Investment banking: specializing in M&A and capital raises for financial services and FinTech firms. Announced transactions include:- Warburg Pincus' investment in MIAX- Quility's sale of minority interest to F&G Annuities & Life - Cathay Life's sale of Conning to Generali- Even Financial's sale to MoneyLion ($440mm)- ErisX's sale to Cboe- Sierra Income Corp's merger with Barings ($624mm)- Denham Capital's strategic partnership with Aflac ($2.1bn)- Virtus's acquisition of Stone Harbor - GTCR and Reverence Capital Partner's acquisition of Wells Fargo Asset Management ($2.1bn)- Wilshire's sale to CC Capital and Motive Partners- ICE's acquisition of Ellie Mae ($11bn)- BioCatch's growth investment from Bain Capital ($145mm)- Selerity's sale to Dealogic- oneZero's minority investment from Lovell Minnick- GTCR's acquisitions of Ultimus and Gemini- Adhesion Wealth's sale to Vestmark- TMC Bonds sale to ICE ($685mm)

Financial Institutions Group

Corporate Client Solutions Summer Analyst in the Financial Institution Group

• Built portfolio risk analysis tool in Excel that compares the expected returns, historical drawdowns, sensitivity to growth and inflation, and alpha versus beta risk for diversified portfolios over multi-year time frames• Studied various portfolio construction methodologies for creating higher return, lower risk U.S. equity portfolios than the S&P 500 index• Run portfolio risk analysis for family offices• Run Monte Carlo financial planning analysis for high net worth individuals• Create PowerPoint presentations on portfolio risk and Monte Carlo financial planning for prospective and existing clients