• Sole Vice President and Staffer, managing 5 junior bankers in support of 12 calling officers; reported directly to Head of Investment Banking; directly supported the President of ECM and the Head of M&A
• Generated and advised on public and private capital raises (IPOs, RDs, Follow-ons, CMPOs, Bought Deals, PIPEs, etc.), buy- / sell-side M&A, licensing, royalty, and reverse merger transactions for Life Sciences companies
• Involved in over 60 transactions for aggregate transaction value of over $6B
• Developed and managed ~30 owned client relationships, resulting in 2 transactions
• Led internal projects: pipeline / client / banker management, recruiting, proprietary CRM, conference planning, etc.

• Advised on buy- and sell-side M&A and public & private equity, debt, and hybrid capital raising transactions
• Focused primarily on the Biotechnology, Pharmaceuticals, and Medical Technology sectors

• Generated and advised on buy- and sell-side M&A, private capital, and strategic advisory assignments,
• Focused on the Biotechnology and Pharmaceutical sectors with exposure to Medical Technology

• Advised on buy- and sell-side M&A, equity, debt, and hybrid financing transactions
• Primary focus on the Biotechnology and Pharmaceutical sectors with additional exposure to Medical Technology

• Founded and operated a bootstrapped whiskey distillery
• Created and executed in-depth business plan and financial model, industry analysis, marketing and financing strategy, production schedules, and transportation and storage logistics

• 1 of 4 investment professionals managing ~$500M credit fund investing in the technology sector
• Identified, evaluated and recommended investment opportunities to portfolio manager, conducting diligence and sourcing activities, in-depth proprietary research, qualitative interviews, and financial analysis

• Ranked 1st in analyst class for qualitative/quantitative analytical skills, financial modeling, business judgment, and attention to detail; declined consideration for third-year offer following buyside recruitment
• Advised on M&A, equity, debt, and hybrid financings across P&C, Life Insurance, AM and FinTech