Karina Gladka

XIG Private Equity Investment Team

Completed Project Helio, gaining exposure to Consulting, Audit & Assurance, and Tax. Advised on the post-merger integration of two companies with operational and cultural alignment issues. Completed a tax-specific rotation focused on multistate taxation, business tax, and international tax; shadowed 10+ professionals. Final project: Selected an agricultural business client, analyzed their business structure, and assessed eligibility for 20+ sustainability-related tax credits and incentives, including: §45Z – Clean Fuel Production Credit §48E – Clean Electricity Investment Credit §45D – New Markets Tax Credit (NMTC) §45Q – Carbon Oxide Sequestration Credit §45V – Clean Hydrogen Production Credit §30C – Alternative Fuel Refueling Property Credit EDGE – Economic Development for a Growing Economy Tax Credit Various federal and state grants

Business Development committee member. Proactively initiated contact with over 20 companies, successfully initiating contact with 5, facilitating ongoing relations. Impact-consulted clothing brands and Philadelphia-based restaurants by performing SWOT, market and competitor analysis. Completed CFA’s 8-week Associate Consultant Training Program.

Sourced 95+ potential acquisition targets in the lower-middle market ($1 - $200M) in the General Manufacturing sector for a boutique investment bank. Exposure to industry databases (Crunchbase, Pitchbook, Apollo, etc.). Completed Modeling Project constructing DCF for Electronic Manufacturing Company. Group PowerPoint presentation identifying attractive sectors based on historical valuations and M&A activity.

Produced 3 equity research reports, comprehensive market research, analysis of financial statements and industry comparison. Conducted detailed analysis of hedge fund start-up. Proposed strategic recommendations to optimize fee structures, scale AUM by 30% within 12 months, and diversify revenue streams into futures and cryptocurrency. Created a pitch deck for Atlasio Capital Partners, highlighting projected growth to $500 million AUM over next 5 years, using investment strategy and projected returns.

Conducted in-depth analyses and provided detailed reports of 10-25 pages on various markets (Pomegranate, Sugar, Soybean, Blueberry, Nanotechnology, A1 Kerosene and EN590 Fuel Markets). Analytical contribution to establishing and negotiating deals with EDEKA (largest German supermarket corporation $67 billion annual revenue). Spearheaded the development of AI technologies within the company, focusing on innovative solutions and technological advancements tailored to market research on commodities.

Conduct fundraising initiatives and oversee the club’s budget management. Organize and coordinate an Artificial Intelligence workshop.

Responsible for organizing speaker events, coffee chats, and career development workshops. In charge of updating 20+ Listservs with the club. Communication with the Zell/Lurie Real Estate Centre.

Performed analysis of transportation costs, delivery times, and order fulfillment rates. Facilitated collaboration between suppliers and carriers ensuring supply chain coordination. Facilitated 200+ transactions. Conducted insurance underwriting. Contributed to development of risk mitigation strategies that reduced potential financial exposure.

Class of 2027 Wharton School, University of Pennsylvania. Pursuing a Bachelor's degree in Economics, majoring in Finance, minoring in Real Estate. GPA: 4.0/4.0.

Rowland Jepson Award: International Baccalaureate Diploma Programme Excellence

Introduction to Business, Finance and Economics Academic Year Immersion Course.