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Candidate Info
years in workforce
year at this job
Finance And International Business
Mechanical Engineering, Finance, And Accounting
Investment Banking Analyst, Healthcare
Built financial models, including 3-statement merger, accretion/dilution, LBO, IPO, and DCF models
- Created 50+ presentations and pitch books for client executives and boards providing financial and strategic advice
- Maintained precedent transactions and trading comparables databases
- Performed due diligence including industry and product research, and created memoranda for internal committees
- Conducted analysis and participated in bookrunner and management discussions for the LipoScience (Nasdaq:LPDX) IPO
- Created the investor circulated Confidential Information Memorandum for a top US healthcare services company's LBO
- Supported MannKind Corporation's $86M equity raise and InSite Vision's $22.2M private placement
Candidate Info
years in workforce
years at this job
English
Master of Arts
Investment Banking Analyst, Gaming and Lodging Group
Lead analyst on over $2.5B of completed transactions, including buy/sell-side advisory and debt issuance
- Built leveraged buyout, M&A and operating models and generated in-depth market research used by clients to evaluate potential acquisitions as well as debt and equity offerings
- Received top 15% ranking in analyst class of 150 and was extended third-year job offer
- Sell-side advisor, $1.5B sale of Innkeepers USA, a 75-hotel chain, to Apollo Investment Corporation
- Worked with Innkeepers' executive team to coordinate sell-side auction process
- Drafted fairness opinion presented to the Board of Directors and public shareholders of Innkeepers
- Buy-side advisor, $400M acquisition of MGM Mirage casinos by Herbst Gaming
- Developed operating model in collaboration with Herbst's CFO, performed extensive due diligence on target and drafted investment committee memo
Candidate Info
years in workforce
years at this job
Economics
Investment Banking Analyst
Created PowerPoint presentation booklets describing specific data-driven financing ideas and structures and presented them at meetings with prominent debt issuers
- Responded to a variety of RFPs, some of which resulted in selections as a senior or co-senior manager
- Provided structuring expertise on senior managed transactions totaling in excess of $1 billion
- Developed automated Excel models to cater to the needs of a variety of issuers when necessary
- Conducted internal analyses and comparisons and presented statistical findings to firm principals
- As the sole analyst for the firm, multi-tasked and prioritized effectively in order to complete a heavy workload at a high quality level, meeting tight deadlines
Candidate Info
years in workforce
years at this job
Business Administration
Investment Banking Analyst
Member of [company name]'s Technology Group focusing on M&A and growth equity financings for middle-market technology companies
- Gained exposure to a broad range of businesses across the technology sector including engagements in digital media, security, financial technology, tech-enabled services and enterprise and consumer software
- Worked with client management to construct a financial model based on customer pipeline and revenue ramp assumptions broken out by product
- Authored comprehensive confidential information memorandum
- Created roadshow presentation for potential investors and assisted client management in developing concise and effective messaging for investor meetings
- Coordinated financial and legal due diligence processes working with both client management, legal teams and potential investors
Candidate Info
year in workforce
months at this job
Art History
Finance And Economics
Investment Banking Analyst
Conducted valuation using public company comparables, precedent transactions, and DCF methods
- Performed financial analysis showing subject company was undervalued by 20%, which was successfully used in negotiations to raise asking price to $60 MM from $45 MM
- Prepared three pitch books, company profiles, and teasers for companies across the globe
- Monitored data room and due diligence activities for 1 M&A transaction
Candidate Info
years in workforce
years at this job
Economics
Investment Banking Analyst
Successfully pitched allocation of $100M of institutional investment capital in U.S markets.
- Oversaw all aspects of asset underwriting, due diligence market research and economic analysis.
- Used DCF, NPV and ratios valuation methods to assess acquisitions in equity and real estate
- Implemented an alternative financing strategy that increased project ROI by 20%
Candidate Info
years in workforce
year at this job
Education
Finance And Marketing
Master of Business Administration
Investment Banking Analyst
Responsible for creating financing & marketing memorandums to assist in securing bank, private equity, mezzanine debt, venture
capital, private wealthy investor, or strategic joint venture financing for small to middle market clients (5-100MM in annual
revenues)
- Developed large Excel cash flow projection and NPV valuation models based on in depth conversations with senior
- Researched macro environmental trends to provide a robust understanding of the potential market and model assumptions
- Merged research findings, financial data, and analytics into large financial offering memorandums (40-100 pages) for marketing purposes
- Initiated a substantial amount of market research within the telecommunication, energy, healthcare, life science, retail, and consumer products sectors
- Helped prepare and coach management team for investor presentations
Candidate Info
years in workforce
years at this job
Business Administration - Accounting
International Economics
Investment Banking Analyst
Performed all aspects of investment analysis including financial and business modeling, company valuation, due diligence and term sheet negotiations
- Contributed to five sell-side deal teams, two buy-side deal teams and one Stephens Capital Partners ("SCP") deal team
- Gained consultation experience by providing profitability and operational analysis to SCP portfolio company
- Selected to develop and lead leveraged buyout section of training and continuing education for first-year analysts
- Finished in top tier of 12-person, two-year analyst program, earning offer to return at Senior Analyst level
Candidate Info
years in workforce
year at this job
Communications & Journalism
Marketing & Finance
Investment Banking Analyst - Mergers & Acquisitions Group
Investment bank focused on interactive marketing, social media and retail M&A advisory
- Conducted industry, financial and competitive analysis for client advisory and firm investments
- Built complex Microsoft Excel models to perform business and industry forecasting, develop growth projections and valuations using Discounted Cash Flow models and trading/transaction multiples
- Participated heavily in three LOI – status sell-side transactions with $65 million of aggregate value
- Drafted pitch books, offering memoranda, management presentations and other marketing items
- Identified and analyzed potential strategic buyers, VC and PE investors for active transactions
Candidate Info
years in workforce
months at this job
Applied Mathematics, Economics And Finance
Corporate Finance
International Integration And Economic Situation Of Developing Countries
Investment Banking Analyst - Corporate Finance Retail Team
Built complex financial models to value companies using trading and transaction comparables
- Analyzed companies from a financial, operational, and industry perspective
- Conducted research on retail sub-sectors across EMEA, industry trends, and market data
- Created client proposals to obtain new engagements and worked on a 150 pages pitch for a top food retailer
- Screened 100 acquisition targets and narrowed list down to 10 using revenue growth and EBITDA margins
- Revised weekly a list of over 100 trading comparables updates using Factset and company financial statements