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Summary
This Corporate Development and Transaction Advisory Consultant is an M&A professional with 5+ years of buy-side advisory experience, including direct involvement in 23 closed transactions totaling $275M+in enterprise value. Proven track record in deal origination, target identification, financial screening, and cross-functional deal execution. This Corporate Development and Transaction Advisory Consultant is seeking to leverage deep transaction experience in an investment banking or middle-market M&A advisory role.
Highlights
- Financial Modeling (Excel)
- FactSet
- DealCloud
- SourceScrub
- Capital IQ
- Microsoft Office Suite
- Deal Origination & Pipeline Management
- Valuation Screening
- Market Mapping
- Due Diligence Coordination
- Stakeholder Communication
- CRM Management
Relevant Accomplishments
- Lead a research team responsible for identifying, qualifying, and mapping acquisition targets across multiple sectors for PE and strategic clients
- Oversee end-to-end market analysis and target sourcing to build actionable deal pipeline, partnering directly with senior deal teams and client stakeholders
- Define research methodology and quality standards, ensuring deliverables meet institutional-grade expectations for due diligence and transaction support
- Personally sourced and supported 23 closed transactions totaling $275M+ in aggregate enterprise value through disciplined outbound origination campaigns
- Served as deal quarterback across multiple concurrent engagements, coordinating cross-functional work streams including legal, financial, and operational due diligence
- Built and maintained proprietary target databases using DealCloud and Outreach; developed screening criteria based on revenue,EBITDA, growth profile, and sector dynamics
- Conducted preliminary financial analysis on acquisition targets, including review of P&L trends, margin profiles, and comparable transaction benchmarks
- Authored management presentations, market landscape reports, and outreach materials for PE sponsors and corporate development teams
- Streamlined the firm’s deal execution process, implementing tracking systems that improved accountability and reduced average time-to-close
- Built financial models for loan refinancing and consolidation scenarios, performing sensitivity analysis to evaluate client outcomes
- Managed client data integration across eMoney and MoneyGuide Pro platforms, ensuring accuracy and consistency for portfolio reporting
- Conducted market research and portfolio analysis across equity, fixed income, and alternative asset classes to support advisory engagements.
Roles
- Development Analyst
- Data Management
- Head of M&A Research
Request Expert / Similar Expert
Click “request expert” for a free initial screening call with this expert or a similar expert regarding your expert consulting needs
To apply for this job email your details to haleymmagnani@gmail.com

