Brooks Wagner Email & Phone Number

Dallas, Tx, Us

Southlake, Texas, United States

Conducted financial due diligence on behalf of buy-side and sell-side clients including quality of earnings reports, EBITDA adjustment scheduled, and working capital analysis.Built thorough valuation models using discounted cash flow, comparable company, and precedent transaction methodologies.Coordinated with legal teams and counterparties to negotiate letters of intent, term sheets, and purchase agreements.Utilized S&P Capital IQ and Bloomberg Terminal to pull company and market data for use in financial models, presentations, and investment making decisions.Created confidential investment memorandums (CIMs), pitch decks, and management presentations to provide to clients in short timeframes with quick turnaround.Valued complex securities with non-linear payouts such as warrants and convertible instruments using Black-Scholes, Monte Carlo, and binomial methodologies.

Dallas, Texas, United States

Communicated with Fortune 500 firms and their employees about best financial practices and provided tailored financial education.Spoke on topics such as income tax, investments, retirement planning, and other personal financial planning aspects.Analyzed investment portfolios and helped clients get to portfolios that fit their risk tolerance.Client facing role where I worked with institutional teams to solve client issues.