Investment banking analyst with 2 years in M&A and leveraged finance coverage of industrials. Built operating models and pitch materials for deals worth over $6B, and known for fast, accurate work under tight deal timelines. Comfortable presenting to managing directors and clients, and trusted with first drafts of key deal documents.
- Built 3-statement and LBO models for 9 live sell-side and buy-side mandates worth a combined $6.2B.
- Prepared 30+ pitch books and management presentations, including the winning pitch for a $1.4B carve-out.
- Coordinated data rooms with 80+ bidders across 2 auction processes, keeping every deadline on schedule.
- Analyzed 150 comparable transactions to support fairness opinions reviewed by the firm's committee.
- Trained 4 incoming analysts on modelling standards and the firm's presentation templates.
- Prepared buyer outreach materials for 3 processes, contacting 200 strategic and financial sponsors.
- Supported a $750M acquisition of a logistics business, building the merger model and accretion analysis.
- Researched 40 potential buyers for an industrial client, 6 of whom joined the final auction round.
- Presented a sector review on aerospace suppliers to 2 managing directors, earning a full-time offer.
- Built a debt capacity analysis for a $500M refinancing that the client used to negotiate better terms.
- Modeled earnings for 12 industrial companies and drafted 3 initiation reports for the senior analyst.
- Built a screening tool in Excel that cut weekly data updates from 4 hours to 30 minutes.
- Presented a weekly sector update to 20 colleagues during the internship.
- Graduated magna cum laude; led the investment club's industrials team of 15 members.
Finance: Financial modelling, LBO, DCF, Valuation, Due diligence
Tools: Excel, PowerPoint, FactSet, Capital IQ, Bloomberg