EJW Arbitrage Group LLCInvestment Analyst
Feb. 2010 - Dec. 2016United States, HonoluluBoutique investment company.
• Starting with the Early Discussion phase of M&A through Financing
• Creation of pitchbooks and pitch decks
• Buy-side focused for strategic and financial buyers with hard and soft synergies
• Communicate and create relationships with buyer and seller
• Use acquirer and target financial statements to produce DCF
• Integration of deal assumptions such as purchase price, forms of consideration, sources and uses of cash, goodwill/PPA, and various scenario options including financing options, synergies, takeover premium, and cash consideration to create a closing balance sheet
• Creation of the pro forma model, pro forma DCF
• Perform accretion/dilution analysis, and sensitivity analysis of assumptions
• NDA, CIM, Modeling, Due Diligence Check & Report, DPA
• Analysis pertaining to revenue forecasts, comparable company and precedent valuations, capitalization, transaction structure and cost, and FMV adjustments.
• Assisted with the creation of a variety of other models: operational, LBO’s, startup / e-commerce, real estate, renewable energy - solar, ESG integration, regression analysis, and monte carlo simulations.
• Developed risk/return models for commodity futures spreads in the energy markets
• Developed documented policies and procedures as necessary