Private Equity 3rd+ Year Associate
Excellent 61Sessions Completed $67 for 30min
Public bio:
- CFA and MBA '19 Chicago Booth, worked as a Peer Career Advisor for students interested in IB
- Previously spent 2.5 years at Credit Suisse in Investment Banking, primarily worked on M&A and IPO transactions. Interned junior year with CS and accepted return offer. Led on-campus recruiting initiatives and served as a mentor to summer analysts in my 2nd year
- Graduated from the University of Chicago in 2015 with a BA in Economics and BS in Statistics. During college, was actively involved as a TA for Booth Finance professors, and worked with Ph.D students on research topics
- Grew up in Houston, Texas and worked in New York before coming back to Chicago
- Enjoys traveling, playing tennis, watching movies, and travel hacking
- Fluent in English and Mandarin, with conversational proficiency in Spanish
Investment Banking Managing Director
Excellent 57Sessions Completed $107 for 30min
Public bio:
- Coverage banker (M&A and capital markets) with 12+ years of experience at bulge bracket firms
- Target undergrad
- Active participant in banking recruitment process
Private Equity 1st Year Associate
Excellent 55Sessions Completed $67 for 30min
Public bio:
- Josh is an Associate in the Strategic Finance Group of Accordion Partners, a management consulting firm which advises on, executes, and implements value creation initiatives and 100 day plans for Private Equity-backed companies and their financial sponsors
- Prior to joining Accordion Partners, Josh was a Manager at XRC Labs, an incubator and accelerator platform focused on the retail and consumer packaged goods sectors, where he advised startup companies on ways to leverage financial modeling and decision sciences to help launch new product and service businesses. He was also instrumental in the development of fundraising strategies and business plans for startup clients.
- Prior to working at XRC Labs, Josh served as an Investment Associate on Neuberger Berman's Private Equity team and was later dedicated to the firm's business development initiatives. Specifically, he collaborated with deal teams, management teams and other 3rd party advisors to evaluate and execute private equity and debt investments as well as other strategic initiatives for the $250B asset manager.
- Prior to joining Neuberger Berman Private Equity, Josh was an Investment Banking Analyst in the Restructuring & Special Situations Finance Group at Barclays, where he advised distressed clients on both M&A and financing transactions both in and out of Chapter 11 bankruptcy. In this role, Josh collaborated with management teams to develop detailed financial models, conducted financial & operational due diligence, and prepared reports and supporting analyses for several US bankruptcy court filings.
- Josh graduated Magna Cum Laude from the University of Maryland, College Park with a B.S. in Finance. Josh is currently an MBA candidate at Duke University (Fuqua School of Business) with a concentration in Corporate Strategy.
- Josh has interviewed hundreds of aspiring Wall Street professionals while working at both Barclays and Neuberger Berman
Excellent 51Sessions Completed $107 for 30min
Public bio:
Currently a senior investment professional and PM for a boutique CRE investment manager focused on deploying discretionary capital on behalf of HNW/family office investors
Significant buyside experience in real estate special situations at REPE 100 firm (all asset classes) as well as a top national CRE development firm
Experience in investment banking/capital markets
Excellent 49Sessions Completed $67 for 30min
Public bio:
- Currently runs a sell side brokerage as the head trader
- Previously spent 9 years as a trader for a macro-focused, multi-strategy hedge fund.
- Worked as a product management associate on the fixed income alternatives team at GS.
Corporate Finance Associate Director
Excellent 45Sessions Completed $67 for 30min
Public bio:
- Former Investment Banking Analyst in JP Morgan's Healthcare Coverage group (2+ years)
- Broad experience in all products (ECM, DCM, M&A) and transactions across biopharma, healthcare services, and medical technology subsectors
- Currently working as a Corporate Development Associate at large, private biotech focusing on strategic M&A and collaborations
- Non-target with Bachelor's Degree in Finance
Excellent 43Sessions Completed $67 for 30min
Public bio:
- Currently a Vice President at a megafund focused on traditional buyouts (latest fund size of $15 billion). Was an associate at the same fund - received sponsorship for business school and Vice President return offer
- Previously worked as an investment banking analyst at Morgan Stanley for two years
- Holds an MBA and a BS in computer science (non-traditional background)
Excellent 39Sessions Completed $67 for 30min
Public bio:
- Currently Principal & Chief of Staff at a global technology private equity platform specializing in consolidations, RTOs, & SPACs in North America and Europe. Investee companies include Pivot (TSX:PTG), Converge (TSXV:CTS), Quisitive (TSXV:QUIS), mCloud (TSXV:MCLD)
- Former Mergers & Acquisitions Investment Banker (transactions in natural resources & industrials)
- Joined a smart home tech company in a corporate development role responsible for $130 million Series C raise from top VC's
- Concurrently a Fellow at the MaRS Discovery District in Smart Buildings technology, Co-Chair of the Acumen Fund's Toronto Chapter, helped launch Front Row Ventures in Ontario, and managed a portion of Queen's University's endowment fund in alternative assets
- Past internships at Canaccord Genuity (investment banking), Public Sector Pension Investment Board (private equity)
- Graduate of Bachelor of Commerce in Finance, Bachelor of Arts in Economics, and holds a Master of Management in Artificial Intelligence degree
Excellent 36Sessions Completed $67 for 30min
Public bio:
- Currently, a Private Equity VP, investing in financial services businesses across Europe
- Previously at Nomura and Stephens in FIG. Elected Junior Banker Representative at Nomura
- Graduated from Cass Business School in 2015 with an MSc in Management and a BSc in Economics from Heidelberg, Germany. Interned in Private Equity, Sales & Trading and M&A during university
Excellent 35Sessions Completed $67 for 30min
Public bio:
- Principal at a VC Fund who leads investment origination and execution in enterprise software, internet, and consumer verticals
- He was a PE Associate at a leading growth equity firm and was engaged in all aspects of transaction execution, including conducting business, market, and financial diligence. Executed platform LBO + M&A roll-up.
- He started his career as an IB Analyst (2 yrs), TMT Group at BB. He led OCR for target school.
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