Jun 2024 - Present
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Sam Overby Email & Phone Number
Technology Investment Banking Analyst at Piper Sandler
at
Piper Sandler
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✓ Verified July 2026
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Profile completeness 86%
Current company
Role
Technology Investment Banking Analyst at Piper Sandler
Location
Minneapolis, Minnesota, United States
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Who is Sam Overby? Overview
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Quick answer
Sam Overby is listed as Technology Investment Banking Analyst at Piper Sandler at Piper Sandler, a with 907 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Sam Overby.
Sam Overby previously worked as Investment Banking Analyst at Piper Sandler and Investment Banking Summer Analyst at Piper Sandler. Sam Overby holds Bachelor Of Science In Business (Bsb), Finance from University Of Minnesota - Carlson School Of Management.
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Piper Sandler
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Profile bio
About Sam Overby
Sam Overby is a Technology Investment Banking Analyst at Piper Sandler, specializing in mergers & acquisitions advisory. Prior to Piper Sandler, Sam was a Financial Management Associate at Scholars of Finance, a quickly growing 501(c)(3) non-profit start-up with a mission to inspire character and integrity in the finance leaders of tomorrow. He graduated with a BSB in Finance from the University of Minnesota - Curtis L. Carlson School of Management.
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Sam Overby's current company
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5 roles
Sam Overby work experience
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Investment Banking Summer Analyst
- Selected Project Experience: Facilitated a pitch for the sale of a leading CRM provider with included company research, discussion materials, operating financial model, and valuation football field spanning comparable company, precedent transaction, leveraged buyout, and discounted cash flow analyses
May 2023 - Aug 2023
Financial Management Associate
- Facilitated a monthly financial health analysis to ensure we were driving a fiscal year net profit and produced quarterly process reports of all revenue & expenses to compare with our projected budget to monitor our cash burn rate and runway and ensure our organization is growing sustainably- Developed a student-run fund-of-fund structure that worked within the private equity and venture capital spaces with a focus on investing in emerging fund managers to further our company mission while delivering learning opportunities to our students on how to steward capital to serve the greater good
Apr 2022 - Apr 2023
Financial Analyst Intern - National Team
- Ensured $50,000 in program funding was distributed effectively among 32+ top business schools, including Harvard, Wharton, and Stanford, then collaborated with chapter leadership on managing their finances to further our mission - Oversaw that $1.8 million in donations was categorized in our financial model correctly, allocated appropriately, and then collaborated with the executive team to create and distribute receipts to our donors - Designed and implemented financial processes to centralize all revenue & expense management for the upcoming fiscal year while shifting from a cash-basis method of accounting to accrual accounting
Jan 2022 - Apr 2022
Equity Research Intern
- Compiled research on current market trends in the financial services industry while actively monitoring all media coverage to help the team make informed decisions to grow our $50 million investment portfolio - Coordinated with our fund leadership team to assess our research and conduct a statistical cost-benefit analysis on companies for our growth equity fund while determining our upcoming investment strategies
Feb 2022 - May 2022
1 education record
Sam Overby education
FAQ
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What company does Sam Overby work for?
Sam Overby works for Piper Sandler.
What is Sam Overby's role at Piper Sandler?
Sam Overby is listed as Technology Investment Banking Analyst at Piper Sandler at Piper Sandler.
Where is Sam Overby based?
Sam Overby is based in Minneapolis, Minnesota, United States while working with Piper Sandler.
What companies has Sam Overby worked for?
Sam Overby has worked for Piper Sandler, Scholars Of Finance, and David S. Kidwell Funds Enterprise.
How can I contact Sam Overby?
You can use AeroLeads to view verified contact signals for Sam Overby at Piper Sandler, including work email, phone, and LinkedIn data when available.
What schools did Sam Overby attend?
Sam Overby holds Bachelor Of Science In Business (Bsb), Finance from University Of Minnesota - Carlson School Of Management.
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