AREAS OF EXPERTISE v Visionary Leadership v Market Analysis and v Business Valuation v Entrepreneurial Initiative Expansion v Portfolio Design v Team Building v Key Partnership v Financial Modeling v Strategic Business Planning Development v Investment Strategy v Custom Financial Planning v Risk Management 499 2526 * kingfisher1008@yahoo.com Selected by dynamic and highly energetic beverage brand to lead a $25 million raise of private capital. * Performed research on the global beverage market. Presented industry trends size of market analysis competition and marketing strategy recommendations to senior management and board of directors. Analyzed financial statements tax returns debt covenants and the corporate capital structure. Developed a strong due diligence dossier and generated complex business valuation models. Utilized DCF Comparable Company and Precedent Transaction methodologies to drive valuation. * Led team in deal process management created the investor deck executive summary term sheet and oversaw private placement memorandum development. Coordinated managed and presented at investor roadshows including venture capital groups family offices and private equity offices all over the US.

Highlights:

• Management
• Wealth Management
• Balance
• Balance Sheet
• Benefits
• High Net Worth
• Financial
• Planning
• Business Development
• Business Planning