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Kate Santacruz Email & Phone Number

Investment Banking Associate at DBD Investment Bank
Location: New York City Metropolitan Area, United States 5 work roles 4 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
DBD Investment Bank
Role
Investment Banking Associate
Location
New York City Metropolitan Area, United States
Company size
18 employees

Who is Kate Santacruz? Overview

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Quick answer

Kate Santacruz is listed as Investment Banking Associate at DBD Investment Bank, a with 18 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Kate Santacruz.

Kate Santacruz previously worked as Investment Banking Analyst at Dbd Partners and Investment Banking Summer Analyst at Nomura. Kate Santacruz holds Applied Economics And Management, Finance, General from Cornell University.

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DBD Investment Bank

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Profile bio

About Kate Santacruz

I am Kate Santacruz, an Associate at DBD Partners, where I manage multiple live transactions across a broad spectrum of industries, including Business Services, Consumer Retail, Education, and Healthcare. My expertise lies in the entire deal process, from the initial client call to understand their goals, through the development of key documentation (Teaser, CIM, and Financial Model), to investor mapping and outreach. Additionally, I manage the virtual data room, facilitate investor data requests, and coordinate communication between clients, our team, and investors. I am also involved in the IOI process, analyzing and negotiating LOIs, selecting the final LOI, and proceeding with due diligence alongside the selected investor.Let's connect! Feel free to reach out - I'm open to discussions on industry trends, potential collaborations, or the latest in leadership insights.

Current workplace

Kate Santacruz's current company

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DBD Investment Bank
Dbd Investment Bank
Investment Banking Associate
New York, NY, US
Website
dbdparners.com
Employees
18
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5 roles

Kate Santacruz work experience

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Investment Banking Analyst

Current
Dbd Partners

DBD Partners is a premier industry-agnostic, boutique, middle-market investment bank focused on sell-side M&A, buy-side M&A, equity capital markets, and restructuring.• $2 million sale of a consumer company offering a modern and elevated alternative to the traditional style of jigsaw puzzles [Closed]• $1.5 million exclusive sell-side M&A advisor for a luxury coworking space that integrates beauty and wellness services [Under LOI with Strategic Buyer]• $70 million financing raise for a leading franchisee operating 30 boutique fitness studios, where the capital will be used to refinance existing debt and finance the lucrative acquisitions of 13 studios [Closed]

Feb 2023 - Present

Investment Banking Summer Analyst

Nomura

New York, New York, United States

• Financial Institutions Group (FIG)• Delivered a comprehensive LBO case study to the FIG team, including an in-depth analysis of the buyer universe, market research, share price performance, and peer benchmarking.

Jun 2022 - Aug 2022

Credit Card & Merchant Services Intern

Wells Fargo

Delaware, United States

• Contributed to the successful launch of new co-brand credit card, BILT, voted “Best No Annual Fee Card” by the Points Guy (2022)• Performed market research with the Marketing Leader of Co-Brand to support new and existing partnerships in the Credit Card space• Created a competitive assessment on the Airline and Hotel industry to identify unique acquisition offers and value propositions

Jun 2021 - Aug 2021

Summer Project Member

Second Wind Cottages Inc

Ithaca, New York, United States

• Facilitated a fundraising event where ~$1K was raised to support the homeless and at-risk communities in Ithaca, NY.

May 2021 - Aug 2021
Team & coworkers

Colleagues at DBD Investment Bank

Other employees you can reach at dbdparners.com. View company contacts for 18 employees →

JH Jake Hornibrook Jake Hornibrook Colleague at Dbd Investment BankWest Chester, Pennsylvania, United States View → SC Steven Crabtree Steven Crabtree Colleague at Dbd Investment BankMedfield, Massachusetts, United States View → PH Phil Hogan Phil Hogan Colleague at Dbd Investment BankNew York, United States View → JM J. Michael Fischer Jr. J. Michael Fischer Jr. Colleague at Dbd Investment BankNew York, United States View → DG Doug Gregory Doug Gregory Colleague at Dbd Investment BankNew York City Metropolitan Area, United States View →
4 education records

Kate Santacruz education

Applied Economics And Management, Finance, General

Cornell University

Activities and Societies: Cornell Student Assembly, Community College Student Transfer Engagement Program (CC STEP), Dyson Diversity.

Minor, Leadership

Cornell University

Activities and Societies: Dyson Leadership Fellows Program, DysonConnects

Associate Of Arts - Aa, Business Administration And Management, General

Santa Fe College

Activities and Societies: Civic Engagement and Service, Engaged and Emerging Leaders, Florida College System Student Government.

Education record

Doral Academy Charter High School

Activities and Societies: Future Business Leaders of America (FBLA), Key Club, Women's Varsity Soccer Team

FAQ

Frequently asked questions about Kate Santacruz

Quick answers generated from the profile data available on this page.

What company does Kate Santacruz work for?

Kate Santacruz works for DBD Investment Bank.

What is Kate Santacruz's role at DBD Investment Bank?

Kate Santacruz is listed as Investment Banking Associate at DBD Investment Bank.

Where is Kate Santacruz based?

Kate Santacruz is based in New York City Metropolitan Area, United States while working with DBD Investment Bank.

What companies has Kate Santacruz worked for?

Kate Santacruz has worked for Dbd Investment Bank, Dbd Partners, Nomura, Wells Fargo, and Second Wind Cottages Inc.

Who are Kate Santacruz's colleagues at DBD Investment Bank?

Kate Santacruz's colleagues at DBD Investment Bank include Jake Hornibrook, Steven Crabtree, Phil Hogan, J. Michael Fischer Jr., and Doug Gregory.

How can I contact Kate Santacruz?

You can use AeroLeads to view verified contact signals for Kate Santacruz at DBD Investment Bank, including work email, phone, and LinkedIn data when available.

What schools did Kate Santacruz attend?

Kate Santacruz holds Applied Economics And Management, Finance, General from Cornell University.

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