Investment Professional, Special Situations • Private Equity • Restructuring and Capital Structure Advisory • M&A
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Apotheo Capital · 03/2026 - Present
• Evaluating a $15M+ distressed QSR franchise platform acquisition by performing thorough due diligence, including industry and competitive analysis, bespoke financial valuation, and LOI preparation to advance bid process and next-round consideration
• Advising on 4 live restructuring mandates and evaluating private equity investment opportunities across special situations and distressed credit, analyzing capital structure solutions across the Consumer, Industrials, Specialty Finance, and TMT Sectors
Scotiabank · 06/2025 - 08/2025
•Executed live M&A and capital markets transactions across real estate, financial institutions, and energy sectors in Latin America; prepared marketing materials and coordinated valuation and due diligence efforts alongside cross-border deal teams
• Developed equity coverage initiation materials for $630M Esentia Energy pre-IPO (largest 2025 LatAm IPO); coordinated with all syndicate banks to ensure consistency with regulatory filings and partnering with management to refine equity story
• Prepared CIM and analyzed operational KPIs (ADR, RevPAR) for a $300M+ Central American hotel portfolio sell-side mandate; screened 50+ prospective acquirers and managed virtual data room setup to enable targeted buyer outreach
• Built operating and valuation models (DCF, comparable companies, and precedent transactions) for a $230M buy-side pitch for a Chilean power transmission operator, identifying key value drivers and M&A opportunities in the regional energy sector
Delos Capital · 02/2025 - 05/2025
•Evaluated 4 add-on and distressed investment opportunities across industrial and healthcare sectors; supported due diligence, monitored portfolio performance, performed peer benchmarking, and financial modeling for investment committee materials
• Screened 50+ distressed issuers by constructing capitalization tables and assessing leverage, liquidity, interest coverage ratio, and covenant risk; sourced and identified 20+ actionable target companies for restructuring pipeline & direct corporate outreach
• Conducted comparable company and precedent transaction analyses across 20+ companies to derive implied valuation ranges and assess market trends for IC memo on a potential $90M+ add-on acquisition of a construction services platform
• Drafted initial LOI and built LBO model for a ~$40M distressed industrial carve-out, stress-testing operating and capital structure scenarios to evaluate IRR sensitivity, valuation, and debt capacity to inform bid parameters; LOI submitted to seller
McIntyre Capital Partners · 08/2023 - 12/2024
• Managed sourcing and execution workstreams for buy-side and sell-side M&A mandates for middle-market asset managers ($100M-$1B AUM), supporting diligence processes, deal structuring, and liaising between management teams & counterparties
• Developed acquisition pipeline and valuation assessments for a $400B+ AUM broker-dealer's national roll-up strategy, screening potential targets on strategic and financial criteria; prepared pitch materials presented to client C-suite
• Authored sector research reports on asset manager M&A market trends for external distribution, synthesizing transaction activity, valuation multiples, and industry dynamics to drive client coverage and deal origination
