Will McHale

Private Equity Summer Analyst at Argosy Capital: Lower Middle Market Private Equity Firm (2026-06 – 2026-08)

• Supported two lower middle market buyouts under a $3M to $10M EBITDA mandate, running CIM review, quality of earnings analysis, and comparable company benchmarking that framed IOI and LOI pricing
• Diligenced an industrial manufacturing target through competitor profiling, end market sizing, and historical financial review, testing customer concentration, revenue quality, and margin durability ahead of LOI
• Built the operating model and drafted the investment committee memo on a live opportunity, sizing the downside EBITDA case and return sensitivities that framed the go/no-go decision at committee review
• Authored two industry primers with buy-and-build consolidation theses, market sizing, and fragmentation analysis across recurring revenue service markets, surfacing 10+ actionable platform candidates for Partners and VPs

Business Development Representative Intern at Relay Network: B2B SaaS Customer Engagement Platform (2025-05 – 2025-07)

• Generated 10+ qualified discovery calls with senior financial decision-makers through targeted account research and outreach, contributing to a $250,000+ new business pipeline across financial services accounts
• Analyzed CRM outreach data to surface conversion inefficiencies, informing a growth proposal to senior leadership

Bachelor of Science in Finance – The Pennsylvania State University (2027-05)