Invenio PartnersInvestment Analyst
Jun. 2022 - Aug. 2023Bulgaria, Sofiaβ’ Constructed financial models and market research reports to assess the attractiveness of 15+ potential transactions and presented insights in investment memos to assist deal decision-making
β’ Executed the initial screening, valuation and due diligence process for an international β¬15M transaction in education, including on-site meetings with management and LBO valuation model with mezzanine financing
β’ Led the operational due diligence in 5 transactions by preparing questionnaires and attending management presentations to assess potential investment risks and suggest mitigation strategies post-deal closure
β’ Liaised with a Partner to lead financial and operational improvements within a healthcare subsidiary during 6-month onboarding phase and guided the M&A process for 3 add-on acquisitions in healthcare
β’ Recognized the lack of cost accounting practices in a healthcare subsidiary and developed an automated cost accounting calculator in Excel, allowing for profit optimization, and cost reductions by ~20%
β’ Optimized subsidiary's positioning in healthcare by developing a 5-year strategic map via Balanced Scorecard, by setting KPIs and creating the budget, aiming to double revenue next year