Actively participated in several phases of investment process including screening business plans, meeting with entrepreneurs, identifying due diligence issues, making reference calls, and creating returns models; Conducted due diligence by researching industries, evaluating competitors, and speaking with industry experts; Sourced deals by partaking in various trade shows, NJ Technology Council forums, and networking events; Analyzed term sheets, assisted with portfolio company support, and interacted with other VCs; Industry exposure: life sciences, medical devices, IT, software, etc.

Principal investment/VC practice: Created private equity fund cash flow model and published work internally for firm wide use; also published document analyzing U.S. VC industry (2000), built comprehensive LBO model; Semiconductor company: Developed valuation framework and assessed financial feasibility of several business strategies for privately-owned client desiring to go public; presented findings frequently to senior management; Chemical company: Evaluated potential acquisition candidates for new line of business for Fortune 500 client; Retail company: Devised market-by-market disposal analysis and developed complex scenarios to assess options

Performed financial analyses on various debt, equity, merger and acquisition, and LBO transactions involving extensive modeling, comparable company and transaction analysis, and other valuation techniques; Created and drafted original marketing materials for debt and equity road shows, pitches to potential clients, memoranda for clients and internal committee meetings, management and board presentations; Interacted directly with clients via on - site due diligence participation, prospectus drafting sessions and plant visits; Assisted in the training of new analyst/associate hires; coordinated MIT analyst recruiting effort as co - captain