Fergus Washington-Smith
Indianapolis,Indiana
Summary
Dynamic professional with extensive experience in private equity and investment analysis. Skilled in financial modeling and capital sourcing, contributing to significant portfolio growth and successful acquisitions. Committed to leveraging strategic thinking to enhance investment performance.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Analyst - Private Equity
Storie Co.
Indianapolis, Indiana
05.2024 - Current
- The first employee at the Storie Co. A Private Equity Real Estate company specializing in valued add and development deals. Helped take Storie Co portfolio from two to eight properties.
- Analyzed 300+ deals, fully underwrote 50+ deals, and acquired three hotels and resorts, with a total capitalization of $68 million.
- Assisted in earning three management contracts, creating $450k annually in revenue.
- Launched a separate management company, adding an additional $300k annually.
- Assisted in capital markets sourcing debt and equity on all transactions
Investment Analyst
Aurora Asset Management
Indianapolis, IN
01.2021 - 05.2024
- Partnered with the CIO to monitor and rebalance three actively managed value portfolios, covering 50+ holdings and integrating earnings outcomes and guidance updates into portfolio actions.
- Conducted full-cycle underwriting on hundreds of public companies, including financial statement analysis, competitive research, and management / strategy assessment.
- Developed and iterated dynamic valuation and scenario models (DCF, multiples, sensitivity analysis) to quantify upside/downside and refine conviction sizing.
- Produced ongoing coverage materials including earnings summaries, thesis updates, and recommended trades to support portfolio construction and risk controls.
Education
Bachelor of Science - Finance
Marian University
Indianapolis, INSkills
- Financial modeling
- Deal underwriting
- Portfolio analysis
- Market research
- Capital sourcing
- Investment strategy
Certification
Speech New Zealand - Certificate in Professional Speaking
Timeline
Senior Analyst - Private Equity
Storie Co.
05.2024 - Current
Investment Analyst
Aurora Asset Management
01.2021 - 05.2024
Bachelor of Science - Finance
Marian University