Adam Hernandez
New York,NY
Overview
5
5
years of professional experience
Work History
Investment Banking Analyst - Mergers & Acquisitions Team
Cantor Fitzgerald
07.2023 - Current
- Small, highly active team responsible for evaluating and overseeing the transactions of Cantor's existing investments and portfolio companies
- Sole analyst on a diverse array of buy-side and sell-side advisory, restructuring, bankruptcy, capital raising, and strategic financing transactions
- Developed intricate financial models to evaluate transaction impacts, determine investment decisions, and forecast future financial performance
- Led due diligence efforts, identifying potential risks and opportunities in target companies
- Provided detailed financial insights and recommendations to internal and external executive leadership
Investment Banking Analyst - Generalist
BTIG
07.2022 - 07.2023
- First-year analyst specializing in a diverse array of transactions for lower middle-market growth companies
- Conducted strategic financial analyses, including leveraged buyouts, discounted cash flow, sum-of-the-parts, and comparables
- Participated in all transaction stages, from preparing initial discussion materials to engaging in company and investor negotiation meetings
- Assisted in drafting pitch books and presentations for client meetings and investor pitches
- Managed data rooms and coordinated due diligence processes to facilitate efficient information exchange between parties
University Investment Fund - Portfolio Manager
Ram Fund
08.2021 - 01.2022
- Healthcare sector analyst and PM for my university's student run Investment Fund managing close to $1M endowment
- Analyst role was to find attractive investments in the healthcare sector, create a full pitchbook and present to PM's
- Portfolio Manager role was to evaluate and vote upon whether other analysts pitches should be acted on
Investment Banking Summer Analyst - Generalist
BTIG
06.2021 - 08.2021
- Learned the full functions of a highly active investment bank with each department's roles and responsibilities
- Assisted analysts and associates on deals or special projects through pitchbook creation, due diligence, and more
- Deals included M&A, IPO, SPAC, and capital market transactions for public and private companies
- Created a full pitchbook, valuation and sell side presentation for a theoretical $15 Billion acquisition
Asset Management - Summer Analyst
Wealthbridge Legacy Partners
05.2019 - 08.2020
- Completed projects such as creating, monitoring, and evaluating model portfolios for advisors
- Customized and presented unique ESG portfolios tailored for specific clients employing risk, objectives and more
- Summarized prospectuses, cleaned up worksheets and PowerPoints while monitoring market conditions
Education
Bachelor of Science - Business Administration, Major in Finance
The University of Rhode Island
Kingston, RI01.2022
Semester in Tuscany - international negotiations and strategy
Institute of Lorenzo De Medici
Florence04.2022
Skills
- Capital IQ
- Pitchbook
- Bloomberg
- Excel
- PowerPoint
- Word
- Financial Modeling
- Valuation
Licenses
- Series 63
- Series 79
- SIE
- Bloomberg Certification
- Envestnet Institute
Author
Wrote, edited, and marketed a 100,000-word fiction novel that when published helped pay for college.
Timeline
Investment Banking Analyst - Mergers & Acquisitions Team
Cantor Fitzgerald
07.2023 - Current
Investment Banking Analyst - Generalist
BTIG
07.2022 - 07.2023
University Investment Fund - Portfolio Manager
Ram Fund
08.2021 - 01.2022
Investment Banking Summer Analyst - Generalist
BTIG
06.2021 - 08.2021
Asset Management - Summer Analyst
Wealthbridge Legacy Partners
05.2019 - 08.2020
Bachelor of Science - Business Administration, Major in Finance
The University of Rhode Island
Semester in Tuscany - international negotiations and strategy
Institute of Lorenzo De Medici