Ian M. Dorman
Cleveland
Summary
Dynamic Investment Banking Analyst with hands-on experience at Houlihan Capital, excelling in deal execution and client communication. Proven track record in building financial models and conducting industry research, particularly in the cannabis sector. Adept at problem-solving and collaborating with teams to achieve strategic goals and deliver impactful results.
Overview
4
4
years of professional experience
2
2
Certifications
Work History
Investment Banking Analyst
Houlihan Capital
Cleveland
07.2023 - Current
- Developed a strong understanding of the sell-side Mergers & Acquisitions process, with hands-on experience in capital raising, buy-side advisory, and corporate consulting engagements.
- Built and maintained three-statement financial models, Discounted Cash Flow (DCF) analyses, and startup valuation models, emphasizing simplicity and clarity to effectively communicate with clients.
- Researched, developed, and managed targeted buyer universes to accurately position and market clients to strategic and financial acquirers.
- Established deep industry expertise in the cannabis sector, with a particular focus on regulatory, operational, and valuation dynamics in the Michigan market.
Financial Analyst for the Student Managed Investment Fund (SMIF)
West Virginia University
Morgantown
08.2022 - 05.2023
- Performed technical and fundamental analysis to identify trends in the stock market.
- Evaluated trading strategies with 15 other team members in the SMIF program.
- Primarily specialized in the technology sector, with a deep understanding of both macroeconomic and microeconomic dynamics.
Business Communication Consultant
West Virginia University
Morgantown
08.2022 - 05.2023
- Supported John Chambers College of Business students through office hours for BCOR 299.
- Provided input and feedback on students' work and answered assignment related questions.
- Communicated clearly and accurately with students to help them achieve their academic goals.
Investment Banking Summer Intern
Houlihan Capital
Cleveland
06.2022 - 08.2022
- Researched current and historical Mergers & Acquisitions trends to support senior bankers and contribute to the development of a comprehensive industry database.
- Built and maintained financial models in Excel to generate forecasts and projections.
- Analyzed industry dynamics and valuation metrics, gaining a solid understanding of diverse sectors and their EBITDA multiples.
Education
Bachelor of Science - Business Administration, Finance, Marketing
West Virginia University
Morgantown, West Virginia05.2023
Skills
- Client communication
- Time management
- Problem solving
- Team collaboration
- Effective presentation
- Time management
- Deal execution
- Goal setting
- Project management
Certification
Investment Banking Series 79 License
Timeline
Investment Banking Analyst
Houlihan Capital
07.2023 - Current
Financial Analyst for the Student Managed Investment Fund (SMIF)
West Virginia University
08.2022 - 05.2023
Business Communication Consultant
West Virginia University
08.2022 - 05.2023
Investment Banking Summer Intern
Houlihan Capital
06.2022 - 08.2022
Bachelor of Science - Business Administration, Finance, Marketing
West Virginia University