Apply Buddy
support@applybuddy.ai | (123) 456-7899 | Silicon Valley, CA
Professional Summary
Senior investment banker (VP) with 13+ years advising and executing across M&A and capital markets. Originates mandates, leads deal teams, advises boards, and has closed billions in transactions across technology and industrials.
Professional Experience
Vice President, Investment BankingJan 2019 - Present
Halstead Partners, New York, NY
- Originated 2 sell-side mandates worth a combined $1.1B by leading pitches and cultivating founder-owned target relationships.
- Led a 5-person deal team through a $1.4B carve-out, coordinating legal, tax, and diligence advisors to close in 7 months.
- Grew a coverage relationship into $6M of advisory fees over two years through proactive strategic ideas and two closed deals.
Investment Banking AssociateAug 2015 - Dec 2018
Meridian Capital Advisors, San Francisco, CA
- Advised a board on strategic alternatives for a $2B enterprise, recommending a dual-track sale and IPO process.
- Executed a $300M high-yield debt financing, preparing lender materials and coordinating syndication to pricing.
- Trained and mentored 4 incoming analysts on modeling standards, reducing revision cycles on first drafts.
Investment Banking AnalystJul 2012 - Jul 2015
Ashford & Locke, Chicago, IL
- Built DCF, LBO, and merger models supporting 10+ live M&A and financing transactions across industrials coverage.
- Modeled a liquidation waterfall and restructuring scenarios for a distressed $800M borrower.
- Staffed 6 live transactions simultaneously, delivering client-ready materials on 24-hour turnarounds.
Skills
Deal Origination, M&A Advisory, Board Advisory, Team Leadership, Client Relationships, Capital Markets, Valuation, Revenue Generation
Education
M.B.A.May 2015
The Wharton School, University of Pennsylvania
B.B.A. FinanceMay 2012
University of Michigan, Ross School of Business
Certifications
- SIE
- Series 79
- Series 63
- CFA Charterholder