Sam Jason Braganza Email & Phone Number

Salt Lake City, Utah, United States

M&A Investment Banking Analyst

Salt Lake City, Utah, United States

• Built a CIM and 3 statement model for a Powersports company valued at $21B TEV trading at a 9X EBITDA Multiple
• Conducted analysis on cannabis company to project average order value using INDEX MATCH and nested IF formulas
• Sourced financials, and strategic contacts resulting in valuing project Bonneville at 7 - 9x EBITDA with a high of $60M EV

Remote

• Edited and developed various slides for pitch decks; portrayed key metrics/industry information in a professional format
• Produced a professional family office website from scratch for the CEO to boost client traffic and establish a brandSelected Transaction Experience:Project Black Pearl – Dental Service Organization (“DSO”) - $400M.
• Built a teaser accentuating the company’s transaction rationale, acquisition pipeline and management experience/strategy
• Developed various slides for the CIM on industry trends, management portfolios and acquisition strategies Project Water – Interactive Aquarium Platform - $125M Sell-Side Advisor
• Augmented the structure and content of a CIM to reflect the need for a capital provider rather than an equity provider
• Developed various slides for the CIM on industry statistics and various acquisition profilesProject Nectar – Substance Abuse Treatment Center - $50M Sell-Side Advisor

Provo, Utah, United States

• Created an effective sourcing strategy that focused on key metrics which made client response rate 30% more likely.
• Constructed an income statement model with ratio analysis which decreased due diligence processes for the MD by 50%
• Implemented a new LOI writing process that reduced writing time by 70%, this increased outreach to business owners

United States

While working as Internship Office Assistant at Brigham Young University, I maintained the Internship Office web pages and updated them with current internship information.I also performed data entry and processing, along with being in involved with general administration functions.Key Roles:-- Produced an internal coordinator audit report of over 300+.

Provo, Utah, United States

• Managed a $10,000+ fund collectively with a group of students sponsored by local wealth management firms
• Developed a 30-year DCF analysis for a potential long investment in MongoDB; expected a 30% upside in the future
• Produced slide decks containing summary, thesis drivers, product lines and industry trends to aid investment decision

Provo, Utah, United States

• Aggregated market research in the medical technology sector to assist in the advisory of potential buy-side transaction
• Conducted a comps analysis on public medical companies, developed slide decks for partners and prospective investors
• Identified potential key buy-side and sell-side M&A clients that fit the investment criteria of $3 million + EBITDA

Provo, Utah, United States

• Supervised a team of students conducting market research in the CPG industry for a $15 million investment
• Sourced $10 million in debt/equity funding through communication with VC investors and various local debt providers
• Presented the industry trends and the sourced funds to Ad’s management team, resulted in proceeding to Series B round

Finance, 3.87

Activities and Societies: Activities and Societies: Member of Investment Banking Association, Volunteer at the Church of Jesus Christ of.

Education record