Evaluate potential opportunities for growth and development, including: partnerships, acquisitions and investments
Lead engagements on financial and operational due diligence, including acquiring financial data from practice management systems to develop models and analyses
Develop financial forecast models during due diligence, including critical value proposition for partners, based on robust analyses of market growth potential, revenue / cost drivers and synergies
Privia Health is a technology-driven, national physician enablement company. They collaborate with medical groups, health plans, and health systems to optimize physician practices and improve patient experiences. Privia Health's platform consists of scalable operations and end-to-end, cloud-based technology.
Perform detailed financial and strategic analyses of market opportunities, target companies, and potential deal and pro-forma scenarios.
Develop complex valuation models and prepare valuation analyses of potential acquisition targets, including DCF analysis, trading comparables, transaction comparables, LBO analysis, sum of parts and other valuation methods.
Manage the M&A process with both external and internal teams, with focus on managing due diligence with cross-functional teams.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries that invests in people and new advanced technologies to unlock the power of data.
Prepare and analyze financial statements and valuation model building.
Support Business Development team with market assessments and analyze profitability of all organic growth.
Assist in the budget/forecast of organic growth sites.
Pediatrix Medical Group is a leading provider of specialized health care for women, babies, and children. They have grown from a single neonatology practice to a national, multispecialty medical group committed to providing high-quality, evidence-based care.
Partner with the Head of M&A to execute SSA’s acquisition strategy across core and adjacent verticals.
Drive end-to-end deal execution including target evaluation, financial modeling, diligence management and deal documentation.
Develop repeatable diligence checklists, playbooks, and internal governance processes.
Scientific Safety Alliance (SSA) aims to accelerate science by removing operational friction for pharmaceutical, biotech, hospital, and research facilities. SSA is growing rapidly and has created over $300M in enterprise value through disciplined growth and 21 acquisitions.
Support development of briefings with scenario considerations and concise implications for the business
Build and maintain dashboards tracking player activity, market signals, and early‑warning indicators
Translate external changes into structured summaries that support product strategy, GTM prioritization, and investment decisions
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. They are known for delivering insights, products, and services that make quality care more accessible and affordable and foster a culture where employees can grow and make an impact.
Analyse financial statements, business models, and competitive positioning
Identify key narratives, risks, and long-term drivers
Simply Wall St helps people become confident, long-term investors by providing individual investors the capabilities to build a portfolio. It is a global, B2C SaaS startup with a small team, operating at scale with 6.5 million users across 180 countries.
Analyze financing files and formulate recommendations describing the financing and follow-up conditions and the guarantees required.
Perform variable credit control as needed.
Conduct periodic reviews of financing files.
Desjardins Group is the largest cooperative financial group in North America. They are the choice for over 52,000 employees and named one of Canada's top employers.
Focus on developing and executing Excel financial models to support Tax Equity and Debt capital funding
Lead the execution of tax equity, debt, and equity funding processes with external stakeholders
Responsible for reporting associated with Palmetto Finance to key financial stakeholders
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. Our employees are our most valuable resource and we foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work.
Evaluate the credit risk of prospective loans and sponsors.
Prepare narrative summarizing loan terms, property, market, and risks.
Manage due diligence, provide training, and coordinate loan packages.
Colliers provides expert advice to property occupiers, owners, and investors, leading the industry into the future. They invest in relationships to create enduring value and attract/develop industry leaders, empowering them to drive exceptional results.