Mangusta Capital Externship via Extern

Aspiring Finance Professional

I’m a University of Alabama senior dedicated to building my finance career through practical experience and skill development.

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Work samples

Dive into my projects and experiences that showcase my growing expertise in finance and investment modeling.

Yinan Value Investing & Financial Modeling Externship
Yinan Zhao · Sep 2026 · ✅ Verified by Extern
Yinan Value Investing & Financial Modeling Externship
Gain insider experience in value investing by analyzing leading stocks alongside seasoned investor Yinan Zhao. Learn how professionals leverage financial modeling in Excel, interpret alternative data, evaluate market trends, and craft persuasive investment recommendations. Build real-world skills essential for careers in finance, equity research, and investment banking.
Investment AnalysisFinancial Statement AnalysisFinancial ModelingData AnalysisExcel
Leveraged Buyout Model 6 HireQuest, Inc. (NASDAQ: HQI)
Leveraged Buyout Model 6 HireQuest, Inc. (NASDAQ: HQI)
Built a full LBO model on HireQuest, Inc., sourcing three years of historical financials from SEC EDGAR 10-K filings, constructing a five-year operating model, and structuring a $118.7M acquisition with $46.2M senior debt and $19.8M subordinated debt, modeling a complete debt schedule with mandatory amortization and cash sweep mechanics. Generated base case returns and authored a formal investment memorandum presenting a buy-side recommendation.
M&A Accretion / Dilution Model 6 Shopify, Inc. / Klaviyo, Inc.
M&A Accretion / Dilution Model 6 Shopify, Inc. / Klaviyo, Inc.
Modeled a hypothetical $5.6B acquisition of Klaviyo by Shopify at a 40% premium, structuring a 60% stock / 40% cash financing mix, calculating new shares issued and identified synergies, built sensitivity tables across premium and financing scenarios and assessed EPS dilution and breakeven premium.
Comparable Company Analysis 6 JPMorgan Chase & Co. (NYSE: JPM)
Comparable Company Analysis 6 JPMorgan Chase & Co. (NYSE: JPM)
Performed a comparable company analysis on JPMorgan Chase against an eight-bank peer group, calculating P/E, P/B, and P/TBV multiples and applying peer-median benchmarks to derive implied valuation, and authored an investment memorandum presenting findings.
Discounted Cash Flow Model 6 Chipotle Mexican Grill, Inc. (NYSE: CMG)
Discounted Cash Flow Model 6 Chipotle Mexican Grill, Inc. (NYSE: CMG)
Built a full DCF valuation on Chipotle from scratch, finding WACC via CAPM, projecting a five-year unlevered free cash flow forecast from restaurant-level drivers sourced from SEC 10-K filings, applying a Gordon Growth terminal value, and constructing normalization and re-acceleration scenarios with sensitivity analysis and an investment memorandum.
Mangusta Capital Deal Sourcing & Startup Analysis Externship
Mangusta Capital · ✅ Verified by Extern · ⏱️ In progress
Mangusta Capital Deal Sourcing & Startup Analysis Externship
Join a new VC fund launched by a former SoftBank Vision Fund leader and backed by the Ray-Ban/Oakley family to identify high-potential Vertical AI startups. Gain hands-on experience sourcing deals, analyzing markets, and writing compelling investment memos.
Investment AnalysisEntrepreneurship

About me

I’m a University of Alabama senior dedicated to building my finance career through practical experience and skill development.

I am a senior Finance major at the University of Alabama, focused on enhancing my skills and preparing for a successful career in finance. Currently, I am gaining hands-on experience through my externship with Yinan Value Investing & Financial Modeling, where I am learning about investment strategies and financial analysis.

Externships

Mangusta Capital Deal Sourcing & Startup Analysis Externship

In progress

Experience

Equity Research Externship

Value Investment Research · Jun 2026 6 Present

Financial Analyst | Internship

Bella Luna Catering & Events · Summer '24 and '25

Education

The University of Alabama

Bachelor of Science in Finance | Minor: Accounting · Class of 2027

Skills

Financial ModelingValue InvestingAnalytical SkillsResume BuildingInternship Preparation

Back to work

Yinan Zhao · Sep 2026 ↗

✅ Verified by Extern

Yinan Value Investing & Financial Modeling Externship

Gain insider experience in value investing by analyzing leading stocks alongside seasoned investor Yinan Zhao. Learn how professionals leverage financial modeling in Excel, interpret alternative data, evaluate market trends, and craft persuasive investment recommendations. Build real-world skills essential for careers in finance, equity research, and investment banking.

Investment AnalysisFinancial Statement AnalysisFinancial ModelingData AnalysisExcel

Overview

The work produced a package of equity-research deliverables for Wintrust Financial Corporation. Deliverables included a verified Form 10-K, an interactive Stock Card with a four-part lens, two ownership signals, and a three-sentence growth thesis, a locked qualitative risks-and-catalysts template, consolidated historical models with nine locked drivers, a fully linked five-year projection model,

Yinan Value Investing & Financial Modeling Externship

Google Docs

Access

What I've accomplished

I built an interactive Stock Card documenting a four-part analytical lens, two ownership signals, and a three-sentence growth thesis; verified Wintrust's Form 10-K; produced a locked qualitative risks-and-catalysts template; constructed consolidated historical and five-year linked financial models with nine locked drivers; and wrote an investment memo with DCF and multiples valuations culminating

Project breakdown

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Leveraged Buyout Model 6 HireQuest, Inc. (NASDAQ: HQI)

Built a full LBO model on HireQuest, Inc., sourcing three years of historical financials from SEC EDGAR 10-K filings, constructing a five-year operating model, and structuring a $118.7M acquisition with $46.2M senior debt and $19.8M subordinated debt, modeling a complete debt schedule with mandatory amortization and cash sweep mechanics. Generated base case returns and authored a formal investment memorandum presenting a buy-side recommendation.

View all work

Back to work

M&A Accretion / Dilution Model 6 Shopify, Inc. / Klaviyo, Inc.

Modeled a hypothetical $5.6B acquisition of Klaviyo by Shopify at a 40% premium, structuring a 60% stock / 40% cash financing mix, calculating new shares issued and identified synergies, built sensitivity tables across premium and financing scenarios and assessed EPS dilution and breakeven premium.

View all work

Back to work

Comparable Company Analysis 6 JPMorgan Chase & Co. (NYSE: JPM)

Performed a comparable company analysis on JPMorgan Chase against an eight-bank peer group, calculating P/E, P/B, and P/TBV multiples and applying peer-median benchmarks to derive implied valuation, and authored an investment memorandum presenting findings.

View all work

Back to work

Discounted Cash Flow Model 6 Chipotle Mexican Grill, Inc. (NYSE: CMG)

Built a full DCF valuation on Chipotle from scratch, finding WACC via CAPM, projecting a five-year unlevered free cash flow forecast from restaurant-level drivers sourced from SEC 10-K filings, applying a Gordon Growth terminal value, and constructing normalization and re-acceleration scenarios with sensitivity analysis and an investment memorandum.

View all work

Back to work

Mangusta Capital ↗

✅ Verified by Extern · ⏱️ In progress

Mangusta Capital Deal Sourcing & Startup Analysis Externship

Join a new VC fund launched by a former SoftBank Vision Fund leader and backed by the Ray-Ban/Oakley family to identify high-potential Vertical AI startups. Gain hands-on experience sourcing deals, analyzing markets, and writing compelling investment memos.

Investment AnalysisEntrepreneurship

Overview

The work evaluated early-stage Vertical AI opportunities and produced written investment artifacts used within the externship. Tasks included sourcing companies, analyzing market and technology factors, and drafting investment memos. Deliverables were research notes and at least one structured investment memo.

Mangusta Capital Deal Sourcing & Startup Analysis Externship

What I've accomplished

I sourced Vertical AI startup leads, analyzed market and technology signals, and wrote structured investment memos and research notes documenting my findings.

Project breakdown

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Work samples

Yinan Value Investing & Financial Modeling Externship

Leveraged Buyout Model 6 HireQuest, Inc. (NASDAQ: HQI)

M&A Accretion / Dilution Model 6 Shopify, Inc. / Klaviyo, Inc.

Comparable Company Analysis 6 JPMorgan Chase & Co. (NYSE: JPM)

Discounted Cash Flow Model 6 Chipotle Mexican Grill, Inc. (NYSE: CMG)

Mangusta Capital Deal Sourcing & Startup Analysis Externship

About me

Yinan Value Investing & Financial Modeling Externship

Overview

What I've accomplished

Project breakdown

Pick Your StockI built a concise Stock Card for a Russell 2000 Value pick and submitted the interactive deliverable.

Read the 10-KI located and confirmed the company’s Form 10-K filing for the Project 2 assignment.

Map the RisksI finalized a qualitative risks-and-catalysts template for the selected company and submitted the completed file.

Build the ModelI built a historical financial model and locked the projection drivers for Wintrust Financial Corporation during the externship.

Set Your Price TargetI built a 5-year financial projection and historical model for Wintrust Financial Corporation, compiling three years of historical statements and linking drivers across the income statement, balance sheet, and cash flow.

Leveraged Buyout Model 6 HireQuest, Inc. (NASDAQ: HQI)

M&A Accretion / Dilution Model 6 Shopify, Inc. / Klaviyo, Inc.

Comparable Company Analysis 6 JPMorgan Chase & Co. (NYSE: JPM)

Discounted Cash Flow Model 6 Chipotle Mexican Grill, Inc. (NYSE: CMG)

Mangusta Capital Deal Sourcing & Startup Analysis Externship

Overview

What I've accomplished

Project breakdown

Understand the investment thesisI studied Mangusta Capital's investment thesis and mapped its decision criteria, identifying the specific factors that filter startups during early screening conversations.