 Created memorandums for sustainable energy and infrastructure investments, including solar, storage, and data centers
 Contributed to inputs in financial models by analyzing energy markets across various US states, assessing historic kWh rates,
solar capacity, interconnection costs, inflation escalators, and other factors impacting the IRR or logistics of the project
 Conducted deal sourcing activities using Pipedrive, qualifying leads and managing internal and external communications
 Selected Deal Experience:
Official Bid: Buy-side of 10 Energy Storage Units from Pension Plan and NYSE Listed Corporation ($84M CAD)
o Validated the projected IRR in various production scenarios against the required hurdle rate for energy storage units
o Assessed the effectiveness of AI-driven storage systems that optimize grid sales during peak demand to maximize ROI
Project Financing: Financing with CIM Group to Fund 97 MW of Renewable Energy Projects Across the U.S. ($139M CAD)
o Created marketing materials displaying past project performance, current net operating income, and active MW pipeline
o Cleaned and analyzed data used in the VDR to verify information, production history, and substation upgrade status

 Focused on acquiring firms in Canada with an EBITDA between $1M and $3M CAD, minimal risk, and stable earnings
 Analyzed over 50 firms that met investment criteria: assessing cyclicality and identifying areas for operational improvement
 Conducted due diligence mand industry research to develop value creation plans for firms under an LOI
Selected Deal Experience:
Potential Acquisition: Buy-Side of Ontario Based Home Renovation Firm ($19M CAD)
o Drafted an investment thesis that outlined extensive backlog of customers and recurring revenue streams
o Validated IRR figure based on investment memorandum and LBO model; utilized data to determine undervalued
business verticals within the renovation sector to identify value creation potential

 Processed up to 50 transactions weekly for over 80 clients, including corporations like JPMorgan Chase & Co. and Canada’s
largest banks, and recorded journal entries into the general ledger
 Validated contracted transactions on the cash flow model from all operating segments over a 3-year time horizon