Michael Hollingsworth

Private Investments Analyst @Oxford Financial Group, Ltd.

Carmel, IN, US

Evaluate CIMs and synthesize investment highlights of target companies to score and prioritize opportunities, streamlining funnel management and enabling efficient initial diligence by the brother investment team- Draft targeted discussion agendas for introductory calls with management and sell-side bankers by identifying key diligence questions tailored to each opportunity\'s business model, financial profile, and growth outlook- Evaluate key performance indicators such as sales force productivity and customer retention to assess growth persistence, contextualize management forecasts, and support contemplated valuation for initial indications- Assist in building and refining leveraged buyout models to test return sensitivity across capital structures and validate target internal rate of return thresholds at contemplated entry and exit multiples- Rebuilt internal dashboard used by the private equity and co-investment teams, creating a dynamic tool to monitor portfolio performance, enhance reporting accuracy, and streamline quarterly reporting workflows

The University of Alabama

Bachelor of Science - BS

Culverhouse College of Business

Bachelor of Science - BS