Eric Sanchez

Tech M&A

Lead a 4-analyst team in equity research and financial modeling, presenting recommendations to portfolio managers

Direct external relations and weekly leadership meetings for 8-member board, setting plans for sponsor partnership Oversee operations and spending for 100+ members, approving expenditures to maximize chapter member retention

Execute deal flow at a permanent-capital SaaS firm targeting $2-30M ARR platforms with 70%+ recurring revenue Screen 3+ software businesses weekly via owner calls, to qualify deals based on customer metrics and strategic fit Selected Transaction Experience: Project Bayo ($3M EBITDA Electronic Health Records SaaS Behavioral Health Platform) - Interviewed behavioral health executive on EMR / AI documentation tools, uncovering SaaS integration insights Built 4 diligence slides on economic trends and ownership transfer tailwinds to accelerate Letter of Intent closing

Facilitated $2.7M in seed funding for 10+ early-stage startups across biotech, software, and aerospace & defense Monitored 13 SaaS and biotech portfolio companies, actively supporting a $250k funding round investment process Selected Transaction Experience: Series-A $15M Funding Raise ($5.4M ARR SaaS Dental Insurance Verification Platform)- Analyzed 50+ page CIM and held founder discussions, incorporating backing from 13 funds to assess strategic fit Assisted in underwriting $250k equity investment, validating operating model for 8.4x cash-on-cash exit return

Reconciled $300M+ in project budgets using NYC Financial Management System (FMS), ensuring fiscal accuracy Forwarded expenditure approval deliverables to OMB and Comptroller, serving as a liaison with 10+ city agencies Selected Transaction Experience: Willets Point Transformation Project ($6.1B Urban Redevelopment Capital Strategy)- Conducted cost-optimization analyses and approved 50+ expense disbursements, resulting in 10% projected savings Collaborated with city stakeholders to streamline fund registration and unlock capital within 30 year forecast period

Optimized and streamlined complex insurance claim processes for 100+ clients monthly, leveraging Excel and automation tools to minimize delays by 15%, enhance reporting accuracy, and improve overall cash flow management Managed data entry and reconciliation for accounts payable, resolving 20+ discrepancies weekly to maintain financial accuracy and transparency while reducing overdue balances by 10% by means of detailed payment tracking systems

Mentored 10+ students weekly in career development strategies including resume writing, tailored mock interviews, and effective networking techniques, yielding improved job/internship placement probabilities and student readiness Collaborated with a dynamic team of 11 members to successfully oversee 5+ projects simultaneously, employing effective coordination and proactive problem-solving to drive impactful career success outcomes and student benefits Delivered bi-weekly presentation and 1-on-1 workshops to 20+ students utilizing clear communication, data-driven insights, and tailored feedback to educate on career-specific strategies and improve professional etiquette development

Supervised and closely watched over various work projects at once (electricity, carpentry, and painting) in a Manhattan Townhouse. Coordinated with the House Manager to assure the continuous progress of the work projects and the security/confidentiality of specific rooms and belongings in the townhouse. Diligently stayed attentive and on-call to run various small-errands within the townhouse.