Your Name
Summary
Investment Banker skilled at producing results in fast paced environments by adapting and implementing innovative strategies.
Investment Banker who enjoys the challenge of acquisitions, organizational restructuring and leading projects from concept through to completion.
Innovative and detail-oriented Investment Banker successful at improving operations, impacting business growth and enhancing profits.
Highly analytical, deadline-driven, and experienced Financial Analyst who completes banking and valuation activities with accuracy and speed
Overview
14
14
years of professional experience
Work History
Private Equity Associate
Pnc Financial Services Group, Inc.
08.2016 - Current
- Performed financial valuation analysis through the use of discounted cash flow, trading comparables, precedent transaction comparables, and leveraged buyout methodologies
- Performed in-depth financial and operational due diligence on client companies. Analyzed market trends, competition, and potential strategic partners using information obtained from multiple data sources
- Prepared materials for equity offering and financial advisory presentations, confidential selling memorandums, and internal presentations. Analyzed comparable company and M&A transactions for valuation purposes
- Determined appropriate value of target’s pipeline product assets by analyzing possible market opportunities, peak sales scenarios, possible clinical trial outcomes and pro forma revenue and operating synergies
- Prepared extensive due diligence materials and assisted with drafting of credit approval memos, rating agency presentations, roadshow presentation, fairness opinion, and prospectus supplement
- Modeled various capitalization structures based on lender negotiations to recommend optimal financing alternatives
- Articulated the company’s ability to navigate a capital structure with ~8.0x secured leverage, 11.5x total leverage, and $1.8bn of Adjusted EBITDA by crafting detailed client presentations and coordinating a nationwide, 7-day roadshow
- Participated in all stages of equity, debt and mergers & acquisitions transactions, including the development of financial models, due diligence sessions, the drafting of committee memos and sales memos, and board presentations
- Performed strategic financial alternatives analyses through merger consequences (accretion/dilution), leveraged buyout, discounted cash-flow, sum-of-parts and public trading and acquisition comparables
- Created market analysis showing favorable trends in casino construction despite subprime-related problems; led to 2 private equity buyers remaining in the auction process until the final round
- Headed buyout due-diligence including LBO models, macro-economic and industry research, market sizing and company due-diligence, reporting directly to senior partners
- Evaluated over 100 investment opportunities and conducted on-site company due diligence analysis
- Directly assisted coaching of senior level executives in the acquisition process for a $500 million public company in the assisted living industry and $100 million private company in the banking industry
- Private equity firm specializing in lower mid-market buyouts in the Rocky Mountain region. $100 Million AUM
- Led deal sourcing and evaluation of private equity investments with $10m-$100m in revenue and $1m-$10m in EBITDA
- Led deal analysis by evaluating products, customers, competition, market, trends, revenue, margins, CapEx, EBITDA, and FCF
- Assisted in all stages of the private equity (search fund) acquisition process including deal sourcing, industry research, banker book review, management calls and detailed due diligence
- Researched, identified and qualified new investment opportunities based on criteria and portfolio
- Consulted with investment groups and institutional investors to identify strategic fit for co-investment and negotiated private equity funding agreements
- Facilitated meetings with portfolio companies to discuss synergy, business expansion and subsequent rounds of equity funding
- Prospected for new investment opportunities, conducted market, competitive, regulatory, intellectual property and technological due diligence, prepared investment memoranda and built consensus for partnership investment committee approval
- Defined strategies for future portfolio investments and for maximizing value in the existing portfolio
- Analyzed client financial statements and projections; created financial models for mergers, restructurings, buyouts, divestitures and financing alternatives; developed industry comparable analyses; and drafted fairness opinions and board presentations
Credit Products Officer, Jr.
Meketa Investment Group
08.2015 - 02.2016
- Structured credit-to-market and developed financial models for term debt and syndicated transactions
- Drafted term sheets and credit memos to structure upper-middle market deals for NFPOs with revenues of $15MM - $3Bn
- Prepared reports on general economic trends, institutions, and entire industries to source deals from inception to close
- Spread financial statements with Moody’s Risk Analyst to track financial ratios throughout project life cycles
Investment Analyst
Innosight
12.2014 - 08.2015
- Modeled CAPM strategies and conducted financial and legal research to profile investment opportunities for HNWIs
-
Calculated cost-basis values to consider the implication of gradual unwinding of large individual stock positions
President & Founder
Schuyler Enterprises
08.2010 - 12.2014
- Organized financial analysis, market research and due diligence filings materials for potential investors.
- Selected investments based on quantitative analysis of stock performance, financial ratios and financial reports.
- Financed my education through the incorporation of an online T-shirt retailer, saving over $82,000 in tuition expense
Summer Analyst
Citigroup Inc.
06.2013 - 08.2014
- Analyzed a $30MM Enterprise Software deal, using valuation metrics like efficiency, market share, and profit margins
- Researched fortune 100 firms to detail the subscription-based approach used in pricing SaaS offerings
- Orchestrated a discussion on the trending movement towards software availability on in-cloud and on-premise formats
- Valued corporate pricing structures of active projects to find margins for senior management presentations
-
Built and maintained accurate models and databases for historical trend analysis and future performance forecasts
Education
BBA - Corporate Finance & Investment Banking
The University of Texas - Austin
Austin, TX2014
Timeline
Private Equity Associate
Pnc Financial Services Group, Inc.
08.2016 - Current
Credit Products Officer, Jr.
Meketa Investment Group
08.2015 - 02.2016
Investment Analyst
Innosight
12.2014 - 08.2015
Summer Analyst
Citigroup Inc.
06.2013 - 08.2014
President & Founder
Schuyler Enterprises
08.2010 - 12.2014
BBA - Corporate Finance & Investment Banking
The University of Texas - Austin