Stanford MBA Graduate with IB, PE and HF experience
Served as lead analyst on equity, credit and event-driven investments across all industries, with total exposure from investments greater than $100mm. Lead calls with company management, experts, customers and competitors, as well as other diligence efforts to construct projection models and develop investment theses.
Expert in financial modeling, mergers & acquisitions, due diligence, and financial planning. I am graduate of Stanford’s MBA program with 10 years of experience working in finance related roles, including investment banking, private equity, public market investing, corporate development and venture capital. A quick learner, I take a deep sense of pride in my work, am a strong communicator, results oriented and work well with teams.
- Value Creation Strategy
- Strategic Planning
- Market Research Project Management
- Market Segmentation
- Competitive Analysis
- Pricing Analysis & Optimization
- Financial Planning & Analysis
- Demand Forecasting
- Financial Modeling
- Finance Project Management
- Market Landscape
- Mergers & Acquisitions Strategy
- Due Diligence
- Post-Merger Integration
- Healthcare Services
- Medical Technology
- Private Equity
Interested in finding more Experts like Stefan?