Indiana University - Kelley School of Business

California State University, Long Beach

M&A Advisory  -  Tech  -  Strategy

Seattle, Washington, United States

At West Monroe, I provide M&A transaction advisory services to private equity firms and management teams:- Technology, software, and functional due diligence - Operational and commercial due diligence- Competitive/market assessments - Carve-out, divestiture, and growth strategies - Post-merger integration and separation management; technology strategyHealthcare providers; medical devices; pharmaceuticals; home health providers; healthcare IT; hospice providers; benefits providers; third-party administrators; private equity; mergers and acquisitions; due diligence; IT roadmap and strategy; management consulting; data visualization; corporate development; business analytics; strategic initiatives; cost analysis; synergy analysis; M&A IT integration; transaction advisory services; new business development; corporate development; strategic planning; operations; commercial due diligence; TMT; manufacturing and distribution; real estate software

West Monroe

Senior Consultant

I assisted my family's growing small business with strategy, sales, business development, operations, financial analysis, and marketing.

Erik Runyan Jewelers

Associate

As a Consultant (Associate-level) with ECG's national healthcare M&A practice, I assisted clients with traditional sell-side investment banking engagements, in addition to buy-side advisory and strategic options assessments in the middle market ($50-500MM annual revenue).Corporate finance; marketing; project management; healthcare; investment banking; mergers & acquisitions; financial modeling; business enterprise valuations; commercial reasonableness assessments; fairness opinions; contract valuation; executive and physician compensation analysis; financial projections

ECG Management Consultants

Consultant, Mergers & Acquistions Practice

Sr. Analyst

As a Sr. Consultant at Booz Allen Hamilton, I  provided clients with financial services and economic advisory expertise. While at Booz Allen, I built several financial analysis models for clients that received $100+ million in annual government funding and provided program management support for a $2 billion Department of Defense client. Additionally, I performed a human resources analysis and provided recommendations that resulted in an annual savings of $16 million for our client's organization.

Booz Allen Hamilton

Sr. Consultant

Consultant

As a Financial Advisor Associate for The Shadden Group at Morgan Stanley, a highly regarded Private Wealth Management team in Long Beach, CA, I helped provide strategic investment management services to private and institutional clients. I also contributed to, and influenced the decision making process of the team’s $500 Million + discretionary investment portfolio. Additionally, I led new client business development efforts.

Morgan Stanley

Financial Advisor Associate

As a Client Service Associate at UBS I supported two great teams in the Newport Beach, CA office, overseeing assets in excess of $1B. With The Corporate Services Group, I analyzed corporate investment statements, in compliance with the Sarbanes-Oxley Act of 2002 (SAS 70). While supporting The Levin Wealth Management Group, I handled trade settlements, account maintenance, transactions, and operations for corporate and ultra high net worth clients.

Client Service Associate

As an Intern for the Peninsula Wealth Management Group at UBS, I raised approximately $12M in assets under management by executing our marketing strategy.

Jack Aleksanyan