A Talented, Experienced and Impactful Team

Thomas worked at J.P. Morgan from 2014 – 2020 in London and Paris, most recently as an Executive Director in the investment bank, covering European insurers. He started his career in 2010 at Deutsche Bank in London covering Financial Institutions. Thomas earned a MSc in Management from HEC Paris.

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

Valentina worked as a Sophomore and Junior Analyst Intern at Ardea Partners in 2021 and 2022 before joining as a full-time Investment Banking Analyst in 2023. She earned a BS in Business with a concentration in Management from the Leonard N. Stern School of Business at New York University.

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.

Vikas worked at Oppenheimer & Co. from 2022-2023 as an Investment Banking Analyst, advising clients in the Financial Institutions sector. He earned a BS in Finance and Minor in Entrepreneurship from Long Island University, graduating Summa Cum Laude.

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.

Walker worked at Guggenheim Securities from 2018 – 2021 as an Investment Banking Associate in the Financial Institutions Group. Prior to that, he was a Global Corporate Strategy Analyst at Chubb. He began his career as a Financial Analyst in The Hartford’s Financial Leadership Development Program. Walker earned an MBA from the Yale School of Management and a BS in Economics from the Wharton School of the University of Pennsylvania with concentrations in Insurance / Risk Management and Marketing.

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.

Will worked at Piper Sandler from 2022 — 2024 as an Investment Banking Analyst, advising clients in the insurance sector. He earned a Bachelor of Arts in Economics and History from the College of the Holy Cross.

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.

William worked at Citadel from 2014 – 2017. Prior to that, he was an Investment Banking Analyst at Barclays in the Technology, Media & Telecommunications Group. William earned a BSBA in Finance and Accounting from Georgetown University, graduating summa cum laude.

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.

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.

Sasha worked at TD Securities from 2021 to 2024, most recently as an Associate, within the Financial Sponsors group. Sasha earned a Bachelor of Commerce from Queen’s University.

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.

Simon worked as an Off-Cycle Analyst Intern at Ardea Partners in 2023 before joining as a full-time Investment Banking Analyst in 2024. Simon earned a MSc double degree in Finance from Fudan University and Real Estate from the University of Wisconsin-Madison as well as a Bsc in Business Administration from the University of Mannheim.

Sophie worked at Société Générale from 2018 – 2020 as an Investment Banking Analyst in the Financial Institutions Group, Mergers and Acquisitions. Prior to that, she worked as a Corporate Finance Analyst at BDO in Milan. Sophie earned a BS in Economics, Management and Finance and a MS in Accounting, Financial Management and Control from Università Commerciale Luigi Bocconi in Milan.