A Talented, Experienced and Impactful Team

Javier worked at RBC Capital Markets from 2021 – 2023 as an Investment Banking Associate in the Utilities, Renewables and Energy Transition team. He started his career in 2019 at NatWest Markets, covering specialist lenders. Javier earned a BS in International Business from Universitat de València and a MS in Finance from IE Business School.

Jeff worked at Evercore from 2020 – 2022 as an Investment Banking Analyst, advising clients in the Financial Services sector. Jeff earned a BS in Finance and a MS in Financial Mathematics from the University of Connecticut.

Jessica worked at Cleary Gottlieb Steen and Hamilton LLP as an Associate from 2012 - 2018 with a practice focused on public and private M&A. More recently, she worked as a Vice President at Barclays in the Bank Regulation, Treasury and M&A Legal and Regulatory Implementation teams. Jessica earned a BA from Occidental College and her JD from New York University School of Law.

Joe worked at Wells Fargo Securities from 2020 – 2021 as an Investment Banking Analyst in the Financial Institutions Group. Joe earned a BS in Finance and Minor in Statistics from Wake Forest University.

Joao worked at Barclays from 2021 - 2024 as an Investment Banking Associate in the UK Advisory team, focusing on advising clients on public M&A transactions. Joao earned an MA in Natural Sciences from the University of Cambridge.

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Jonathan worked at Goldman, Sachs & Co. from 2020 – 2022 as an Investment Banking Associate in the Financial Institutions Group. Prior to that, Jonathan served as a Policy Advisor in the U.S. Treasury Department and worked as an Associate at Morgan Stanley focusing on structured derivatives. Jonathan earned BA degrees in Economics and Applied Mathematics from Columbia University and an MBA from The University of Chicago Booth School of Business, where he graduated with high honors.

Jun worked at the Canadian Imperial Bank of Commerce (CIBC) from 2020 – 2021 as an Investment Banking Analyst in the Mergers and Acquisitions group. Jun earned a Bachelor of Arts in Accounting and Financial Management from the University of Waterloo.

Kevin worked at Cadre from 2017 – 2019 as the company’s Financial Controller and FINOP of the broker dealer. From 2011 – 2017, he worked at Blackstone where he was primarily responsible for the day-to-day activities and financial controls of the broker dealer. He began his career as an auditor at PwC. Kevin earned his BS in Accounting from Yeshiva University, holds FINRA Series 27 and 99 licenses, and is a Certified Public Accountant.

Lucie worked at Goldman, Sachs & Co. from 2014 – 2016. She was an Investment Banking Analyst in the Financial Institutions Group focusing on financial technology and asset management. She is a member of Terry College of Business Department of Finance Advisory Board. Lucie earned a BBA in Finance, Economics and International Business from the University of Georgia.

Lucy worked at Onex Partners from 2021-2022, where she focused on evaluating investments across a range of sectors. From 2019-2021, Lucy worked at Goldman, Sachs & Co. as an Investment Banking Analyst in the Healthcare Group. Lucy earned a BA in Honors Business Administration from Ivey Business School at Western University.

Manoj worked from 2008 – 2016 as an associate at Cleary Gottlieb Steen and Hamilton LLP with a broad international and domestic mergers and acquisitions practice as well as representing a major financial company on key commercial transactions. He received his BA from New York University and his JD from New York Law School.

Mark worked at Goldman, Sachs & Co. from 2016 – 2017. He was an Investment Banking Analyst in the Global Natural Resources Group focused on working with clients in Metals & Mining, Power & Utilities and Energy. Mark earned a BA in Economics from the University of Chicago.

Martino worked at Barclays from 2010 – 2019 as a Director in the Power, Utilities and Infrastructure team in London focused on advising corporates and infrastructure funds on M&A and financing transactions. Martino earned a BSc in Business Administration and Economics from Bocconi University.

Matt worked at Morgan Stanley from 2012 – 2018, advising clients in the Natural Resources sector on M&A and financing transactions. Matt was based across Europe, the Middle East and Asia Pacific during his tenure. Matt earned a MS in Biochemistry from the University of Oxford.

Max worked at Goldman, Sachs & Co. from 2019 – 2020 as an Investment Banking Analyst in the Global Natural Resources Group, where he advised clients in the Energy sector. In 2018, he worked at Wells Fargo Securities in the Corporate Finance Advisory group focused on special situations and transaction structuring. Max earned a BA in Economics from the University of Chicago.

Michael worked at Morgan Stanley from 2017 through 2023 most recently as an Executive Director, where he primarily focused on the Financial Technology and Tech-Enabled Services sectors. Prior to that, he worked in a variety of roles at Bank of America including in Investment Banking within its Financial Institutions Group. Michael earned a BA from Brown University and an MBA from the UCLA Anderson School of Management.

Monica worked as Communication Coordinator at the Talentprojekt and Development Associate at Queens College. Prior to that, she was Alumni Relations Representative and Benefits Assistant at St. John's University. She started her career as Executive Assistant at Whitcom Partners. She earned a BA in Bilingual / Bicultural Studies from Fordham University.

Nancy worked at Goldman, Sachs & Co. as an Executive Assistant from 1989 – 2017. Nancy received an Associates Degree in Secretarial Studies from The Wood School in 1989.

Nadia worked at RBC Capital Markets from 2015-2023, leading Beauty and Wellness coverage within the Consumer & Retail Investment Banking team. Prior to that, she worked at BNP Paribas in both M&A and Leveraged Finance roles. Nadia holds a BS in Finance and Accounting from NYU Stern School of Business.

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Noreen worked at Goldman, Sachs & Co. from 1990 – 2016. Noreen received a Degree in Secretarial Studies from Grace Institute in 1990.

Odetta worked as a Sales Assistant at Credit Suisse from 2019-2021 and as a Research Assistant in Fundamental Strategies at Citadel from 2018-2019. From 2009-2018, Odetta worked as an Executive Assistant at Bank of America Merrill Lynch in Equities Division for the COO and Head of Global Trading as well as Derivative Sales. Prior to that, Odetta started her career as a Legal Assistant at Kaye Scholer. Odetta is a graduate of the New York Paralegal School and earned a Liberal Arts Associates Degree from Kingsborough Community College.

Oliver worked at J.P. Morgan from 2017 – 2019 as an Investment Banking Associate in the Mergers & Acquisitions group. Oliver earned a BS in Industrial and Labor Relations from the ILR School at Cornell University.

Qi worked at Financial Technology Partners from 2021 – 2022 as an Investment Banking Analyst, advising fintech companies on M&A and financing transactions. Qi earned a BS in Global Business with concentration in Global Finance and Business Economics from Fordham University, graduating Summa Cum Laude.

Rudolph worked at RBC Capital Markets from 2021 – 2023 as an Investment Banking Associate, advising chemical companies on M&A and financing transactions. He started his career in 2017 at Mizuho Securities on the Industrials team. Rudolph earned a BS in Finance from Boston College.

Ryan worked as an Summer Analyst at Baird in 2022, advising clients in the Industrials, Technology and Services sectors. Ryan earned a BBA in Finance and Real Estate and a Minor in Spanish from the University of Wisconsin-Madison, graduating with Honors.

Samantha worked at SMBC Nikko Securities from 2021-2022 as an Investment Banking Analyst in the M&A Group, advising clients in the Industrials, Power and Energy, and Consumer sectors. Samantha earned a BS in Finance from Bentley University.

Sara worked at Goldman Sachs International in London as an Assistant from 2016 – 2020. She earned a BSc (Hons)in Investment and Financial Risk Management from Cass Business School, City University London and a MSc in Management, graduating with First Class Honours and a Distinction.

Shohana worked at Piper Sandler from 2021 – 2022 as a Director in the Asset Management Investment Banking Group, where she was dedicated to the coverage of private markets and alternative asset managers. Prior to that, Shohana was an investment banker in the Financial Institutions Groups at Oppenheimer & Co. Inc. and Wells Fargo Securities, where she provided M&A advisory and capital markets solutions to asset managers and financial institutions globally. Shohana earned a BS in Finance with Honors from Bentley University.

Sid worked as an Analyst Intern at Ardea Partners in 2022 before joining as a full-time Investment Banking Analyst in 2023. He earned a BA (Hons) in Economics and Management Studies from the University of Cambridge, graduating with First Class Honours and a Distinction.