Lincoln International
Industry: Investment banking company
DescriptionLincoln International LLC is American multinational independent investment bank and financial services company specializing in advisory services and financings on middle-market transactions. The firm works with publicly traded and privately owned companies, financial sponsors, and lenders. Headquarters: Chicago, IL Founded: 1996 Number of employees: 500 Founders: Robert B. Barr, Jim Lawson Subsidiaries: Lincoln International Spain SL, Type of business: Privately held company
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Lincoln International Employees
Employee
Years
Job
Industry
Jim Schrader Jim Schrader's Lincoln International Experience July 2014 - Present
Job Investment Banking Analyst at Lincoln International
Industry Financial Services
Experience
Lincoln International July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Morgan Stanley Wealth Management May 2011 - August 2011
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Lafayette Central Catholic High School 2006 — 2010
Lincoln International July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Morgan Stanley Wealth Management May 2011 - August 2011
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Lafayette Central Catholic High School 2006 — 2010
Margil Garza Jr Margil Garza Jr's Lincoln International Experience July 2015 - Present
Job IT Analyst at Lincoln International
Industry Information Technology and Services
Experience
Lincoln International July 2015 - Present
Advanced Technology Services May 2014 - June 2015
GENEX Services, Inc. March 2010 - April 2014
Lamin Art Inc March 2008 - February 2010
GENEX Services, Inc. March 2004 - February 2008
AMC Theatres November 2000 - July 2004
O.H. Rodseth/ Casini June 2002 - August 2002
Hanover Township June 2001 - August 2001
Skills
Windows 7, Computer Hardware, Outlook, Cisco Technologies, Time Management, Troubleshooting, Data Analysis, Team Leadership, Spanish, Windows XP, Help Desk Support, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Windows, Social Networking, People Skills, Spreadsheets, Sales, Citrix, Powershell, Routers, Switches, IP Addressing, LAN-WAN, Data Entry, Network Administration, Facebook, linux, unix, fedora, backtrack, Networking, Lotus Notes, Windows Vista, WAN, Servers, Telephone Skills, Computer Repair, DHCP, VPN, Microsoft Office Xp, Microsoft Office 2007, LogMeIn, Remote Desktop, BMC Remedy, Active Directory, Access
Education
DeVry University-Illinois 2010 — 2015
Associate's degree, Computer and Information Sciences and Support Services
Streamwood High 1999 — 2003
Diploma
DeVry University
Associate's degree, Network and System Administration/Administrator
Lincoln International July 2015 - Present
Advanced Technology Services May 2014 - June 2015
GENEX Services, Inc. March 2010 - April 2014
Lamin Art Inc March 2008 - February 2010
GENEX Services, Inc. March 2004 - February 2008
AMC Theatres November 2000 - July 2004
O.H. Rodseth/ Casini June 2002 - August 2002
Hanover Township June 2001 - August 2001
Skills
Windows 7, Computer Hardware, Outlook, Cisco Technologies, Time Management, Troubleshooting, Data Analysis, Team Leadership, Spanish, Windows XP, Help Desk Support, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Windows, Social Networking, People Skills, Spreadsheets, Sales, Citrix, Powershell, Routers, Switches, IP Addressing, LAN-WAN, Data Entry, Network Administration, Facebook, linux, unix, fedora, backtrack, Networking, Lotus Notes, Windows Vista, WAN, Servers, Telephone Skills, Computer Repair, DHCP, VPN, Microsoft Office Xp, Microsoft Office 2007, LogMeIn, Remote Desktop, BMC Remedy, Active Directory, Access
Education
DeVry University-Illinois 2010 — 2015
Associate's degree, Computer and Information Sciences and Support Services
Streamwood High 1999 — 2003
Diploma
DeVry University
Associate's degree, Network and System Administration/Administrator
Peter Ng (ing) MBA Peter Ng (ing) MBA's Lincoln International Experience January 2002 - May 2009
Job Sr. Business Analyst / Project Manager
Industry Information Technology and Services
Experience
CashCall, Inc. July 2014 - Present
W. Lyon Homes – Crescent Solutions July 2013 - July 2014
Southern California Edison - Volt May 2012 - July 2013
Southern California Edison – Volt October 2010 - May 2013
US Army June 2009 - October 2010
LINCOLN INTERNATIONAL January 2002 - May 2009
Skills
Project Management, Project Planning, Energy, Change Management, Business Analysis, MS Project, Process Improvement, Contract Management, Project Delivery, Business Process..., Stakeholder Management, Requirements Analysis, PMP, Analytic Reporting, KPI Reports, KPI Dashboards, Data Analysis, Data Warehousing, Data Mining, Integration, Business Intelligence, DocuSign, CRM, SAP ERP, Performance Metrics, JD Edwards, PeopleSoft, SQL, Visio, Microsoft Excel, Strategic Planning, Logistics, Supply Chain Management, Microsoft Project, New Business Development, Team Building
Education
Webster University 2010 — 2012
Masters of Business Administration (MBA)
Purdue University 1990 — 1995
BA
CashCall, Inc. July 2014 - Present
W. Lyon Homes – Crescent Solutions July 2013 - July 2014
Southern California Edison - Volt May 2012 - July 2013
Southern California Edison – Volt October 2010 - May 2013
US Army June 2009 - October 2010
LINCOLN INTERNATIONAL January 2002 - May 2009
Skills
Project Management, Project Planning, Energy, Change Management, Business Analysis, MS Project, Process Improvement, Contract Management, Project Delivery, Business Process..., Stakeholder Management, Requirements Analysis, PMP, Analytic Reporting, KPI Reports, KPI Dashboards, Data Analysis, Data Warehousing, Data Mining, Integration, Business Intelligence, DocuSign, CRM, SAP ERP, Performance Metrics, JD Edwards, PeopleSoft, SQL, Visio, Microsoft Excel, Strategic Planning, Logistics, Supply Chain Management, Microsoft Project, New Business Development, Team Building
Education
Webster University 2010 — 2012
Masters of Business Administration (MBA)
Purdue University 1990 — 1995
BA
Kristin Lauderback Kristin Lauderback's Lincoln International Experience March 2013 - Present
Job Executive Assistant at Lincoln International
Industry Financial Services
Experience
Lincoln International March 2013 - Present
Hewitt EnnisKnupp, Inc December 2011 - March 2013
Hewitt EnnisKnupp, Inc. May 2006 - December 2011
ABC Radio, Inc January 2003 - August 2006
Cbeyond Communications, LLC January 2005 - May 2006
Skills
Office Management, Database Management, Concur, Administrative Support, Microsoft Office, Adobe, Siebel, PeopleSoft, SharePoint, Event Planning, Human Resources, Supervisory Experience, Administrative..., Calendars, Database Admin, Customer Service, Event Management, Microsoft Word, Microsoft Excel, Management, Social Networking, Sales, Data Entry, Lotus Notes, Outlook, Office Administration, Calendaring, Administration, Proofreading, Administrative...
Education
Fox College 2004 — 2004
Certificate, Administrative Assistant & Computer Software Specialist
North Central College 2001 — 2003
B.A, Broadcast Communications
Moraine Valley Community College 1998 — 2000
A.A, Liberal Arts
Lincoln International March 2013 - Present
Hewitt EnnisKnupp, Inc December 2011 - March 2013
Hewitt EnnisKnupp, Inc. May 2006 - December 2011
ABC Radio, Inc January 2003 - August 2006
Cbeyond Communications, LLC January 2005 - May 2006
Skills
Office Management, Database Management, Concur, Administrative Support, Microsoft Office, Adobe, Siebel, PeopleSoft, SharePoint, Event Planning, Human Resources, Supervisory Experience, Administrative..., Calendars, Database Admin, Customer Service, Event Management, Microsoft Word, Microsoft Excel, Management, Social Networking, Sales, Data Entry, Lotus Notes, Outlook, Office Administration, Calendaring, Administration, Proofreading, Administrative...
Education
Fox College 2004 — 2004
Certificate, Administrative Assistant & Computer Software Specialist
North Central College 2001 — 2003
B.A, Broadcast Communications
Moraine Valley Community College 1998 — 2000
A.A, Liberal Arts
Rohan Poojara Rohan Poojara's Lincoln International Experience 2008 - 2009
Job Associate, Global Investment Specialist at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank June 2013 - August 2013
American Enterprise Institute 2010 - 2012
Incapsulate LLC 2009 - 2010
Lincoln International 2008 - 2009
Financial Fineprint Inc January 2008 - June 2008
Deutsche Bank June 2007 - August 2007
Tishman International September 2006 - March 2007
Davey Companies August 2006 - September 2006
City of New York April 2006 - August 2006
Skills
Financial Analysis, Economics, Valuation, Investment Banking, Strategy, Finance, Leadership, Emerging Markets, Market Research, Research, Investments, Portfolio Management, Data Analysis, Financial Modeling, Management Consulting, Corporate Finance, Due Diligence, Private Equity, Analysis, Competitive Analysis, Banking, Mergers & Acquisitions, Equity Research, Entrepreneurship, Business Strategy, Bloomberg, Venture Capital, Analytics, Quantitative Analytics, Strategic Consulting, Capital Markets, Equities, Business Valuation, Stata
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Asset Management / Sales & Trading
CFA Institute 2010 — 2012
Chartered Financial Analyst
CIPM Association 2009 — 2009
Certificate in Investment Performance Measurement
Washington and Lee University 2004 — 2008
Bachelor of Science, Business Administration; Economics, 3.74
The London School of Economics and Political Science (LSE) 2006 — 2007
General Couse, Accounting and Finance
Fergusson College 2002 — 2004
Higher Secondary Certificate, Science (11-12 grade)
St. Mary's School 1994 — 2002
Indian Certificate for Secondary Education
J.P. Morgan Private Bank August 2014 - Present
J.P. Morgan Private Bank June 2013 - August 2013
American Enterprise Institute 2010 - 2012
Incapsulate LLC 2009 - 2010
Lincoln International 2008 - 2009
Financial Fineprint Inc January 2008 - June 2008
Deutsche Bank June 2007 - August 2007
Tishman International September 2006 - March 2007
Davey Companies August 2006 - September 2006
City of New York April 2006 - August 2006
Skills
Financial Analysis, Economics, Valuation, Investment Banking, Strategy, Finance, Leadership, Emerging Markets, Market Research, Research, Investments, Portfolio Management, Data Analysis, Financial Modeling, Management Consulting, Corporate Finance, Due Diligence, Private Equity, Analysis, Competitive Analysis, Banking, Mergers & Acquisitions, Equity Research, Entrepreneurship, Business Strategy, Bloomberg, Venture Capital, Analytics, Quantitative Analytics, Strategic Consulting, Capital Markets, Equities, Business Valuation, Stata
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Asset Management / Sales & Trading
CFA Institute 2010 — 2012
Chartered Financial Analyst
CIPM Association 2009 — 2009
Certificate in Investment Performance Measurement
Washington and Lee University 2004 — 2008
Bachelor of Science, Business Administration; Economics, 3.74
The London School of Economics and Political Science (LSE) 2006 — 2007
General Couse, Accounting and Finance
Fergusson College 2002 — 2004
Higher Secondary Certificate, Science (11-12 grade)
St. Mary's School 1994 — 2002
Indian Certificate for Secondary Education
Peter Batliner's Lincoln International Experience July 2015 - Present
Job Analyst at Lincoln International
Industry Financial Services
Experience
Lincoln International July 2015 - Present
Lincoln International April 2014 - Present
Wynstone Country Club March 2006 - August 2013
Skills
Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Teamwork, Social Media, Finance, Time Management, Financial Analysis
Education
Indiana University Bloomington 2011 — 2015
Bachelor's Degree, Finance and Entrepreneurship, Sophomore
Lincoln International July 2015 - Present
Lincoln International April 2014 - Present
Wynstone Country Club March 2006 - August 2013
Skills
Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Teamwork, Social Media, Finance, Time Management, Financial Analysis
Education
Indiana University Bloomington 2011 — 2015
Bachelor's Degree, Finance and Entrepreneurship, Sophomore
Kyleen McNicholas Kyleen McNicholas's Lincoln International Experience May 2012 - September 2012
Job Senior Integrated Media Associate at Kelly Scott Madison
Industry Marketing and Advertising
Experience
KELLY SCOTT MADISON September 2014 - Present
KELLY SCOTT MADISON September 2013 - September 2014
Lincoln International May 2012 - September 2012
Skills
Microsoft Office, Social Media, Logo Design, Adobe Photoshop CS5, Adobe Photoshop..., Web Design, Writing, Event Planning, Photoshop, Marketing, Photography, Advertising, Blogging, Community Outreach, Training, Marketing Communications, PowerPoint, Social Media Marketing
Education
University of Illinois at Urbana-Champaign 2010 — 2013
Bachelor of Science, Advertising Major Art History Minor
Michigan State University 2009 — 2010
Bachelor of Science, Coursework in Advertising and Management
Montini Catholic High School 2005 — 2009
KELLY SCOTT MADISON September 2014 - Present
KELLY SCOTT MADISON September 2013 - September 2014
Lincoln International May 2012 - September 2012
Skills
Microsoft Office, Social Media, Logo Design, Adobe Photoshop CS5, Adobe Photoshop..., Web Design, Writing, Event Planning, Photoshop, Marketing, Photography, Advertising, Blogging, Community Outreach, Training, Marketing Communications, PowerPoint, Social Media Marketing
Education
University of Illinois at Urbana-Champaign 2010 — 2013
Bachelor of Science, Advertising Major Art History Minor
Michigan State University 2009 — 2010
Bachelor of Science, Coursework in Advertising and Management
Montini Catholic High School 2005 — 2009
Andrew R. Karlin Andrew R. Karlin's Lincoln International Experience July 2014 - Present
Job M&A Investment Banking Associate with Lincoln International
Industry Financial Services
Experience
GreenChar November 2014 - Present
Lincoln International July 2014 - Present
Echoing Green 2010 - Present
Deloitte Consulting May 2013 - August 2013
Gerson Lehrman Group 2010 - 2012
Orca TV 2008 - 2012
Cornerstone Research 2008 - 2010
Mitsubishi Corp.-UBS Realty July 2007 - September 2007
Singapore Institute of International Affairs May 2007 - July 2007
Skills
Client Development, Client Acquisition, Client Communication, Capital IQ, Excel, DCF, Japanese, Financial Analysis, Investment Research, Report Writing, Entrepreneurship, Bloomberg Terminal, Statistical Modeling, Social Entrepreneurship, Business Strategy, Impact Investing, Start-ups, Microsoft Excel, Due Diligence, Analysis, Management, Customer Acquisition, Emerging Markets, Financial Modeling, Private Equity, Mergers & Acquisitions, Valuation, Economics, Business Development, Data Analysis, Investments, Portfolio Management, Venture Capital
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA Degree, Finance and Management, Director's List (Top 10% of Class)
University of Pennsylvania - The Lauder Institute 2012 — 2014
Master's Degree, International Studies, Director's List (All A's)
Inter-University Center for Japanese Language Studies (IUC) 2010 — 2010
Certificate, Advanced Japanese, A
Yale University 2004 — 2008
BA Degree, Economics and History, A
Yale University - Sun Academy Nihongo Center 2006 — 2006
Certificate, Advanced Intermediate Japanese, A
St. Albans School 2000 — 2004
High School Diploma, A+
GreenChar November 2014 - Present
Lincoln International July 2014 - Present
Echoing Green 2010 - Present
Deloitte Consulting May 2013 - August 2013
Gerson Lehrman Group 2010 - 2012
Orca TV 2008 - 2012
Cornerstone Research 2008 - 2010
Mitsubishi Corp.-UBS Realty July 2007 - September 2007
Singapore Institute of International Affairs May 2007 - July 2007
Skills
Client Development, Client Acquisition, Client Communication, Capital IQ, Excel, DCF, Japanese, Financial Analysis, Investment Research, Report Writing, Entrepreneurship, Bloomberg Terminal, Statistical Modeling, Social Entrepreneurship, Business Strategy, Impact Investing, Start-ups, Microsoft Excel, Due Diligence, Analysis, Management, Customer Acquisition, Emerging Markets, Financial Modeling, Private Equity, Mergers & Acquisitions, Valuation, Economics, Business Development, Data Analysis, Investments, Portfolio Management, Venture Capital
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA Degree, Finance and Management, Director's List (Top 10% of Class)
University of Pennsylvania - The Lauder Institute 2012 — 2014
Master's Degree, International Studies, Director's List (All A's)
Inter-University Center for Japanese Language Studies (IUC) 2010 — 2010
Certificate, Advanced Japanese, A
Yale University 2004 — 2008
BA Degree, Economics and History, A
Yale University - Sun Academy Nihongo Center 2006 — 2006
Certificate, Advanced Intermediate Japanese, A
St. Albans School 2000 — 2004
High School Diploma, A+
Jeffery David's Lincoln International Experience December 2006 - June 2007
Job Connects Artists/Bands to Agencies/Brands
Industry Music
Experience
Music Dealers March 2013 - Present
Kforce June 2008 - March 2013
PepsiCo June 2007 - June 2008
Lincoln International December 2006 - June 2007
Locman October 2005 - December 2006
Skills
Account Management, Financial Analysis, Strategic Consulting, Consultative Selling, Client Relationship..., Client Interfacing, Client Development, Client Services, Financial Forecasting, Artist Management, Artist Representation, Record Labels, Music Industry, New Business Development, Strategic Partnerships, Strategic Business, Temporary Staffing, Executive Search, Recruitment/Retention, CRM, Financial Services, Talent Management, Staffing Services, Temporary Placement, Leadership, Finance, Artists, Marketing, Business Development, Executive Management, Sales, Selling, Management, Start-ups, Entrepreneurship, Mergers & Acquisitions, Sales Operations, Analysis, Human Resources, Consulting, Cold Calling, Forecasting, Corporate Finance, Recruiting, Accounting, Salesforce.com, Strategy, Contract Negotiation, Time Management, Market Research
Education
DePaul University
Bachelor of Science, Finance
Music Dealers March 2013 - Present
Kforce June 2008 - March 2013
PepsiCo June 2007 - June 2008
Lincoln International December 2006 - June 2007
Locman October 2005 - December 2006
Skills
Account Management, Financial Analysis, Strategic Consulting, Consultative Selling, Client Relationship..., Client Interfacing, Client Development, Client Services, Financial Forecasting, Artist Management, Artist Representation, Record Labels, Music Industry, New Business Development, Strategic Partnerships, Strategic Business, Temporary Staffing, Executive Search, Recruitment/Retention, CRM, Financial Services, Talent Management, Staffing Services, Temporary Placement, Leadership, Finance, Artists, Marketing, Business Development, Executive Management, Sales, Selling, Management, Start-ups, Entrepreneurship, Mergers & Acquisitions, Sales Operations, Analysis, Human Resources, Consulting, Cold Calling, Forecasting, Corporate Finance, Recruiting, Accounting, Salesforce.com, Strategy, Contract Negotiation, Time Management, Market Research
Education
DePaul University
Bachelor of Science, Finance
Denis Saklakov, MBA Denis Saklakov, MBA's Lincoln International Experience 2012 - June 2014
Job Board Member, Shareholder at Balthasar Inc
Industry Investment Management
Experience
Balthasar Inc September 2014 - Present
Lincoln International 2012 - June 2014
Kola Mining December 2011 - May 2013
Eurasol.com June 2008 - December 2012
Invest AG January 2007 - June 2008
Salans May 2004 - January 2007
Rabobank April 2003 - May 2004
WestLB November 1997 - April 2003
Rossijsky Kredit Bank May 1996 - November 1997
Skills
General Management, Corporate Finance, Legal Issues, Private Equity, Asset Management, internet startups, Joint Ventures, Turnarounds, Financial Management, Financial Turnarounds, Corporate Turnarounds, Disstressed Assets, Board Member, SPAC, PIPEs, ELNs, CLNs, IPO, SPO, Mergers, Venture Capital, Cross-border..., Due Diligence, Restructuring, Emerging Markets, Investor Relations, Financial Modeling, Structuring, Investment Banking, Valuation, M&A experience, International Business, Entrepreneurship, Business Strategy, Strategic Consulting, Real Estate, IFRS, Investments, Finance, Asset, Asset Managment, Business Valuation, Capital, Financial Advisory, Financial Structuring, LBO, Mergers, Managerial Finance, Corporate Development, Equities
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2007 — 2009
MBA
Stanford University Graduate School of Business 2007 — 2007
FANFE
Pericles ABLE Project 2003 — 2005
Certificate
Moscow State Institute of International Relations (University) MFA Russia MGIMO 1991 — 2002
bachelor, specialist
Hawksmere 2000 — 2000
course certificate
Balthasar Inc September 2014 - Present
Lincoln International 2012 - June 2014
Kola Mining December 2011 - May 2013
Eurasol.com June 2008 - December 2012
Invest AG January 2007 - June 2008
Salans May 2004 - January 2007
Rabobank April 2003 - May 2004
WestLB November 1997 - April 2003
Rossijsky Kredit Bank May 1996 - November 1997
Skills
General Management, Corporate Finance, Legal Issues, Private Equity, Asset Management, internet startups, Joint Ventures, Turnarounds, Financial Management, Financial Turnarounds, Corporate Turnarounds, Disstressed Assets, Board Member, SPAC, PIPEs, ELNs, CLNs, IPO, SPO, Mergers, Venture Capital, Cross-border..., Due Diligence, Restructuring, Emerging Markets, Investor Relations, Financial Modeling, Structuring, Investment Banking, Valuation, M&A experience, International Business, Entrepreneurship, Business Strategy, Strategic Consulting, Real Estate, IFRS, Investments, Finance, Asset, Asset Managment, Business Valuation, Capital, Financial Advisory, Financial Structuring, LBO, Mergers, Managerial Finance, Corporate Development, Equities
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2007 — 2009
MBA
Stanford University Graduate School of Business 2007 — 2007
FANFE
Pericles ABLE Project 2003 — 2005
Certificate
Moscow State Institute of International Relations (University) MFA Russia MGIMO 1991 — 2002
bachelor, specialist
Hawksmere 2000 — 2000
course certificate
Colin O'Donnell's Lincoln International Experience August 2014 - Present
Job Incoming Investment Banking Analyst at Lincoln International
Industry Financial Services
Experience
Lincoln International August 2014 - Present
Lincoln International April 2014 - August 2014
Pi Kappa Phi Fraternity May 2013 - May 2014
St. Francis High School June 2013 - August 2013
St. Andrews Golf and Country Club May 2011 - August 2013
Pi Kappa Phi Fraternity August 2012 - May 2013
Pi Kappa Phi Fraternity August 2012 - May 2013
Game Day USA May 2011 - June 2011
Skills
Microsoft Excel, Microsoft Word, Budgets, Recruiting, PowerPoint, Public Speaking, Event Planning, Leadership, Customer Service, Teamwork, Sales, Microsoft Office, Social Media, Team Leadership
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
St. Francis High School 2007 — 2011
Lincoln International August 2014 - Present
Lincoln International April 2014 - August 2014
Pi Kappa Phi Fraternity May 2013 - May 2014
St. Francis High School June 2013 - August 2013
St. Andrews Golf and Country Club May 2011 - August 2013
Pi Kappa Phi Fraternity August 2012 - May 2013
Pi Kappa Phi Fraternity August 2012 - May 2013
Game Day USA May 2011 - June 2011
Skills
Microsoft Excel, Microsoft Word, Budgets, Recruiting, PowerPoint, Public Speaking, Event Planning, Leadership, Customer Service, Teamwork, Sales, Microsoft Office, Social Media, Team Leadership
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
St. Francis High School 2007 — 2011
Kathy Lai Kathy Lai's Lincoln International Experience September 2013 - Present
Job Vice President at Lincoln International
Industry Financial Services
Experience
Lincoln International September 2013 - Present
Lincoln International February 2011 - September 2013
The Blackstone Group June 2009 - August 2009
Chase Capital Corporation August 2006 - July 2008
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, LBO, Corporate Finance, Mergers, Due Diligence, Financial Analysis, M&A experience, Venture Capital, Business Valuation, DCF, Investments, Growth Strategies, Financial Structuring, Mergers, Restructuring, Leveraged Finance, Emerging Markets, Commercial Banking
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
NORTHWESTERN UNIVERSITY, Weinberg College of Arts and Sciences 2000 — 2004
Bachelor of Arts
Lincoln International September 2013 - Present
Lincoln International February 2011 - September 2013
The Blackstone Group June 2009 - August 2009
Chase Capital Corporation August 2006 - July 2008
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, LBO, Corporate Finance, Mergers, Due Diligence, Financial Analysis, M&A experience, Venture Capital, Business Valuation, DCF, Investments, Growth Strategies, Financial Structuring, Mergers, Restructuring, Leveraged Finance, Emerging Markets, Commercial Banking
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
NORTHWESTERN UNIVERSITY, Weinberg College of Arts and Sciences 2000 — 2004
Bachelor of Arts
Jonathan Paris, CFA Jonathan Paris, CFA's Lincoln International Experience July 2012 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
Lincoln International July 2012 - Present
Lazard June 2011 - August 2011
Prudential Capital Group March 2007 - July 2010
Citadel Investment Group September 2005 - March 2007
State Street July 2003 - September 2005
UNIDIR 2002 - 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Investments, Due Diligence, Fixed Income, Bloomberg, Equities, Investment Banking, Venture Capital, Mergers, Asset Managment, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance
The University of Kansas 1998 — 2003
BA, Political Science, International Studies
Kent State University 2002 — 2002
International Relations
Lincoln International July 2012 - Present
Lazard June 2011 - August 2011
Prudential Capital Group March 2007 - July 2010
Citadel Investment Group September 2005 - March 2007
State Street July 2003 - September 2005
UNIDIR 2002 - 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Investments, Due Diligence, Fixed Income, Bloomberg, Equities, Investment Banking, Venture Capital, Mergers, Asset Managment, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance
The University of Kansas 1998 — 2003
BA, Political Science, International Studies
Kent State University 2002 — 2002
International Relations
Lucien (Luke) Webb Lucien (Luke) Webb's Lincoln International Experience 2007 - Present
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International 2007 - Present
Piper Jaffray 2004 - 2007
Education
RCDS
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (MBA)
Lafayette College 1990 — 1994
Bachelor of Science (BS), Mechanical Engineering
Lincoln International 2007 - Present
Piper Jaffray 2004 - 2007
Education
RCDS
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (MBA)
Lafayette College 1990 — 1994
Bachelor of Science (BS), Mechanical Engineering
Luke Elder's Lincoln International Experience May 2015 - Present
Job Incoming Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International May 2015 - Present
Colgate Palmolive June 2014 - August 2014
Skills
Integrity, Public Speaking, Conflict Resolution, Personal Representation, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Spanish
Education
Indiana University Bloomington 2012 — 2016
Bachelor’s Degree, Finance and Financial Management Services
Marmion Academy 2008 — 2012
High School
Lincoln International May 2015 - Present
Colgate Palmolive June 2014 - August 2014
Skills
Integrity, Public Speaking, Conflict Resolution, Personal Representation, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Spanish
Education
Indiana University Bloomington 2012 — 2016
Bachelor’s Degree, Finance and Financial Management Services
Marmion Academy 2008 — 2012
High School
Kevin Chanthasiriphan Kevin Chanthasiriphan's Lincoln International Experience February 2009 - August 2009
Job Product Manager
Industry Computer Software
Experience
Amino Inc. May 2014 - Present
Kabam July 2012 - May 2014
Deutsche Bank July 2010 - August 2012
Lincoln International February 2009 - August 2009
Karlin Asset Management June 2008 - September 2008
Skills
Valuation, Investment Banking, Mergers, Capital Markets, LBO, Financial Modeling, Accounting, Mergers & Acquisitions, Analysis, Product Management, Investments, Bloomberg, IPO, Asset Management, Leadership, Corporate Finance, Due Diligence, Financial Analysis, Private Equity
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Business Economics; & Accounting
Eli Whitney Technical High School
Eli Whitney Technical High School
Amino Inc. May 2014 - Present
Kabam July 2012 - May 2014
Deutsche Bank July 2010 - August 2012
Lincoln International February 2009 - August 2009
Karlin Asset Management June 2008 - September 2008
Skills
Valuation, Investment Banking, Mergers, Capital Markets, LBO, Financial Modeling, Accounting, Mergers & Acquisitions, Analysis, Product Management, Investments, Bloomberg, IPO, Asset Management, Leadership, Corporate Finance, Due Diligence, Financial Analysis, Private Equity
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Business Economics; & Accounting
Eli Whitney Technical High School
Eli Whitney Technical High School
Jason Kimball Jason Kimball's Lincoln International Experience October 2011 - June 2013
Job Associate at Janes Capital Partners
Industry Investment Banking
Experience
Janes Capital Partners January 2014 - Present
Terrain Digital Media July 2013 - October 2013
Lincoln International October 2011 - June 2013
PS Business Parks, Inc. 2010 - October 2011
Wilson, Haglund and Paulsen May 2010 - October 2010
Chemtura January 2009 - April 2009
Peterson Partners Venture Capital September 2008 - December 2008
Precise Structures June 2008 - August 2008
The Church of Jesus Christ of Latter-Day Saints August 2005 - August 2007
Skills
Accounting, Asset Management, Analysis, Bloomberg, Business Development, Business Strategy, Business Valuation, Capital IQ, Capital Markets, Competitive Analysis, Corporate Development, Corporate Finance, DCF, Data Analysis, Due Diligence, Economics, Entrepreneurship, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Investment Banking, Investments, LBO, Leadership, M&A experience, Market Research, Mergers & Acquisitions, Microsoft Excel, Microsoft Office, PowerPoint, Private Equity, Real Estate Economics, Research, Sales, Social Networking, Start-ups, Strategic Planning, Strategy, Training, Valuation, Venture Capital, Series 63
Education
Brigham Young University 2004 — 2010
BS, Finance
LBHS 2000 — 2004
Janes Capital Partners January 2014 - Present
Terrain Digital Media July 2013 - October 2013
Lincoln International October 2011 - June 2013
PS Business Parks, Inc. 2010 - October 2011
Wilson, Haglund and Paulsen May 2010 - October 2010
Chemtura January 2009 - April 2009
Peterson Partners Venture Capital September 2008 - December 2008
Precise Structures June 2008 - August 2008
The Church of Jesus Christ of Latter-Day Saints August 2005 - August 2007
Skills
Accounting, Asset Management, Analysis, Bloomberg, Business Development, Business Strategy, Business Valuation, Capital IQ, Capital Markets, Competitive Analysis, Corporate Development, Corporate Finance, DCF, Data Analysis, Due Diligence, Economics, Entrepreneurship, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Investment Banking, Investments, LBO, Leadership, M&A experience, Market Research, Mergers & Acquisitions, Microsoft Excel, Microsoft Office, PowerPoint, Private Equity, Real Estate Economics, Research, Sales, Social Networking, Start-ups, Strategic Planning, Strategy, Training, Valuation, Venture Capital, Series 63
Education
Brigham Young University 2004 — 2010
BS, Finance
LBHS 2000 — 2004
Ruslan Matveyev's Lincoln International Experience July 2013 - Present
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2013 - Present
Lincoln International May 2012 - July 2012
Siemens Industry US May 2011 - July 2011
Skills
Analysis, Investment Banking, Valuation, Corporate Finance, Financial Modeling, Management, Finance, Due Diligence, LBO, Bloomberg, M&A experience, Private Equity, Leveraged Finance, Capital IQ
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (BS) with Highest Honors, Finance
Lincoln International July 2013 - Present
Lincoln International May 2012 - July 2012
Siemens Industry US May 2011 - July 2011
Skills
Analysis, Investment Banking, Valuation, Corporate Finance, Financial Modeling, Management, Finance, Due Diligence, LBO, Bloomberg, M&A experience, Private Equity, Leveraged Finance, Capital IQ
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (BS) with Highest Honors, Finance
Carl Schmidt's Lincoln International Experience June 2015 - August 2015
Job MBA Candidate '16 at University of Notre Dame
Industry Investment Banking
Experience
Lincoln International June 2015 - August 2015
Amherst Partners August 2013 - July 2014
Amherst Partners February 2013 - August 2013
Allied Printing Company,Inc. February 2012 - February 2013
Olympia Media Group June 2011 - February 2012
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Financial Analysis, Financial Reporting, Acquisitions, Financial Modeling, Capital IQ, Bloomberg Terminal, Market Research, Sales, Sales Management, Sales Process, Microsoft Office, New Business Development, Marketing, B2B, Networking, Management, Salesforce.com, CRM, Customer Service
Education
University of Notre Dame - Mendoza College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
Indiana University Bloomington 2006 — 2010
Management
Brother Rice High School 2003 — 2006
Lincoln International June 2015 - August 2015
Amherst Partners August 2013 - July 2014
Amherst Partners February 2013 - August 2013
Allied Printing Company,Inc. February 2012 - February 2013
Olympia Media Group June 2011 - February 2012
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Financial Analysis, Financial Reporting, Acquisitions, Financial Modeling, Capital IQ, Bloomberg Terminal, Market Research, Sales, Sales Management, Sales Process, Microsoft Office, New Business Development, Marketing, B2B, Networking, Management, Salesforce.com, CRM, Customer Service
Education
University of Notre Dame - Mendoza College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
Indiana University Bloomington 2006 — 2010
Management
Brother Rice High School 2003 — 2006
Molly Williams's Lincoln International Experience May 2009 - July 2009
Job Senior Associate at Grand Crossing Capital LLC
Industry Venture Capital & Private Equity
Experience
Grand Crossing Capital LLC August 2015 - Present
Kellogg School of Management August 2013 - June 2015
BMO Capital Markets July 2010 - July 2013
Lincoln International May 2009 - July 2009
Skills
Bloomberg, Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Equities, Capital Markets, Equity Research, Corporate Finance, Fixed Income, Investments, Private Equity, Finance, Due Diligence
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Villanova University 2006 — 2010
Bachelors, Finance, Economics, Honors
Grand Crossing Capital LLC August 2015 - Present
Kellogg School of Management August 2013 - June 2015
BMO Capital Markets July 2010 - July 2013
Lincoln International May 2009 - July 2009
Skills
Bloomberg, Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Equities, Capital Markets, Equity Research, Corporate Finance, Fixed Income, Investments, Private Equity, Finance, Due Diligence
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Villanova University 2006 — 2010
Bachelors, Finance, Economics, Honors
David Stauffer's Lincoln International Experience January 2014 - Present
Job Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International January 2014 - Present
PwC June 2012 - December 2013
Indiana University August 2011 - May 2012
PwC June 2011 - August 2011
Kimball Electronics Group April 2011 - May 2011
Horn CPA Group, P.C. May 2010 - August 2010
Pro Capital LTD. August 2009 - December 2009
Eckhart & Company 2004 - 2008
Skills
Marketing Strategy, Account Management, SPSS, Change Management, Cross-functional Team..., Westlaw, Monte Carlo Simulation, Event Planning, Real Estate, Legal Research, Analytics, Business Development, Facebook, Legal Writing, Competitive Analysis
Education
Indiana University - Kelley School of Business 2007 — 2012
Lincoln International January 2014 - Present
PwC June 2012 - December 2013
Indiana University August 2011 - May 2012
PwC June 2011 - August 2011
Kimball Electronics Group April 2011 - May 2011
Horn CPA Group, P.C. May 2010 - August 2010
Pro Capital LTD. August 2009 - December 2009
Eckhart & Company 2004 - 2008
Skills
Marketing Strategy, Account Management, SPSS, Change Management, Cross-functional Team..., Westlaw, Monte Carlo Simulation, Event Planning, Real Estate, Legal Research, Analytics, Business Development, Facebook, Legal Writing, Competitive Analysis
Education
Indiana University - Kelley School of Business 2007 — 2012
Andrew Bartolotta's Lincoln International Experience September 2013 - Present
Job Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International September 2013 - Present
Grant Thornton LLP July 2012 - September 2013
Kelley School of Business August 2011 - May 2012
Navigant June 2011 - August 2011
Boston Scientific April 2011 - May 2011
Addus HealthCare, Inc. May 2010 - August 2010
Addus HealthCare, Inc. May 2009 - August 2009
Skills
Valuation, Enterprise Valuation, Business Valuation, Portfolio Valuations, Illiquid Securities, Leveraged Finance, Mergers & Acquisitions, Refinancings, Structured Products, Financial Modeling, Finance, Financial Analysis, Financial Accounting, Financial Reporting, DCF Valuation
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Financial Analysis
Indiana University - Kelley School of Business 2007 — 2010
BS, Accounting
Lincoln International September 2013 - Present
Grant Thornton LLP July 2012 - September 2013
Kelley School of Business August 2011 - May 2012
Navigant June 2011 - August 2011
Boston Scientific April 2011 - May 2011
Addus HealthCare, Inc. May 2010 - August 2010
Addus HealthCare, Inc. May 2009 - August 2009
Skills
Valuation, Enterprise Valuation, Business Valuation, Portfolio Valuations, Illiquid Securities, Leveraged Finance, Mergers & Acquisitions, Refinancings, Structured Products, Financial Modeling, Finance, Financial Analysis, Financial Accounting, Financial Reporting, DCF Valuation
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Financial Analysis
Indiana University - Kelley School of Business 2007 — 2010
BS, Accounting
Akbar Mirza Akbar Mirza's Lincoln International Experience July 2013 - August 2014
Job Associate at Odyssey Investment Partners
Industry Venture Capital & Private Equity
Experience
Odyssey Investment Partners September 2014 - Present
Lincoln International July 2013 - August 2014
Gleacher & Company June 2012 - August 2012
Kohlberg Capital Corporation May 2011 - July 2011
Skills
Bloomberg Terminal, Bloomberg, Investment Banking, Portfolio Management, Capital IQ, Stata, Finance, Private Equity, Analysis, Economics, Statistics, Microsoft Excel, Financial Modeling
Education
Claremont McKenna College 2009 — 2013
BA, Economics- Accounting
Staples High School 2005 — 2009
Odyssey Investment Partners September 2014 - Present
Lincoln International July 2013 - August 2014
Gleacher & Company June 2012 - August 2012
Kohlberg Capital Corporation May 2011 - July 2011
Skills
Bloomberg Terminal, Bloomberg, Investment Banking, Portfolio Management, Capital IQ, Stata, Finance, Private Equity, Analysis, Economics, Statistics, Microsoft Excel, Financial Modeling
Education
Claremont McKenna College 2009 — 2013
BA, Economics- Accounting
Staples High School 2005 — 2009
Grant Williams Grant Williams's Lincoln International Experience July 2013 - July 2014
Job Pricing Manager at Ferrara Candy Company
Industry Food & Beverages
Experience
Ferrara Candy Company September 2015 - Present
Ferrara Candy Company August 2014 - September 2015
Lincoln International July 2013 - July 2014
Citigroup June 2012 - August 2012
Williams Eye Institute January 2009 - January 2011
Education
Indiana University Bloomington 2009 — 2013
Indiana University
Bachelor of Science, Biology
Munster High School
Peking University
Ferrara Candy Company September 2015 - Present
Ferrara Candy Company August 2014 - September 2015
Lincoln International July 2013 - July 2014
Citigroup June 2012 - August 2012
Williams Eye Institute January 2009 - January 2011
Education
Indiana University Bloomington 2009 — 2013
Indiana University
Bachelor of Science, Biology
Munster High School
Peking University
Alex Sabol's Lincoln International Experience July 2013 - December 2014
Job Strategy and Corporate Development at Avenues: The World School
Industry Education Management
Experience
Avenues: The World School December 2014 - Present
Tippecanoe Realty August 2009 - Present
Lincoln International July 2013 - December 2014
Lincoln International May 2012 - August 2012
IGS Energy May 2011 - August 2011
Vector Marketing Corporation May 2009 - August 2009
Tippecanoe County Clerk's Office May 2008 - August 2008
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (BS)
Oxford University, New College 2010 — 2010
Bachelor of Science (BS)
Avenues: The World School December 2014 - Present
Tippecanoe Realty August 2009 - Present
Lincoln International July 2013 - December 2014
Lincoln International May 2012 - August 2012
IGS Energy May 2011 - August 2011
Vector Marketing Corporation May 2009 - August 2009
Tippecanoe County Clerk's Office May 2008 - August 2008
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (BS)
Oxford University, New College 2010 — 2010
Bachelor of Science (BS)
David Houser's Lincoln International Experience 2000 - Present
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International 2000 - Present
LINC Capital 1998 - 2000
First Chicago Leasing Corporation 1993 - 1998
KMPG 1987 - 1991
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Business
Wake Forest University 1983 — 1987
BS, Accounting
Lincoln International 2000 - Present
LINC Capital 1998 - 2000
First Chicago Leasing Corporation 1993 - 1998
KMPG 1987 - 1991
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Business
Wake Forest University 1983 — 1987
BS, Accounting
Kara Koch Kara Koch's Lincoln International Experience November 2006 - June 2010
Job Associate Director of Graduate Academic Affairs at University of Pennsylvania School of Nursing
Industry Higher Education
Experience
University of Pennsylvania February 2013 - Present
University of Pennsylvania February 2011 - January 2013
Lincoln International November 2006 - June 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Higher Education, Microsoft Word, Editing, Data Entry
Education
University of Pennsylvania 2011 — 2013
M.S.Ed., Higher Education/Higher Education Administration
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science
University of Pennsylvania February 2013 - Present
University of Pennsylvania February 2011 - January 2013
Lincoln International November 2006 - June 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Higher Education, Microsoft Word, Editing, Data Entry
Education
University of Pennsylvania 2011 — 2013
M.S.Ed., Higher Education/Higher Education Administration
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science
Horak Robert Horak Robert's Lincoln International Experience April 2004 - Present
Job
Industry Investment Banking
Experience
Lincoln International April 2004 - Present
GE Capital 2001 - 2004
Heller Financial 1991 - 2000
Skills
Investment Banking, Corporate Finance, Capital Markets, Financial Modeling, Mergers, Financial Structuring, Business Valuation, Loan Origination, Loans, Mergers, Portfolio Management, Underwriting, Investments, Leveraged Finance, LBO, Private Equity, Financial Analysis, Middle Market, Valuation, Restructuring
Education
Northwestern University - Kellogg School of Management 1996 — 2000
Master of Business Administration (MBA), Finance and Strategy
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Arts (B.A.), Economics
Lincoln International April 2004 - Present
GE Capital 2001 - 2004
Heller Financial 1991 - 2000
Skills
Investment Banking, Corporate Finance, Capital Markets, Financial Modeling, Mergers, Financial Structuring, Business Valuation, Loan Origination, Loans, Mergers, Portfolio Management, Underwriting, Investments, Leveraged Finance, LBO, Private Equity, Financial Analysis, Middle Market, Valuation, Restructuring
Education
Northwestern University - Kellogg School of Management 1996 — 2000
Master of Business Administration (MBA), Finance and Strategy
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Arts (B.A.), Economics
Matt Guill Matt Guill's Lincoln International Experience June 2012 - August 2012
Job Millstein & Co.
Industry Investment Banking
Experience
Millstein & Co. July 2013 - Present
Lincoln International June 2012 - August 2012
Hampden-Sydney College 2009 - 2011
Cary Street Partners 2006 - 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Bloomberg, Due Diligence, Research, Strategic Financial..., Hedge Funds, Economics
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Hampden-Sydney College
BA, History
Millstein & Co. July 2013 - Present
Lincoln International June 2012 - August 2012
Hampden-Sydney College 2009 - 2011
Cary Street Partners 2006 - 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Bloomberg, Due Diligence, Research, Strategic Financial..., Hedge Funds, Economics
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Hampden-Sydney College
BA, History
Jeffrey Treichel's Lincoln International Experience July 2008 - February 2009
Job BizDev | Entrepreneurship | General Management | Strategy
Industry Internet
Experience
ShoutEm August 2014 - Present
Kolektiva August 2009 - January 2014
Lincoln International July 2008 - February 2009
Harvard Business School August 2006 - June 2008
Nestle December 2005 - August 2006
Dukat (a Groupe Lactalis Company) February 2002 - December 2005
Skills
Advertising, Marketing Strategy, Market Research, Negotiation, Marketing Communications, International..., Start-ups, Digital Strategy, Digital Marketing, Business Strategy, Social Media Marketing, Internet Entrepreneur, Consumer Behaviour, Consulting, Online Marketing, Google Adwords, Online Advertising, E-commerce, Business Planning, SEO, Marketing Management, Entrepreneurship, Strategic Planning, Web Development, SEM, Product Management, Strategy, Google Analytics, New Business Development, Web Analytics, Brand Development, Marketing, Business Development
Education
Harvard Business School 2006 — 2008
MBA
Tufts University 1997 — 2001
BA, International Relations, Russian & Eastern European Studies, Cum Laude
ShoutEm August 2014 - Present
Kolektiva August 2009 - January 2014
Lincoln International July 2008 - February 2009
Harvard Business School August 2006 - June 2008
Nestle December 2005 - August 2006
Dukat (a Groupe Lactalis Company) February 2002 - December 2005
Skills
Advertising, Marketing Strategy, Market Research, Negotiation, Marketing Communications, International..., Start-ups, Digital Strategy, Digital Marketing, Business Strategy, Social Media Marketing, Internet Entrepreneur, Consumer Behaviour, Consulting, Online Marketing, Google Adwords, Online Advertising, E-commerce, Business Planning, SEO, Marketing Management, Entrepreneurship, Strategic Planning, Web Development, SEM, Product Management, Strategy, Google Analytics, New Business Development, Web Analytics, Brand Development, Marketing, Business Development
Education
Harvard Business School 2006 — 2008
MBA
Tufts University 1997 — 2001
BA, International Relations, Russian & Eastern European Studies, Cum Laude
Ritesh Ramchandani's Lincoln International Experience July 2012 - May 2014
Job MBA Summer Intern at PepsiCo
Industry Investment Banking
Experience
Lincoln International July 2012 - May 2014
Lincoln International August 2009 - June 2012
OrbiMed Advisors May 2007 - February 2009
Skills
Financial Modeling, Valuation, Investment Banking, LBO, Bloomberg, Equity Research, Capital IQ, DCF, Financial Analysis, Due Diligence, Competitive Analysis, Business Valuation, M&A experience, Corporate Finance
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2005 — 2009
BS, Finance, Economics
Lincoln International July 2012 - May 2014
Lincoln International August 2009 - June 2012
OrbiMed Advisors May 2007 - February 2009
Skills
Financial Modeling, Valuation, Investment Banking, LBO, Bloomberg, Equity Research, Capital IQ, DCF, Financial Analysis, Due Diligence, Competitive Analysis, Business Valuation, M&A experience, Corporate Finance
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2005 — 2009
BS, Finance, Economics
Thomas R. Williams Thomas R. Williams's Lincoln International Experience 2004 - Present
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International 2004 - Present
SPX Corporation 2002 - 2004
Merrill Lynch & Co. 1985 - 1997
Continental Illinois National Bank 1977 - 1984
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Business Policy
University of Notre Dame - Mendoza College of Business
BBA, Finance
Lincoln International 2004 - Present
SPX Corporation 2002 - 2004
Merrill Lynch & Co. 1985 - 1997
Continental Illinois National Bank 1977 - 1984
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Business Policy
University of Notre Dame - Mendoza College of Business
BBA, Finance
Jeffrey McNamara's Lincoln International Experience June 2010 - February 2014
Job Vice President, M&A at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps February 2014 - Present
Lincoln International June 2010 - February 2014
Renaissance Capital Group April 2008 - June 2010
C.H. Robinson Worldwide June 2004 - August 2007
Skills
Investment Banking, Corporate Finance, Mergers, Private Placements, Financial Modeling, Financial Analysis, Credit Analysis, Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
M.B.A., Finance and Investment Analysis
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
M.S., Accountancy
Indiana University - Kelley School of Business 2000 — 2004
B.S., Business Administration
Duff & Phelps February 2014 - Present
Lincoln International June 2010 - February 2014
Renaissance Capital Group April 2008 - June 2010
C.H. Robinson Worldwide June 2004 - August 2007
Skills
Investment Banking, Corporate Finance, Mergers, Private Placements, Financial Modeling, Financial Analysis, Credit Analysis, Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
M.B.A., Finance and Investment Analysis
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
M.S., Accountancy
Indiana University - Kelley School of Business 2000 — 2004
B.S., Business Administration
Carlos Galvez Carlos Galvez's Lincoln International Experience 2007 - 2011
Job Credit Analyst at KKR
Industry Investment Management
Experience
KKR 2015 - Present
Overland Advisors 2011 - April 2015
Lincoln International 2007 - 2011
Latin American Venture Capital Association February 2006 - May 2006
Lazard Freres 2006 - 2006
Analyse Consulting June 2005 - July 2005
Capital One July 2002 - May 2005
Procter & Gamble 1999 - 2000
Skills
Hedge Funds, Portfolio Management, Financial Modeling, Equities, Credit Analysis, Financial Analysis, Investments, Trading, Capital Markets, Investment Banking, Private Equity, Mergers & Acquisitions, Valuation, Corporate Development, Emerging Markets, Derivatives, Financial Risk, Arbitrage, Risk Arbitrage, Mathematical Modeling
Education
Harvard Business School 2005 — 2007
MBA, General Management
Stanford University 2000 — 2002
BA, Mathematics and Economics
Instituto Tecnológico Autónomo de México 1998 — 2000
KKR 2015 - Present
Overland Advisors 2011 - April 2015
Lincoln International 2007 - 2011
Latin American Venture Capital Association February 2006 - May 2006
Lazard Freres 2006 - 2006
Analyse Consulting June 2005 - July 2005
Capital One July 2002 - May 2005
Procter & Gamble 1999 - 2000
Skills
Hedge Funds, Portfolio Management, Financial Modeling, Equities, Credit Analysis, Financial Analysis, Investments, Trading, Capital Markets, Investment Banking, Private Equity, Mergers & Acquisitions, Valuation, Corporate Development, Emerging Markets, Derivatives, Financial Risk, Arbitrage, Risk Arbitrage, Mathematical Modeling
Education
Harvard Business School 2005 — 2007
MBA, General Management
Stanford University 2000 — 2002
BA, Mathematics and Economics
Instituto Tecnológico Autónomo de México 1998 — 2000
Alberto Angelo Sinesi Alberto Angelo Sinesi's Lincoln International Experience September 2011 - Present
Job Investment Banker at Lincoln International
Industry Investment Banking
Experience
Lincoln International September 2011 - Present
Global Capital Finance September 2010 - August 2011
Corporate Finance Partners MidCap GmbH June 2009 - August 2009
MSC Mediterranean Shipping Co. S.A. November 2005 - May 2008
Deloitte Consulting June 2004 - October 2005
Skills
Corporate Finance, Financial Modeling, Valuation, Finance, Management, Leadership, Accounting, DCF, Trading, Financial Structuring, CRM, Capital Markets, Due Diligence, Structured Finance, M&A experience, Business Valuation, Executive Management, Business Strategy, Mergers & Acquisitions
Education
Investment Banking Institute 2010 — 2010
Intensive 4-week financial modeling and valuation training program, June – July 2010, Investment Banking
ESADE Business & Law School 2008 — 2010
Full-Time MBA, top 5%, Corporate Finance
New York University - Leonard N. Stern School of Business 2009 — 2009
MBA, Finance, Investment Banking
New York University 2006 — 2007
Certificate in Investment Banking, average grade: A
Università degli Studi di Genova 2000 — 2004
MA Finance and Business Administration Honors, top 5%
Universität Passau 1998 — 1999
Sprachen, Wirtschaft und Kulturraumstudien, Business Administration
Lincoln International September 2011 - Present
Global Capital Finance September 2010 - August 2011
Corporate Finance Partners MidCap GmbH June 2009 - August 2009
MSC Mediterranean Shipping Co. S.A. November 2005 - May 2008
Deloitte Consulting June 2004 - October 2005
Skills
Corporate Finance, Financial Modeling, Valuation, Finance, Management, Leadership, Accounting, DCF, Trading, Financial Structuring, CRM, Capital Markets, Due Diligence, Structured Finance, M&A experience, Business Valuation, Executive Management, Business Strategy, Mergers & Acquisitions
Education
Investment Banking Institute 2010 — 2010
Intensive 4-week financial modeling and valuation training program, June – July 2010, Investment Banking
ESADE Business & Law School 2008 — 2010
Full-Time MBA, top 5%, Corporate Finance
New York University - Leonard N. Stern School of Business 2009 — 2009
MBA, Finance, Investment Banking
New York University 2006 — 2007
Certificate in Investment Banking, average grade: A
Università degli Studi di Genova 2000 — 2004
MA Finance and Business Administration Honors, top 5%
Universität Passau 1998 — 1999
Sprachen, Wirtschaft und Kulturraumstudien, Business Administration
Brian Garfield Brian Garfield's Lincoln International Experience October 2014 - Present
Job Vice President at Lincoln International
Industry Financial Services
Experience
Lincoln International October 2014 - Present
Duff & Phelps March 2012 - October 2014
Duff & Phelps March 2010 - March 2012
Duff & Phelps August 2008 - March 2010
Ardour Capital Investments June 2007 - August 2007
Skills
Financial Research, Hedge Funds, Fund Of Funds, Equities, Business Valuation, Valuation, Financial Modeling
Education
Penn State University 2004 — 2008
BS, Finance
Kennedy High School
Lincoln International October 2014 - Present
Duff & Phelps March 2012 - October 2014
Duff & Phelps March 2010 - March 2012
Duff & Phelps August 2008 - March 2010
Ardour Capital Investments June 2007 - August 2007
Skills
Financial Research, Hedge Funds, Fund Of Funds, Equities, Business Valuation, Valuation, Financial Modeling
Education
Penn State University 2004 — 2008
BS, Finance
Kennedy High School
Kathleen Bernardo Kathleen Bernardo's Lincoln International Experience June 2008 - February 2009
Job Media Intelligence
Industry Airlines/Aviation
Experience
Kantar Media May 2013 - May 2014
The Blackstone Group February 2013 - April 2013
Omers Private Equity July 2012 - January 2013
The Setai Fifth Avenue, a Capella Managed Hotel January 2011 - May 2012
Garan, Inc April 2009 - March 2010
Lincoln International June 2008 - February 2009
United Airlines January 1999 - September 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Public Speaking, Business Aviation, Corporate Aircraft, First Class Medical, US Passport, European Union, Charter, International Flight..., B727, B757, B747, A320, B767, Challenger, Gulfstream, Commercial Aviation, Flight Safety, Flight Planning, Aircraft, Airlines, Aviation, Piloting, Aircraft Maintenance, Human Factors, Aerospace, Private Pilot, Process Improvement, Operations Management, Transportation, Military, Travel Management, Airports, Aviation Security, Civil Aviation, Sabre, Airport Management, Crew Resource Management, Type Rating, General Aviation
Education
City University of New York-Hunter College
Associate's Degree, Business Administration and Management, General
Facts Safety 2006 — 2007
FACTS Emergency Safety Certification, Aviation/Airway Management and Operations
Institute of Culinary Education 2008 — 2009
Culinary & Restaurant Management Course, Culinary Arts/Chef Training, 4.0
Inflight Training Solutions- Allentown, PA 2012 — 2012
Emergency Flight Safety, Aviation/Airway Management and Operations
Kantar Media May 2013 - May 2014
The Blackstone Group February 2013 - April 2013
Omers Private Equity July 2012 - January 2013
The Setai Fifth Avenue, a Capella Managed Hotel January 2011 - May 2012
Garan, Inc April 2009 - March 2010
Lincoln International June 2008 - February 2009
United Airlines January 1999 - September 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Public Speaking, Business Aviation, Corporate Aircraft, First Class Medical, US Passport, European Union, Charter, International Flight..., B727, B757, B747, A320, B767, Challenger, Gulfstream, Commercial Aviation, Flight Safety, Flight Planning, Aircraft, Airlines, Aviation, Piloting, Aircraft Maintenance, Human Factors, Aerospace, Private Pilot, Process Improvement, Operations Management, Transportation, Military, Travel Management, Airports, Aviation Security, Civil Aviation, Sabre, Airport Management, Crew Resource Management, Type Rating, General Aviation
Education
City University of New York-Hunter College
Associate's Degree, Business Administration and Management, General
Facts Safety 2006 — 2007
FACTS Emergency Safety Certification, Aviation/Airway Management and Operations
Institute of Culinary Education 2008 — 2009
Culinary & Restaurant Management Course, Culinary Arts/Chef Training, 4.0
Inflight Training Solutions- Allentown, PA 2012 — 2012
Emergency Flight Safety, Aviation/Airway Management and Operations
Rafael Larramendi Rafael Larramendi's Lincoln International Experience April 2006 - November 2006
Job Piping Designer/Cad Technican
Industry Design
Experience
Leidos Engineering July 2014 - Present
WorleyParsons March 2012 - September 2013
Fluor Transworld Services Inc April 2008 - November 2008
Lincoln International April 2006 - November 2006
Frank Int'l January 2006 - March 2006
Skills
Piping, PDMS, P&ID, AutoCAD, Pumps, HVAC, Structural Engineering, Microsoft Office, Offshore Drilling, Modeling, CAD
Education
Hccs Piping and Equipment 2010 — 2010
Certified On Equipment and Piping, Piping and Equipment
Houston Community College 2005 — 2008
Certified in Process Piping, Piping
Houston Community College Piping Design Class 2007-2008Houston Community College 2005 — 2008
ELSIK High School Welding (2004- 2005)ELSIK High School 2003 — 2005
High School Diploma
Leidos Engineering July 2014 - Present
WorleyParsons March 2012 - September 2013
Fluor Transworld Services Inc April 2008 - November 2008
Lincoln International April 2006 - November 2006
Frank Int'l January 2006 - March 2006
Skills
Piping, PDMS, P&ID, AutoCAD, Pumps, HVAC, Structural Engineering, Microsoft Office, Offshore Drilling, Modeling, CAD
Education
Hccs Piping and Equipment 2010 — 2010
Certified On Equipment and Piping, Piping and Equipment
Houston Community College 2005 — 2008
Certified in Process Piping, Piping
Houston Community College Piping Design Class 2007-2008Houston Community College 2005 — 2008
ELSIK High School Welding (2004- 2005)ELSIK High School 2003 — 2005
High School Diploma
Sarit Rapport Sarit Rapport's Lincoln International Experience February 2014 - Present
Job Vice President at Lincoln International
Industry Management Consulting
Experience
Lincoln International February 2014 - Present
Deloitte September 2003 - February 2014
Arimax Financial Advisors October 1998 - September 2001
Skills
Financial Modeling, Strategy, Valuation, Due Diligence, Financial Analysis, Business Valuation, Corporate Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2003
MBA, Finance and Corporate Accounting
Columbia University in the City of New York 1993 — 1997
Bachelor of Arts (B.A.), Psychology
Lincoln International February 2014 - Present
Deloitte September 2003 - February 2014
Arimax Financial Advisors October 1998 - September 2001
Skills
Financial Modeling, Strategy, Valuation, Due Diligence, Financial Analysis, Business Valuation, Corporate Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2003
MBA, Finance and Corporate Accounting
Columbia University in the City of New York 1993 — 1997
Bachelor of Arts (B.A.), Psychology
Samuel Jackson's Lincoln International Experience July 2012 - Present
Job Associate at Lincoln International
Industry Financial Services
Experience
Lincoln International July 2012 - Present
Lehman Brothers Estate (LBHI) November 2008 - August 2010
Lehman Brothers July 2006 - October 2008
Goldman Sachs June 2005 - September 2005
Skills
Valuation, Fixed Income, Credit, Capital Markets, Financial Modeling, Distressed M&A, Mergers & Acquisitions, Operational Turnaround
Education
Harvard Business School 2010 — 2012
MBA
Dartmouth College 2002 — 2006
A.B., Political Science & Sociology
Lincoln International July 2012 - Present
Lehman Brothers Estate (LBHI) November 2008 - August 2010
Lehman Brothers July 2006 - October 2008
Goldman Sachs June 2005 - September 2005
Skills
Valuation, Fixed Income, Credit, Capital Markets, Financial Modeling, Distressed M&A, Mergers & Acquisitions, Operational Turnaround
Education
Harvard Business School 2010 — 2012
MBA
Dartmouth College 2002 — 2006
A.B., Political Science & Sociology
Jamie Doering's Lincoln International Experience May 2010 - Present
Job Executive Assistant at Lincoln International
Industry Financial Services
Experience
Lincoln International May 2010 - Present
Aabbitt Adhesives, Inc., June 2009 - May 2010
Related January 2006 - June 2009
Star Properties August 2002 - September 2005
Skills
•Work well..., •Proficient in..., •Ability to multi-task..., Administrative..., Management, Microsoft Excel, Finance, Process Scheduler, Training, Administrative..., Mergers & Acquisitions, Event Planning
Education
Northern Illinois University 1999 — 2003
Bachelor of Science (B.S.)
Lincoln International May 2010 - Present
Aabbitt Adhesives, Inc., June 2009 - May 2010
Related January 2006 - June 2009
Star Properties August 2002 - September 2005
Skills
•Work well..., •Proficient in..., •Ability to multi-task..., Administrative..., Management, Microsoft Excel, Finance, Process Scheduler, Training, Administrative..., Mergers & Acquisitions, Event Planning
Education
Northern Illinois University 1999 — 2003
Bachelor of Science (B.S.)
Danielle Crognale Danielle Crognale's Lincoln International Experience May 2011 - Present
Job Executive Assistant
Industry Financial Services
Experience
Lincoln International May 2011 - Present
Empire Asset Management November 2006 - April 2011
Morgan Stanley May 2005 - November 2005
GunnAllen Financial January 2002 - January 2004
Skills
Outlook, PowerPoint, Word, Excel, Customer Relations, Microsoft Office, Administration, Research, Event Planning, Administrative Support, Scheduling, Data Entry, Problem Solving, Inventory Management, System Administration, Microsoft Excel, Event Management, Customer Service, Administrative..., Process Scheduler, Leadership, Microsoft Word, Administrative..., Time Management
Education
Hofstra University 1998 — 2000
Lincoln International May 2011 - Present
Empire Asset Management November 2006 - April 2011
Morgan Stanley May 2005 - November 2005
GunnAllen Financial January 2002 - January 2004
Skills
Outlook, PowerPoint, Word, Excel, Customer Relations, Microsoft Office, Administration, Research, Event Planning, Administrative Support, Scheduling, Data Entry, Problem Solving, Inventory Management, System Administration, Microsoft Excel, Event Management, Customer Service, Administrative..., Process Scheduler, Leadership, Microsoft Word, Administrative..., Time Management
Education
Hofstra University 1998 — 2000
Carl Gatenio Carl Gatenio's Lincoln International Experience January 2013 - Present
Job Vice President at Lincoln International
Industry Financial Services
Experience
Lincoln International January 2013 - Present
Lincoln International August 2010 - Present
Mesirow Financial August 2009 - August 2010
University of Chicago Graduate School of Business September 2007 - June 2010
JPMorgan Chase April 2006 - August 2007
Lehman Brothers 2003 - 2005
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA
Emory University - Goizueta Business School 1999 — 2003
Lincoln International January 2013 - Present
Lincoln International August 2010 - Present
Mesirow Financial August 2009 - August 2010
University of Chicago Graduate School of Business September 2007 - June 2010
JPMorgan Chase April 2006 - August 2007
Lehman Brothers 2003 - 2005
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA
Emory University - Goizueta Business School 1999 — 2003
Dominic Rispoli's Lincoln International Experience July 2015 - Present
Job Managing Director and Head of Retail, North America at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Canaccord Genuity Inc. September 2011 - July 2015
Catalyst Brands April 2009 - September 2011
Barclays Capital May 2008 - February 2009
Lehman Brothers August 1993 - May 2008
Chemical Bank (JPMorgan) June 1988 - June 1991
IBM September 1986 - February 1987
Skills
Private Equity, Mergers, Corporate Finance, Strategy, Investment Banking, Valuation, IPO, Investor Relations, Equities, Finance, Joint Ventures, Business Development, Banking, Leveraged Finance, Corporate Development, M&A experience, Mergers & Acquisitions, LBO, Investments
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance and Management Strategy
University of Massachusetts, Amherst 1984 — 1988
BA, Business and Economics
Lincoln International July 2015 - Present
Canaccord Genuity Inc. September 2011 - July 2015
Catalyst Brands April 2009 - September 2011
Barclays Capital May 2008 - February 2009
Lehman Brothers August 1993 - May 2008
Chemical Bank (JPMorgan) June 1988 - June 1991
IBM September 1986 - February 1987
Skills
Private Equity, Mergers, Corporate Finance, Strategy, Investment Banking, Valuation, IPO, Investor Relations, Equities, Finance, Joint Ventures, Business Development, Banking, Leveraged Finance, Corporate Development, M&A experience, Mergers & Acquisitions, LBO, Investments
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance and Management Strategy
University of Massachusetts, Amherst 1984 — 1988
BA, Business and Economics
David K. (Bob) Edmonds David K. (Bob) Edmonds's Lincoln International Experience August 2008 - Present
Job Senior Executive business leader, President, CEO, VP/GM in Aerospace & Defense
Industry Defense & Space
Experience
Lincoln International August 2008 - Present
Exelis May 2011 - June 2015
Bipartisan Policy Center December 2009 - October 2012
Syndetics, Inc January 2009 - May 2011
Heidrick & Struggles International December 2006 - January 2009
USAF May 1979 - January 2007
Skills
Program Management, Strategy, Defense, DoD, Government, Military, Leadership, Government Contracting, Integration, Air Force, Policy, Management Consulting, Security, Military Operations, Aerospace, Business Strategy, Organizational..., Team Building, Aviation, International Relations, Security Clearance, Strategic Planning, Operational Planning, National Security, Information Assurance, Command
Education
National Defense University 1996 — 1997
MS
Columbia University 1979 — 1980
MSCE
United States Air Force Academy 1975 — 1979
BSCE
Lincoln International August 2008 - Present
Exelis May 2011 - June 2015
Bipartisan Policy Center December 2009 - October 2012
Syndetics, Inc January 2009 - May 2011
Heidrick & Struggles International December 2006 - January 2009
USAF May 1979 - January 2007
Skills
Program Management, Strategy, Defense, DoD, Government, Military, Leadership, Government Contracting, Integration, Air Force, Policy, Management Consulting, Security, Military Operations, Aerospace, Business Strategy, Organizational..., Team Building, Aviation, International Relations, Security Clearance, Strategic Planning, Operational Planning, National Security, Information Assurance, Command
Education
National Defense University 1996 — 1997
MS
Columbia University 1979 — 1980
MSCE
United States Air Force Academy 1975 — 1979
BSCE
Christopher Vierling Christopher Vierling's Lincoln International Experience June 2014 - Present
Job Investment Banking Vice President at Lincoln International
Industry Financial Services
Experience
Lincoln International June 2014 - Present
Barclays Capital August 2011 - June 2014
University of Chicago Booth School of Business August 2009 - June 2011
Ford Motor Company July 2005 - July 2009
Carnegie Mellon University August 2001 - May 2005
Skills
Series 63, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Due Diligence, Six Sigma, Venture Capital, Bloomberg, Mergers & Acquisitions, Asset Management, Fixed Income, Risk Management, Capital Markets, Hedge Funds, Equities, Equity Research, Finance, Portfolio Management, Emerging Markets, Investments, Derivatives, Business Valuation, Offshore Outsourcing, LBO, Corporate Development, Structured Finance, Banking
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Analytical Finance and Accounting
Carnegie Mellon University - Tepper School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Manufacturing Management & Consulting
Lincoln International June 2014 - Present
Barclays Capital August 2011 - June 2014
University of Chicago Booth School of Business August 2009 - June 2011
Ford Motor Company July 2005 - July 2009
Carnegie Mellon University August 2001 - May 2005
Skills
Series 63, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Due Diligence, Six Sigma, Venture Capital, Bloomberg, Mergers & Acquisitions, Asset Management, Fixed Income, Risk Management, Capital Markets, Hedge Funds, Equities, Equity Research, Finance, Portfolio Management, Emerging Markets, Investments, Derivatives, Business Valuation, Offshore Outsourcing, LBO, Corporate Development, Structured Finance, Banking
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Analytical Finance and Accounting
Carnegie Mellon University - Tepper School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Manufacturing Management & Consulting
Ryan Deegan Ryan Deegan's Lincoln International Experience August 2011 - September 2012
Job Director at Monroe Credit Advisors LLC
Industry Investment Banking
Experience
Monroe Credit Advisors LLC July 2014 - Present
RBS Business Capital January 2013 - July 2014
Lincoln International August 2011 - September 2012
BNP Paribas Corporate & Investment Banking June 2010 - July 2011
GE Capital November 2007 - June 2010
GE Capital June 2005 - November 2007
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Strategy & Corporate Finance
Michigan State University 2001 — 2005
BA, Finance
Monroe Credit Advisors LLC July 2014 - Present
RBS Business Capital January 2013 - July 2014
Lincoln International August 2011 - September 2012
BNP Paribas Corporate & Investment Banking June 2010 - July 2011
GE Capital November 2007 - June 2010
GE Capital June 2005 - November 2007
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Strategy & Corporate Finance
Michigan State University 2001 — 2005
BA, Finance
Rich Gottbrath's Lincoln International Experience July 2015 - Present
Job Investment Banking Associate at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Lincoln International January 2015 - Present
Lincoln International July 2012 - Present
Lincoln International May 2011 - August 2011
Indiana University Bloomington August 2008 - May 2011
Pete For Indiana March 2010 - November 2010
Brown-Forman May 2010 - August 2010
Brown-Forman May 2009 - August 2010
Skills
Financial Modeling, Pitch Books, Comparable Analysis, Marketing Material..., Business Strategy, Mergers, Acquisitions
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance and Accounting
Indiana University Bloomington 2008 — 2012
Minor, Political Science
Saint Xavier High School 2004 — 2008
Lincoln International July 2015 - Present
Lincoln International January 2015 - Present
Lincoln International July 2012 - Present
Lincoln International May 2011 - August 2011
Indiana University Bloomington August 2008 - May 2011
Pete For Indiana March 2010 - November 2010
Brown-Forman May 2010 - August 2010
Brown-Forman May 2009 - August 2010
Skills
Financial Modeling, Pitch Books, Comparable Analysis, Marketing Material..., Business Strategy, Mergers, Acquisitions
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance and Accounting
Indiana University Bloomington 2008 — 2012
Minor, Political Science
Saint Xavier High School 2004 — 2008
Kathleen Walsh Kathleen Walsh's Lincoln International Experience July 2014 - Present
Job Associate Investment Banking at Lincoln International
Industry Higher Education
Experience
Lincoln International July 2014 - Present
Skills
Business Strategy, Program Management, Project Management
Education
Harvard Business School
MIT-Zaragoza Logistics Center 2006 — 2007
Master of Engineering, Supply Chain Management and Logistics
Cornell University 2001 — 2005
BA, Government and International Relations
Lincoln International July 2014 - Present
Skills
Business Strategy, Program Management, Project Management
Education
Harvard Business School
MIT-Zaragoza Logistics Center 2006 — 2007
Master of Engineering, Supply Chain Management and Logistics
Cornell University 2001 — 2005
BA, Government and International Relations
Karissa Olson Karissa Olson's Lincoln International Experience February 1998 - 2005
Job Project Administrator URS Corporation
Industry Oil & Energy
Experience
AECOM Corporation (formerly URS) August 2011 - Present
Houlihan Lokey 2005 - August 2011
Lincoln International February 1998 - 2005
Skills
Due Diligence, Corporate Finance, Mergers & Acquisitions, Investment Banking, Private Equity, Valuation, Management
Education
Lewis University 2007 — 2009
Bachelors Degree, Healthcare Leadership
Fox College 1996 — 1998
AA, Administrative Assistant, Executive/Legal Assistant Program
Bradley University 1993 — 1994
AECOM Corporation (formerly URS) August 2011 - Present
Houlihan Lokey 2005 - August 2011
Lincoln International February 1998 - 2005
Skills
Due Diligence, Corporate Finance, Mergers & Acquisitions, Investment Banking, Private Equity, Valuation, Management
Education
Lewis University 2007 — 2009
Bachelors Degree, Healthcare Leadership
Fox College 1996 — 1998
AA, Administrative Assistant, Executive/Legal Assistant Program
Bradley University 1993 — 1994
Adam Schloss Adam Schloss's Lincoln International Experience July 2011 - June 2013
Job Associate Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2013 - Present
Lincoln International July 2011 - June 2013
University of Illinois at Urbana-Champaign August 2007 - May 2011
CristKolder Associates May 2010 - August 2010
Wolverine Trading May 2009 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Capital IQ, Data Analysis, Investment Banking, Corporate Finance, Microsoft Excel, Private Equity, Capital Markets, Due Diligence, Business Valuation, Economics, PowerPoint, Equities, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BS, Finance
ESCP Europe 2010 — 2010
T. Rowe Price August 2013 - Present
Lincoln International July 2011 - June 2013
University of Illinois at Urbana-Champaign August 2007 - May 2011
CristKolder Associates May 2010 - August 2010
Wolverine Trading May 2009 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Capital IQ, Data Analysis, Investment Banking, Corporate Finance, Microsoft Excel, Private Equity, Capital Markets, Due Diligence, Business Valuation, Economics, PowerPoint, Equities, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BS, Finance
ESCP Europe 2010 — 2010
Eddie Krule Eddie Krule's Lincoln International Experience March 2015 - Present
Job Associate at Lincoln International
Industry Banking
Experience
Lincoln International March 2015 - Present
Bank of America Merrill Lynch July 2013 - February 2015
Kellogg School of Management August 2011 - June 2013
Bank of America Merrill Lynch June 2012 - August 2012
GreatPoint Energy March 2011 - August 2011
GreatPoint Energy November 2008 - March 2011
Lux Research July 2008 - November 2008
Lux Research June 2007 - July 2008
Lux Research June 2006 - December 2006
Skills
Cleantech, Venture Capital, Energy, Renewable Energy, Business Strategy, Financial Modeling, Valuation, Due Diligence
Education
Kellogg Graduate School of Management 2011 — 2013
MBA
Columbia Engineering
Bachelors, Materials Science
Lincoln International March 2015 - Present
Bank of America Merrill Lynch July 2013 - February 2015
Kellogg School of Management August 2011 - June 2013
Bank of America Merrill Lynch June 2012 - August 2012
GreatPoint Energy March 2011 - August 2011
GreatPoint Energy November 2008 - March 2011
Lux Research July 2008 - November 2008
Lux Research June 2007 - July 2008
Lux Research June 2006 - December 2006
Skills
Cleantech, Venture Capital, Energy, Renewable Energy, Business Strategy, Financial Modeling, Valuation, Due Diligence
Education
Kellogg Graduate School of Management 2011 — 2013
MBA
Columbia Engineering
Bachelors, Materials Science
Alexander Waite's Lincoln International Experience May 2015 - Present
Job Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International May 2015 - Present
BMO Harris Bank June 2014 - May 2015
Menasha Corporation May 2012 - August 2012
Skills
Advertising, Teamwork, Management, Recruiting, Data Analysis, Leadership, Finance, Time Management, Marketing, Social Media Marketing, Customer Service
Education
Florida State University 2010 — 2014
Bachelor of Science (B.S.), Finance and Professional Sales
St. Mary Central 2006 — 2010
High School
Lincoln International May 2015 - Present
BMO Harris Bank June 2014 - May 2015
Menasha Corporation May 2012 - August 2012
Skills
Advertising, Teamwork, Management, Recruiting, Data Analysis, Leadership, Finance, Time Management, Marketing, Social Media Marketing, Customer Service
Education
Florida State University 2010 — 2014
Bachelor of Science (B.S.), Finance and Professional Sales
St. Mary Central 2006 — 2010
High School
Erin Istvan's Lincoln International Experience July 2012 - January 2014
Job Financial professional with experience advising and financing middle market companies
Industry Financial Services
Experience
Madison Capital Funding September 2015 - Present
Madison Capital Funding January 2014 - September 2015
Lincoln International July 2012 - January 2014
Miller Buckfire & Co., LLC May 2011 - August 2011
Wells Fargo (formerly Wachovia Corporation) March 2009 - June 2010
Wells Fargo (formerly Wachovia Corporation) July 2007 - March 2009
Wachovia Securities, LLC June 2006 - July 2007
Education
Harvard Business School 2010 — 2012
MBA
Wake Forest University 2002 — 2006
Bachelor of Science
Madison Capital Funding September 2015 - Present
Madison Capital Funding January 2014 - September 2015
Lincoln International July 2012 - January 2014
Miller Buckfire & Co., LLC May 2011 - August 2011
Wells Fargo (formerly Wachovia Corporation) March 2009 - June 2010
Wells Fargo (formerly Wachovia Corporation) July 2007 - March 2009
Wachovia Securities, LLC June 2006 - July 2007
Education
Harvard Business School 2010 — 2012
MBA
Wake Forest University 2002 — 2006
Bachelor of Science
Bowei Li's Lincoln International Experience January 2015 - February 2015
Job Corporate Audit Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
Lincoln International January 2015 - February 2015
PING AN ASSET MANAGEMENT CO., LTD June 2014 - August 2014
Accenture May 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Matlab, Microsoft Word, Java, Data Analysis, SQL, R, AMPL, Investment Banking, Financial Modeling, Statistics, Financial Analysis, Teamwork, Management
Education
Cornell University
Bachelor of Science (BS), Operations Research
Bank of America Merrill Lynch June 2015 - Present
Lincoln International January 2015 - February 2015
PING AN ASSET MANAGEMENT CO., LTD June 2014 - August 2014
Accenture May 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Matlab, Microsoft Word, Java, Data Analysis, SQL, R, AMPL, Investment Banking, Financial Modeling, Statistics, Financial Analysis, Teamwork, Management
Education
Cornell University
Bachelor of Science (BS), Operations Research
Spencer Springer's Lincoln International Experience July 2012 - June 2015
Job Associate at Concentric Equity Partners
Industry Venture Capital & Private Equity
Experience
Lincoln International July 2012 - June 2015
HSBC June 2011 - August 2011
Merrill Lynch June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance
London School of Economics and Political Science 2010 — 2010
Summer Program, Finance
Palos Verdes Peninsula High School 2004 — 2008
Lincoln International July 2012 - June 2015
HSBC June 2011 - August 2011
Merrill Lynch June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance
London School of Economics and Political Science 2010 — 2010
Summer Program, Finance
Palos Verdes Peninsula High School 2004 — 2008
Patrick Waite's Lincoln International Experience July 2015 - Present
Job Valuation Analyst Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Grant Thornton LLP 2014 - Present
Plante Moran June 2013 - August 2013
The Coca-Cola Company April 2013 - May 2013
Grant Thornton International Ltd June 2012 - July 2012
Skills
Auditing, Finance, US GAAP, Financial Reporting, CPA, Accounting, External Audit, Assurance, Sarbanes-Oxley Act, Financial Accounting, Microsoft Excel
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting (Financial Analysis Track)
Indiana University Bloomington 2009 — 2012
Bachelor of Science (BS), Accounting
Lincoln International July 2015 - Present
Grant Thornton LLP 2014 - Present
Plante Moran June 2013 - August 2013
The Coca-Cola Company April 2013 - May 2013
Grant Thornton International Ltd June 2012 - July 2012
Skills
Auditing, Finance, US GAAP, Financial Reporting, CPA, Accounting, External Audit, Assurance, Sarbanes-Oxley Act, Financial Accounting, Microsoft Excel
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting (Financial Analysis Track)
Indiana University Bloomington 2009 — 2012
Bachelor of Science (BS), Accounting
Sam Chase Sam Chase's Lincoln International Experience July 2015 - Present
Job Investment Banking Associate at Lincoln International
Industry
Experience
Lincoln International July 2015 - Present
Lincoln International June 2014 - August 2014
US Navy May 2008 - September 2013
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
United States Naval Academy 2004 — 2008
Bachelor of Science (BS), Major in Quantitative Economics, Subspecialty in Operations Analysis
Lincoln International July 2015 - Present
Lincoln International June 2014 - August 2014
US Navy May 2008 - September 2013
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
United States Naval Academy 2004 — 2008
Bachelor of Science (BS), Major in Quantitative Economics, Subspecialty in Operations Analysis
Vivek Thakkar's Lincoln International Experience July 2015 - Present
Job Investment Banking Analyst at Lincoln International
Industry Financial Services
Experience
Lincoln International July 2015 - Present
N2Picture June 2007 - Present
Global Investment Club October 2012 - April 2015
Lincoln International June 2014 - August 2014
MPowered Entrepreneurship January 2013 - February 2014
Northern Trust June 2013 - August 2013
Littelfuse May 2012 - June 2013
University of Michigan Ross School of Business October 2011 - May 2013
Kellogg School of Management September 2010 - May 2011
Skills
Access, PowerPoint, Adobe Creative Suite, Photoshop, Final Cut Pro, Digital Photography, Videography, Academic Tutoring, Entrepreneurship, Leadership, Matlab, Social Media, Microsoft Excel, Credit Risk, Business Analytics, Networking, CRM, Analytics, Microsoft Office, Financial Analysis, Public Speaking, Data Analysis, Research, Financial Modeling, Analysis, Microsoft Word
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor's of Business Administration, Finance & Accounting
University of Michigan College of Literature, Science, and the Arts 2011 — 2015
Bachelor's of Arts, Economics
Illinois Mathematics and Science Academy 2008 — 2011
High School Diploma
Lincoln International July 2015 - Present
N2Picture June 2007 - Present
Global Investment Club October 2012 - April 2015
Lincoln International June 2014 - August 2014
MPowered Entrepreneurship January 2013 - February 2014
Northern Trust June 2013 - August 2013
Littelfuse May 2012 - June 2013
University of Michigan Ross School of Business October 2011 - May 2013
Kellogg School of Management September 2010 - May 2011
Skills
Access, PowerPoint, Adobe Creative Suite, Photoshop, Final Cut Pro, Digital Photography, Videography, Academic Tutoring, Entrepreneurship, Leadership, Matlab, Social Media, Microsoft Excel, Credit Risk, Business Analytics, Networking, CRM, Analytics, Microsoft Office, Financial Analysis, Public Speaking, Data Analysis, Research, Financial Modeling, Analysis, Microsoft Word
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor's of Business Administration, Finance & Accounting
University of Michigan College of Literature, Science, and the Arts 2011 — 2015
Bachelor's of Arts, Economics
Illinois Mathematics and Science Academy 2008 — 2011
High School Diploma
Grant Sternberg's Lincoln International Experience May 2015 - Present
Job Investment Banking Summer Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International May 2015 - Present
Morgan Stanley Smith Barney May 2013 - August 2014
Skills
Bilingual-English/Spanis..., Mathematics, Hunting, Weight Training, Critical Thinking, Finance, Spanish, Social Media, Microsoft Word, Management, Microsoft Excel, Sales, Customer Service, Leadership, Time Management, Teaching, Research, Public Speaking, Teamwork
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Arts, Accounting and Finance
Saint Xavier High School 2008 — 2012
Lincoln International May 2015 - Present
Morgan Stanley Smith Barney May 2013 - August 2014
Skills
Bilingual-English/Spanis..., Mathematics, Hunting, Weight Training, Critical Thinking, Finance, Spanish, Social Media, Microsoft Word, Management, Microsoft Excel, Sales, Customer Service, Leadership, Time Management, Teaching, Research, Public Speaking, Teamwork
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Arts, Accounting and Finance
Saint Xavier High School 2008 — 2012
Arsham Memarzadeh's Lincoln International Experience 2013 - 2013
Job OpenView Venture Partners
Industry Venture Capital & Private Equity
Experience
OpenView Venture Partners 2014 - Present
Cornell Venture Capital 2011 - Present
Mutual Investment Club of Cornell 2011 - 2014
Lincoln International 2013 - 2013
Cornell University Investment Office 2012 - 2012
The Side by Side Foundation 2011 - 2012
Education
Cornell University
Industrial and Labor Relations, Economics
OpenView Venture Partners 2014 - Present
Cornell Venture Capital 2011 - Present
Mutual Investment Club of Cornell 2011 - 2014
Lincoln International 2013 - 2013
Cornell University Investment Office 2012 - 2012
The Side by Side Foundation 2011 - 2012
Education
Cornell University
Industrial and Labor Relations, Economics
Mac Fillet, CPA's Lincoln International Experience December 2014 - Present
Job Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International December 2014 - Present
EY September 2013 - December 2014
Access Funding January 2013 - July 2013
LRAP Association September 2011 - December 2012
Ernst & Young June 2012 - August 2012
Vineyard Vines September 2010 - May 2012
ULAX January 2010 - October 2011
Textron June 2011 - August 2011
Counterpointe Capital Management LLC May 2011 - June 2011
Millennial Services October 2010 - March 2011
Skills
Accounting, Finance, Microsoft Excel, Microsoft Office, Access, PowerPoint, Microsoft Word, Photoshop, HTML, Financial Analysis, Outlook, Social Media, Financial Modeling, Management, Marketing, Leadership
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance & Accounting
Our Lady of Good Counsel High School 2004 — 2008
Lincoln International December 2014 - Present
EY September 2013 - December 2014
Access Funding January 2013 - July 2013
LRAP Association September 2011 - December 2012
Ernst & Young June 2012 - August 2012
Vineyard Vines September 2010 - May 2012
ULAX January 2010 - October 2011
Textron June 2011 - August 2011
Counterpointe Capital Management LLC May 2011 - June 2011
Millennial Services October 2010 - March 2011
Skills
Accounting, Finance, Microsoft Excel, Microsoft Office, Access, PowerPoint, Microsoft Word, Photoshop, HTML, Financial Analysis, Outlook, Social Media, Financial Modeling, Management, Marketing, Leadership
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance & Accounting
Our Lady of Good Counsel High School 2004 — 2008
Bridget Mollner Bridget Mollner's Lincoln International Experience July 2012 - Present
Job Associate at Lincoln International
Industry Financial Services
Experience
Lincoln International July 2012 - Present
Kellogg School of Management August 2010 - June 2012
Barclays Capital August 2008 - July 2010
Lehman Brothers August 2007 - August 2008
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA)
Washington University in St. Louis 2004 — 2007
Biomedical Engineering
Lincoln International July 2012 - Present
Kellogg School of Management August 2010 - June 2012
Barclays Capital August 2008 - July 2010
Lehman Brothers August 2007 - August 2008
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA)
Washington University in St. Louis 2004 — 2007
Biomedical Engineering
Olessia Korbut Olessia Korbut's Lincoln International Experience June 2013 - August 2013
Job Management Associate (Corporate Finance) at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters August 2013 - Present
Lincoln International June 2013 - August 2013
International Monetary Fund January 2008 - August 2011
Analysis Group June 2006 - December 2007
Skills
Econometric Modeling, Statistics, Mathematical Modeling, Microsoft Excel, Excel models, VBA, R, Financial Analysis, Financial Modeling, Strategy, Information Technology, Economic Modeling, Leadership Development, Team Building, Data Analysis, Valuation, Econometrics, Quantitative Analytics, Economics
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Bryn Mawr College 2002 — 2006
Bachelor's Degree, Mathematics and Economics, 3.6
Thomson Reuters August 2013 - Present
Lincoln International June 2013 - August 2013
International Monetary Fund January 2008 - August 2011
Analysis Group June 2006 - December 2007
Skills
Econometric Modeling, Statistics, Mathematical Modeling, Microsoft Excel, Excel models, VBA, R, Financial Analysis, Financial Modeling, Strategy, Information Technology, Economic Modeling, Leadership Development, Team Building, Data Analysis, Valuation, Econometrics, Quantitative Analytics, Economics
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Bryn Mawr College 2002 — 2006
Bachelor's Degree, Mathematics and Economics, 3.6
Michael Bagnoli's Lincoln International Experience May 2015 - Present
Job Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International May 2015 - Present
Edgewater Ranzal June 2014 - May 2015
Jump Trading, LLC December 2012 - June 2013
Susan D Mrzlack CPA July 2012 - August 2012
A/C Trading Co August 2011 - May 2012
Undergraduate Investment Group (UIG) December 2010 - May 2012
IN-Vivo Ventures May 2010 - August 2010
Brags Investments, LLC 2006 - 2008
Skills
Valuation, Teamwork, Microsoft Excel, Microsoft Office, Analytical Skills, Trading, Analysis, Investments, Microsoft Word, PowerPoint, Mac OS, Econometrics, Highly self-motivated, Microsoft Operating..., Microsoft Dynamics, Management Reporter, Stata, @Risk, Analytical Thinker, Team Player, Proven Leader, Problem Solver, Creative Thinker, Energetic Self-Starter, Hyperion Strategic..., Entrepreneurship, Due Diligence
Education
Purdue University - Krannert School of Management 2013 — 2014
Master's Degree, Finance
Purdue University - Krannert School of Management 2008 — 2012
Business Management, Finance, Economics
Lafayette Central Catholic Jr./Sr. High School 2002 — 2008
Lincoln International May 2015 - Present
Edgewater Ranzal June 2014 - May 2015
Jump Trading, LLC December 2012 - June 2013
Susan D Mrzlack CPA July 2012 - August 2012
A/C Trading Co August 2011 - May 2012
Undergraduate Investment Group (UIG) December 2010 - May 2012
IN-Vivo Ventures May 2010 - August 2010
Brags Investments, LLC 2006 - 2008
Skills
Valuation, Teamwork, Microsoft Excel, Microsoft Office, Analytical Skills, Trading, Analysis, Investments, Microsoft Word, PowerPoint, Mac OS, Econometrics, Highly self-motivated, Microsoft Operating..., Microsoft Dynamics, Management Reporter, Stata, @Risk, Analytical Thinker, Team Player, Proven Leader, Problem Solver, Creative Thinker, Energetic Self-Starter, Hyperion Strategic..., Entrepreneurship, Due Diligence
Education
Purdue University - Krannert School of Management 2013 — 2014
Master's Degree, Finance
Purdue University - Krannert School of Management 2008 — 2012
Business Management, Finance, Economics
Lafayette Central Catholic Jr./Sr. High School 2002 — 2008
Scott Shapiro's Lincoln International Experience June 2014 - Present
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International June 2014 - Present
HSBC Securities August 2013 - May 2014
HSBC Securities June 2012 - August 2012
Washington University in St. Louis May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Investment Banking, Leveraged Finance, Financial Modeling, Financial Analysis
Education
Indiana University Bloomington 2009 — 2013
Clayton High School
Lincoln International June 2014 - Present
HSBC Securities August 2013 - May 2014
HSBC Securities June 2012 - August 2012
Washington University in St. Louis May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Investment Banking, Leveraged Finance, Financial Modeling, Financial Analysis
Education
Indiana University Bloomington 2009 — 2013
Clayton High School
Isaac Metzger Isaac Metzger's Lincoln International Experience June 2014 - August 2014
Job MBA Candidate at Kellogg School of Management
Industry Real Estate
Experience
Lincoln International June 2014 - August 2014
Syndicated Equities July 2008 - September 2013
Colliers International May 2006 - August 2006
Skills
Financial Analysis, Investment Properties, Due Diligence, Financial Modeling, Valuation, Deal Execution
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Real Estate, Management & Strategy
University of Michigan 2004 — 2008
B.A., Economics, Political Science
Lincoln International June 2014 - August 2014
Syndicated Equities July 2008 - September 2013
Colliers International May 2006 - August 2006
Skills
Financial Analysis, Investment Properties, Due Diligence, Financial Modeling, Valuation, Deal Execution
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Real Estate, Management & Strategy
University of Michigan 2004 — 2008
B.A., Economics, Political Science
Scott Twibell Scott Twibell's Lincoln International Experience January 2015 - Present
Job Managing Director / CoHead Technology & Media Lincoln International
Industry Financial Services
Experience
Lincoln International January 2015 - Present
Lincoln International July 2012 - Present
Lincoln International January 2011 - July 2012
Harbor Hills Partners 2003 - February 2011
Credit Suisse 2006 - 2006
Aspora.com 2000 - 2002
Education
Columbia University - Columbia Business School 2007 — 2007
New York University
Bachelor of Science (BS)
Lincoln International January 2015 - Present
Lincoln International July 2012 - Present
Lincoln International January 2011 - July 2012
Harbor Hills Partners 2003 - February 2011
Credit Suisse 2006 - 2006
Aspora.com 2000 - 2002
Education
Columbia University - Columbia Business School 2007 — 2007
New York University
Bachelor of Science (BS)
Bo Brink Bo Brink's Lincoln International Experience July 2011 - July 2013
Job M&A and Corporate Finance Professional
Industry Financial Services
Experience
Lincoln International July 2011 - July 2013
FBR & Co. September 2009 - July 2011
Watch Hill Partners LLC July 2007 - September 2009
Citigroup Global Markets Inc. July 2005 - June 2007
Skills
LBO, Investment Banking, Valuation, Private Equity, Financial Modeling, Bloomberg, Equities, Corporate Finance, Financial Analysis, Capital IQ, Series 7, Financial Structuring, M&A experience, Venture Capital, Securities, Strategic Financial..., Corporate Development, Bloomberg Terminal, Investments, Business Valuation, Divestitures, Banking, DCF, Business Strategy, IPO, Leveraged Finance, Restructuring, Due Diligence, Capital Markets, Mergers, Finance
Education
Georgetown University - The McDonough School of Business 2001 — 2005
BSBA, Double major in Accounting & Finance
The Hotchkiss School 1997 — 2001
Lincoln International July 2011 - July 2013
FBR & Co. September 2009 - July 2011
Watch Hill Partners LLC July 2007 - September 2009
Citigroup Global Markets Inc. July 2005 - June 2007
Skills
LBO, Investment Banking, Valuation, Private Equity, Financial Modeling, Bloomberg, Equities, Corporate Finance, Financial Analysis, Capital IQ, Series 7, Financial Structuring, M&A experience, Venture Capital, Securities, Strategic Financial..., Corporate Development, Bloomberg Terminal, Investments, Business Valuation, Divestitures, Banking, DCF, Business Strategy, IPO, Leveraged Finance, Restructuring, Due Diligence, Capital Markets, Mergers, Finance
Education
Georgetown University - The McDonough School of Business 2001 — 2005
BSBA, Double major in Accounting & Finance
The Hotchkiss School 1997 — 2001
John D. Gray John D. Gray's Lincoln International Experience January 2013 - December 2014
Job Investment Banking Analyst | Looking for Fulltime Opportunities
Industry Financial Services
Experience
Lincoln International January 2013 - December 2014
Baird Capital June 2011 - August 2011
Education
Northwestern University 2008 — 2012
B.A., Asian Languages & Civilizations, International Studies
Deerfield Academy 2004 — 2008
HS, General Studies
Lincoln International January 2013 - December 2014
Baird Capital June 2011 - August 2011
Education
Northwestern University 2008 — 2012
B.A., Asian Languages & Civilizations, International Studies
Deerfield Academy 2004 — 2008
HS, General Studies
Camden Nogay Camden Nogay's Lincoln International Experience June 2013 - April 2015
Job Private Equity Associate at The CIM Group
Industry Venture Capital & Private Equity
Experience
The CIM Group May 2015 - Present
Lincoln International June 2013 - April 2015
PNC June 2012 - August 2012
Sperry, Mitchell & Company January 2012 - March 2012
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Cum Laude
The CIM Group May 2015 - Present
Lincoln International June 2013 - April 2015
PNC June 2012 - August 2012
Sperry, Mitchell & Company January 2012 - March 2012
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Cum Laude
Megan Lemmerman's Lincoln International Experience July 2012 - January 2015
Job Financial Analyst at Redbox
Industry Retail
Experience
Redbox February 2015 - Present
Lincoln International July 2012 - January 2015
Goldman Sachs June 2011 - August 2011
Fidelity Investments May 2010 - August 2010
Raytheon December 2009 - January 2010
Skills
Due Diligence, Leadership, Valuation, Business Valuation, Financial Analysis, Mergers & Acquisitions, Finance
Education
Brown University 2008 — 2012
BS, Applied Mathematics and Economics
Algonquin Regional High School
Redbox February 2015 - Present
Lincoln International July 2012 - January 2015
Goldman Sachs June 2011 - August 2011
Fidelity Investments May 2010 - August 2010
Raytheon December 2009 - January 2010
Skills
Due Diligence, Leadership, Valuation, Business Valuation, Financial Analysis, Mergers & Acquisitions, Finance
Education
Brown University 2008 — 2012
BS, Applied Mathematics and Economics
Algonquin Regional High School
Matthew Moran's Lincoln International Experience July 2013 - Present
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2013 - Present
Bank of America June 2012 - August 2012
Perimeter E-Security May 2012 - May 2012
Sigma Nu Fraternity 2011 - 2012
Interfraternity Council at IU 2011 - 2011
Skills
Leadership, Microsoft Excel, Investment Banking, Microsoft Office, PowerPoint, Financial Modeling, Valuation, Management
Education
Indiana University Bloomington 2009 — 2013
Bachelors, Accounting and Finance
New Canaan High School 2005 — 2009
Lincoln International July 2013 - Present
Bank of America June 2012 - August 2012
Perimeter E-Security May 2012 - May 2012
Sigma Nu Fraternity 2011 - 2012
Interfraternity Council at IU 2011 - 2011
Skills
Leadership, Microsoft Excel, Investment Banking, Microsoft Office, PowerPoint, Financial Modeling, Valuation, Management
Education
Indiana University Bloomington 2009 — 2013
Bachelors, Accounting and Finance
New Canaan High School 2005 — 2009
Lisa Shapee's Lincoln International Experience January 1996 - July 2002
Job Investigator at DoD Contractor
Industry Defense & Space
Experience
United States Department of Defense 2002 - Present
Lincoln International January 1996 - July 2002
Education
Harvard University 1996 — 2002
Master of Business Administration (M.B.A.), Business/Commerce, General
United States Department of Defense 2002 - Present
Lincoln International January 1996 - July 2002
Education
Harvard University 1996 — 2002
Master of Business Administration (M.B.A.), Business/Commerce, General
Nathan Miller Nathan Miller's Lincoln International Experience June 2008 - May 2011
Job Vice President at Tyree & D'Angelo Partners
Industry Venture Capital & Private Equity
Experience
Tyree & D'Angelo Partners May 2015 - Present
Pritzker Group September 2014 - December 2014
Goldman Sachs June 2014 - August 2014
CHS Capital LLC July 2011 - July 2013
Lincoln International June 2008 - May 2011
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science (BS), Finance, Accounting
Tyree & D'Angelo Partners May 2015 - Present
Pritzker Group September 2014 - December 2014
Goldman Sachs June 2014 - August 2014
CHS Capital LLC July 2011 - July 2013
Lincoln International June 2008 - May 2011
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science (BS), Finance, Accounting
Jordan Halperin's Lincoln International Experience July 2015 - Present
Job Duke Master of Arts Candidate in Economics, Applied Financial Economics Concentration
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Lincoln International May 2015 - August 2015
NetCapital LLC. March 2014 - November 2014
University of Miami August 2011 - May 2014
Sears Holdings Corporation May 2013 - August 2013
Wooden Acres Camp June 2008 - August 2012
ADP October 2011 - December 2011
University of Miami January 2011 - September 2011
University of Miami August 2010 - December 2010
Skills
Negotiation, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, English, Spanish, Sales, Management
Education
Duke University 2014 — 2016
Master's Degree, Economics
University of Miami 2010 — 2014
Bachelor's Degree, Finance, Economics, and Management
International Business School at Amsterdam University of Applied Sciences
Lincoln International July 2015 - Present
Lincoln International May 2015 - August 2015
NetCapital LLC. March 2014 - November 2014
University of Miami August 2011 - May 2014
Sears Holdings Corporation May 2013 - August 2013
Wooden Acres Camp June 2008 - August 2012
ADP October 2011 - December 2011
University of Miami January 2011 - September 2011
University of Miami August 2010 - December 2010
Skills
Negotiation, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, English, Spanish, Sales, Management
Education
Duke University 2014 — 2016
Master's Degree, Economics
University of Miami 2010 — 2014
Bachelor's Degree, Finance, Economics, and Management
International Business School at Amsterdam University of Applied Sciences
Justin McCaslen Justin McCaslen's Lincoln International Experience June 2014 - May 2015
Job Senior Programmer at Consumers Credit Union, Illinois
Industry Information Technology and Services
Experience
Consumers Credit Union, Illinois June 2015 - Present
Lincoln International June 2014 - May 2015
BrightStar Care March 2014 - June 2014
Chicago Bears September 2010 - February 2014
ASC Information Technology May 2005 - November 2010
Tyson Foods 2000 - 2005
Skills
C#, ASP.NET MVC, ASP.NET, SQL Server, SQL, AJAX, jQuery, Java, Entity Framework, LINQ, Agile, Microsoft SQL Server, Agile Methodologies, Visual Basic, Database Design, Project Management, Business Analysis, Software Development, Architecture, SharePoint, Databases, JavaScript, Web Development, SDLC, .NET, T-SQL, IIS, TFS, SOA, Agile Project Management, Visual Studio, VB.NET, Web Services, Scrum, SSIS, Enterprise Architecture, SSRS, CSS, Architectures, Software Project..., Web Applications, Oracle, XML, HTML
Education
Bellevue University 2007 — 2008
MBA, Finance
Iowa State University - College of Business 1996 — 2000
Bachelor of Science (B.S.), Management of Information Systems
East High School
Consumers Credit Union, Illinois June 2015 - Present
Lincoln International June 2014 - May 2015
BrightStar Care March 2014 - June 2014
Chicago Bears September 2010 - February 2014
ASC Information Technology May 2005 - November 2010
Tyson Foods 2000 - 2005
Skills
C#, ASP.NET MVC, ASP.NET, SQL Server, SQL, AJAX, jQuery, Java, Entity Framework, LINQ, Agile, Microsoft SQL Server, Agile Methodologies, Visual Basic, Database Design, Project Management, Business Analysis, Software Development, Architecture, SharePoint, Databases, JavaScript, Web Development, SDLC, .NET, T-SQL, IIS, TFS, SOA, Agile Project Management, Visual Studio, VB.NET, Web Services, Scrum, SSIS, Enterprise Architecture, SSRS, CSS, Architectures, Software Project..., Web Applications, Oracle, XML, HTML
Education
Bellevue University 2007 — 2008
MBA, Finance
Iowa State University - College of Business 1996 — 2000
Bachelor of Science (B.S.), Management of Information Systems
East High School
Edward Barriball's Lincoln International Experience June 2011 - August 2011
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company April 2014 - Present
McKinsey & Company August 2012 - April 2014
Lincoln International June 2011 - August 2011
GE Aviation June 2008 - July 2010
GE Aviation August 2004 - August 2007
Education
Harvard Business School 2010 — 2012
Master, Business Administration
Purdue University 2003 — 2008
Bachelor of Science, Materials Science and Engineering
McKinsey & Company April 2014 - Present
McKinsey & Company August 2012 - April 2014
Lincoln International June 2011 - August 2011
GE Aviation June 2008 - July 2010
GE Aviation August 2004 - August 2007
Education
Harvard Business School 2010 — 2012
Master, Business Administration
Purdue University 2003 — 2008
Bachelor of Science, Materials Science and Engineering
Melinda (Davis) Murphy Melinda (Davis) Murphy's Lincoln International Experience May 2012 - Present
Job Executive Assistant at Lincoln International
Industry Financial Services
Experience
Lincoln International May 2012 - Present
Disability Resource Group October 2009 - May 2012
The Strategic Coach November 2006 - September 2009
Skills
Strategic Planning, Event Planning, Event Management, Marketing, Sales, Project Management, Management, Budgets, Marketing Strategy, Microsoft Excel
Education
Strategic Coach 2006 — 2009
Northern Illinois University 2004 — 2006
Bachelors, Business Management
Parkland College 2003 — 2004
University of Iowa 2002 — 2003
Lincoln International May 2012 - Present
Disability Resource Group October 2009 - May 2012
The Strategic Coach November 2006 - September 2009
Skills
Strategic Planning, Event Planning, Event Management, Marketing, Sales, Project Management, Management, Budgets, Marketing Strategy, Microsoft Excel
Education
Strategic Coach 2006 — 2009
Northern Illinois University 2004 — 2006
Bachelors, Business Management
Parkland College 2003 — 2004
University of Iowa 2002 — 2003
Katie Roberts's Lincoln International Experience June 2013 - May 2015
Job Global Director, Mergers & Acquisitions at AnheuserBusch InBev
Industry Investment Banking
Experience
Anheuser-Busch InBev June 2015 - Present
Lincoln International June 2013 - May 2015
Bain & Company June 2012 - August 2012
Chicago Growth Partners August 2010 - April 2011
Lincoln International July 2006 - May 2010
Skills
Valuation, Private Equity, Due Diligence, Mergers, Business Strategy, Investments, Financial Modeling, Corporate Finance, Financial Analysis, Corporate Development, LBO, Investment Banking, DCF, Capital IQ, Economics, Business Valuation, Equities, M&A experience, Capital Markets, Venture Capital, Mergers & Acquisitions
Education
University of Pennsylvania - The Lauder Institute 2011 — 2013
Master's degree, International Studies
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Accounting, Finance, Management
Indiana University - Kelley School of Business 2002 — 2006
BS, Finance, Business Economics
Anheuser-Busch InBev June 2015 - Present
Lincoln International June 2013 - May 2015
Bain & Company June 2012 - August 2012
Chicago Growth Partners August 2010 - April 2011
Lincoln International July 2006 - May 2010
Skills
Valuation, Private Equity, Due Diligence, Mergers, Business Strategy, Investments, Financial Modeling, Corporate Finance, Financial Analysis, Corporate Development, LBO, Investment Banking, DCF, Capital IQ, Economics, Business Valuation, Equities, M&A experience, Capital Markets, Venture Capital, Mergers & Acquisitions
Education
University of Pennsylvania - The Lauder Institute 2011 — 2013
Master's degree, International Studies
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Accounting, Finance, Management
Indiana University - Kelley School of Business 2002 — 2006
BS, Finance, Business Economics
Christopher Stradling Christopher Stradling's Lincoln International Experience April 2005 - Present
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International April 2005 - Present
Cintas June 2003 - March 2005
Grant Thornton LLP June 1999 - August 2001
Skills
Private Equity, Valuation, Investment Banking, Mergers & Acquisitions, Financial Modeling, Corporate Development, Corporate Finance, Due Diligence, Venture Capital, LBO, Business Valuation, M&A experience, Financial Structuring, Leveraged Finance, Mergers, Microsoft Word, Strategy, Capital Markets, Restructuring, Private Placements, Divestitures, Capital Raising, IPO
Education
Harvard Business School 2001 — 2003
MBA, Business
Northern Arizona University 1997 — 1999
Batchelor of Science, Accountancy
Lincoln International April 2005 - Present
Cintas June 2003 - March 2005
Grant Thornton LLP June 1999 - August 2001
Skills
Private Equity, Valuation, Investment Banking, Mergers & Acquisitions, Financial Modeling, Corporate Development, Corporate Finance, Due Diligence, Venture Capital, LBO, Business Valuation, M&A experience, Financial Structuring, Leveraged Finance, Mergers, Microsoft Word, Strategy, Capital Markets, Restructuring, Private Placements, Divestitures, Capital Raising, IPO
Education
Harvard Business School 2001 — 2003
MBA, Business
Northern Arizona University 1997 — 1999
Batchelor of Science, Accountancy
Bryan Shea Bryan Shea's Lincoln International Experience 2005 - 2007
Job Investment Management International Consumer Team at William Blair & Company
Industry Financial Services
Experience
William Blair & Company August 2013 - Present
William Blair & Company 2009 - August 2013
Madison Capital Funding 2007 - 2009
Lincoln International 2005 - 2007
Skills
Financial Modeling, Business Valuation, Financial Reporting, Bloomberg, Capital IQ, Valuation, Private Equity, LBO, Equities, Mergers, Industry Analysis, Investment Banking, Financial Analysis, Corporate Finance, Debt, Due Diligence, Sell Side, Research, Venture Capital, Investments, Capital Markets, Portfolio Management, Investment Management, Investment Properties, Leveraged Finance, DCF, Series 7
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Operations and Management, and Marketing
Indiana University - Kelley School of Business 2001 — 2005
Bachelors degree, Accounting and Finance
William Blair & Company August 2013 - Present
William Blair & Company 2009 - August 2013
Madison Capital Funding 2007 - 2009
Lincoln International 2005 - 2007
Skills
Financial Modeling, Business Valuation, Financial Reporting, Bloomberg, Capital IQ, Valuation, Private Equity, LBO, Equities, Mergers, Industry Analysis, Investment Banking, Financial Analysis, Corporate Finance, Debt, Due Diligence, Sell Side, Research, Venture Capital, Investments, Capital Markets, Portfolio Management, Investment Management, Investment Properties, Leveraged Finance, DCF, Series 7
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Operations and Management, and Marketing
Indiana University - Kelley School of Business 2001 — 2005
Bachelors degree, Accounting and Finance
Grant Taylor Williams Grant Taylor Williams's Lincoln International Experience June 2015 - Present
Job Investment Banking Associate at Lincoln International
Industry Financial Services
Experience
Lincoln International June 2015 - Present
Goldman Sachs June 2014 - August 2014
Northrop Grumman Corporation January 2011 - April 2013
Northrop Grumman Corporation 2009 - 2011
Brainscope Company Inc. 2008 - 2009
Skills
Program Management, Strategy, Project Management, Leadership, Proposal Writing, R&D, Research, Mergers & Acquisitions, Systems Engineering, Computer Security, Program Development, Engineering Management, Matlab, Embedded Systems, Labview
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Healthcare Management, Stategy, Finance
Washington University in St. Louis 2008 — 2009
Master of Science (M.S.), Electrical and Electronics Engineering
Washington University in St. Louis 2003 — 2007
Bachelor of Science (B.S.), Computer Engineering
Washington University in St. Louis 2003 — 2007
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Lincoln International June 2015 - Present
Goldman Sachs June 2014 - August 2014
Northrop Grumman Corporation January 2011 - April 2013
Northrop Grumman Corporation 2009 - 2011
Brainscope Company Inc. 2008 - 2009
Skills
Program Management, Strategy, Project Management, Leadership, Proposal Writing, R&D, Research, Mergers & Acquisitions, Systems Engineering, Computer Security, Program Development, Engineering Management, Matlab, Embedded Systems, Labview
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Healthcare Management, Stategy, Finance
Washington University in St. Louis 2008 — 2009
Master of Science (M.S.), Electrical and Electronics Engineering
Washington University in St. Louis 2003 — 2007
Bachelor of Science (B.S.), Computer Engineering
Washington University in St. Louis 2003 — 2007
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Robert Schill's Lincoln International Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at Lincoln International
Industry
Experience
Lincoln International May 2015 - August 2015
Bruml Capital Corporation May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Capital IQ, Public Speaking, Market Research, Due Diligence
Education
Miami University 2012 — 2016
Bachelor of Science, Finance, Accountancy
Westlake High School 2008 — 2012
Lincoln International May 2015 - August 2015
Bruml Capital Corporation May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Capital IQ, Public Speaking, Market Research, Due Diligence
Education
Miami University 2012 — 2016
Bachelor of Science, Finance, Accountancy
Westlake High School 2008 — 2012
Chris Rafferty's Lincoln International Experience 2006 - 2007
Job Senior Vice President & Team Leader at Aon
Industry Insurance
Experience
Aon August 2007 - Present
Aon July 2007 - August 2012
Lincoln International 2006 - 2007
Goldman Sachs 2005 - 2005
Wachovia Securities 2001 - 2004
Skills
Financial Markets, Sales, Private Equity, Valuation, Financial Modeling, Mergers, Investment Banking, Financial Analysis, Corporate Finance, Investments, Due Diligence, Capital Markets, Mergers & Acquisitions, Financial Services
Education
Harvard Business School 2004 — 2006
Master
University of Evansville 1997 — 2001
Bachelor of Science
Aon August 2007 - Present
Aon July 2007 - August 2012
Lincoln International 2006 - 2007
Goldman Sachs 2005 - 2005
Wachovia Securities 2001 - 2004
Skills
Financial Markets, Sales, Private Equity, Valuation, Financial Modeling, Mergers, Investment Banking, Financial Analysis, Corporate Finance, Investments, Due Diligence, Capital Markets, Mergers & Acquisitions, Financial Services
Education
Harvard Business School 2004 — 2006
Master
University of Evansville 1997 — 2001
Bachelor of Science
Hamilton Shawn's Lincoln International Experience June 2007 - October 2007
Job Executive Director at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company June 2012 - Present
Recondo Technology May 2013 - Present
The Advisory Board Company October 2010 - June 2012
The Advisory Board Company July 2008 - October 2010
Lincoln International June 2007 - October 2007
The Advisory Board Company May 2005 - August 2006
The Advisory Board Company May 2003 - May 2005
The Advisory Board Company May 2000 - May 2003
The Advisory Board Company September 1999 - May 2000
ICD Enterprises May 1998 - May 2000
Skills
Hospitals, Healthcare, Healthcare IT, Business Strategy, Due Diligence, Market Research, Product Development, Mergers, Product Strategy, Revenue Cycle, Strategy Development, Healthcare Information..., Leadership, Management, Product Management, Marketing, Mergers & Acquisitions, Strategy, Management Consulting, Start-ups, Cross-functional Team..., Strategic Planning, Program Management
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Strategy, Health Industry Management
Georgetown University 1997 — 1999
BA, Economics
Tufts University 1995 — 1997
The Advisory Board Company June 2012 - Present
Recondo Technology May 2013 - Present
The Advisory Board Company October 2010 - June 2012
The Advisory Board Company July 2008 - October 2010
Lincoln International June 2007 - October 2007
The Advisory Board Company May 2005 - August 2006
The Advisory Board Company May 2003 - May 2005
The Advisory Board Company May 2000 - May 2003
The Advisory Board Company September 1999 - May 2000
ICD Enterprises May 1998 - May 2000
Skills
Hospitals, Healthcare, Healthcare IT, Business Strategy, Due Diligence, Market Research, Product Development, Mergers, Product Strategy, Revenue Cycle, Strategy Development, Healthcare Information..., Leadership, Management, Product Management, Marketing, Mergers & Acquisitions, Strategy, Management Consulting, Start-ups, Cross-functional Team..., Strategic Planning, Program Management
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Strategy, Health Industry Management
Georgetown University 1997 — 1999
BA, Economics
Tufts University 1995 — 1997
Brad Keyworth's Lincoln International Experience July 2009 - Present
Job Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2009 - Present
Maranon Capital June 2008 - August 2008
High Street Capital February 2008 - June 2008
Lincoln International July 2005 - June 2007
Lincoln International July 2002 - June 2005
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Analytical Finance, Management & Strategy
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science, Finance
Lincoln International July 2009 - Present
Maranon Capital June 2008 - August 2008
High Street Capital February 2008 - June 2008
Lincoln International July 2005 - June 2007
Lincoln International July 2002 - June 2005
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Analytical Finance, Management & Strategy
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science, Finance
Warner Queeny's Lincoln International Experience June 2011 - August 2011
Job
Industry Management Consulting
Experience
Wayfair March 2014 - Present
Accenture September 2012 - March 2014
University of Virginia August 2010 - May 2012
Lincoln International June 2011 - August 2011
Korn/Ferry International April 2009 - July 2010
Korn/Ferry November 2006 - April 2009
Skills
Mergers & Acquisitions, Business Development, Strategic Planning, Strategy, Executive Search, Financial Analysis, Mergers, Change Management, Management Consulting, Private Equity, Corporate Finance, Valuation, Financial Modeling
Education
University of Virginia Darden School of Business 2010 — 2012
MBA, Finance
Colorado College 2002 — 2006
BA, Economics
Univerzita Karlova v Praze 2004 — 2004
Saint Mark's School 1998 — 2002
High School
Wayfair March 2014 - Present
Accenture September 2012 - March 2014
University of Virginia August 2010 - May 2012
Lincoln International June 2011 - August 2011
Korn/Ferry International April 2009 - July 2010
Korn/Ferry November 2006 - April 2009
Skills
Mergers & Acquisitions, Business Development, Strategic Planning, Strategy, Executive Search, Financial Analysis, Mergers, Change Management, Management Consulting, Private Equity, Corporate Finance, Valuation, Financial Modeling
Education
University of Virginia Darden School of Business 2010 — 2012
MBA, Finance
Colorado College 2002 — 2006
BA, Economics
Univerzita Karlova v Praze 2004 — 2004
Saint Mark's School 1998 — 2002
High School
Saurin Mehta's Lincoln International Experience January 2013 - Present
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International January 2013 - Present
Lincoln International January 2011 - December 2012
Lincoln International LLC August 2007 - December 2010
Lincoln International LLC March 2003 - June 2005
Lincoln International LLC July 2000 - March 2003
Education
Harvard Business School 2005 — 2007
M.B.A., Finance
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Finance
Lincoln International January 2013 - Present
Lincoln International January 2011 - December 2012
Lincoln International LLC August 2007 - December 2010
Lincoln International LLC March 2003 - June 2005
Lincoln International LLC July 2000 - March 2003
Education
Harvard Business School 2005 — 2007
M.B.A., Finance
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Finance
Alysia Tan's Lincoln International Experience January 2014 - Present
Job Managing Director at Lincoln International
Industry Banking
Experience
Lincoln International January 2014 - Present
Lincoln International LLC February 2001 - December 2013
JPMorgan Chase (Formerly First Chicago) 1997 - 2000
Citi (Formerly Salomon Brothers) 1996 - 1997
Skills
Private Equity, Investment Banking, Market Research, Marketing Strategy, Mergers & Acquisitions
Education
University of Chicago Graduate School of Business 1999 — 2001
MBA, Accounting and Finance
Northwestern University 1992 — 1996
BA, Economics
Lincoln International January 2014 - Present
Lincoln International LLC February 2001 - December 2013
JPMorgan Chase (Formerly First Chicago) 1997 - 2000
Citi (Formerly Salomon Brothers) 1996 - 1997
Skills
Private Equity, Investment Banking, Market Research, Marketing Strategy, Mergers & Acquisitions
Education
University of Chicago Graduate School of Business 1999 — 2001
MBA, Accounting and Finance
Northwestern University 1992 — 1996
BA, Economics
Constantine Dean Lales's Lincoln International Experience 2007 - 2008
Job Director Corporate Development at Zebra Technologies
Industry Electrical/Electronic Manufacturing
Experience
Zebra Technologies 2013 - Present
Eaton Corporation 2011 - 2013
Eaton Corporation 2010 - 2011
Sears Holdings Corporation 2009 - 2009
Lincoln International 2007 - 2008
Lincoln International 2005 - 2007
Free Market Inc. 2003 - 2003
Education
Harvard Business School 2008 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2001 — 2004
BBA, Finance, Marketing, MIS
Zebra Technologies 2013 - Present
Eaton Corporation 2011 - 2013
Eaton Corporation 2010 - 2011
Sears Holdings Corporation 2009 - 2009
Lincoln International 2007 - 2008
Lincoln International 2005 - 2007
Free Market Inc. 2003 - 2003
Education
Harvard Business School 2008 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2001 — 2004
BBA, Finance, Marketing, MIS
Bill Fox's Lincoln International Experience August 2005 - August 2008
Job President and CEO at Momentum Telecom
Industry Information Technology and Services
Experience
Momentum Telecom July 2013 - Present
Featheringill Investment Group October 2012 - Present
Momentum Telecom February 2011 - Present
Electronic Healthcare Systems June 2010 - July 2013
Lincoln International August 2005 - August 2008
PricewaterhouseCoopers 2004 - 2004
Skills
Private Equity, Mergers, Financial Modeling, Corporate Development, Financial Analysis, Business Strategy, Capital Markets, Investments, Mergers & Acquisitions, Strategy, Venture Capital, Valuation, Corporate Finance, Due Diligence, Start-ups, Emerging Markets, Investment Banking, Entrepreneurship, Management, Strategic Planning, M&A experience, Strategic Partnerships, Business Valuation, Business Planning
Education
Harvard Business School 2008 — 2010
MBA, General Management, Finance
Washington and Lee University 2001 — 2005
Bachelor of Science (BS), Business Administration and Accounting
Momentum Telecom July 2013 - Present
Featheringill Investment Group October 2012 - Present
Momentum Telecom February 2011 - Present
Electronic Healthcare Systems June 2010 - July 2013
Lincoln International August 2005 - August 2008
PricewaterhouseCoopers 2004 - 2004
Skills
Private Equity, Mergers, Financial Modeling, Corporate Development, Financial Analysis, Business Strategy, Capital Markets, Investments, Mergers & Acquisitions, Strategy, Venture Capital, Valuation, Corporate Finance, Due Diligence, Start-ups, Emerging Markets, Investment Banking, Entrepreneurship, Management, Strategic Planning, M&A experience, Strategic Partnerships, Business Valuation, Business Planning
Education
Harvard Business School 2008 — 2010
MBA, General Management, Finance
Washington and Lee University 2001 — 2005
Bachelor of Science (BS), Business Administration and Accounting
Aaron Schaechterle's Lincoln International Experience 2006 - 2007
Job Equity Analyst at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group May 2014 - Present
Janus Capital Group June 2013 - August 2013
GTCR Golder Rauner July 2009 - June 2012
Lehman Brothers 2007 - July 2009
Lincoln International 2006 - 2007
Skills
Private Equity, Due Diligence, Valuation, Corporate Finance, Financial Modeling, LBO, Financial Analysis, Investment Banking, Mergers & Acquisitions, Capital Markets, Venture Capital, Equities, Investments
Education
Harvard Business School 2012 — 2014
MBA with High Distinction; Baker Scholar
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
BBA, Finance
Janus Capital Group May 2014 - Present
Janus Capital Group June 2013 - August 2013
GTCR Golder Rauner July 2009 - June 2012
Lehman Brothers 2007 - July 2009
Lincoln International 2006 - 2007
Skills
Private Equity, Due Diligence, Valuation, Corporate Finance, Financial Modeling, LBO, Financial Analysis, Investment Banking, Mergers & Acquisitions, Capital Markets, Venture Capital, Equities, Investments
Education
Harvard Business School 2012 — 2014
MBA with High Distinction; Baker Scholar
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
BBA, Finance
Brooke (Reed) Knapp's Lincoln International Experience January 2008 - June 2008
Job Treasury Management Relationship Manager at First MidIllinois Bank & Trust
Industry Banking
Experience
First Mid-Illinois Bank & Trust February 2012 - Present
WAND television May 2009 - February 2012
Lincoln International January 2008 - June 2008
Hewlett-Packard August 2006 - December 2007
Technology Solutions Company December 2005 - July 2006
First Mid-Illinois Bank & Trust March 2002 - November 2005
Skills
Marketing, Social Media, Marketing Communications, Public Relations, Email Marketing, Digital Marketing, Event Planning, Digital Media, Online Advertising, Integration, Financial Analysis, Commercial Banking, Cash Management, Business Development, Media Relations, Direct Marketing, Management
Education
Eastern Illinois University 2008 — 2009
B.A., Corporate Communication
First Mid-Illinois Bank & Trust February 2012 - Present
WAND television May 2009 - February 2012
Lincoln International January 2008 - June 2008
Hewlett-Packard August 2006 - December 2007
Technology Solutions Company December 2005 - July 2006
First Mid-Illinois Bank & Trust March 2002 - November 2005
Skills
Marketing, Social Media, Marketing Communications, Public Relations, Email Marketing, Digital Marketing, Event Planning, Digital Media, Online Advertising, Integration, Financial Analysis, Commercial Banking, Cash Management, Business Development, Media Relations, Direct Marketing, Management
Education
Eastern Illinois University 2008 — 2009
B.A., Corporate Communication
Christa Winikates's Lincoln International Experience September 2010 - Present
Job Financial Services
Industry Financial Services
Experience
Lincoln International September 2010 - Present
McFadden's Restaurant and Saloon 2005 - 2011
Dream Town Realty May 2010 - August 2010
Clear Channel Communications March 2007 - May 2010
The Jerry Springer Show August 2006 - August 2007
Kraft Foods June 2005 - June 2006
Lake Forest Television January 2005 - August 2005
Shady Oak Beach 1997 - 2005
Skills
Word, SPSS, Internet Research, PowerPoint, Excel, German, Radio, Television, Microsoft Office, Outlook, Advertising, Customer Service, Social Media, Customer Relations, Event Planning, Photoshop, Promotions, Research, Problem Solving, Social Media Marketing, Editing, Scheduling, Event Management, Administration, Administrative Support, English, Production, Inventory Management, Facebook, Teamwork, Cold Calling, Data Entry, Adobe Acrobat, Time Management, Market Research, Microsoft Excel, Administrative..., Social Networking, Management, Sales, New Business Development, Notary Public, Marketing Communications, Microsoft Word, Process Scheduler, Administrative...
Education
Lake Forest College 2001 — 2005
Bachelor of Arts, Communications, minor Psychology
Breck School 1997 — 2001
diploma, High School
Brooklyn Center High School 1995 — 2001
Diploma
Lincoln International September 2010 - Present
McFadden's Restaurant and Saloon 2005 - 2011
Dream Town Realty May 2010 - August 2010
Clear Channel Communications March 2007 - May 2010
The Jerry Springer Show August 2006 - August 2007
Kraft Foods June 2005 - June 2006
Lake Forest Television January 2005 - August 2005
Shady Oak Beach 1997 - 2005
Skills
Word, SPSS, Internet Research, PowerPoint, Excel, German, Radio, Television, Microsoft Office, Outlook, Advertising, Customer Service, Social Media, Customer Relations, Event Planning, Photoshop, Promotions, Research, Problem Solving, Social Media Marketing, Editing, Scheduling, Event Management, Administration, Administrative Support, English, Production, Inventory Management, Facebook, Teamwork, Cold Calling, Data Entry, Adobe Acrobat, Time Management, Market Research, Microsoft Excel, Administrative..., Social Networking, Management, Sales, New Business Development, Notary Public, Marketing Communications, Microsoft Word, Process Scheduler, Administrative...
Education
Lake Forest College 2001 — 2005
Bachelor of Arts, Communications, minor Psychology
Breck School 1997 — 2001
diploma, High School
Brooklyn Center High School 1995 — 2001
Diploma
Tom Lawler's Lincoln International Experience June 2014 - Present
Job Investment Banking Associate at Lincoln International
Industry Banking
Experience
Lincoln International June 2014 - Present
Bank of America Merrill Lynch June 2012 - May 2014
Bank of America Merrill Lynch January 2010 - June 2012
Bank of America January 2008 - December 2009
LaSalle Bank May 2007 - December 2007
Skills
Commercial Lending, Credit Analysis, Credit Risk, Underwriting, Portfolio Management, Financial Modeling, Investment Banking, Capital Markets
Education
Northwestern University - Kellogg School of Management 2012 — 2014
MBA, Finance, Management, Marketing
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Finance, Spanish
Lincoln International June 2014 - Present
Bank of America Merrill Lynch June 2012 - May 2014
Bank of America Merrill Lynch January 2010 - June 2012
Bank of America January 2008 - December 2009
LaSalle Bank May 2007 - December 2007
Skills
Commercial Lending, Credit Analysis, Credit Risk, Underwriting, Portfolio Management, Financial Modeling, Investment Banking, Capital Markets
Education
Northwestern University - Kellogg School of Management 2012 — 2014
MBA, Finance, Management, Marketing
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Finance, Spanish
Marie-Christine Tiseo's Lincoln International Experience March 2004 - Present
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International March 2004 - Present
Stonebridge Associates January 2001 - May 2003
Export Development Corporation June 1995 - December 2000
Education
Northwestern University - Kellogg School of Management 2003 — 2004
Master of Business Administration (MBA)
McGill University 1992 — 1995
BComm, Finance and International Business
Lincoln International March 2004 - Present
Stonebridge Associates January 2001 - May 2003
Export Development Corporation June 1995 - December 2000
Education
Northwestern University - Kellogg School of Management 2003 — 2004
Master of Business Administration (MBA)
McGill University 1992 — 1995
BComm, Finance and International Business
Scott Molinaro's Lincoln International Experience July 2013 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
Lincoln International July 2013 - Present
Spot Trading LLC January 2012 - August 2012
Spot Trading LLC June 2007 - January 2012
Morningstar 2006 - 2007
Skills
Financial Modeling, Valuation, Equities, Industry Analysis, Bloomberg, Derivatives, Trading, Investments, Business Valuation, Financial Analysis, Financial Markets, Options, Equity Research, Capital Markets, Research, Excel, SQL, Economics, Hedge Funds, DCF, Retail, Forecasting, Mergers, Alternative Investments, Corporate Finance, Securities, Equity Valuation, Bloomberg Terminal, Factset, Cash Flow Forecasting, Buy-side, Equity Derivatives, Industry Research, Fundamental Research, Equity Trading, Security Analysis, Credit Risk, Capital IQ, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Management and Strategy, Managerial Economics, Management and Organizations
DePaul University 2004 — 2007
Bachelor of Science (B.S.), Finance
Lincoln International July 2013 - Present
Spot Trading LLC January 2012 - August 2012
Spot Trading LLC June 2007 - January 2012
Morningstar 2006 - 2007
Skills
Financial Modeling, Valuation, Equities, Industry Analysis, Bloomberg, Derivatives, Trading, Investments, Business Valuation, Financial Analysis, Financial Markets, Options, Equity Research, Capital Markets, Research, Excel, SQL, Economics, Hedge Funds, DCF, Retail, Forecasting, Mergers, Alternative Investments, Corporate Finance, Securities, Equity Valuation, Bloomberg Terminal, Factset, Cash Flow Forecasting, Buy-side, Equity Derivatives, Industry Research, Fundamental Research, Equity Trading, Security Analysis, Credit Risk, Capital IQ, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Management and Strategy, Managerial Economics, Management and Organizations
DePaul University 2004 — 2007
Bachelor of Science (B.S.), Finance
Chad Lopes, CPA's Lincoln International Experience July 2012 - August 2013
Job SVP, Corporate Development at Regions Bank
Industry Financial Services
Experience
Regions Bank September 2013 - Present
Lincoln International July 2012 - August 2013
Kellogg School of Management August 2010 - June 2012
KPMG September 2004 - July 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Business Strategy, Data Analysis, Corporate Finance, Mergers, Cross-functional Team..., Capital Markets, Accounting, Mergers & Acquisitions, Finance, Entrepreneurship, Investment Banking, Corporate Development
Education
Kellogg School of Management 2010 — 2012
Masters in Business Administration, Finance, Real Estate, Entrepreneurship
Christian Brothers University 2000 — 2004
Bachelor of Science in Business Administration, Accounting
Regions Bank September 2013 - Present
Lincoln International July 2012 - August 2013
Kellogg School of Management August 2010 - June 2012
KPMG September 2004 - July 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Business Strategy, Data Analysis, Corporate Finance, Mergers, Cross-functional Team..., Capital Markets, Accounting, Mergers & Acquisitions, Finance, Entrepreneurship, Investment Banking, Corporate Development
Education
Kellogg School of Management 2010 — 2012
Masters in Business Administration, Finance, Real Estate, Entrepreneurship
Christian Brothers University 2000 — 2004
Bachelor of Science in Business Administration, Accounting
Christopher Gresh's Lincoln International Experience December 2013 - Present
Job Vice President at Lincoln International
Industry Investment Banking
Experience
Lincoln International December 2013 - Present
Lincoln International September 2011 - December 2013
Lazard Freres & Co. June 2010 - September 2011
Lazard May 2009 - August 2009
RBS Greenwich Capital June 2005 - June 2008
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
MBA, Finance, Investments
Quinnipiac University 2001 — 2005
BS, Economics, Finance
Lincoln International December 2013 - Present
Lincoln International September 2011 - December 2013
Lazard Freres & Co. June 2010 - September 2011
Lazard May 2009 - August 2009
RBS Greenwich Capital June 2005 - June 2008
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
MBA, Finance, Investments
Quinnipiac University 2001 — 2005
BS, Economics, Finance
Franklin Harris's Lincoln International Experience May 2008 - Present
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International May 2008 - Present
Miller Buckfire 2004 - 2008
Lehman Brothers 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Mergers, LBO, M&A experience, Capital Markets, Corporate Finance, Leveraged Finance, Business Valuation, Venture Capital
Education
Harvard Business School 1992 — 1994
MBA
Georgia Institute of Technology 1985 — 1989
BS, Applied Biology, Management
Lincoln International May 2008 - Present
Miller Buckfire 2004 - 2008
Lehman Brothers 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Mergers, LBO, M&A experience, Capital Markets, Corporate Finance, Leveraged Finance, Business Valuation, Venture Capital
Education
Harvard Business School 1992 — 1994
MBA
Georgia Institute of Technology 1985 — 1989
BS, Applied Biology, Management
Natalie Marjancik's Lincoln International Experience July 2009 - Present
Job Investment Banking Director at Lincoln International
Industry Financial Services
Experience
Lincoln International July 2009 - Present
Shearman & Sterling LLP 1998 - 2005
Education
The University of Chicago Booth School of Business 2007 — 2009
Boston University School of Law 1995 — 1998
J.D., Law
Purdue University - Krannert School of Management 1991 — 1995
B.S., Industrial Management
Lincoln International July 2009 - Present
Shearman & Sterling LLP 1998 - 2005
Education
The University of Chicago Booth School of Business 2007 — 2009
Boston University School of Law 1995 — 1998
J.D., Law
Purdue University - Krannert School of Management 1991 — 1995
B.S., Industrial Management
Steve Wiesner's Lincoln International Experience June 2006 - September 2009
Job Changing the way missioncritical documents are shared and managed as CEO of Peloton Document Solutions.
Industry Computer Software
Experience
Peloton Document Solutions September 2012 - Present
Evergreen Pacific Partners September 2009 - September 2012
Lincoln International June 2006 - September 2009
Zuma Capital Partners March 2002 - June 2006
Credit Suisse First Boston November 2000 - January 2002
Donaldson, Lufkin & Jenrette June 1995 - November 2000
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Western University 1988 — 1992
BA, Political Science
Peloton Document Solutions September 2012 - Present
Evergreen Pacific Partners September 2009 - September 2012
Lincoln International June 2006 - September 2009
Zuma Capital Partners March 2002 - June 2006
Credit Suisse First Boston November 2000 - January 2002
Donaldson, Lufkin & Jenrette June 1995 - November 2000
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Western University 1988 — 1992
BA, Political Science
Matt Veal's Lincoln International Experience July 2014 - Present
Job Associate at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2014 - Present
Kellogg School of Management August 2012 - June 2014
AT&T June 2013 - September 2013
SunTrust Robinson Humphrey June 2010 - July 2012
SunTrust Robinson Humphrey July 2007 - May 2010
SunTrust Robinson Humphrey May 2006 - August 2006
Citigroup Global Markets Ltd. - UK September 2005 - December 2005
Skills
Mergers & Acquisitions, Investment Banking, Capital Markets, Corporate Finance, Financial Modeling, Valuation, Series 7
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Management & Organizations
Wake Forest University 2003 — 2007
BS, Finance
Lincoln International July 2014 - Present
Kellogg School of Management August 2012 - June 2014
AT&T June 2013 - September 2013
SunTrust Robinson Humphrey June 2010 - July 2012
SunTrust Robinson Humphrey July 2007 - May 2010
SunTrust Robinson Humphrey May 2006 - August 2006
Citigroup Global Markets Ltd. - UK September 2005 - December 2005
Skills
Mergers & Acquisitions, Investment Banking, Capital Markets, Corporate Finance, Financial Modeling, Valuation, Series 7
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Management & Organizations
Wake Forest University 2003 — 2007
BS, Finance
Mary Weber's Lincoln International Experience July 2014 - Present
Job Vice President at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2014 - Present
Lincoln International January 2014 - Present
Lincoln International July 2011 - June 2014
Lincoln International July 2008 - July 2011
Fellowes May 2007 - August 2007
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Management & Strategy; Marketing; International Business
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
BS, Finance, Accounting
Montini Catholic 2000 — 2004
Lincoln International July 2014 - Present
Lincoln International January 2014 - Present
Lincoln International July 2011 - June 2014
Lincoln International July 2008 - July 2011
Fellowes May 2007 - August 2007
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Management & Strategy; Marketing; International Business
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
BS, Finance, Accounting
Montini Catholic 2000 — 2004
Patrick Connolly's Lincoln International Experience June 2013 - August 2013
Job Associate Director at Advantage Testing
Industry Higher Education
Experience
Advantage Testing 2012 - Present
Harvard Business School 2012 - June 2014
Lincoln International June 2013 - August 2013
Lakeside Healthcare August 2010 - September 2011
The Golandsky Institute January 2009 - January 2010
Self Employed 1995 - 2010
Oberlin College October 2008 - November 2008
Skills
Valuation, Nonprofits, Strategic Planning, Piano, Music, Research, Management, Arts Administration, Classical, Market Research, Marketing, Sales, Non-profits, Financial Modeling, Public Relations, Project Management, Business Development, Education, Standardized Testing, Financial Mathematics, Financial Analysis, Asset Pricing, Tutoring, Quantitative Finance
Education
Harvard Business School 2012 — 2014
MBA
The Graduate Center, City University of New York 2005 — 2010
Doctor of Philosophy (Ph.D.), Music Theory, Piano Performance
Oberlin College 2000 — 2005
BM, BA, Piano Performance, Mathematics
Advantage Testing 2012 - Present
Harvard Business School 2012 - June 2014
Lincoln International June 2013 - August 2013
Lakeside Healthcare August 2010 - September 2011
The Golandsky Institute January 2009 - January 2010
Self Employed 1995 - 2010
Oberlin College October 2008 - November 2008
Skills
Valuation, Nonprofits, Strategic Planning, Piano, Music, Research, Management, Arts Administration, Classical, Market Research, Marketing, Sales, Non-profits, Financial Modeling, Public Relations, Project Management, Business Development, Education, Standardized Testing, Financial Mathematics, Financial Analysis, Asset Pricing, Tutoring, Quantitative Finance
Education
Harvard Business School 2012 — 2014
MBA
The Graduate Center, City University of New York 2005 — 2010
Doctor of Philosophy (Ph.D.), Music Theory, Piano Performance
Oberlin College 2000 — 2005
BM, BA, Piano Performance, Mathematics
Philip Edwards's Lincoln International Experience March 2011 - August 2014
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2014 - Present
Lincoln International March 2011 - August 2014
AIG Global Investment Group March 2006 - July 2010
CIBC World Markets May 2004 - March 2006
Deutsche Bank Securities - High Yield Capital Markets April 2002 - May 2003
Deutsche Bank Securities - Financial Sponsors Group January 2000 - April 2002
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Due Diligence, Mergers & Acquisitions, Investments, Financial Structuring, Restructuring, Leveraged Finance, Banking, Credit, Mezzanine, Business Planning, Loans, Capital Raising, Capital Markets, Corporate Finance
Education
Cass Business School 1998 — 1999
Master of Science (MSc), Finance
Stifel Financial Corp. August 2014 - Present
Lincoln International March 2011 - August 2014
AIG Global Investment Group March 2006 - July 2010
CIBC World Markets May 2004 - March 2006
Deutsche Bank Securities - High Yield Capital Markets April 2002 - May 2003
Deutsche Bank Securities - Financial Sponsors Group January 2000 - April 2002
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Due Diligence, Mergers & Acquisitions, Investments, Financial Structuring, Restructuring, Leveraged Finance, Banking, Credit, Mezzanine, Business Planning, Loans, Capital Raising, Capital Markets, Corporate Finance
Education
Cass Business School 1998 — 1999
Master of Science (MSc), Finance
Jonathan Cohn's Lincoln International Experience 2006 - 2008
Job Entrepreneur
Industry Entertainment
Experience
Fitspot Ventures LLC January 2012 - Present
First New York Securities 2008 - 2011
Lincoln International 2006 - 2008
Houlihan Lokey 2005 - 2006
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Derivatives, Securities, Mergers, Equities, Investments, Hedge Funds, Capital Markets, Investment Banking, Private Equity, Finance, Bloomberg, Fixed Income, Proprietary Trading, Trading, Financial Analysis, Certified Fitness..., Personal Training, Entrepreneurship
Education
Emory University 2001 — 2005
BA, Economics
The Browning School
Fitspot Ventures LLC January 2012 - Present
First New York Securities 2008 - 2011
Lincoln International 2006 - 2008
Houlihan Lokey 2005 - 2006
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Derivatives, Securities, Mergers, Equities, Investments, Hedge Funds, Capital Markets, Investment Banking, Private Equity, Finance, Bloomberg, Fixed Income, Proprietary Trading, Trading, Financial Analysis, Certified Fitness..., Personal Training, Entrepreneurship
Education
Emory University 2001 — 2005
BA, Economics
The Browning School
Tricia McClure's Lincoln International Experience January 2005 - January 2006
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Lincoln International January 2005 - January 2006
Broadspire March 2003 - January 2005
Kemper Insurance August 2000 - March 2003
Education
Lake Forest Graduate School of Management 2000 — 2003
MBA, Business
University of Wisconsin-Madison 1988 — 1992
BA, English
Lincoln International January 2005 - January 2006
Broadspire March 2003 - January 2005
Kemper Insurance August 2000 - March 2003
Education
Lake Forest Graduate School of Management 2000 — 2003
MBA, Business
University of Wisconsin-Madison 1988 — 1992
BA, English
Yolmi Rivera's Lincoln International Experience July 2007 - May 2008
Job Executive Assistant to Chief Human Resources & Community Empowerment Officer at Univision Communications Inc.
Industry Staffing and Recruiting
Experience
Univision Communications Inc. August 2015 - Present
Univision Communications Inc. February 2014 - June 2015
TheLadders.com April 2012 - January 2014
Ixtens, Inc. and Wimba, Inc. May 2008 - February 2012
Lincoln International July 2007 - May 2008
Tarragon Corporation October 2005 - May 2007
United States Marine Corps November 1998 - February 2002
Skills
Office Management, Customer Service, Microsoft Office, Employee Relations, Spanish, Online Research, XP, System Administration, Editing, Outlook, Office Administration, Executive..., Purchasing, ENTP, Recruiting, Leadership, Management, Executive Calendar..., Event Planning, Interviews, Project Management, Administrative...
Education
Florida International University 2002 — 2004
Bachelor of Science, Exercise and Sports Science
Defense Language Institute 1999 — 2000
Russian Basic Course, Russian Language, 2+ 2+ 2
Univision Communications Inc. August 2015 - Present
Univision Communications Inc. February 2014 - June 2015
TheLadders.com April 2012 - January 2014
Ixtens, Inc. and Wimba, Inc. May 2008 - February 2012
Lincoln International July 2007 - May 2008
Tarragon Corporation October 2005 - May 2007
United States Marine Corps November 1998 - February 2002
Skills
Office Management, Customer Service, Microsoft Office, Employee Relations, Spanish, Online Research, XP, System Administration, Editing, Outlook, Office Administration, Executive..., Purchasing, ENTP, Recruiting, Leadership, Management, Executive Calendar..., Event Planning, Interviews, Project Management, Administrative...
Education
Florida International University 2002 — 2004
Bachelor of Science, Exercise and Sports Science
Defense Language Institute 1999 — 2000
Russian Basic Course, Russian Language, 2+ 2+ 2
Alex Stevenson's Lincoln International Experience 2013 - 2015
Job Managing Director at Lincoln International LLC
Industry Investment Banking
Experience
Lincoln International 2013 - 2015
FocalPoint Partners, LLC December 2008 - March 2013
Skills
M&A experience, Recapitalizations, Corporate Finance, Investment Banking, Private Equity, Business Valuation, Mergers & Acquisitions, Venture Capital, Mergers, Valuation, LBO, Strategy, Restructuring, Capital Markets, Middle Market, Capital Structure, Capital Raising, Sell Side, Debt Restructuring, Special Situations, Financial Structuring, Divestitures, Growth Capital, Private Placements, Corporate Development
Education
Michigan State University 1989 — 1993
Bachelor of Science, Accounting/Finance
EGR 1985 — 1989
Lincoln International 2013 - 2015
FocalPoint Partners, LLC December 2008 - March 2013
Skills
M&A experience, Recapitalizations, Corporate Finance, Investment Banking, Private Equity, Business Valuation, Mergers & Acquisitions, Venture Capital, Mergers, Valuation, LBO, Strategy, Restructuring, Capital Markets, Middle Market, Capital Structure, Capital Raising, Sell Side, Debt Restructuring, Special Situations, Financial Structuring, Divestitures, Growth Capital, Private Placements, Corporate Development
Education
Michigan State University 1989 — 1993
Bachelor of Science, Accounting/Finance
EGR 1985 — 1989
Diana Auyeung's Lincoln International Experience May 2012 - Present
Job Senior Accountant
Industry Financial Services
Experience
Lincoln International May 2012 - Present
UBS Global Asset Management September 2010 - May 2012
Deloitte & Touche September 2008 - September 2010
Education
Lehigh University
Lincoln International May 2012 - Present
UBS Global Asset Management September 2010 - May 2012
Deloitte & Touche September 2008 - September 2010
Education
Lehigh University
Gaurang Shastri's Lincoln International Experience April 2012 - Present
Job Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International April 2012 - Present
Clover Technologies Group February 2011 - April 2012
Lincoln International January 2004 - February 2011
Citigroup 2002 - 2003
Skills
Valuation, Corporate Development, Financial Modeling, M&A experience, Private Equity, Investment Banking, Financial Analysis, Debt, Divestitures, Due Diligence, Corporate Finance, Venture Capital, Capital Markets, Mergers, Equities, Hedge Funds, LBO, Business Strategy, Business Development, Investments, Restructuring, Emerging Markets, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2007 — 2008
MBA
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Lincoln International April 2012 - Present
Clover Technologies Group February 2011 - April 2012
Lincoln International January 2004 - February 2011
Citigroup 2002 - 2003
Skills
Valuation, Corporate Development, Financial Modeling, M&A experience, Private Equity, Investment Banking, Financial Analysis, Debt, Divestitures, Due Diligence, Corporate Finance, Venture Capital, Capital Markets, Mergers, Equities, Hedge Funds, LBO, Business Strategy, Business Development, Investments, Restructuring, Emerging Markets, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2007 — 2008
MBA
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Jeff Carsello's Lincoln International Experience July 2015 - Present
Job Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Catamaran April 2013 - July 2015
Lazard Freres & Co. August 2010 - March 2013
Houlihan Lokey August 2003 - August 2010
Code Hennessy & Simmons 1999 - 2001
William Blair & Company January 1997 - January 1999
Education
Northwestern University - Kellogg School of Management 2000 — 2002
University of Illinois at Urbana-Champaign
Lincoln International July 2015 - Present
Catamaran April 2013 - July 2015
Lazard Freres & Co. August 2010 - March 2013
Houlihan Lokey August 2003 - August 2010
Code Hennessy & Simmons 1999 - 2001
William Blair & Company January 1997 - January 1999
Education
Northwestern University - Kellogg School of Management 2000 — 2002
University of Illinois at Urbana-Champaign
Keith Gray's Lincoln International Experience June 2009 - August 2009
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2013 - Present
Duff & Phelps June 2010 - August 2013
Lincoln International June 2009 - August 2009
U.S. Equities Realty June 2003 - July 2008
Education
The University of Chicago Booth School of Business 2008 — 2010
Cornell University 1999 — 2003
Bacheor of Arts, Mathematics & Economics
Duff & Phelps September 2013 - Present
Duff & Phelps June 2010 - August 2013
Lincoln International June 2009 - August 2009
U.S. Equities Realty June 2003 - July 2008
Education
The University of Chicago Booth School of Business 2008 — 2010
Cornell University 1999 — 2003
Bacheor of Arts, Mathematics & Economics
Parker Wright's Lincoln International Experience July 2011 - September 2013
Job Corporate Development Associate at MedAssets
Industry Hospital & Health Care
Experience
MedAssets September 2013 - Present
Lincoln International July 2011 - September 2013
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity
Education
Harvard University 2007 — 2011
Lamar
Lamar
MedAssets September 2013 - Present
Lincoln International July 2011 - September 2013
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity
Education
Harvard University 2007 — 2011
Lamar
Lamar
Adam Karmali's Lincoln International Experience July 2012 - April 2014
Job Associate at H.I.G. Bayside Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital July 2015 - Present
Moelis & Company April 2014 - June 2015
Lincoln International July 2012 - April 2014
Skills
Mergers & Acquisitions, Investment Banking, LBO, Financial Modeling, Valuation
Education
Cornell University 2008 — 2012
BS, Applied Economics & Management
H.I.G. Capital July 2015 - Present
Moelis & Company April 2014 - June 2015
Lincoln International July 2012 - April 2014
Skills
Mergers & Acquisitions, Investment Banking, LBO, Financial Modeling, Valuation
Education
Cornell University 2008 — 2012
BS, Applied Economics & Management
Joseph DiMasi's Lincoln International Experience June 2010 - September 2011
Job Systems Administrator, IT Support Analyst at Intercontinental Exchange
Industry Information Technology and Services
Experience
Intercontinental Exchange March 2014 - Present
Creative Technology Solutions, LLC November 2013 - March 2014
Marquette Associates June 2012 - June 2013
Northwestern University November 2011 - February 2012
Lincoln International June 2010 - September 2011
TD Options LLC July 2009 - June 2010
DePaul University July 2008 - July 2009
Skills
desktop support, Network Technologies, Servers, Windows Network..., Hardware, Technical Support
Education
DePaul University
BS, Network Technology/Network Security
McHenry County College 2006 — 2008
Video Game Design
Loyola Academy 2001 — 2005
City Colleges of Chicago-Harold Washington College
Bachelor of Science (BS), Network Security
Intercontinental Exchange March 2014 - Present
Creative Technology Solutions, LLC November 2013 - March 2014
Marquette Associates June 2012 - June 2013
Northwestern University November 2011 - February 2012
Lincoln International June 2010 - September 2011
TD Options LLC July 2009 - June 2010
DePaul University July 2008 - July 2009
Skills
desktop support, Network Technologies, Servers, Windows Network..., Hardware, Technical Support
Education
DePaul University
BS, Network Technology/Network Security
McHenry County College 2006 — 2008
Video Game Design
Loyola Academy 2001 — 2005
City Colleges of Chicago-Harold Washington College
Bachelor of Science (BS), Network Security
James Crystal's Lincoln International Experience July 2014 - Present
Job Investment Banking AnalystM&A
Industry Financial Services
Experience
Lincoln International July 2014 - Present
KGS-Alpha Capital Markets, L.P. August 2012 - June 2014
Thayer Street Partners June 2011 - August 2011
Skills
Market Research, Competitive Analysis, Fixed Income
Education
Brown University 2008 — 2012
Lincoln International July 2014 - Present
KGS-Alpha Capital Markets, L.P. August 2012 - June 2014
Thayer Street Partners June 2011 - August 2011
Skills
Market Research, Competitive Analysis, Fixed Income
Education
Brown University 2008 — 2012
Bryson DeTrent's Lincoln International Experience July 2014 - Present
Job Investment Banking Associate at Lincoln International Mergers and Acquisitions
Industry Investment Banking
Experience
Lincoln International July 2014 - Present
United States Department of Defense 2000 - 2014
Goldman Sachs June 2009 - March 2012
Allegheny Technologies February 2006 - March 2007
United States Senate 2002 - 2004
Skills
Operational Planning, Security Clearance, Military, Financial Analysis, Financial Modeling, Analysis, Mergers & Acquisitions, Intelligence Analysis, Risk Management, Program Management, Due Diligence, Management, Valuation, Private Equity, LBO, Investment Banking, DCF Valuation, Leveraged Buyouts, Corporate Finance, Acquisitions, Strategy, Venture Capital, Corporate Development, Business Strategy
Education
The University of Chicago Booth School of Business 2012 — 2014
MBA
Brigham Young University 2003 — 2005
Bachelor of Science (BS), Accounting; Minor: Military Science
Lincoln International July 2014 - Present
United States Department of Defense 2000 - 2014
Goldman Sachs June 2009 - March 2012
Allegheny Technologies February 2006 - March 2007
United States Senate 2002 - 2004
Skills
Operational Planning, Security Clearance, Military, Financial Analysis, Financial Modeling, Analysis, Mergers & Acquisitions, Intelligence Analysis, Risk Management, Program Management, Due Diligence, Management, Valuation, Private Equity, LBO, Investment Banking, DCF Valuation, Leveraged Buyouts, Corporate Finance, Acquisitions, Strategy, Venture Capital, Corporate Development, Business Strategy
Education
The University of Chicago Booth School of Business 2012 — 2014
MBA
Brigham Young University 2003 — 2005
Bachelor of Science (BS), Accounting; Minor: Military Science
Adriel Esparza's Lincoln International Experience October 2012 - Present
Job IT Analyst at Lincoln International
Industry Information Technology and Services
Experience
Lincoln International October 2012 - Present
Comcapital Inc February 1997 - October 2012
Skills
Communication Skills, Leadership, Desktop Deployment, Microsoft Office, Windows, Windows 7, Windows Server, Microsoft Windows 98, Windows 2000, Apple Certified, Mac OS X, Fast Learner, Flexible approach to..., Determined to Succeed, Goal Oriented, Goal-driven leader, Customer Support, Customer Service, Technical Support, Help Desk Support, Hardware Support, Product Support, Teamwork, Social Skills, Highly personable, Highly motivated..., Spanish-speaking, Intellectually Curious, Adaptability, OS X, Networking, Software Installation, Printers, Hardware, Servers, Wireless Networking
Education
DeVry University
Moraine Valley Community College
Lincoln International October 2012 - Present
Comcapital Inc February 1997 - October 2012
Skills
Communication Skills, Leadership, Desktop Deployment, Microsoft Office, Windows, Windows 7, Windows Server, Microsoft Windows 98, Windows 2000, Apple Certified, Mac OS X, Fast Learner, Flexible approach to..., Determined to Succeed, Goal Oriented, Goal-driven leader, Customer Support, Customer Service, Technical Support, Help Desk Support, Hardware Support, Product Support, Teamwork, Social Skills, Highly personable, Highly motivated..., Spanish-speaking, Intellectually Curious, Adaptability, OS X, Networking, Software Installation, Printers, Hardware, Servers, Wireless Networking
Education
DeVry University
Moraine Valley Community College
David Walter's Lincoln International Experience July 2006 - March 2009
Job Associate at Booz & Company
Industry Venture Capital & Private Equity
Experience
Booz & Company October 2013 - Present
Booz & Company June 2012 - August 2012
Silver Oak Services Partners, LLC May 2009 - July 2011
Lincoln International July 2006 - March 2009
Skills
Valuation, Due Diligence, Financial Modeling, Mergers & Acquisitions, Private Equity
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Management & Strategy; Managerial Economics; and Management & Organizations
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (BS), Finance
Booz & Company October 2013 - Present
Booz & Company June 2012 - August 2012
Silver Oak Services Partners, LLC May 2009 - July 2011
Lincoln International July 2006 - March 2009
Skills
Valuation, Due Diligence, Financial Modeling, Mergers & Acquisitions, Private Equity
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Management & Strategy; Managerial Economics; and Management & Organizations
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (BS), Finance
Chris Huh's Lincoln International Experience April 2014 - Present
Job Investment Banking Summer Analyst at Lincoln International
Industry Financial Services
Experience
Lincoln International April 2014 - Present
CB Capital Partners June 2013 - August 2013
Education
Cornell University 2011 — 2015
Bachelor of Arts (B.A.), Economics and History
Lincoln International April 2014 - Present
CB Capital Partners June 2013 - August 2013
Education
Cornell University 2011 — 2015
Bachelor of Arts (B.A.), Economics and History
Zenith (Feng) HAI's Lincoln International Experience September 2014 - December 2014
Job Merchant Banking Analyst
Industry Banking
Experience
Izar Capital Group, LLC September 2015 - Present
BOCGI July 2015 - August 2015
Goldman Sachs November 2014 - December 2014
Lincoln International September 2014 - December 2014
Morgan Stanley Huaxin Funds June 2014 - August 2014
Deutsche Bank July 2014 - July 2014
Huatai Great Wall Futures March 2014 - April 2014
BDA January 2014 - March 2014
Education
Peking University 2012 — 2016
Bachelor's Degree, Finance, General
UNSW Business School 2015 — 2015
Finance and Financial Management Services
Ludwig-Maximilians Universität München 2013 — 2013
The University of Hong Kong 2012 — 2012
Business, Management, Marketing, and Related Support Services
Izar Capital Group, LLC September 2015 - Present
BOCGI July 2015 - August 2015
Goldman Sachs November 2014 - December 2014
Lincoln International September 2014 - December 2014
Morgan Stanley Huaxin Funds June 2014 - August 2014
Deutsche Bank July 2014 - July 2014
Huatai Great Wall Futures March 2014 - April 2014
BDA January 2014 - March 2014
Education
Peking University 2012 — 2016
Bachelor's Degree, Finance, General
UNSW Business School 2015 — 2015
Finance and Financial Management Services
Ludwig-Maximilians Universität München 2013 — 2013
The University of Hong Kong 2012 — 2012
Business, Management, Marketing, and Related Support Services
Charles Walder's Lincoln International Experience January 2015 - Present
Job Vice President at Lincoln International
Industry Investment Banking
Experience
Lincoln International January 2015 - Present
Lincoln International June 2013 - December 2014
Duff & Phelps January 2012 - May 2013
Duff & Phelps January 2010 - December 2011
Invocas Group August 2006 - December 2009
Worldmark Corporation Limited October 2005 - July 2006
Curvalue Financial Services Group January 2005 - September 2005
Education
Institute of Chartered Accountants of Scotland 2006 — 2009
Chartered Accountant
Northumbria University 2000 — 2004
Bachelor of Arts (BA) (Hons), Business Studies, 2:1
Lincoln International January 2015 - Present
Lincoln International June 2013 - December 2014
Duff & Phelps January 2012 - May 2013
Duff & Phelps January 2010 - December 2011
Invocas Group August 2006 - December 2009
Worldmark Corporation Limited October 2005 - July 2006
Curvalue Financial Services Group January 2005 - September 2005
Education
Institute of Chartered Accountants of Scotland 2006 — 2009
Chartered Accountant
Northumbria University 2000 — 2004
Bachelor of Arts (BA) (Hons), Business Studies, 2:1
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS