Corporate Strategy and M&A Analyst at Symcor (2025-09 – 2025-12)
16-week co-op in the Strategy & Transformation Office, supporting corporate strategy and development initiatives
- Built comprehensive financial projections and mid-market DCF scenarios to evaluate 3 turnaround options, producing return and sensitivity analyses that identified a ~10% variance in projected shareholder value
- Conducted meticulous stakeholder interviews, industry research, market sizing, and competitor analysis to evaluate strategic pathways, contributing to management's ultimate decision on the turnaround direction
Student Associate, Investment Products & Platforms at iA Private Wealth (2024-12 – 2025-05)
- Generated $300M+ in new UMA assets through customized client portfolios aligned with investment objectives, leveraging extensive manager research, asset allocation, and quantitative analysis using Morningstar Direct
- Authored 20+ investment product review memorandums on alternative funds, conducting in-depth analysis of strategy, risks/mitigants, management strength, and unique positioning from firms such as Blackstone and KKR
- Maintained and enhanced daily pre-market reports by leveraging Bloomberg and Excel to thoroughly research and summarize global economic data, market trends, and performance metrics, supporting advisor decision-making
Senior M&A Analyst at Joshua Tree Health (2024-10 – 2025-12)
- Led the development of an investment thesis deck outlining our acquisition strategy, market opportunity, and Day 1 plan through market research and financial modeling, contributing to the founder's successful GSB scholarship
- Compiled and analyzed a competitive map of 50 key players in the IOP/PHP sector, detailing valuation multiples, recent transactions, and strategic commentary to provide a strong, informed foundation for future acquisitions
- Constructed 2 detailed buy-and-build models focused on expansion through de novo clinic openings, modeling both self-funded and traditional search fund financing scenarios to assess the impact on the firm's MOIC and IRR
Senior Analyst (Software & Utilities sector) at School of Accounting and Finance Student Investment Fund (2026-01 – Present)
- Collaborated with a team of students to manage a C$880,000 portfolio of Canadian and U.S. public equities
- Authored a final Hold recommendation on Brookfield Infrastructure Partners (BIP) using DCF and public comps
Investment Banking Analyst at Warhawk Capital – Waterloo Investment Banking Society (2025-07 – Present)
- Part of a 3-analyst team responsible for performing detailed analysis of M&A opportunities across various sectors
- Crafted differentiated investment commentary on Mondelēz International's acquisition of Give and Go, assessing strategic rationale, valuation, market/sector context and our opinion of the PE-to-strategic handoff model in CPG
