6
minutes
Avg Response Time
12
years
Years of Experience
5/18
Member Since
Experience
Jefferies Group LLC
Finance
Senior Vice President
Collaborated with industry partners and clients to devise strategy, tactics and communication scripts for sellside, buyside, hostile defense and strategic alternatives advisory mandates
Responsible for client relationship management and process communications
Managed multiple transactions and deal teams across product groups and industries
Responsible for client relationship management and process communications
Managed multiple transactions and deal teams across product groups and industries
Oppenheimer & Co. Inc.
Finance
Associate
Assisted with client management, outbound marketing calls and formal communications, including engagement letters, initial indications of interest, letters of intent and bid instruction letters
Trained and managed analysts in preparing analyses and discussion materials regarding mergers and acquisitions and strategic alternatives
Trained and managed analysts in preparing analyses and discussion materials regarding mergers and acquisitions and strategic alternatives
Bear, Stearns & Co. Inc.
Finance
Analyst
Performed valuation and transaction analyses including DCF, sum-of-parts, market and transaction comparables, accretion / dilution and LBO
Prepared presentations for senior management and boards regarding mergers & acquisitions, split-offs, spin-offs, leveraged partnerships, debt offerings, IPOs, prepaid forward contracts and tax receivables
Compiled case studies on alternative transaction structures including ESOP LBO of Tribune and split-offs
Prepared presentations for senior management and boards regarding mergers & acquisitions, split-offs, spin-offs, leveraged partnerships, debt offerings, IPOs, prepaid forward contracts and tax receivables
Compiled case studies on alternative transaction structures including ESOP LBO of Tribune and split-offs