Sourced & evaluated SaaS acquisition targets, identifying over 500 high-growth companies for PE and strategic acquirer clients.

Led outreach efforts to target companies, engaging 120+ founders and executives to assess interest and deal viability.

Advised clients on M&A strategy, providing tailored recommendations that resulted in more targeted and efficient dealing.

Conducted market analysis on SaaS verticals, delivering insights on valuation trends and competitive landscape to optimize investment decisions.

Managed deal pipeline, tracking 50+ active opportunities and collaborating with internal teams to facilitate due diligence and negotiations.

Contributed to the deployment of Harris' yearly capital target totaling over 400  million CAD.

Performed Public Safety, Healthcare and Fintech sectors M&A research to find acquisition targets qualified by financial hurdle rates and vertical fit.

Qualified over 500 new leads in the public safety, healthcare and fintech sectors. 

Reevaluated over two thousands existing leads and assigned adequate  low-Medium-high priorities.

Reviewed, weekly, an average of 45 meaningful contact notes of over 10 business developers.

Constructed discount cash flow (DCF) models, precedent transaction analysis, and financial forecasts to create Excel M&A reports.

Wielded financial software of Capital IQ, Bloomberg, FactSet, Refinitiv, SourceScrub, and Pitchbook cross-referencing companies' information to discover target companies and business units to carve out.

Designed PowerPoint investment presentations on M&A deals to demonstrate financial and business efficacy of acquisition targets.

Created detailed reports of new industries and new verticals market to penetrate by acquisition, as well as CSI copy cats and Harris operational business units' competitors.

Assessed the insolvency risk of non-profits as well as private businesses, with less than 10 million CAD in assets, to decide whether to offer renewal term automatically or ask for a renewal submission.

Analyzed daily multiple submissions, to assess any material changes in the financial position of the organization.

Determined what impact any long-term operation disruptions - caused by Covid - have on the future potential earnings and ultimately insolvency risks 

Created presentations recommending specific stock picks utilizing financial models and rubrics based on equity research.

Specialized in equity research for the Materials & Industrials sector.

Supported the management of a fund with over $300,000 in holdings through equity and market research.

Latest Pitch: Delivered growth projection of the revenue of every single segment of DuPont De Nemours, based on a well-documented industry trends research and analysis. As well as a macro analysis reconciliation with each segment.

Standardized the different Tourism Data, collected from the Moroccan Observatory of Tourism, concerning the 12 regions of the kingdom of Morocco for all 23 different touristic establishments.

Build a future Cash flow statement for two hotels, based on the financial statements communicated as well as the trends I discovered using excel.

And delivered a due diligence checklist for the two acquisitions, valued at 20 MCAD & 80 MCAD.