Adam Bistritzky
New York
Summary
Dynamic finance professional with extensive experience at Barclays Investment Bank, specializing in M&A and capital allocation. Proven track record in financial modeling and effective communication, successfully advising on high-stakes deals.
Overview
11
11
years of professional experience
Work History
Vice President, Global Finance Advisory Group
Barclays Investment Bank
New York
01.2023 - Current
- Continue to advise clients on M&A, capital allocation policy, and other strategic financial decisions.
- Recent deal experience includes: Waters, Becton Dickinson Bioscience RMT, Waystar's acquisition of Iodine, and Sevita's acquisition of Brightspring's IDD business.
- Team Staffer: Responsible for allocating junior resources to deal teams, and managing personnel issues within the team.
Associate, Global Finance Advisory Group
Barclays Investment Bank
New York
01.2020 - 04.2023
- Continue to advise clients on M&A, capital allocation policy, and other strategic financial decisions.
Analyst, Global Finance Advisory Group (GFA)
Barclays Investment Bank
New York
01.2017 - 01.2020
- Advised clients on M&A, capital allocation policy, and other strategic financial decisions.
- Gained diverse experience by rotating through Healthcare Leverage Finance team
Founder/Owner
U-Vention
New York
08.2014 - 05.2016
- Developed a company that helps college students bring their invention and app idea to life
- Established a network of connections with finance professionals, engineers, and manufacturers to facilitate product development.
Financial Analyst Intern
Buggy
New York
07.2015 - 08.2015
- Prepared financial documents used to raise capital for their TLC car rental start-up company
- Used company information to compile a pitch book to show potential investors
- Learned the process for acquiring capital for a company in the startup phase
Risk Analysis Intern
Infiniti Capital Group
Los Angeles
07.2014 - 08.2014
- Analyzed trends to determine the causes of defaulted loans over one thousand small business loans.
- Presented findings to hedge fund partners
- Applied trend analysis to develop new loan criteria and reduce the amount of defaulted loans.
Education
Bachelor of Science - Engineering, focus in Finance
Cooper Union
New York, NY05.2017
Intensive financial modeling and valuation training program -
The Investment Banking Institute
New York, NY08.2015
Skills
- Microsoft Office
- financial modeling
- problem solving
- effective communication
- Keynote
- Salesforce
- Tableau
- MATLAB
- C
- AutoCAD
Skills Interests
Microsoft Office, Keynote, Salesforce, Tableau, MATLAB, C, AutoCAD, Skiing, Cooking, Reading, Travelling
Leadership Volunteer Activities
- Engineering Student Council, Elected B.S.E Representative, 01/15 – Present, Elected as the B.S.E. representative, my job is to bring voice to the students in my major and represent the student body., Elected to Campus Safety and Health Committee.
- Cooper Union Finance and Investment Club, Member, 01/14 – Present, Used different stock evaluation methods and strategies looking for new trends in green energy stocks., Awarded 3rd place in Market Watch Stock Market simulation game.
- Mothers and Fathers Aligned Saving Kids (MASK), Volunteer, 07/15 – 08/15, Assisted in developing fundraising programs for the upcoming year, as well as securing government funded grants.
Timeline
Vice President, Global Finance Advisory Group
Barclays Investment Bank
01.2023 - Current
Associate, Global Finance Advisory Group
Barclays Investment Bank
01.2020 - 04.2023
Analyst, Global Finance Advisory Group (GFA)
Barclays Investment Bank
01.2017 - 01.2020
Financial Analyst Intern
Buggy
07.2015 - 08.2015
Founder/Owner
U-Vention
08.2014 - 05.2016
Risk Analysis Intern
Infiniti Capital Group
07.2014 - 08.2014
Bachelor of Science - Engineering, focus in Finance
Cooper Union
Intensive financial modeling and valuation training program -
The Investment Banking Institute