Jathan Spaulding

• Supported the execution of buy-side and sell-side transactions for Fortune 500 clients in the consumer and technology sectors.

• Conducted in-depth financial statement analysis, quality of earnings reviews, and valuation modeling to assess target company performance.

• Developed PowerPoint deliverables and analysis decks presented to managing directors, partners, and client C-suite executives.

• Collaborated with cross-functional teams including tax, legal, and strategy to support due diligence and deal execution.

• Participated in high-level client meetings, taking notes, developing agendas, and drafting executive summaries and client-ready outputs.

• Leveraged Excel to analyze KPIs, identify synergies, and support the construction of financial models used in client presentations.

• Created internal knowledge briefs and supported proposal development for future business development initiatives.

• Contributed to deal teams within the M&A Transaction Services practice, providing financial due diligence support for private equity and strategic buyers.
• Analyzed income statements, balance sheets, and cash flow statements to identify earnings adjustments and working capital trends.
• Drafted client-facing reports summarizing key findings and financial insights under the supervision of senior managers.
• Selected as the only M&A Discover intern nationwide invited to travel out of state to a client site, in recognition of exceptional performance and client-readiness.
• Produced deliverables presented in client meetings, including red flag reports and executive dashboards using PowerPoint and Excel.
• Shadowed senior consultants and directors in live engagements, contributing to client workshops and strategic planning sessions.
• Earned return offer and recognition for leadership, attention to detail, and contribution to firm-wide intern innovation project.

Launched an independent investment firm focused on providing convertible loans and notes to early-stage and growth-focused businesses.

• Developed an evaluation framework rooted in M&A principles, incorporating financial modeling, due diligence, and risk analysis.

• Positioned the firm to support overlooked and under capitalized entrepreneurs through flexible capital solutions and strategic guidance.

• Leveraging experience in corporate finance, crypto, and emerging technologies to build a modern investment platform focused on wealth creation and long-term impact.

Founded and led an academic support program serving 15 underserved students through strategic partnerships with after-school organizations.

• Recruited, trained, and managed volunteer tutors while implementing a personalized academic improvement strategy.

• Successfully helped all participating students improve their grades by two full grade levels or more across core subjects.

• Promoted leadership, accountability, and educational equity through structured mentorship and student engagement.