Overview
Work History
Education
Timeline
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Cole Herlitz-Ferguson

San Diego,CA

Overview

5
5
years of professional experience

Work History

Capital Markets Associate

Founders First Capital Partners
San Diego, CA
10.2023 - Current
  • Designed and executed capital-raising strategies and financial models to secure funding from various institutional investors and family offices
  • Structured and negotiated equity and debt capital transactions across different segments of the capital markets
  • Partnered with investors to fund underrepresented founders, enabling sustainable growth and wealth creation in underserved communities

Senior Associate Consultant

Innervation Finance Group, Inc.
New York, NY
07.2021 - Current
  • Conducted detailed financial analysis and developed models to assess project feasibility and support financial stability for SMEs and underserved communities
  • Built and maintained strong relationships with banks, investors, and financial institutions to streamline funding processes and improve access to capital
  • Led training programs for the finance team to enhance industry knowledge and professional development, maximizing team impact
  • Championed the company's mission to foster economic growth and resilience for underserved communities through innovative financial solutions

Senior Analyst

Precision Medicine Group
New York, NY
07.2021 - 10.2022
  • Advised on capital raising strategies and investor engagement for biotech and pharma companies
  • Conducted buy-side targeting analyses and shareholder engagement activities
  • Directed client deliverables and supervised junior analysts

Financial Consultant

Exagen Inc.
San Diego, CA
11.2020 - 06.2021
  • Led in-house investor relations efforts, ensuring strategic communication with the investment community
  • Collaborated with cross-functional teams to manage projections, investor targeting, and communication strategies
  • Coordinated with senior bankers to develop investment materials and strategies for investor engagement

Investment Banking Analyst

Cowen Inc.
New York, NY
07.2019 - 11.2020
  • Led financial analysis and valuation models for over 20 healthcare transactions, including IPOs, follow-ons, M&A, and debt financings
  • Collaborated closely with senior bankers and clients to execute transactions seamlessly, including investor presentations and strategic discussions

Education

Economics - Major in Economics with a Minor in Corporate Strategy

Vanderbilt University
Nashville, TN
05.2019

Timeline

Capital Markets Associate

Founders First Capital Partners
10.2023 - Current

Senior Associate Consultant

Innervation Finance Group, Inc.
07.2021 - Current

Senior Analyst

Precision Medicine Group
07.2021 - 10.2022

Financial Consultant

Exagen Inc.
11.2020 - 06.2021

Investment Banking Analyst

Cowen Inc.
07.2019 - 11.2020

Economics - Major in Economics with a Minor in Corporate Strategy

Vanderbilt University

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Cole Herlitz-Ferguson