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Investment Banking Associate Resume

San Francisco, CA

PROFESSIONAL EXPERIENCE

Confidential, San Francisco, CA

Investment Banking Associate

Responsibilities:

  • Spearhead transactions to close by managing day - to-day activities, managing due diligence efforts and by acting as liaison between client and counterparties
  • Perform complex valuation analyses including LBO, DCF, comparable companies, precedent transactions and detailed merger consequences analyses including accretion / dilution and contribution
  • Analyze financial statements provided by clients to develop complex financial models including detailed operating models and dynamic three-statement models
  • Strategize with client management on how to best position them in front of potential buyers/investors; develop marketing materials such as Teasers, CIPs/CIMs and Management Presentations
  • Lead a team of six analysts by providing training and support and by acting as a mentor
  • Sell-side advisory to a healthcare services company in the fertility space (LOI signed)
  • Sell-side advisory to a dental insurance company (on-going)
  • Strategic advisory to Confidential (on-going)
  • Sell-side advisory on the sale of ClearCorrect to Straumann (SWX:STMN) for ~$150M (closed)
  • Equity financing for ClearCorrect from Straumann (SWX:STMN) (closed)
  • Sell-side advisory on the sale of Confidential to Beecken Petty O’Keefe & Company (closed)
  • Equity financing for ClearCorrect from Revelation Partners (closed)
  • Buy-side advisory to Confidential on the acquisition of Confidential (closed)
  • Sell-side advisory on the sale of Confidential to The Confidential Company of America (closed)
  • Sell-side advisory on the sale of Spectrum Professional Services to Beecken Petty O’Keefe & Company (closed)

Confidential, San Francisco, CA

Investment Banking Associate

Responsibilities:

  • Sell-side advisory on the sale of MB Trading to Confidential
  • $20M Series B Capital Raise for Confidential a FinTech company focused on the alternative investments space
  • Co-Manager for a $473M Common Stock Follow-On offering by Confidential
  • Lead Bookrunner for a $63M Senior Notes offering by Confidential
  • Lead Manager for a $48M Senior Notes offering by Confidential

Confidential, Irvine, CA

Senior Staff Engineer

Responsibilities:

  • Defined product roadmap of Confidential ’s $1.5B Digital Television and Set-top Box business
  • Marketed Confidential ’s technology and worked with senior management of high profile clients to get them into production

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