Provide direction and assignment of tasks to colleagues and communicate with clients throughout the transaction process.
July 18, 2022
Supported by our experienced investment banking professionals, our Vice President will be able to leverage their experience, network and industry specialization to generate high quality middle market transactions for the firm.
December 29, 2022
Assist clients in preparing confidential information memorandums, management presentations, defense pitch books, industry trends and identifying new M&A opportunities.
February 21, 2023
Supervise, mentor and guide analysts and associates within the healthcare group.
March 07, 2023
Interact and maintain dialogue with clients prior to, during and after transaction execution.
March 14, 2023
Participate in the preparation of materials describing the business, market positioning and financial condition of clients.
March 19, 2023
Develop a network of contacts in relevant fields that will assist the Firm in finding new client and expanding relationships with potential investors.
April 16, 2023
Manage existing and develop new relationships with real estate investors.
April 23, 2023
Prepare materials used in the sale, acquisition and/or financing of our clients.
May 07, 2023
