Investment Banking Associate
New York, New York, Us
• Assisted with mergers & acquisitions execution, capital raising activities and raid defense across the real estate, healthcare, industrial, and consumer retail sectors• Deal execution responsibilities included assessment of valuation, identifying and acting as a liaison with buyers/investors, managing due diligence processes, preparing marketing materials, reviewing merger agreements/contracts, drafting SEC filings and collaborating on investor relations/media strategy• Advised and educated clients on non-deal related topics including optimal capital structure, refinancing activities, business strategy, share repurchase tactics, dividend policy, uses of excess cash and industry/market trends• Presented analyses to boards of directors and senior management teams; received accelerated promotion to Associate after only two years