Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Andrew M. Jordahl

Minneapolis,MN

Summary

Highly motivated M&A and finance professional with significant transaction experience and deep expertise in Consumer, Food & Retail.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Investment Banking Associate - Consumer & Retail

Lazard
06.2022 - Current
  • Involved in all aspects of business development including new deal origination, sourcing, pitching, valuation, buyer analysis and process structuring
  • Develop and prepare buyer lists, teaser, CIM, modeling, and MP
  • Mentor analysts to ensure individual development and that process timeline milestones are hit
  • Lead initial and final due diligence for seamless execution
  • Manage and maintain client, strategic, and private equity relationships


Select transaction experience:

  • Backerhaus Veit (Swander Pace Capital), on its ~$194M sale to Costanzo’s Bakery (PNC Riverarch)
  • Project Neptune (ongoing): ~$250M complex carve-out of a European conglomerate’s personal and complex care services business
  • Project Allure (ongoing): ~$30-50M equity capital raise for a multi-unit MedSpa concept


Leveraged & Sponsor Finance Associate

U.S. Bank
09.2019 - 05.2022
  • Provided senior debt to private equity firms to finance leveraged buyouts, refinancings, and recapitalizations
  • Compiled due diligence lists, led diligence calls with financial sponsors and company management, created credit memos, underwrote new transactions and pitched new deals to senior executives and credit committees

Commercial Banking Analyst

U.S. Bank
02.2018 - 08.2019

Education

MBA - Corporate Finance

University of Minnesota, Carlson School of Managem
Minneapolis, MN
2022

Bachelor of Arts - Economics & Finance

St. Olaf College
Northfield, MN
2017

Skills

  • Communication
  • Valuation
  • Deal execution
  • Microsoft office
  • Story telling
  • Business development
  • Financial modeling
  • M&A

Certification

  • Securities Industry Essentials (SIE) | FINRA
  • Series 63 – Uniform Securities Agent | FINRA
  • Series 79 – Investment Banking Representative | FINRA

Timeline

Investment Banking Associate - Consumer & Retail

Lazard
06.2022 - Current

Leveraged & Sponsor Finance Associate

U.S. Bank
09.2019 - 05.2022

Commercial Banking Analyst

U.S. Bank
02.2018 - 08.2019

MBA - Corporate Finance

University of Minnesota, Carlson School of Managem

Bachelor of Arts - Economics & Finance

St. Olaf College
Andrew M. Jordahl