MarshM&A Consultant, Private Equity and M&A Services
Jan. 2020 - Apr. 2021Greater New York City Area• Conducted risk and insurance due diligence processes throughout the transaction lifecycle for private equity and corporate clients and sold private equity portfolio solutions for clients to decrease insurance expenses • Evaluated financial statements, legal contracts, and due diligence reports for target companies in the healthcare, consumer packaged goods, technology, e-commerce, health tech, and fintech industries • Recommended insurance process improvements to enhance the client’s insurance coverage regarding proper risk management procedures, language modification, cost-effective solutions, and loss mitigation