Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Saisumana
Work Experience
2021 - 2024
Investment Analyst
2021 - 2024
2019 - 2021
Investment Associate
2020 - 2021
Investment Analyst
2019 - 2020
2018 - 2018
Investment Associate
2018 - 2018
• Performed extensive research on industries including education, transportation and logistics, bread production, packaging, and precision agricultural instruments etc. by analyzing profits, growth margins, seasonality, regulations and disruption risk. • Recommended transportation and logistics, packaging industries as stable and high growth industries and bread production, heating, ventilation and air conditioning installation (HVAC) industries as less cyclical, stable and less seasonal industries. • Performed deal sourcing by conducting a proprietary outreach of various small businesses in the recommended industries with a purchase proposal. • Recommended not to buy a creative agency company after evaluating growth opportunities and performing valuation of the company. • Drafted Indication of Interest for a fire safety protection company after building the financial model using multiples to value the company. • Involved in the due diligence of a company in corporate training industry and researched the industry trends. • Reached out to 80 banks and SBA lenders to finance the acquisition using debt.
2017 - 2017
Private Equity Analyst Intern
2017 - 2017
2016 - 2016
Intern
2016 - 2016
Assisted on a project to revamp the operational risk process at Credit Suisse. Collaborated directly with the lead manager on the project. • Interacted with clients to gain information about the existing process flow within the operational risk department. • Identified ways to improve the current gap in communication between clients and Credit Suisse by suggesting an additional intermediate review before the process goes live.