Merit Capital Advisors

▪ Supported sell-side M&A transaction; led business development, including pitchbook and project finance groundwork Selected Transaction and Project Experience: o $1.2Bn Asset Sale of Dispatchable Generation Portfolio to Multiple Buyers (Ongoing) ▪ Analyzed redlined PSAs for four asset deals, comparing eighteen key PSA provisions across buyer and seller markups to track changes and agreements, creating comparison summaries for legal counsel and stakeholders ▪ Created PSA comparisons for comparable single asset deals to advise legal counsel on similar transaction terms ▪ Compiled background on utility purchases of IPPs to evaluate regulatory hurdles for asset sale to a utility buyer ▪ Conducted IRR analysis for each asset sale with various scenarios, using historical and business plan financials o Acquisition Evaluation of 500MW Combined Cycle Natural Gas-Fired Power Plant ▪ Developed cash flow model including revenue, expense, and tax projections to perform a valuation on the plant ▪ Structured optimized debt financing with a 10-year fully amortizing term loan proposal, sculpted to maintain a 1.40x debt service coverage ratio based on projected cash flows, and evaluated sensitized alternative structures o Financing for 400 MWac Solar PV Project in Refugio County, TX ▪ Researched Solar financing landscape, assessing lenders, financing types, project stages, and market conditions

Credit Suisse

▪ Contributed to the execution of various strategic projects and transactions critical for the development of Credit Suisse Selected Transaction and Project Experience: o UBS’s $3.2Bn Acquisition of Credit Suisse ▪ Collaborated on various presentations, including project update decks and CFO discussion materials, detailing essential progress updates and strategic considerations around the transaction and post-closing decision making ▪ Managed sell-side data room, ensuring information access, addressing inquiries, and compliance with policies ▪ Facilitated buyer engagement and communication during due diligence by actively participating in meetings alongside subject matter experts from both parties, ensuring buyer requests for proper documentation were met o $50Bn Asset Sale of Securitized Products Group (SPG) to Apollo Global Management ▪ Supported in the preparation of carve-out financials and business plan, assessed financial impact of transaction, and coordinated meetings with experts to address key transaction aspects, capturing insights and action items ▪ Led project governance responsibilities, overseeing the administration of non-disclosure agreements (NDAs), management of insider lists, and preparation of project update decks presented to the Steering Committee o $43M Sale of Minority Stake in Brazilian Hedge Fund to an Alternative Investment Advisor ▪ Managed project governance tasks and crafted a transaction memo for the CFO as part of the sell-side process ▪ Developed detailed valuation analysis by utilizing both discounted cash flow (DCF) and multiples valuation method, leveraging historical financial data for projections, and researched trading comps using Capital IQ o Wind-down of Credit Suisse Wealth Management Branch in the Netherlands ▪ Performed valuation analysis of the branch using market multiples and dividend discount model methods, leveraging historical financials and business plan from the Finance team to develop financial projections ▪ Drafted and finalized a memo for the Corporate Tax team detailing the background of the valuation, outlining key assumptions and methods utilized, and articulating the drivers behind revenue and expense projections o Portfolio Management for Credit Suisse Entrepreneur Capital (CSEC) ▪ Conducted valuations for a diverse range of companies, building five-year projection models and developing trading multiples, discounted cash flow models, and football field charts to assess enterprise and equity values ▪ Analyzed financial statements, collaborated with company management for insights, and translated findings into presentations highlighting financial health, performance, and other key updates such as latest financing round

Guardian Life

▪ Executed on diligence, research, and $3.5M of venture capital investments to find key strategic partners for Guardian ▪ Invested in technology startups that are building disruptive businesses within Insurtech, Fintech, and Digital Health ▪ Selected Transaction and Project Experience o $2M investment in Wagmo in the form of a SAFE Note, $500K investment in Jobble in the form of a Convertible Note, and a $1M investment in Evolution IQ’s $20M Series A Round ▪ Built five-year projection model, computed public comparable multiples, and sensitized valuation drivers to assist Associate with modeling multiple exit scenarios to calculate a probability weighted IRR for the investment ▪ Conducted due-diligence to assess business by analyzing and evaluating the company’s financial data and business metrics; joined calls with the founder to learn more about the business, products, and growth plan ▪ Researched market size, industry trends, and competitive landscape to assist the Senior Director in the drafting of the investment memo used to persuade the Executive Leadership Team on the investment opportunity o Investment in Financial Wellness Benefit ▪ Led the development of a presentation for investing in a Fintech platform and persuaded the Group Benefits team on the opportunity by leveraging customer data and industry research and presenting the findings to them ▪ Created a market map and performed a competitive analysis to identify the best potential strategic partners; organized meetings with each company to continue evaluating the different offerings and opportunities

Brandeis University

FINRA

FINRA

FINRA