A Talented, Experienced and Impactful Team

Amy worked at RBC Capital Markets from 2018 – 2020 as an Investment Banking Analyst, advising clients in the Consumer and Industrials sectors. Amy earned a BA in Honours Business Administration from Ivey Business School.

Andrew worked at Oppenheimer & Co. from 2020 – 2022 as an Investment Banking Analyst, advising clients in the Financial Institutions sector. He started his career at Park Sutton Advisors focused on M&A for wealth and asset management companies. Andrew earned a BS in Finance with a concentration in Alternative Investments from Fordham University.

Andrew worked as an Intern with the equities team at Bridgewater Associates in 2023 and as a summer Investment Banking Analyst at Barclays in 2022. He earned a Bachelor of Commerce and Bachelor of Computer Science from Queen’s University.

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Andy worked at Houlihan Lokey from 2021 – 2022 as an Investment Banking Analyst. He advised clients across multiple sectors on various forms of transactions and issued fairness opinions. Andy earned a BBA and a MS in Professional Accounting from the University of Texas at Austin.

Angel worked at King Street Capital as a Facilities Coordinator. Prior to that, he worked at Equinox Sports Club New York from 2016 - 2022 as a Maintenance Manager focusing on inventory management and facility repairs.

Ann worked at Stockbridge Investors, a public equities fund based in Boston, from 2015 – 2018 as an Investment Associate. Prior to that, Ann worked at Goldman, Sachs & Co. from 2013 – 2015 as an Investment Banking Analyst in the Financial Institutions Group focusing on financial technology and asset management companies. Ann earned a BS in Economics from the Wharton School of the University of Pennsylvania.

Armando worked at Deutsche Bank from 2022 – 2023 as an Investment Banking Analyst, advising clients in the Financial Institutions sector on M&A and financing transactions. Armando earned a BS in Economics and Management and a MS in Accounting, Financial Management and Control from Università Commerciale Luigi Bocconi in Milan.

Ashlyn worked at J.P. Morgan from 2022 – 2023 as an Investment Banking Analyst, advising clients in the Financial Institutions sector. She started her career at Société Générale as an Investment Banking Analyst. Ashlyn earned a BA in Economics from Princeton University.

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Benson worked at Evercore Partners from 2014 – 2019 as a Managing Director and at Goldman, Sachs & Co. from 2001 – 2012 as a Vice President focusing primarily on the Technology, Media and Telecom sectors. Benson earned a BA in Economics from Stanford University and an MBA from the Kellogg School of Management, Northwestern University.

Billy worked as an off-cycle Analyst Intern at Ardea Partners in 2021 before joining as a full-time Investment Banking Analyst in 2022. He earned a BA in History Modified with Economics from Dartmouth College, graduating Magna Cum Laude.

Brendan worked at Pinebrook Partners, a New-York based investment firm that makes de novo and growth equity investment in the Financial Services and Energy sectors., from 2015 - 2016 as an Investment Associate. Prior to that, Brendan worked at Goldman, Sachs & Co. from 2011 – 2015, splitting time between M&A and Capital Markets within the firm’s Financial Institutions Group. Brendan earned a BA in Economics from the University of Chicago.

Brianna worked at Love Your Melon, Inc. as the Northeast Regional Manager from 2016 – 2017. Brianna earned a BA in Public Relations and International Business from Quinnipiac University.

Cameron worked at Credit Suisse from 2022 – 2023 as a Senior Equity Research Associate in the US Asset Managers & Retail Broker-Dealers team. He started his career at Autonomous Research, covering US-based asset management companies. Cameron earned a BS in Economics from Columbia University.

Cameron worked at Evercore Partners from 2020 to 2024, most recently as a Vice President, where he focused on the Financial Services sector. Prior to that, Cameron was a Vice President in BlackRock’s Financial Markets Advisory group, advising financial institutions on capital markets exposures, asset dispositions and M&A. Cameron earned a BA from the University of Pennsylvania and an MBA from the Wharton School of the University of Pennsylvania.

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Daniele worked as an off-cycle Analyst Intern at Ardea Partners in 2021 before joining as a full-time Investment Banking Analyst in 2022. Daniele earned a dual MSc in Finance and International Finance from Bocconi University and Nova School of Business and Economics, graduating Cum Laude.

Etienne worked as an off-cycle Analyst Intern at Greenhill & Co. before joining Ardea Partners as a full-time Investment Banking Analyst in 2023. Etienne earned a MS in Engineering from CentraleSupelec and a MS in Management from ESSEC Business School.

Eva worked at Goldman, Sachs & Co. from 2013-2023 as an Executive Assistant. Prior to that, Eva worked at Citibank in Slovakia and spent a year in France working for a start up tech company. Eva earned an Associate Degree in Interdisciplinary Studies from Kaplan University.

Fran worked at Bank of America Merrill Lynch from 2017 – 2019, advising clients in the Consumer and Retail sectors on M&A and financing transactions. Fran earned a BSc in Management, Science & Engineering with a focus on Financial Engineering and Decision Making from Stanford University.

Frank worked at AIG from 2016 – 2018 as a Senior Analyst on the Corporate Development team focused on M&A. Frank earned a BA in Economics and a Minor in Fine Arts from Cornell University.

Frederic worked at Goldman, Sachs & Co. from 2016 – 2019 as an Associate in Equity Derivatives Trading focusing on structured corporate derivatives. Frederic earned a BA in Economics and Philosophy from the University of Chicago and an MBA from Harvard Business School.

Giovanni worked at J.P. Morgan in London from 2019 – 2020 as an Investment Banking Analyst advising European insurance companies on M&A transactions. Giovanni earned a BSc in International and Diplomatic Affairs from University of Bologna and a MIM Grande Ecole and a MSc in Risk and Finance from EDHEC Business School.

Gemma worked at Goldman Sachs International in London from 2017-2024. She was an Executive Assistant within the Investment Banking Division, supporting the Consumer Retail and Financial Institutions team.

Gloria worked at Goldman, Sachs & Co. from 2000 – 2017 as an Executive Administrative Assistant and at PaineWebber/UBS from 1988 – 2000 as a Senior Executive Assistant. Gloria studied Accounting at Baruch College.

Greg worked at Cleary Gottlieb Steen and Hamilton LLP as an Associate from 2013 - 2018 with a practice focused on M&A. More recently, he worked as Associate General Counsel at the New York City Office of the Comptroller where he worked on public and private market investments for the New York City Retirement Systems. Greg earned a BA from The George Washington University and a JD from Duke University School of Law.

Helen worked at Goldman Sachs International in London as an Assistant from 1998 – 2011 and 1994 – 1995. She has also worked at Lazard from 2015 - 2018 and Credit Suisse from 1995 - 1998. Helen earned a BA Hons in Languages for Business (French and Spanish) from the University of Wolverhampton.

Hernán worked at Citigroup from 2021 – 2022 as an Investment Banking Analyst in the Financial Institutions Group, advising clients in the insurance and asset management sectors. Hernán earned a BS in Accounting and Finance from Iowa State University, graduating Summa Cum Laude.

Jacob worked at the Canadian Imperial Bank of Commerce (CIBC) from 2020 – 2021 as an Investment Banking Analyst in the Mergers and Acquisitions group. Jacob earned a Bachelor of Commerce from Queen’s University.

James worked at FFL Partners, a San Francisco-based private equity firm, from 2015 – 2016 as an Associate. He focused on evaluating investments in middle-market companies in the Consumer, Business Services and Industrial sectors. Prior to that, James started his career in 2012 at Peter J. Solomon Company as an Investment Banking Analyst, advising retail companies on M&A and financing transactions. James earned a BS in Applied Mathematics and Economics from Brown University, graduating Phi Beta Kappa and Magna Cum Laude.