Teams at Xerxes Global

Manage financial due diligence engagements from inception through completion, including quality of earnings, net working capital, debt and debt-like analyses, financial modeling, data review, and reporting. Lead client communications, presentations, project delivery, team delegation, training, proposal development, and practice growth. Support business development and advise clients on business systems in collaboration with technology teams.

Manage financial due diligence engagements, including quality of earnings, net working capital, debt analysis, financial modeling, data reviews, and client reporting. Lead project execution, client communications, presentations, team delegation, training, practice development, and business development. Provide insights and recommendations that support M&A decisions and collaborate with technology teams on business systems.

Own M&A transaction advisory engagements for private equity and investment banking clients, serving as the primary contact from scoping through delivery. Lead financial modeling, Quality of Earnings analysis, data analytics, presentations, project economics, risk management, and client recommendations. Manage and develop teams, coach junior staff, apply AI and analytics tools, and ensure deliverables meet deadlines and quality standards across concurrent engagements.