Investment Banking Associate
Chicago, Il, Us
Mergers and Acquisitions- Worked on seven active sell-side M&A transactions, including five private company sales, one public company divestiture and one equity financing; prepared financial analyses, marketing materials, buyers lists and financial models- Managed a team of analysts and liaised with senior bankers to coordinate the entire M&A process; advised on seven transactions across multiple industries, representing $500+ million in enterprise value and generating nearly $7 million in revenue for the firm- Collaborated directly with C-suite executives to develop financial models and forecasts, which were utilized to benchmark performance and determine enterprise value using various valuation methodologies- Analyzed and monitored financial performance of businesses on a monthly and quarterly basis to identify variances in performance and present key findings to company executives, stakeholders and potential acquirers- Performed various ad-hoc financial analyses for clients, including cash flow analysis, working capital management and capital structure optimization to identify key metrics and support senior executives in key business decisions- Conducted extensive due diligence on companies and created marketing presentations to highlight relevant industry, competitive, operational and financial characteristics of the businesses- Held critical role in managing buy-side confirmatory due diligence by managing the data room and coordinating requests between cross functional groups, corporate development teams and potential acquirers- Led global marketing efforts and developed extensive buyers lists using screening criteria to determine industry focus, fit, financial wherewithal and investment appetite of potential acquirers- Created robust pitch books to win new business opportunities by conducting industry research, highlighting unique company attributes and articulating the strategic vision and growth opportunities of the businesses
