Beatrice is a licensed CPA in California and holds a master’s degree in Finance and Accounting. Beatrice started her M&A consulting career at a Big Four Accounting firm and has eight years of business experience across various industries. She has been working on M&A and divestiture engagements for Private Equity funds, including Platinum Equity, The Gores Group, and Oaktree Capital Group, as well as multinational strategic Corporate clients. Beatrice has worked on various transactions within the US and Europe, utilizing her native German language skills and intercultural knowledge.
Her experience includes performing financial due diligence for a broad range of industries including technology, healthcare, manufacturing & distribution of consumer & industrial products, oil & gas, and professional services.
Beatrice has been investing in the stock market for over six years. She believes in a long-term investing strategy and encourages her clients to be brave and start investing as soon as possible. Her areas of expertise are performing fundamental analysis of companies, analyzing a company’s quality of earnings and net working capital, and portfolio management. Beatrice enjoys helping her clients achieve their individual goals and making an impact in other people’s lives.