Bulge Bracket Investment Banks
Fortune 500
Experience
The Coles Bay Group
Finance
Partner
1/2013 - Present
Founder and partner of small business private equity firm. Completed 8 acquisitions in 4 years. Closed 100% of all signed term sheets.
Perella Weinberg Partners
Finance
Director / Associate
4/2011 - 1/2013
M&A and financial restructuring generalist at the associate and then director level. Worked on Hostess Brands and Hawker Beechcraft Chapter 11 bankruptcies. Left in January 2013 to found The Coles Bay Group.
Morgan Stanley
Finance
Associate / Analyst
8/2007 - 3/2011
Second/third year analyst in the industrial investment banking group. Associate in equity research covering aerospace & defense.
Bank of America
Finance
Analyst
6/2006 - 7/2007
First year analyst in the media & telecom investment banking group.