Jake Pepe Email & Phone Number

New York, New York, United States

Conducted diligence on numerous potential lending opportunities across the capital structure (First Lien, Second Lien, Mezzanine) including the analysis of CIMs and market studies, modeling credit returns, listening to lender calls, and communicating with sponsors. Culminated diligence findings in the creation of deal notification memos, and presented.

New York, New York, United States

Conducted extensive research on, and created financial models for, a variety of IPO’s and existing public companies including WING, BROS, and TURO. Used this diligence to project 2024 valuations, pitch investment write-ups, and inform long/short position recommendations

Notre Dame, Indiana, United States

Led a team of 8 students to propose a potential LBO candidate to CCP. Held responsibilities including assigning research and slide assignments, editing deck submissions, coordinating meetings with team members and CCP contacts, and leading the creation of a working model including 3 cases, a DCF, and an LBO

Notre Dame, Indiana, United States

• William Blair Strategic Advisory Project
• Partnered with William Blair to create a hypothetical sell-side CIM and propose a strategic recommendation for Malibu Boats, Inc. to executives at the Chicago officeConstitution Capital Partners Private Equity Project
• Partnered with CCP to research, analyze, and propose Goodyear Tire and Rubber Co as a potential LBO candidate by presenting our investment recommendation to corporate contacts Maranon Capital Private Credit Project
• Partnered with Maranon Capital to propose a credit structure and LBO deal involving an undisclosed private company, and presented our findings at the Chicago OfficeUnqork Consulting Project
• Evaluated Unqork’s competitive advantage in the no-code market, gathered evidence of viable verticals for company expansion, and virtually presented analysis to a board of Unqork executives

Wall, New Jersey, United States

Advertised and sold pool and spa products, assisted customers in finding solutions for pool-related issues, and cleaned and managed pools and hot tubs at customer households

Wall, New Jersey, United States

Bachelor Of Business Administration - Bba, Finance, Real Estate, Freshman

Activities and Societies: Wall Street Club Investment Club of Notre Dame Real Estate Club of Notre Dame Student International Buisness.

Education record

High School Diploma