Advised Finteech Case

Satisfactory Essays
Designed processes for identifying, evaluating and engaging companies displaying potential acquisition opportunities and/or capital needs. Executed strategy development; deal initiation and negotiation; utilizing due diligence and integration with senior executives and client company officers.  Developed and managed relationships with CEO/CFOs at over 80 companies, in addition to, potential capital raise, debt issuance and M&A candidates  Executed coverage of business development and originating deals in the South East and Midwest  Advised FinTech company Managing Directors by developing call list for FinTech industry; lists were used to win 4 new clients  Advised corporate clients/shareholders regarding the structuring of mergers and
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