William Grant
Investment Banking Analyst
- william.
grant@ example. com - (646) 555-0114
- New York, NY
- linkedin.
com/ in/ williamgrant
Summary
Investment banking analyst with 2 years in technology M&A. Worked on 7 announced transactions totalling $4.6B, building operating models, DCFs and merger models and drafting marketing materials.
Work Experience
Investment Banking Analyst, Technology M&AJul 2024 – PresentSterling Brooks & Co.New York, NY
- Advised on the $1.8B sale of a cybersecurity company to a strategic acquirer: built the merger model and synergy analysis
- Supported a $650M take-private of a SaaS business by a PE sponsor: LBO model, debt-capacity analysis
- Drafted CIMs, management presentations and teasers for 4 sell-side processes
- Managed virtual data rooms and buyer outreach to 80+ counterparties
Summer AnalystJun 2023 – Aug 2023Sterling Brooks & Co.New York, NY
- Built trading comparables and precedent-transaction analyses for 3 live pitches; received full-time offer
Education
BS Economics, Concentration in FinanceMay 2024University of Pennsylvania, The Wharton SchoolPhiladelphia, PA
GPA 3.8 / 4.0 · Dean’s List
Skills
Financial modelling · DCF · LBO · Merger models · Comparable company analysis · Excel · PowerPoint · Capital IQ · FactSet · Bloomberg
Banker
ATS: excellentConservative serif, double rules, dense lines — built for finance.
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