1. Transaction Support & Advisory: Supported U.S. mid‑market investment banks and boutique advisory firms on live transactions, contributing to CIMs, pitch decks, buyer / target screening, and sector‑focused industry research 2. Pitch Materials & Market Insights: Built investment‑grade pitch materials and updates, synthesizing market trends, competitive landscapes, and company insights to support client discussions and deal origination 3. Financial Modeling: Developed and maintained financials models, market sizing analyses, and ownership / contact databases to drive data‑backed decision‑making 4. Database & Analytics Expertise: Leveraged Capital IQ, PitchBook, and MergerMarket to conduct company profiling, precedent transaction analysis, and investor mapping 5. Execution & Project Management: Demonstrated strong execution and project management skills, coordinating across teams, managing tight deadlines, and ensuring accuracy in client deliverables