Henry

●       Developed valuation models and conducted financial statement, comparative, and pro forma analyses along with conducting industry/macroeconomic level research over a variety of industries. 

●       Effectively manage projects with senior management supervisory.

●       Directly participated in more than 10 active sell-side deals with deal values up to $100MM+ in industries such as Hospitality, Manufacturing, Energy, and Real Estate.

●       Supervised and conducted preparation and review of investment memorandum and management presentations.

●       Proactively and on request provide strategic analysis and reporting to facilitate business progression.

●       Preparation of periodic and ad hoc business performance presentations and reviews.

●       Meticulously create and manage all forms of business presentations through a mastery of Excel and PowerPoint in a prompt and easily digestible fashion.

●       Work independently on producing high quality work in all aspects of due diligence investigation, negotiation and transaction proceedings.

●       Participate in substantial day-to-day client contact and services with High-Net-Worth Individuals and Private Corporation Executives.

●       Worked directly with various levels of client business operations including accounting, finance, and human resource divisions along with government entities while conducting sell-side analyses for client success.

●       Develop long-term internal relationships with an intimate team alongside long-term external relationships with clients including new business presentations and developing ideas for business at a relevant client level.

●       Make balanced judgements within professional, ethical, regulatory and legal standards.

●       Advanced financial analysis skills with the ability to quickly and accurately produce presentation material that is easily understood and communicated.

●       Excellent analytical, quantitative and research skills with the ability to provide qualitative and subjective comparison insight in combination with hard numbers.

●       Public speaking at all levels including but not limited to in-house and client-facing presentations.

●       Deep knowledge of business management and analysis from experience working in a consulting capacity in order to increase client enterprise value.

●       Ability to adapt and work well in both team environments as well as more solitary roles.

●       Demonstrated ability to work in a consistently changing, fast paced, high expectations environment while maintaining productivity and quality of work.

Fluent in Spanish (Written, Spoken, and Read); experience with Microsoft Office Suite, Bloomberg, Capital IQ, SPSS, Morningstar, SAS, and GAAP standards.