Marco Bulat

• Engaged portfolio-company leadership to identify, qualify, and implement value-creation initiatives to drive EBITDA growth Selected Project Experience: • Value-creation due diligence and performance-improvement initiatives for a ~$200M Consumer Services Portfolio Company in North America - Price Optimization: Led detailed pricing analysis to identify price-leakage points across gross-to-net P&L items; identified key levers to improve net-price realization; and built a prioritized initiative plan to drive gross-margin expansion of >15% - Cost Reduction: Performed a comprehensive cost diagnostic across direct and indirect expense categories; quantified key cost-takeout opportunities to drive operating efficiency; and formulated a prioritized roadmap to reduce OpEx by >10% - Business Intelligence: Supported a board-mandated program to drive operating and financial-performance visibility; created dynamic Power BI dashboards with P&L and cash flow KPIs; and built ThinkCell-enabled board-level performance reports

• Led due diligence on luxury NYC real estate through in-depth research and detailed analysis to identify top investment targets • Built valuation analysis using precedent transactions, market comps, and DCF; forecasted returns and reviewed risk factors • Prepared detailed investment memos synthesizing research, projections, and risk strategies for critical partner-level decisions

• Researched Russia’s invasion impact on Ukrainian trade; drafted a report proposing recovery mechanisms for policymakers • Analyzed 1M+ data rows to build briefings for trade policymakers, highlighting risks and informing policy recommendations

• Led due diligence for L/S targets in renewable energy sector; researched company, industry, and public sources to test theses • Synthesized findings into investment theses and recommendations; presented analysis directly to fund managers and investors

• Pursuing a rigorous dual degree in Business (Wharton School) and International Studies (College of Arts and Sciences), with double concentration in Finance and AI for Business; Cumulative GPA 3.93/4.00 • Focusing on core quantitative and analytical courses in Corporate Finance and Valuation; Investment Management; The Finance of Buyouts and Acquisitions; Artificial Intelligence; and Decision Making • Wharton Undergraduate PEVC Club (CO) • Penn Ukrainian Club Financial Director • Wharton Investment & Trading Group • Penn Europe

• Excelled in four A-Level qualifications in Applied Mathematics (High Distinction A* grade); Further Mathematics (Distinction A); Economics (High Distinction A*); and Classical Latin (Distinction A) • Earned college-wide academic awards, including course prizes in Eton Keynes Economics, Philosophy, and Russian; Won three Gold Medals in the national UK Mathematics Trust Senior Math Challenges • South Lawn House Captain • Eton College & Holyport College Investment Club Executive Board Member (CFO) • Etonomics (Economics) Publication Chief Content Editor • Lexicon (Language and International Affairs) Publication Chief Content Editor • Keynes (Economics) Society Leading Committee Member • Model United Nations ECOFIN Delegate • Vocational Society President • House Chess Captain • Eton College Basketball Team Shooting Guard