Sample Projects
Click on the images below to download PDFs
Fossil Group
This is an initiation of coverage report on Fossil that I prepared to showcase my work product. It is a full investment memo that provides an overview of the business, drivers of the current situation, and shows an illustrative refinancing of the existing 7% notes. The date of the report was July 11, 2025.
Funko
This is an initiation of coverage report on Funko that I prepared to showcase my work product. It is a full investment memo that provides an overview of the business and presents an illustrative refinancing opportunity for the existing term loan. The date of the report was June 16, 2025.
LiveOne
This is an initiation of coverage report on LiveOne that I prepared to showcase my work product. It is a full investment memo that pitches a long on the equity. This specific memo includes an 144-page overview of the music streaming, radio, and podcasting industries as well as results from a 14-question proprietary LiveOne-Tesla consumer survey. The date of the report was May 12, 2025.
Hyliion
This is an initiation of coverage report on Hyliion that I prepared to showcase my work product. It is a full investment memo that pitches a long thesis on the equity. The date of the report was April 22, 2025.
Forward Air
This is a case study on Forward Air that I prepared for an interview process. It is a full investment memo that pitches a short thesis on the TL/bonds and a watch on the equity. The date of the report was the beginning of January 2025.
Strategy Reports
From May 2017 to October 2018, I interned and worked part-time for 3 Rivers Capital, a private equity firm in Pittsburgh, Pennsylvania. During this time, I was a primary contributor to a strategy report series, which was used to communicate with investors as well as craft the internal investment strategy.
​
​3 Rivers Capital is focused on lower middle market companies with a focus on family- and founder-owned businesses that either want to exit or Intend to take the next step toward professionalization.
Pioneer Power Solutions
This is a pitch I made for Lion Fund LLC, a student-run investment fund I was a part of while in college. This is a short pitch on Pioneer Power Solutions made in the fall of 2016.
Emergence Capital - Sourcing
This is a deck I made for a case study for a sourcing-related role that I did not pursue further, but lays out a variety of potential sourcing methods to find software companies to acquire.
UiPath
This is an initiation of coverage report on UiPath that I prepared to showcase my work product. It is a full investment memo that provides an overview of the business, drivers of the current situation, and recommends additional diligence steps. The date of the report was June 24, 2025.
FIGS
This is an initiation of coverage report on FIGS that I prepared to showcase my work product. It is a full investment memo that provides an overview of the business and discusses both a long and a short thesis. The date of the report was June 7, 2025.
TPI Composites
This is an initiation of coverage report on TPI Composites that I prepared to showcase my work product. It is a full investment memo that pitches a potential short (subject to additional diligence) on the equity. This specific memo was cut short due to the state of the business and potential restructuring, but includes a 25+ page overview of the wind and wind blade industry. The date of the report was April 29, 2025.
New Fortress Energy
This is a case study on New Fortress Energy I prepared for an interview process. It is a full investment memo that pitches a short thesis on the equity. The date of the report was the beginning of February 2025.
Aytu Biopharma
This is a case study on Aytu BioPharma I prepared for an interview process. It is a full investment memo that shows a private credit solution and I was also short on the equity. The date of the report was May 2024.
Corning
This is a sample pitch I made for an interview process during the fall of my junior year (fall 2017) on Corning, where I pitched a long on the equity.
Bennu (Recruiting Company)
This is a sample deck I made for a startup that I did not pursue, which lays out the initial business plan and how it impacts each of the stakeholders in the market, resulting in a better solution for all. The startup contemplated an aligned recruiting process across the financial services industry and use of the Gale-Shapley algorithm to achieve optimal career matches.
Ten-K: Supporting Local Nonprofits
This is a deck I made for a nonprofit group that I am a part of that we elected not to move forward on at the current time. The goal was to create a platform that would facilitate funding of local nonprofits by the broader financial services industry.
