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2020
2019
2019
2010 - 2019
2010 - 2019
Media, Entertainment and Internet Research
2006 - 2010
2006 - 2010
Sole support for senior analyst on 12 stocks with responsibilities including primary research, writing notes, building and maintaining models, communication with sales force and clients. • Coverage universe includes: BBI, BBY, BIG, COH, DG, FDO, KMX, NFLX, PETM, PIR, RSH, TIF. • Communicate with institutional clients, sales force and traders regarding investment opinions, proprietary analyses, company and sector-specific issues, trends, and sentiment. • Generate a significant portion of research reports and notes for companies in coverage universe; build and maintain all financial models. • Responsible for launch of coverage on BIG, including due diligence, management meetings, building model and composing report. • Responsible for DG IPO preview and launch of coverage, including all modeling and writing of report. All research and modeling was done without access to the company’s management team. • Conduct channel checks to gauge sales and margin trends, as well as analyze operating procedures. • Serve as Pali team representative at company analyst / investor meetings and major industry trade shows, including one-on-one meetings with management.
2002 - 2006
2002 - 2006
Launched company in the manufacturing quality control industry • Company built automated optical inspections systems for quality control primarily for medical devices • Responsible for all strategic decisions • Sourced new business with major pharmaceutical companies • Developed marketing strategy, including branding, direct marketing, web site and trade shows • Negotiated all business and employment contracts • Raised private debt and equity financing
2001 - 2002
2001 - 2002
Sole associate supporting 5 banker team at start-up investment banking advisory firm for media companies. • Generated detailed financial and operating models. • Authored in-depth offering memorandums. • Conducted comprehensive client due diligence for preparation of marketing materials and strategy development.
1999 - 2001
1999 - 2001
Analyst, Global Media and Communications Group, Investment Banking Division Analyzed and executed M&A, equity and fixed income transactions in the media sector. • Developed detailed models to assess the implications of potential mergers and acquisitions and the impact of financing alternatives for various companies. • Valued companies and transactions using various methodologies including private market transaction, public market comparable company and discounted cash flow analyses. • Worked closely with the senior management of clients to conduct due diligence, draft marketing documents and prepare for investor presentations.