Software Platform Buyout

Role: Lead Investment Analyst

Tools: Capital IQ, Microsoft Excel, FactSet

Constructed the primary LBO valuation model for a $450M software acquisition, completing diligence 10 days early and aligning valuation within 1.5% of the final bid.

Portfolio Debt Recapitalization

Role: Investment Analyst

Tools: Bloomberg Terminal, Microsoft Excel, PowerPoint

Structured a $180M debt refinancing for a manufacturing portfolio company, lowering annual interest payments by 95 basis points and extending maturity by 3 years.

• Chartered Financial Analyst (CFA) – Level II (2024)
• FINRA Securities Industry Essentials (SIE) (2021)
• Wall Street Prep – Private Equity Masterclass (2022)

• Languages: English (Native), Spanish (Conversational)
• Volunteer Work: Volunteer financial mentor for minority entrepreneurs at Chicago Youth Center (2022–present)
• Availability: 3 weeks notice