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EXPERIENCE
SunTrust Robinson Humphrey Atlanta, GA
Investment Banking Summer Associate June 2017-August 2017
Created pro forma capitalization and public comp tables for potential underwritten and best effort LBO transactions which resulted in live deals
Collaborated in creation of DCS and DCC memos for underwriting approval of $450 million $1.2 billion transactions within teams of 3-5
bankers
Produced rating agency presentations and bank meeting presentations for potential LBO deals in Consumer Retail and Industrials verticals
Completed pitch books, due diligence, and client planning materials for public and private acquisition opportunities within the Tech & Services
industry which were presented to Executive Management Teams
Prepared term sheets through credit agreement analysis and market research for pre-screen, pitch and bank meeting presentations
ADDITIONAL INFORMATION
Technical Skills: FactSet, Capital IQ, LCD, Bloomberg Terminal, Microsoft AX, Microsoft Office, Management Reporter, AS 400, Xactly, ART
Activities: Iota Youth Alliance, Race for the Cure, Big Event, Alzheimers Association, St. Jude Foundation, Boys & Girls Club of America
Interests: Mystery & fictional novels, international traveling, scuba diving, competitive basketball and tennis, personal finance coaching