Bryan Dritschel Email & Phone Number

Powell, Oh, Us

Powell, Oh, Us

Columbus, Ohio Metropolitan Area

* Perform comprehensive financial analysis and valuations for M&A transactions.* Creation of offering memoranda, management and board presentations, pitch books, and other material relevant to originating and executing M&A transactions.* Deal management from pitch to closing including day-to-day interactions with Lument’s banking staff, buyers, sellers, and other deal participants.* Focus on sell-side, buy-side, operator replacement, ESOP and JV/equity capital deployment advisory.* Review and negotiation of legal documents.

Columbus, Ohio, United States

* Perform comprehensive financial analysis for transactions in the senior living or healthcare sectors.* Creation of credit profiles, mortgage insurance applications and corresponding exhibits, offering memoranda, management and board presentations, pitch books and other material relevant to originating and executing leveraged finance, private financings, M&A and financial advisory transactions.* Leading deals from engagement to closing, including day-to-day interactions with internal team and staff, clients, agencies, investors and other funding participants.

Columbus, Ohio Area

* Created several efficiencies that have saved on average 92.8% of time* Designed, developed and implemented a quality control template, resulting in reduced errors and data retention* Implement portfolio construction recommendations based on Strategy team’s calls and investment vehicle selection* Trade equity, alternative and fixed income products across managed accounts* Execute trades on a client by client basis, minimizing tax gains and aiding in tax loss harvesting.

Columbus, Ohio Area

* Advised and reported analysis on risk, headcount capacity forecasting, and volume trends to Executive management* Designed, developed and leveraged metrics dashboard providing analysis and forecasting of volume trends* Managed multidisciplinary projects surrounding federal regulations* Created custom Excel programs to automate over 2.4 labor hours per day* Managed 19 individuals as team lead and designed and implemented a new training curriculum* Lead instructional seminar explaining how a federal regulation is monitored by internal systems* Assisted with internal audit involving margin calls* Received award for excellent verbal communication skills with internal customers

Master Of Business Administration (M.B.A.), Finance, General

Specialization in Finance, specific to Investments and Corporate Finance. Coursework includes: * Derivatives * Investment Theory.

Bachelor Of Arts, Economics

Achieved a minor in Mathematics in addition to the Bachelor of Arts in Economics. Coursework Includes: * Calculus * Ordinary Partial.