Finance case studies · 07 projects

Projects

Detailed work across valuation, transactions, public markets, treasury, derivatives, portfolio construction, and finance automation. Each case study presents the question, methodology, evidence, conclusion, and limitations—not just the headline result.

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

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

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

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

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

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

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