M&A Investment Banking experience across a variety of sectors, including Real Estate, Consumer, Healthcare, and Industrials. Specialized in advising boards on strategic alternatives between public and private investments, with experience working on sponsor-backed portfolio companies. Transaction experience includes complex public restructurings, carve-outs, take-privates, hostile bids, and other strategic transactions. Additionally, experience in internal corporate growth acquisitions.

Equity Research coverage across Education Technology and high-growth small-cap names, delivering sector insights, competitive benchmarking, and company deep-dives to inform investment decisions. Credit Analyst experience underwriting and structuring large corporate loans across multiple industries, with direct exposure to capital allocation, refinancing transactions, and portfolio credit performance.