Finance case studies · 07 projects
Projects
Detailed work across corporate finance, public and private markets, capital markets, treasury, derivatives, portfolio construction, and automation. Each case study presents the question, methodology, evidence, conclusion, and limitations—not just the headline result.
01
ECM · Public Markets
SpaceX Post-IPO Valuation & Aftermarket Analysis
Multi-method valuation combining segment SOTP, a five-year unlevered DCF, trading comparables, and post-IPO trading analysis.$192.2B base segment SOTP$69.9B base DCF19.2% Day-1 return
02
Active Equity · Optimization
Active Equity — Treynor–Black Model
CAPM and Fama–French three-factor regressions with alpha-weighted active-portfolio construction.0.74 Sharpe ratio0.93 portfolio beta60 months of returns
03
LBO · Private Equity
BlackLine (Nasdaq: BL) Take-Private LBO
Five-year sponsor take-private model with an interest-first cash sweep, sensitivity analysis, and a full equity value-creation bridge.$2.28B entry enterprise value2.66x gross MOIC21.6% gross IRR
04
Excel/VBA · Fixed Income
Automated Treasury Hedging Workbook
DV01-based hedge using CBOT 10-Year Treasury futures with automated P&L, margin, hedge-ratio, and rebalance tracking.$100M Treasury portfolio0.46% value standard deviation115.6% loss capture ratio
05
Python · Claude API · Excel
AI-Enabled M&A Deal Automation Platform
Document-to-model workflow converting SEC merger filings into source-cited transaction data and populated Excel merger models.7 transactions validated5 completed deals1 / 1 terminated / blocked
06
Options · Risk Management
Simulated S&P 500 Options Portfolio
Black-Scholes short strangle governed by explicit delta limits, roll triggers, and a counterfactual performance review.+29.8% return on premium21 trading sessions$259.50 value of intervention
07
Strategic M&A · Deal Structure
SpaceX–Cursor (Anysphere) Acquisition
Transaction teardown covering valuation support, floating exchange-ratio mechanics, dilution, deal protection, and probability-weighted value.$60.0B headline deal value$53.0B weighted fair value2.37% ownership dilution