Own day-to-day execution of buy-side and sell-side financial due diligence engagements across industries.
Direct and review work of junior team members, ensuring accuracy and analytical rigor in deliverables.
Serve as a credible day-to-day point of contact for clients, handling status updates and management interviews.
Since 2010, Intrinsic has partnered with private equity firms and portfolio companies to deliver transaction advisory, valuation, and financial accounting support. We are a private, independent firm with significant employee ownership, headquartered in Denver with team members across the country.
Build acquisition models and perform financial analysis to support deal decision-making.
Manage transaction execution from Letter of Intent through closing, coordinating due diligence across workstreams.
Prepare investment memos and presentations for leadership and board reviews.
Guardian Fire Services is building a leading platform for fire protection and life safety in the U.S. Since 2022, the company has acquired more than a dozen owner-operated businesses, offering resources and stability while preserving local identity.
Lead end-to-end program due diligence reviews from kickoff to post-launch, assessing regulatory and operational risks.
Manage relationships with cross-functional partners and external stakeholders to drive alignment and move reviews forward.
Own and evolve risk assessment frameworks and reporting tools to track program health and support senior leadership decisions.
Marqeta provides a card issuing platform that enables embedded finance for companies to issue cards and manage payments in real time. As a publicly-traded company, they value innovation, teamwork, and customer trust.
Analyze financial statements, cash flows, and company performance
Build and update financial and valuation models in Excel
Support business valuations using DCF, market multiples, comparable companies, and transaction analysis
This boutique financial advisory firm provides business valuations, financial analysis, and corporate finance services to international clients. The firm is small and collaborative, offering mentorship and increasing responsibility over time.
Assimilate and manage complex data into actionable reports and summaries.
Perform financial, statistical, and data analysis in support of client service teams.
Prepare client presentations and marketing materials.
Treliant is a global consulting firm serving banks, mortgage originators, FinTechs, and other financial services companies. Founded in 2005, it is headquartered in Washington, DC, with offices worldwide and fosters a diverse, equitable, and inclusive culture.
Serves as the primary client relationship owner throughout the deal lifecycle, building trust and coordinating pre-closing solicitation, payment, and escrow transactions.
Negotiates payment and escrow agreements, directs and mentors Relationship Associates, and ensures accurate collection of KYC forms.
Manages multiple time-sensitive workstreams under real deadline pressure, requiring sound judgment, discretion, and strong communication skills.
SRS Acquiom provides a platform and services to manage complex M&A and loan agency transactions efficiently. The company has supported over 11,500 transactions globally since 2007, with offices in Denver, London, and Amsterdam, and fosters an entrepreneurial, growth-oriented culture.