Analyzed business strategies and investment opportunities across diverse industries for private equity and corporate clients, supporting25+ M&A transactions (sell-side and buy-side) with target companies ranging from ~$10M to $1B+ in annual revenue
Conducted market and commercial due diligence, collaborating with senior leadership to assess strategic opportunities and deliver actionable insights through detailed research and analysis
Supported strategic initiatives for private equity portfolio companies by identifying growth opportunities, mapping ideal customer profiles, and driving sales team expansion based on addressable market analysis
Led dozens of research teams and managed expert network relations, conducting stakeholder interviews to support strategic planning, market sizing, and competitive analysis
Performed comprehensive desktop research and data analysis to support market sizing and assess industry opportunities, including evaluating addressable market potential and current market positioning
Compiled and presented reports analyzing market opportunity, competitive positioning, growth drivers, and customer feedback / decision process to identify threats and assess future market viability
Provided actionable insights to clients by completing research, preparing analyses, and creating presentations addressing strategic questions
AI Trainer – Economics Expert
Remotasks
05.2023 - 11.2024
Enhanced the performance of an AI machine learning model on economics-related topics by rewriting, evaluating, and scoring output responses based on multiple quality criteria
Delivered hundreds of expert-level contributions on economics topics, including supply and demand, optimization, interest rates, trade dynamics, labor trends, price sensitivity, econometrics, consumer behavior, and other macroeconomic and microeconomic concepts
Improved response quality and accuracy for complex economic and statistical outputs, enhancing machine learning capabilities to deliver high-quality results on targeted topics
Summer Associate Intern
Investor Group Services (IGS)
06.2021 - 08.2021
Private Equity Analyst Intern
Thomas Street Partners
12.2020 - 05.2021
Conducted proprietary research and sourced acquisition targets across seven industries, delivering detailed reports outlining growth, criticality, market penetration, size, and business models
Screened and evaluated investment opportunities, ensuring alignment with fund criteria
Identified and tracked investment opportunities through comprehensive industry, company, and stakeholder research, including50+ interviews with industry stakeholders, including competitors, to validate investment hypotheses
Identified and tracked investment opportunities through industry, company, and stakeholder research, conducting50+ interviews with key stakeholders, including competitors, to validate investment hypotheses
Supported early-stage due diligence, including financial modeling, valuation (e.g., DCFs, LBOs), and deal memorandums
Contributed to industry and competitive research for a $100M+ search fund deal
Education
Bachelor of Arts - Economics
Williams College
Williamstown, MA
12.2022
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Harvard Business School
08.2020
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Duxbury High School
Duxbury, MA
05.2018
Skills
Wall Street Prep Online: Completed certifications in Financial and Valuation Modeling and Excel for Power Users
Proficient in Microsoft Office: Word, Excel, PowerPoint, and Outlook
EXPERIENCE
Blakeman’s: Duxbury, MA June-August2019-2020 Kitchen Cook / Parking Manager
Dragon’s Lair: Duxbury, MA June-August2018-2020 Strength Coach
Elevate Fitness & Health: Duxbury, MA March-August2018 Delivery Driver
PowderPoint Oysters: Duxbury, MA June-August2015-2017 Oyster Farmer