Finn Barrett Email & Phone Number

Investment Associate

New York, New York

Consumer sector - Gaming and Lodging. Primary focus on gaming operators, gaming REITs and the skiing sector.

Greater New York City Area

• Executed approximately 40 deals raising over $25bn, including initial public offerings, follow-ons, M&A financings, concurrent offerings and private placements for companies in the Technology, Media and Telecom sector.
• Responsibilities included investor targeting and analysis, market and trading updates, contextualizing valuations against market conditions, sizing and structuring offerings, internal and external process organization.

Lexington, Virginia

• Competitively selected to lead organization that manages $10mm of Washington and Lee’s Endowment
• Actively performed and assisted ten industry groups in valuation techniques including discounted cash flows and trading comparables
• Led formation of small-cap group in order to increase portfolio diversity across market capitalizations and learning opportunities for the group

Lexington, VA

• Competitively selected to student organization that manages $10 million of Washington and Lee’s endowment.
• Use valuation techniques including discounted cash flows, trading comparables, and DuPont analysis to value equity securities.
• Prepare deck and present equity research to recommend potential buys and sells to WIS.

Greater New York City Area

Summer Analyst in Equity Capital Markets group at Bank of America Merrill Lynch.

Raleigh, North Carolina

• Developed business plan with CEO and CFO to enable company to operate after expiration of North Carolina’s Tax incentives.
• Analyzed tax incentives, financing options, construction costs, and competitive landscapes in various states. Presented analysis results and strategic suggestions to company’s partners.
• Analyzed financial models and financial statements, created and delivered accompanying presentations to institutional investors.
• Led multi-company joint venture in early stage project pitch for high value government contract.

Allentown, Pennsylvania Area

• Performed accounting and appraisal tasks, asset management and brokerage responsibilities for portfolio of over one million square feet of commercial property.
• Hosted multiple showings and conducted negotiations for Class A office space.
• Performed market research for leasing of $70 million, 33 story tower.

Bachelor Of Science With Special Attainments In Commerce, Accounting And Business/Management

Activities and Societies: Sigma Chi, Squash Club, WLUR 91.5 Host, Mock ConvevtionMinor in East Asian Studies.

High School