Luke Merkle

Luke Merkle Email and Phone Number

Incoming 2026 Investment Banking Summer Analyst @ XMS Capital Partners
Chicago, IL, US
Luke Merkle's Location
Chicago, Illinois, United States, United States
About Luke Merkle

I am a sophomore at DePaul University pursuing majors in Honors Finance and Strobel Accountancy Honors. I have a strong interest in the financial services industry, and am in pursuit of worthwhile experiences to ultimately attain a successful career.As an undergraduate student, I am heavily involved in a multitude of student organizations, including: Alpha Kappa Psi, The Jackson Initiative, as well as Beta Alpha Psi. Currently, I hold an executive board position in Alpha Kappa Psi as the Vice President of Finance, along with an executive board position in Beta Alpha Psi as the Secretary of Public Relations. Additionally, I pride myself in gaining knowledge through previous and current internships, which develop my personal strengths and industry awareness.Outside of educational and professional participation, I thoroughly enjoy staying active by playing golf, pickleball, racquetball, and tennis.

Luke Merkle's Current Company Details
XMS Capital Partners

Xms Capital Partners

View
Incoming 2026 Investment Banking Summer Analyst
Chicago, IL, US
Website:
xmscapital.com
Employees:
35
Luke Merkle Work Experience Details
  • Xms Capital Partners
    Incoming 2026 Investment Banking Summer Analyst
    Xms Capital Partners
    Chicago, Il, Us
  • Redbridge Debt & Treasury Advisory
    Winter Business Development Intern
    Redbridge Debt & Treasury Advisory Dec 2024 - Present
    Chicago, Illinois, United States
  • Alpha Kappa Psi
    Vice President Of Finance
    Alpha Kappa Psi May 2024 - Present
    Chicago, Illinois, United States
    • Oversee collection and budgeting of $20,000 per academic year, while creating financial statements for the chapter • Settle invoices for chapter expenses and communicate financial health and current balances to national headquarters • Collaborate with Director of Finance to plan 4 fundraising events, generating at least $500 in revenue per quarter
  • Depaul Driehaus College Of Business
    Strobel Accountancy Honors Ambassador
    Depaul Driehaus College Of Business Feb 2024 - Present
    Chicago, Illinois, United States
    • Interact with high school students and parents, articulating the Strobel program through firsthand experiences• Guide potential students around campus, while facilitating questions regarding academic and campus life • Communicate with Strobel Director and fellow ambassadors, recommending ways to improve the program
  • Beta Alpha Psi International (Bap)
    Secretary Of Public Relations
    Beta Alpha Psi International (Bap) Jan 2024 - Present
    Chicago, Illinois, United States
    • Craft emails for over 180 members of the society, ensuring effective communication regarding upcoming events • Manage attendance for professional events through Google Forms to gauge number of attendees• Proactively address member concerns by engaging with fellow executive board members
  • The Jackson Initiative At Depaul University
    Member
    The Jackson Initiative At Depaul University Sep 2023 - Present
    Chicago, Illinois, United States
    The Jackson Initiative at DePaul University is a student-led organization aiming to provide guidance and mentorship to underclassmen, preparing them for successful roles in investment banking
  • Kroll
    Investment Banking Case Competition Participant
    Kroll Oct 2024 - Nov 2024
    Chicago, Illinois, United States
    • Advised a food processing equipment company with $60.1 million EBITDA, working alongside a team of 3• Performed valuations using comparables, precedent transactions, DCF, and LBO analysis to assess enterprise value • Delivered winning sell-side pitch, recognized as best presentation by Investment Banking and Private Equity experts
  • Kenny & Kenny, P.C.
    Business Advisory Intern
    Kenny & Kenny, P.C. Jun 2024 - Aug 2024
    Lagrange, Illinois, United States
    • Constructed 3-statement models and business summaries in Excel for clients generating over $1.2 million in sales • Utilized QuickBooks to process payroll, track inventory, create invoices, and provide reconciliations to clients • Reviewed financial and valuation reports for advisory meetings, following up with clients regarding key action items
  • Ladder Up Chicago
    Income Tax Preparer
    Ladder Up Chicago Dec 2023 - Apr 2024
    Chicago, Illinois, United States
    • Successful completion of the advanced volunteer income tax assistance examination for tax season position• Interacted with an average of 2 clients per hour, reconciling the 13614-C intake form with all tax documents• Navigated TaxSlayer software to accurately prepare client tax returns in compliance with tax regulations
  • Re/Max Properties
    Real Estate Foreclosure Assistant
    Re/Max Properties Jun 2022 - Jan 2024
    Western Springs, Illinois, United States
    • Orchestrated offers on a diverse range of properties while collaborating seamlessly with buyer’s agents• Updated banks on the status of over 140 foreclosed properties through asset inspections• Entered data into client databases to assist broker in appropriately pricing over 30 houses each week

Luke Merkle Education Details

Frequently Asked Questions about Luke Merkle

What company does Luke Merkle work for?

Luke Merkle works for Xms Capital Partners

What is Luke Merkle's role at the current company?

Luke Merkle's current role is Incoming 2026 Investment Banking Summer Analyst.

What schools did Luke Merkle attend?

Luke Merkle attended Depaul University, Lyons Township High School District 204.

Who are Luke Merkle's colleagues?

Luke Merkle's colleagues are Patrick Doyle, James Nygaard, Matt Gilbert, Jack Crowe, Liwen Liu, Manish Grover, Carlos Pinto.

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