Financial Services - Wilton, Connecticut, United States
Investment due diligence across multiple asset classes for family offices, institutions and intermediaries. Financial analysis and capital raising for private and public companies and real estate projects.Sample projects.► Originate, research, select and present high-quality direct infrastructure investment opportunities that meet investor interest and preferences.► Advise and provide active support in the negotiation of term sheets and contracts related to financing a suburban office building.► Deliver strategic plan for an emerging fund manager from the team's launch and during early growth phase related to all business processes and stakeholder needs.► Support a client in the preparation of presentations and documentation related to a company fund raising launch. Present an in-depth analysis and intelligence on potential investors.► Create a financial model that allowed a client's management to evaluate key metrics and strategic opportunities.
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