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
Adam Hunia, CFA Adam Hunia, CFA's Lincoln International Experience January 2014 - Present
Job Vice President at Lincoln International
Industry Investment Banking
Experience
Lincoln International January 2014 - Present
Lincoln International August 2010 - December 2013
Lincoln International June 2009 - August 2009
Royal Bank of Scotland November 2005 - August 2008
Ernst & Young September 2004 - November 2005
Skills
Valuation, Financial Modeling, Competitive Analysis, Mergers, Company Acquisitions, M&A due diligence, Contract Negotiation, Investment Banking, Alternative Investments, Corporate Finance, Finance, Business Strategy, Mergers & Acquisitions, Due Diligence, Financial Services, Strategy, LBO, Venture Capital, Corporate Development
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Accounting, Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance & Accounting
Lincoln International January 2014 - Present
Lincoln International August 2010 - December 2013
Lincoln International June 2009 - August 2009
Royal Bank of Scotland November 2005 - August 2008
Ernst & Young September 2004 - November 2005
Skills
Valuation, Financial Modeling, Competitive Analysis, Mergers, Company Acquisitions, M&A due diligence, Contract Negotiation, Investment Banking, Alternative Investments, Corporate Finance, Finance, Business Strategy, Mergers & Acquisitions, Due Diligence, Financial Services, Strategy, LBO, Venture Capital, Corporate Development
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Accounting, Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance & Accounting
Alejandro Vega Alejandro Vega's Lincoln International Experience August 2009 - February 2011
Job Entrepreneur and Investor
Industry Venture Capital & Private Equity
Experience
Huli November 2011 - Present
Tres Rios Capital March 2011 - Present
Lincoln International August 2009 - February 2011
GE Energy 2006 - 2007
GE Energy 2004 - 2006
Skills
Corporate Development, Product Marketing, Venture Capital, Capital, Financial Modeling, Strategy, Global Sourcing, Organizational Design, Private Equity, Commercialization, Entrepreneurship, M&A experience, Start-ups, Mergers & Acquisitions, Healthcare Information..., Strategic Consulting, Valuation, LBO, Due Diligence, SaaS, Emerging Markets, Corporate Finance
Education
University of Pennsylvania 2007 — 2009
MA, Lauder - International Studies
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Louisiana State University 1999 — 2003
BS, Industrial Engineering
Huli November 2011 - Present
Tres Rios Capital March 2011 - Present
Lincoln International August 2009 - February 2011
GE Energy 2006 - 2007
GE Energy 2004 - 2006
Skills
Corporate Development, Product Marketing, Venture Capital, Capital, Financial Modeling, Strategy, Global Sourcing, Organizational Design, Private Equity, Commercialization, Entrepreneurship, M&A experience, Start-ups, Mergers & Acquisitions, Healthcare Information..., Strategic Consulting, Valuation, LBO, Due Diligence, SaaS, Emerging Markets, Corporate Finance
Education
University of Pennsylvania 2007 — 2009
MA, Lauder - International Studies
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Louisiana State University 1999 — 2003
BS, Industrial Engineering
David Lutz David Lutz's Lincoln International Experience July 2014 - Present
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2014 - Present
Lincoln International May 2013 - July 2013
MB Financial Bank May 2012 - August 2012
Camp Highlands for Boys June 2011 - August 2011
Skills
Team Leadership, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation, Microsoft Excel, PowerPoint, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Hinsdale Central
Lincoln International July 2014 - Present
Lincoln International May 2013 - July 2013
MB Financial Bank May 2012 - August 2012
Camp Highlands for Boys June 2011 - August 2011
Skills
Team Leadership, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation, Microsoft Excel, PowerPoint, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Hinsdale Central
Matthew Lillard's Lincoln International Experience May 2015 - May 2015
Job Student at The University of Texas at Austin
Industry Oil & Energy
Experience
Wood Mackenzie June 2015 - August 2015
Lincoln International May 2015 - May 2015
The Bureau of Economic Geology at The University of Texas at Austin August 2014 - December 2014
Heartland IT Consulting June 2014 - August 2014
Skills
Teamwork, Microsoft Word, Data Analysis, Public Speaking, Sales, Close Attention to..., Spanish, English, Time Management, Windows, Social Media, Editing, Teaching, Project Planning, Microsoft Excel, Economics, Visual Basic, Energy, Oil & Gas, Renewable Energy
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Arts w/ Honors, Economics
Wood Mackenzie June 2015 - August 2015
Lincoln International May 2015 - May 2015
The Bureau of Economic Geology at The University of Texas at Austin August 2014 - December 2014
Heartland IT Consulting June 2014 - August 2014
Skills
Teamwork, Microsoft Word, Data Analysis, Public Speaking, Sales, Close Attention to..., Spanish, English, Time Management, Windows, Social Media, Editing, Teaching, Project Planning, Microsoft Excel, Economics, Visual Basic, Energy, Oil & Gas, Renewable Energy
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Arts w/ Honors, Economics
Samuel Hong, CPA's Lincoln International Experience February 2014 - Present
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International February 2014 - Present
Skills
Accounting, Business Valuation, Valuation, Financial Analysis, Financial Modeling, Analysis, Finance, Portfolio Management, Private Equity, Due Diligence, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Investment Banking, Bloomberg, Corporate Finance, Data Analysis, Financial Accounting
Education
University of California, Los Angeles
Bachelor of Arts (BA), Business Economics and minors in Spanish and Accounting
Lincoln International February 2014 - Present
Skills
Accounting, Business Valuation, Valuation, Financial Analysis, Financial Modeling, Analysis, Finance, Portfolio Management, Private Equity, Due Diligence, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Investment Banking, Bloomberg, Corporate Finance, Data Analysis, Financial Accounting
Education
University of California, Los Angeles
Bachelor of Arts (BA), Business Economics and minors in Spanish and Accounting
James M. Kinn's Lincoln International Experience July 2006 - December 2009
Job Healthcare Consultant at Kaufman Hall
Industry Hospital & Health Care
Experience
Kaufman Hall October 2013 - Present
3M February 2011 - September 2013
ShoreView Industries LLC January 2010 - 2010
Lincoln International July 2006 - December 2009
Skills
Mergers & Acquisitions, Corporate Development, Venture Capital, Mergers, Restructuring, Private Equity, Acquisitions, Investment Banking, Valuation, Financial Analysis, LBO, Business Strategy, Competitive Analysis, Investments, M&A experience, Leveraged Finance, Acquisition Integration, Financial Modeling, Bankruptcy, Due Diligence, Corporate Finance, Divestitures, Joint Ventures, Business Valuation, Turnarounds, Budgeting, Strategic Planning
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
B.S., Finance and Accounting, with minor in Spanish
Kaufman Hall October 2013 - Present
3M February 2011 - September 2013
ShoreView Industries LLC January 2010 - 2010
Lincoln International July 2006 - December 2009
Skills
Mergers & Acquisitions, Corporate Development, Venture Capital, Mergers, Restructuring, Private Equity, Acquisitions, Investment Banking, Valuation, Financial Analysis, LBO, Business Strategy, Competitive Analysis, Investments, M&A experience, Leveraged Finance, Acquisition Integration, Financial Modeling, Bankruptcy, Due Diligence, Corporate Finance, Divestitures, Joint Ventures, Business Valuation, Turnarounds, Budgeting, Strategic Planning
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
B.S., Finance and Accounting, with minor in Spanish
Alex Tatham's Lincoln International Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. June 2015 - August 2015
Lincoln International June 2014 - August 2014
Skokie Country Club May 2011 - August 2013
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Accountancy, Senior
Robert W. Baird & Co. June 2015 - August 2015
Lincoln International June 2014 - August 2014
Skokie Country Club May 2011 - August 2013
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Accountancy, Senior
Rafsun Faiz Rafsun Faiz's Lincoln International Experience May 2015 - Present
Job Investment Banking Summer Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International May 2015 - Present
Arbor Advisors April 2014 - August 2014
ETO Doors January 2013 - June 2013
Santa Monica College January 2013 - June 2013
The Academic Advantage December 2011 - June 2013
Best Buy November 2011 - March 2012
Fry's Electronics January 2011 - November 2011
Skills
Microsoft Office, Sales Operations, Academic Tutoring, Business Analysis, Photoshop, Data Analysis, Strategy, Marketing, Sales, Finance, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Bachelor of Science (BS)
Santa Monica College 2011 — 2013
Lincoln International May 2015 - Present
Arbor Advisors April 2014 - August 2014
ETO Doors January 2013 - June 2013
Santa Monica College January 2013 - June 2013
The Academic Advantage December 2011 - June 2013
Best Buy November 2011 - March 2012
Fry's Electronics January 2011 - November 2011
Skills
Microsoft Office, Sales Operations, Academic Tutoring, Business Analysis, Photoshop, Data Analysis, Strategy, Marketing, Sales, Finance, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Bachelor of Science (BS)
Santa Monica College 2011 — 2013
Emily Michel's Lincoln International Experience May 2015 - Present
Job Salesforce Administrator and Executive Assistant at Lincoln International
Industry Financial Services
Experience
Lincoln International May 2015 - Present
Lincoln International January 2015 - Present
Bird-X February 2011 - January 2015
Pottery Barn October 2010 - September 2011
Design Within Reach June 2010 - October 2010
Plow & Hearth May 2009 - April 2010
Plow & Hearth May 2008 - August 2008
Skills
Merchandising, Microsoft Office, Photoshop, Legal Writing, Administrative Work, Store Management, Consumer Relations, Microsoft Excel, Outlook, Visual Merchandising, Retail, Customer Service, Microsoft Word, Sales, Marketing, Social Networking, Interior Design, Online Marketing, PowerPoint, Customer Satisfaction, Planograms, Cold Calling, Hand Drafting, Training, Budgets
Education
Radford University 2005 — 2009
Bachelor Degree of Science, Interior Merchandising, Minor in Marketing
Oakton High School 2001 — 2005
Lincoln International May 2015 - Present
Lincoln International January 2015 - Present
Bird-X February 2011 - January 2015
Pottery Barn October 2010 - September 2011
Design Within Reach June 2010 - October 2010
Plow & Hearth May 2009 - April 2010
Plow & Hearth May 2008 - August 2008
Skills
Merchandising, Microsoft Office, Photoshop, Legal Writing, Administrative Work, Store Management, Consumer Relations, Microsoft Excel, Outlook, Visual Merchandising, Retail, Customer Service, Microsoft Word, Sales, Marketing, Social Networking, Interior Design, Online Marketing, PowerPoint, Customer Satisfaction, Planograms, Cold Calling, Hand Drafting, Training, Budgets
Education
Radford University 2005 — 2009
Bachelor Degree of Science, Interior Merchandising, Minor in Marketing
Oakton High School 2001 — 2005
Jesse Lawrence Jesse Lawrence's Lincoln International Experience June 2014 - Present
Job Analyst at Lincoln International
Industry
Experience
Lincoln International June 2014 - Present
PwC August 2012 - June 2014
University of Michigan Ross School of Business August 2011 - December 2011
CitiMortgage September 2010 - June 2011
Skills
Accounting, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
MAcc, Accounting
University of Michigan 2006 — 2010
BA, Economics
Lincoln International June 2014 - Present
PwC August 2012 - June 2014
University of Michigan Ross School of Business August 2011 - December 2011
CitiMortgage September 2010 - June 2011
Skills
Accounting, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
MAcc, Accounting
University of Michigan 2006 — 2010
BA, Economics
Justin Barnes's Lincoln International Experience July 2013 - Present
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2013 - Present
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Lincoln International July 2013 - Present
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Alexandra Goldman's Lincoln International Experience July 2014 - Present
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2014 - Present
Protiviti June 2013 - August 2013
Philips Lighting June 2012 - August 2012
MMPI May 2010 - August 2010
MMPI June 2009 - August 2009
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science in Finance
Lincoln International July 2014 - Present
Protiviti June 2013 - August 2013
Philips Lighting June 2012 - August 2012
MMPI May 2010 - August 2010
MMPI June 2009 - August 2009
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science in Finance
Erica Lester Erica Lester's Lincoln International Experience July 2013 - Present
Job Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2013 - Present
Skills
Investment Banking, Valuation, LBO, Financial Modeling, Private Equity, DCF, Capital Markets, Bloomberg, Corporate Finance, Equities, M&A experience, Equity Research, Capital IQ, Business Valuation, Due Diligence, Leveraged Finance, Venture Capital, Fixed Income, Emerging Markets, Hedge Funds
Education
University of Iowa 2009 — 2013
BBA, Accounting and Finance
Lincoln International July 2013 - Present
Skills
Investment Banking, Valuation, LBO, Financial Modeling, Private Equity, DCF, Capital Markets, Bloomberg, Corporate Finance, Equities, M&A experience, Equity Research, Capital IQ, Business Valuation, Due Diligence, Leveraged Finance, Venture Capital, Fixed Income, Emerging Markets, Hedge Funds
Education
University of Iowa 2009 — 2013
BBA, Accounting and Finance
Matt O'Neill's Lincoln International Experience July 2012 - August 2014
Job New Projects Manager at Parker Plastics, Inc.
Industry Packaging and Containers
Experience
Parker Plastics, Inc. September 2014 - Present
Lincoln International July 2012 - August 2014
University of Illinois at Urbana-Champaign 2010 - 2012
Ernst & Young June 2011 - August 2011
OTCR Consulting 2009 - 2011
Ronald McDonald House Charities of Chicagoland & Northwest Indiana June 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Capital IQ, Accounting, Microsoft Excel, Corporate Finance, Valuation, Financial Reporting, Due Diligence, PowerPoint, Financial Accounting
Education
University of Illinois at Urbana Champaign 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Parker Plastics, Inc. September 2014 - Present
Lincoln International July 2012 - August 2014
University of Illinois at Urbana-Champaign 2010 - 2012
Ernst & Young June 2011 - August 2011
OTCR Consulting 2009 - 2011
Ronald McDonald House Charities of Chicagoland & Northwest Indiana June 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Capital IQ, Accounting, Microsoft Excel, Corporate Finance, Valuation, Financial Reporting, Due Diligence, PowerPoint, Financial Accounting
Education
University of Illinois at Urbana Champaign 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Barry Freeman Barry Freeman's Lincoln International Experience March 2013 - Present
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International March 2013 - Present
Skills
Corporate Finance, Mergers & Acquisitions, Relationship Development, Private Equity, Venture Capital, Investments, Healthcare, Business Strategy, Investment Banking, Corporate Development, Restructuring, Strategy Development, LBO, Private Placements, M&A experience, Start-ups, Due Diligence, Management Consulting, Mergers, Acquisitions, Financial Modeling, Investor Relations, Entrepreneurship, Business Valuation, Business Development, Leveraged Finance, Financial Analysis, Management, Strategy, IPO, Capital, Business Planning, Valuation, Executive Management, Financial Structuring, Hedge Funds, Finance, Asset Management, Emerging Markets, Portfolio Management, Capital Markets, Structured Finance, Equities, Financial Advisory, Strategic Planning
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA
University of Pennsylvania - The Wharton School 1990 — 1994
BS Economics
Edina High School 1988 — 1990
Lincoln International March 2013 - Present
Skills
Corporate Finance, Mergers & Acquisitions, Relationship Development, Private Equity, Venture Capital, Investments, Healthcare, Business Strategy, Investment Banking, Corporate Development, Restructuring, Strategy Development, LBO, Private Placements, M&A experience, Start-ups, Due Diligence, Management Consulting, Mergers, Acquisitions, Financial Modeling, Investor Relations, Entrepreneurship, Business Valuation, Business Development, Leveraged Finance, Financial Analysis, Management, Strategy, IPO, Capital, Business Planning, Valuation, Executive Management, Financial Structuring, Hedge Funds, Finance, Asset Management, Emerging Markets, Portfolio Management, Capital Markets, Structured Finance, Equities, Financial Advisory, Strategic Planning
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA
University of Pennsylvania - The Wharton School 1990 — 1994
BS Economics
Edina High School 1988 — 1990
Benjamin Belford's Lincoln International Experience May 2015 - May 2015
Job Private Equity Summer Analyst at CC Industries, Inc.
Industry Financial Services
Experience
CC Industries, Inc. May 2015 - Present
Lincoln International May 2015 - May 2015
OTCR Consulting February 2014 - May 2015
Skills
Leadership, Public Speaking, Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Event Planning, Nonprofits, Microsoft Office, Spanish, Marketing, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2017
Bachelor of Science (B.S.), Finance & Accountancy
CC Industries, Inc. May 2015 - Present
Lincoln International May 2015 - May 2015
OTCR Consulting February 2014 - May 2015
Skills
Leadership, Public Speaking, Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Event Planning, Nonprofits, Microsoft Office, Spanish, Marketing, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2017
Bachelor of Science (B.S.), Finance & Accountancy
Lucas Weiss's Lincoln International Experience December 2014 - Present
Job Analyst at Lincoln International
Industry Accounting
Experience
Lincoln International December 2014 - Present
PwC September 2012 - December 2014
Illini Jujitsu August 2010 - September 2012
Belmont Bank and Trust May 2011 - August 2011
University of Illinois at Urbana-Champaign August 2010 - January 2011
Wilmette Park District 2008 - 2010
New Trier High School District August 2007 - June 2008
Tribune Company July 2007 - August 2007
Skills
Leadership, Accounting, Microsoft Excel, Finance, Financial Analysis, Auditing, Valuation, Management, PowerPoint, Financial Modeling, Research, Time Management, Financial Reporting, SEC Filings
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
BS, Finance, Accounting
City University: Cass Business School 2009 — 2010
B.S, Finance
New Trier High School 2004 — 2008
Lincoln International December 2014 - Present
PwC September 2012 - December 2014
Illini Jujitsu August 2010 - September 2012
Belmont Bank and Trust May 2011 - August 2011
University of Illinois at Urbana-Champaign August 2010 - January 2011
Wilmette Park District 2008 - 2010
New Trier High School District August 2007 - June 2008
Tribune Company July 2007 - August 2007
Skills
Leadership, Accounting, Microsoft Excel, Finance, Financial Analysis, Auditing, Valuation, Management, PowerPoint, Financial Modeling, Research, Time Management, Financial Reporting, SEC Filings
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
BS, Finance, Accounting
City University: Cass Business School 2009 — 2010
B.S, Finance
New Trier High School 2004 — 2008
Armin Strbac Armin Strbac's Lincoln International Experience October 2005 - January 2006
Job CoFounder | Shpock App finderly GmbH
Industry Internet
Experience
finderly.com / Shpock App January 2011 - Present
The Boston Consulting Group June 2006 - 2012
Lincoln International October 2005 - January 2006
Siemens Building Technologies September 2004 - October 2004
Beiersdorf CEE August 2003 - September 2003
Ericsson June 2002 - September 2002
Skills
Business, Entrepreneurship, Product Management, Project Management, Creative Solutions, Management, E-commerce, Strategy
Education
Wirtschaftsuniversität Wien 2001 — 2005
Diplom, BWL
University of Nebraska at Omaha 2004 — 2004
BWL
1995 — 2000
Nachrichtentechnik / Multi media
finderly.com / Shpock App January 2011 - Present
The Boston Consulting Group June 2006 - 2012
Lincoln International October 2005 - January 2006
Siemens Building Technologies September 2004 - October 2004
Beiersdorf CEE August 2003 - September 2003
Ericsson June 2002 - September 2002
Skills
Business, Entrepreneurship, Product Management, Project Management, Creative Solutions, Management, E-commerce, Strategy
Education
Wirtschaftsuniversität Wien 2001 — 2005
Diplom, BWL
University of Nebraska at Omaha 2004 — 2004
BWL
1995 — 2000
Nachrichtentechnik / Multi media
Jeff Kahn's Lincoln International Experience October 2008 - August 2009
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
The Wharton School August 2015 - Present
Sun Capital Partners August 2012 - July 2015
Robert W. Baird & Co. June 2010 - June 2012
Lincoln International October 2008 - August 2009
Camp Ramah in Wisconsin June 2006 - August 2008
Skills
Private Equity, LBO, Microsoft Excel, Entrepreneurship, Bloomberg, Financial Modeling, PowerPoint, Valuation, Due Diligence, Investment Banking, Mergers, Capital Markets, Equities, Venture Capital, Corporate Finance, Financial Analysis, M&A experience, Investments, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Finance
Tufts University 2006 — 2010
BS, Quantitative Economics and Philosophy
The London School of Economics and Political Science (LSE) 2008 — 2009
The Wharton School August 2015 - Present
Sun Capital Partners August 2012 - July 2015
Robert W. Baird & Co. June 2010 - June 2012
Lincoln International October 2008 - August 2009
Camp Ramah in Wisconsin June 2006 - August 2008
Skills
Private Equity, LBO, Microsoft Excel, Entrepreneurship, Bloomberg, Financial Modeling, PowerPoint, Valuation, Due Diligence, Investment Banking, Mergers, Capital Markets, Equities, Venture Capital, Corporate Finance, Financial Analysis, M&A experience, Investments, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Finance
Tufts University 2006 — 2010
BS, Quantitative Economics and Philosophy
The London School of Economics and Political Science (LSE) 2008 — 2009
Shenglin Zhang Shenglin Zhang's Lincoln International Experience May 2013 - July 2013
Job Student at University of Michigan
Industry Investment Banking
Experience
Deloitte China May 2014 - August 2014
Lincoln International May 2013 - July 2013
Guotai Junan Securities Co., Ltd May 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Investments, Risk Management
Education
University of Michigan 2011 — 2015
BS, Mathematics/Econ
Deloitte China May 2014 - August 2014
Lincoln International May 2013 - July 2013
Guotai Junan Securities Co., Ltd May 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Investments, Risk Management
Education
University of Michigan 2011 — 2015
BS, Mathematics/Econ
Brittany D'Arcy's Lincoln International Experience August 2010 - June 2012
Job Senior Associate at Bridges Ventures
Industry Venture Capital & Private Equity
Experience
Bridges Ventures April 2015 - Present
Corinthian Capital Group August 2012 - March 2015
Lincoln International August 2010 - June 2012
KPMG June 2009 - August 2009
Skills
Capital IQ, Corporate Finance, Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Financial Analysis, LBO
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science (B.S.), Finance, Accountancy
Highland Park High School
Bridges Ventures April 2015 - Present
Corinthian Capital Group August 2012 - March 2015
Lincoln International August 2010 - June 2012
KPMG June 2009 - August 2009
Skills
Capital IQ, Corporate Finance, Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Financial Analysis, LBO
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science (B.S.), Finance, Accountancy
Highland Park High School
Jeremy Klein's Lincoln International Experience July 2015 - Present
Job Associate at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
E Nois Clothing September 2014 - December 2014
The Sage Group February 2014 - August 2014
Tutor.com May 2012 - July 2013
Hilton Checkers Los Angeles July 2011 - February 2012
Hilton Los Angeles Airport April 2009 - July 2011
N/A September 2007 - October 2008
UCLA Neuropsychiatric Institute November 2004 - September 2007
Skills
Portfolio Management, Business Strategy, Interpersonal Skill, Cultural Intelligence, Team Leadership, Financial Accounting, Valuation, Financial Modeling, Corporate Finance, Analysis, Investment Banking, Venture Capital
Education
USC Marshall School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
UC San Diego 2000 — 2004
B.S., Cognitive Science, specialization in Clinical Aspects of Cognition, 3.7 GPA
Brentwood School 1994 — 2000
High School
Lincoln International July 2015 - Present
E Nois Clothing September 2014 - December 2014
The Sage Group February 2014 - August 2014
Tutor.com May 2012 - July 2013
Hilton Checkers Los Angeles July 2011 - February 2012
Hilton Los Angeles Airport April 2009 - July 2011
N/A September 2007 - October 2008
UCLA Neuropsychiatric Institute November 2004 - September 2007
Skills
Portfolio Management, Business Strategy, Interpersonal Skill, Cultural Intelligence, Team Leadership, Financial Accounting, Valuation, Financial Modeling, Corporate Finance, Analysis, Investment Banking, Venture Capital
Education
USC Marshall School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
UC San Diego 2000 — 2004
B.S., Cognitive Science, specialization in Clinical Aspects of Cognition, 3.7 GPA
Brentwood School 1994 — 2000
High School
Collin Adler's Lincoln International Experience July 2012 - Present
Job Investment Banking Analyst at Lincoln International
Industry Financial Services
Experience
Lincoln International July 2012 - Present
Lincoln International May 2011 - August 2011
KPMG Advisory January 2011 - March 2011
Skills
Capital IQ, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Investment Banking, Bloomberg Terminal, Due Diligence, Mergers & Acquisitions, LBO, DCF, Business Valuation, Finance, M&A experience, Private Equity, Equity Research, Capital Markets, Leveraged Finance, Comparable Analysis, Equities, Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor's, Finance and Accountancy
Lincoln International July 2012 - Present
Lincoln International May 2011 - August 2011
KPMG Advisory January 2011 - March 2011
Skills
Capital IQ, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Investment Banking, Bloomberg Terminal, Due Diligence, Mergers & Acquisitions, LBO, DCF, Business Valuation, Finance, M&A experience, Private Equity, Equity Research, Capital Markets, Leveraged Finance, Comparable Analysis, Equities, Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor's, Finance and Accountancy
Christopher Petrossian Christopher Petrossian's Lincoln International Experience March 2011 - Present
Job Managing Director, Head of LA Office at Lincoln International
Industry Investment Banking
Experience
Lincoln International March 2011 - Present
Barclays Capital September 2008 - February 2011
Lehman Brothers August 2000 - September 2008
Deloitte Consulting July 1996 - June 1998
Jones Lang LaSalle January 1996 - June 1996
Western Waste Industries September 1995 - December 1995
Skills
Equities, Debt, Mergers, Financial Analysis, Private Equity, Valuation, High Yield, LBO, Investment Banking, Capital Markets, Mergers & Acquisitions, Leveraged Finance, M&A experience, Hedge Funds, Corporate Development, Venture Capital, Corporate Finance, Capital, Financial Modeling, Management Consulting, Financial Structuring, Business Valuation, Emerging Markets, Fixed Income, Structured Finance, Due Diligence, IPO, Financial Advisory
Education
University of Chicago Graduate School of Business 1998 — 2000
MBA, Finance and Accounting
UCLA 1991 — 1995
BA, Economics
Lincoln International March 2011 - Present
Barclays Capital September 2008 - February 2011
Lehman Brothers August 2000 - September 2008
Deloitte Consulting July 1996 - June 1998
Jones Lang LaSalle January 1996 - June 1996
Western Waste Industries September 1995 - December 1995
Skills
Equities, Debt, Mergers, Financial Analysis, Private Equity, Valuation, High Yield, LBO, Investment Banking, Capital Markets, Mergers & Acquisitions, Leveraged Finance, M&A experience, Hedge Funds, Corporate Development, Venture Capital, Corporate Finance, Capital, Financial Modeling, Management Consulting, Financial Structuring, Business Valuation, Emerging Markets, Fixed Income, Structured Finance, Due Diligence, IPO, Financial Advisory
Education
University of Chicago Graduate School of Business 1998 — 2000
MBA, Finance and Accounting
UCLA 1991 — 1995
BA, Economics
Hannah Barnstable Hannah Barnstable's Lincoln International Experience July 2004 - January 2011
Job President / Founder at Seven Sundays, LLC
Industry Food & Beverages
Experience
Seven Sundays, LLC January 2011 - Present
Notes for Cliff, Inc. June 2007 - Present
Lincoln International July 2004 - January 2011
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Finance, General
Seven Sundays, LLC January 2011 - Present
Notes for Cliff, Inc. June 2007 - Present
Lincoln International July 2004 - January 2011
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Finance, General
David Code David Code's Lincoln International Experience August 2009 - July 2011
Job Associate at Promus Equity Partners
Industry Venture Capital & Private Equity
Experience
Promus Equity Partners August 2011 - Present
Lincoln International August 2009 - July 2011
Education
University of Colorado Boulder 2005 — 2009
B.S., Finance
Promus Equity Partners August 2011 - Present
Lincoln International August 2009 - July 2011
Education
University of Colorado Boulder 2005 — 2009
B.S., Finance
Robert (Bobby) Reifman's Lincoln International Experience July 2008 - Present
Job Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2008 - Present
Morgan Stanley May 2007 - August 2007
TradeLink April 2004 - August 2006
Skills
Mergers, Acquisitions, Valuation, Financial Modeling, Investment Banking, Private Equity, Financial Analysis, Divestitures, Debt, LBO, Corporate Finance, Corporate Development, Business Valuation, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (B.S.), Mechanical Engineering
Lincoln International July 2008 - Present
Morgan Stanley May 2007 - August 2007
TradeLink April 2004 - August 2006
Skills
Mergers, Acquisitions, Valuation, Financial Modeling, Investment Banking, Private Equity, Financial Analysis, Divestitures, Debt, LBO, Corporate Finance, Corporate Development, Business Valuation, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (B.S.), Mechanical Engineering
Chris Cerimele Chris Cerimele's Lincoln International Experience November 2002 - March 2010
Job Managing Director at Balmoral Advisors, LLC
Industry Investment Banking
Experience
Balmoral Advisors, LLC July 2014 - Present
East West Copolymer LLC July 2014 - Present
Grace Matthews, Inc. July 2013 - July 2014
Houlihan Lokey March 2010 - June 2013
Lincoln International November 2002 - March 2010
Credit Suisse First Boston August 1999 - April 2002
Sony Pictures Entertainment 1995 - 1997
KPMG Peat Marwick 1993 - 1995
Skills
Mergers & Acquisitions, Mergers, Private Equity, Valuation, Due Diligence, Divestitures, Capital Markets, Investment Banking, Corporate Finance, Entrepreneurship, Investments, Finance, M&A experience, Restructuring, Corporate Development, LBO, Business Valuation, Growth Capital, Cross-border...
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Organizational Behavior
University of Southern California 1989 — 1993
BS, Accounting
Balmoral Advisors, LLC July 2014 - Present
East West Copolymer LLC July 2014 - Present
Grace Matthews, Inc. July 2013 - July 2014
Houlihan Lokey March 2010 - June 2013
Lincoln International November 2002 - March 2010
Credit Suisse First Boston August 1999 - April 2002
Sony Pictures Entertainment 1995 - 1997
KPMG Peat Marwick 1993 - 1995
Skills
Mergers & Acquisitions, Mergers, Private Equity, Valuation, Due Diligence, Divestitures, Capital Markets, Investment Banking, Corporate Finance, Entrepreneurship, Investments, Finance, M&A experience, Restructuring, Corporate Development, LBO, Business Valuation, Growth Capital, Cross-border...
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Organizational Behavior
University of Southern California 1989 — 1993
BS, Accounting
Leon Chen Leon Chen's Lincoln International Experience February 2009 - August 2009
Job Manager of Finance & Strategy at JBCStyle Fashion Recruiters
Industry Financial Services
Experience
JBCStyle Fashion Recruiters October 2014 - Present
JBCStyle Fashion Recruiters October 2013 - October 2014
PrivCo September 2012 - October 2013
Janes Capital Partners June 2010 - September 2011
Janes Capital Partners February 2010 - May 2010
Lincoln International February 2009 - August 2009
FastTrack Fundraising January 2009 - March 2009
Skills
Microsoft Office, Capital IQ, LexisNexis, Hoovers, Financial Modeling, Mergers, Investment Banking, Financial Analysis, Valuation, Due Diligence, DCF, Industry Analysis, Accounting, Data Analysis, PowerPoint, Word, Excel, Mandarin, Business Valuation, Industry Research, Analysis, Sell Side, M&A experience, Business Analysis, Market Research, Chinese, Investments, Venture Capital, Corporate Finance, Mergers & Acquisitions, Strategy, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2006 — 2010
Bachelor's, Business Economics, Psychology
JBCStyle Fashion Recruiters October 2014 - Present
JBCStyle Fashion Recruiters October 2013 - October 2014
PrivCo September 2012 - October 2013
Janes Capital Partners June 2010 - September 2011
Janes Capital Partners February 2010 - May 2010
Lincoln International February 2009 - August 2009
FastTrack Fundraising January 2009 - March 2009
Skills
Microsoft Office, Capital IQ, LexisNexis, Hoovers, Financial Modeling, Mergers, Investment Banking, Financial Analysis, Valuation, Due Diligence, DCF, Industry Analysis, Accounting, Data Analysis, PowerPoint, Word, Excel, Mandarin, Business Valuation, Industry Research, Analysis, Sell Side, M&A experience, Business Analysis, Market Research, Chinese, Investments, Venture Capital, Corporate Finance, Mergers & Acquisitions, Strategy, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2006 — 2010
Bachelor's, Business Economics, Psychology
Joseph DiLuia, CFA's Lincoln International Experience September 2011 - Present
Job Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International September 2011 - Present
Ernst & Young September 2009 - September 2011
Education
University of Notre Dame 2005 — 2009
B.B.A., Finance
Lincoln International September 2011 - Present
Ernst & Young September 2009 - September 2011
Education
University of Notre Dame 2005 — 2009
B.B.A., Finance
Matthew Kunz Matthew Kunz's Lincoln International Experience July 2006 - July 2007
Job Vice President at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital December 2014 - Present
Bain & Company July 2013 - December 2014
CHS Capital LLC August 2009 - July 2011
Citigroup July 2007 - July 2009
Lincoln International July 2006 - July 2007
Skills
LBO, Private Equity, Financial Modeling, Valuation, Investment Banking, M&A, Due Diligence, Business Planning, Investments
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance, Entrepreneurial Management
University of Illinois at Urbana-Champaign - College of Business 2005 — 2006
M.S., Accountancy with Specialization in Taxation
University of Illinois at Urbana-Champaign - College of Business 2002 — 2005
BS, Accountancy
H.I.G. Capital December 2014 - Present
Bain & Company July 2013 - December 2014
CHS Capital LLC August 2009 - July 2011
Citigroup July 2007 - July 2009
Lincoln International July 2006 - July 2007
Skills
LBO, Private Equity, Financial Modeling, Valuation, Investment Banking, M&A, Due Diligence, Business Planning, Investments
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance, Entrepreneurial Management
University of Illinois at Urbana-Champaign - College of Business 2005 — 2006
M.S., Accountancy with Specialization in Taxation
University of Illinois at Urbana-Champaign - College of Business 2002 — 2005
BS, Accountancy
Eugene Bord's Lincoln International Experience July 2010 - May 2013
Job Associate at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2010 - May 2013
Lincoln International July 2007 - June 2010
Henry Crown & Co. May 2006 - August 2006
Skills
Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, Investment Banking, Financial Analysis, Finance, Restructuring, Corporate Development, Mergers, DCF, Financial Modeling, LBO, Acquisitions, Divestitures, Russian
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
The Lauder Institute – University of Pennsylvania 2013 — 2015
Master's Degree, International Studies
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
MS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS, Accountancy and Finance
Lincoln International July 2010 - May 2013
Lincoln International July 2007 - June 2010
Henry Crown & Co. May 2006 - August 2006
Skills
Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, Investment Banking, Financial Analysis, Finance, Restructuring, Corporate Development, Mergers, DCF, Financial Modeling, LBO, Acquisitions, Divestitures, Russian
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
The Lauder Institute – University of Pennsylvania 2013 — 2015
Master's Degree, International Studies
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
MS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS, Accountancy and Finance
Joe Helms's Lincoln International Experience August 2009 - July 2011
Job Goldner Hawn Johnson & Morrison
Industry Venture Capital & Private Equity
Experience
Goldner Hawn Johnson & Morrison July 2012 - Present
Prospect Partners, LLC August 2011 - July 2012
Lincoln International August 2009 - July 2011
Education
University of Notre Dame 2005 — 2009
BA, History
Goldner Hawn Johnson & Morrison July 2012 - Present
Prospect Partners, LLC August 2011 - July 2012
Lincoln International August 2009 - July 2011
Education
University of Notre Dame 2005 — 2009
BA, History
Justin Malina's Lincoln International Experience July 2011 - January 2014
Job City Manager at Instacart
Industry Internet
Experience
Instacart February 2015 - Present
Sittercity January 2014 - February 2015
Lincoln International July 2011 - January 2014
Lincoln International June 2010 - August 2010
Sheridan Road Financial, LLC May 2009 - August 2009
Skills
Mergers & Acquisitions, Finance, Financial Analysis, Valuation, Financial Modeling, Investment Banking, LBO, Private Equity, Mergers, Strategy, Business Valuation, Due Diligence, Capital Markets, Capital IQ, M&A experience, DCF, Leveraged Finance, R, SQL, Analytics
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BS, Finance and Accountancy
Instacart February 2015 - Present
Sittercity January 2014 - February 2015
Lincoln International July 2011 - January 2014
Lincoln International June 2010 - August 2010
Sheridan Road Financial, LLC May 2009 - August 2009
Skills
Mergers & Acquisitions, Finance, Financial Analysis, Valuation, Financial Modeling, Investment Banking, LBO, Private Equity, Mergers, Strategy, Business Valuation, Due Diligence, Capital Markets, Capital IQ, M&A experience, DCF, Leveraged Finance, R, SQL, Analytics
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BS, Finance and Accountancy
Daniel Reardon's Lincoln International Experience February 2014 - May 2014
Job Athways Cofounder | Entrepreneur | Lifelong Learner
Industry Internet
Experience
Athways January 2015 - Present
Lincoln International February 2014 - May 2014
Reyes Beverage Group May 2012 - July 2013
Skills
Entrepreneurship, Teamwork, Early-stage Startups, Public Speaking, Spanish, Startup Development, Microsoft Excel, Data Analysis, Financial Modeling, Economics, Fitness, Node.js, JavaScript, Mergers & Acquisitions, PowerPoint, Social Media
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Finance
Universidad de 'San Andrés' 2013 — 2013
Saint Ignatius College Prep 2007 — 2011
Athways January 2015 - Present
Lincoln International February 2014 - May 2014
Reyes Beverage Group May 2012 - July 2013
Skills
Entrepreneurship, Teamwork, Early-stage Startups, Public Speaking, Spanish, Startup Development, Microsoft Excel, Data Analysis, Financial Modeling, Economics, Fitness, Node.js, JavaScript, Mergers & Acquisitions, PowerPoint, Social Media
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Finance
Universidad de 'San Andrés' 2013 — 2013
Saint Ignatius College Prep 2007 — 2011
Peter Stack Peter Stack's Lincoln International Experience September 2012 - Present
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International September 2012 - Present
BMO Capital Markets February 2002 - September 2012
Bank of America September 2000 - February 2002
PNC Capital Markets September 1992 - September 2000
Skills
Leveraged Finance, Equity Capital Markets, Investment Banking, Mergers, Middle Market, Investments, Commercial Banking, Debt, Private Equity, Corporate Development, Venture Capital, Financial Modeling, Mergers & Acquisitions, Valuation, Corporate Finance, Strategy, Management, Business Valuation, Private Placements, Due Diligence, Financial Structuring, LBO, Growth Capital
Education
Brother Rice High School
Moore Scool of Business, University of South Carolina
MIBS, International Finance
University of Michigan
Bachelor of Arts, Political Science
Lincoln International September 2012 - Present
BMO Capital Markets February 2002 - September 2012
Bank of America September 2000 - February 2002
PNC Capital Markets September 1992 - September 2000
Skills
Leveraged Finance, Equity Capital Markets, Investment Banking, Mergers, Middle Market, Investments, Commercial Banking, Debt, Private Equity, Corporate Development, Venture Capital, Financial Modeling, Mergers & Acquisitions, Valuation, Corporate Finance, Strategy, Management, Business Valuation, Private Placements, Due Diligence, Financial Structuring, LBO, Growth Capital
Education
Brother Rice High School
Moore Scool of Business, University of South Carolina
MIBS, International Finance
University of Michigan
Bachelor of Arts, Political Science
Andrew Moen Andrew Moen's Lincoln International Experience July 2014 - Present
Job Associate at Lincoln International
Industry Banking
Experience
Lincoln International July 2014 - Present
Lincoln International July 2011 - July 2014
Deloitte 2010 - 2010
Skills
Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
Lincoln International July 2014 - Present
Lincoln International July 2011 - July 2014
Deloitte 2010 - 2010
Skills
Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
Patrick Sturm's Lincoln International Experience July 2011 - August 2013
Job Associate at PNC Riverarch Capital
Industry Venture Capital & Private Equity
Experience
PNC Riverarch Capital August 2013 - Present
Lincoln International July 2011 - August 2013
GE May 2010 - August 2010
The Chinese University of Hong Kong January 2010 - June 2010
GE May 2009 - August 2009
US House of Representatives May 2008 - August 2008
Skills
Research, Project Management, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Data Analysis, Due Diligence, Investment Banking, Microsoft Excel, Mergers, PowerPoint, Microsoft Office, Private Equity, Finance, Investments, Economics, Mergers & Acquisitions, LBO, Business Valuation
Education
University of Notre Dame 2007 — 2011
B.B.A., Finance and B.A., Political Science
Gonzaga College High School
PNC Riverarch Capital August 2013 - Present
Lincoln International July 2011 - August 2013
GE May 2010 - August 2010
The Chinese University of Hong Kong January 2010 - June 2010
GE May 2009 - August 2009
US House of Representatives May 2008 - August 2008
Skills
Research, Project Management, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Data Analysis, Due Diligence, Investment Banking, Microsoft Excel, Mergers, PowerPoint, Microsoft Office, Private Equity, Finance, Investments, Economics, Mergers & Acquisitions, LBO, Business Valuation
Education
University of Notre Dame 2007 — 2011
B.B.A., Finance and B.A., Political Science
Gonzaga College High School
David Kidd David Kidd's Lincoln International Experience August 2004 - January 2009
Job Managing Partner Adirondack Growth Capital
Industry Venture Capital & Private Equity
Experience
Adirondack Growth Capital February 2009 - Present
Positive Coaching Alliance June 2014 - Present
Highland Bank July 2014 - Present
Northern Brewer March 2013 - February 2014
Midwest Supplies December 2010 - February 2013
Lincoln International August 2004 - January 2009
RAE Systems June 2003 - November 2003
A.T. Kearney September 1999 - June 2002
Skills
Strategic Leadership, Marketing Strategy, Online Marketing, Strategy, Business Strategy, Business Planning, Competitive Analysis, Strategic Partnerships, Entrepreneurship, Management Consulting, Mergers, Business Development, New Business Development, Management, Corporate Finance, Due Diligence, Financial Analysis, Negotiation, Leadership, Strategic Planning, CRM, Mergers & Acquisitions, Small Business, Online Advertising, Marketing, E-commerce, Finance
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Entrepreneurship, Finance, Marketing
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Accountancy
Brighton High School 1991 — 1995
High School Diploma
Adirondack Growth Capital February 2009 - Present
Positive Coaching Alliance June 2014 - Present
Highland Bank July 2014 - Present
Northern Brewer March 2013 - February 2014
Midwest Supplies December 2010 - February 2013
Lincoln International August 2004 - January 2009
RAE Systems June 2003 - November 2003
A.T. Kearney September 1999 - June 2002
Skills
Strategic Leadership, Marketing Strategy, Online Marketing, Strategy, Business Strategy, Business Planning, Competitive Analysis, Strategic Partnerships, Entrepreneurship, Management Consulting, Mergers, Business Development, New Business Development, Management, Corporate Finance, Due Diligence, Financial Analysis, Negotiation, Leadership, Strategic Planning, CRM, Mergers & Acquisitions, Small Business, Online Advertising, Marketing, E-commerce, Finance
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Entrepreneurship, Finance, Marketing
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Accountancy
Brighton High School 1991 — 1995
High School Diploma
David H. Lee David H. Lee's Lincoln International Experience September 2014 - October 2014
Job Student at University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
Lincoln International September 2014 - October 2014
Stout Risius Ross February 2014 - March 2014
Skills
Microsoft Excel, Customer Service, Public Speaking, PowerPoint, Teamwork, Social Media, Industry Research, Financial Modeling, Bloomberg, Capital IQ, Finance, Leadership
Education
University of Illinois at Urbana-Champaign 2012 — 2016
College of Business
Margolis Market Information Lab
Lincoln International September 2014 - October 2014
Stout Risius Ross February 2014 - March 2014
Skills
Microsoft Excel, Customer Service, Public Speaking, PowerPoint, Teamwork, Social Media, Industry Research, Financial Modeling, Bloomberg, Capital IQ, Finance, Leadership
Education
University of Illinois at Urbana-Champaign 2012 — 2016
College of Business
Margolis Market Information Lab
Ted Kang's Lincoln International Experience July 2015 - Present
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Lincoln International April 2014 - August 2014
Duff & Phelps January 2014 - March 2014
Illinois Business Consulting April 2012 - January 2014
Angkor Strategic Advisors July 2013 - August 2013
Bank of the West June 2013 - July 2013
Tessera June 2010 - August 2010
Skills
SQL, Capital IQ, Crystal Ball, Visual Basic, Matlab, Bloomberg, Investment Banking, PowerPoint, Analysis, Public Speaking, Finance, Microsoft Office, Portfolio Management, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Word, Valuation, Financial Modeling, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2014
Bachelor of Science (BS), Finance
Lynbrook High School 2007 — 2011
Lincoln International July 2015 - Present
Lincoln International April 2014 - August 2014
Duff & Phelps January 2014 - March 2014
Illinois Business Consulting April 2012 - January 2014
Angkor Strategic Advisors July 2013 - August 2013
Bank of the West June 2013 - July 2013
Tessera June 2010 - August 2010
Skills
SQL, Capital IQ, Crystal Ball, Visual Basic, Matlab, Bloomberg, Investment Banking, PowerPoint, Analysis, Public Speaking, Finance, Microsoft Office, Portfolio Management, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Word, Valuation, Financial Modeling, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2014
Bachelor of Science (BS), Finance
Lynbrook High School 2007 — 2011
Jack Kelly's Lincoln International Experience July 2015 - Present
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Economics
Hinsdale Central High School 2007 — 2011
Lincoln International July 2015 - Present
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Economics
Hinsdale Central High School 2007 — 2011
Colin Sharkey Colin Sharkey's Lincoln International Experience October 2014 - October 2014
Job Incoming U.S. Corporate Banking Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Delta Sigma Pi November 2014 - Present
Illinois Club Baseball Team DII June 2014 - Present
Finance Academy May 2014 - Present
Wells Fargo June 2015 - August 2015
OTCR Consulting March 2014 - May 2015
University of Illinois at Urbana-Champaign February 2014 - May 2015
Lincoln International October 2014 - October 2014
JPMorgan Chase May 2014 - August 2014
True Partners Consulting May 2014 - May 2014
Skills
Public Speaking, PowerPoint, Teamwork, Social Networking, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Photoshop, Social Media, C++, English, Spanish, Baseball, Networking, Communication, Leadership, Project Management, Determination, Dedication to work, Motivated self-starter
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor of Science (BS), Finance, Junior
Wheaton North High School 2008 — 2012
High School Diploma
Wells Fargo August 2015 - Present
Delta Sigma Pi November 2014 - Present
Illinois Club Baseball Team DII June 2014 - Present
Finance Academy May 2014 - Present
Wells Fargo June 2015 - August 2015
OTCR Consulting March 2014 - May 2015
University of Illinois at Urbana-Champaign February 2014 - May 2015
Lincoln International October 2014 - October 2014
JPMorgan Chase May 2014 - August 2014
True Partners Consulting May 2014 - May 2014
Skills
Public Speaking, PowerPoint, Teamwork, Social Networking, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Photoshop, Social Media, C++, English, Spanish, Baseball, Networking, Communication, Leadership, Project Management, Determination, Dedication to work, Motivated self-starter
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor of Science (BS), Finance, Junior
Wheaton North High School 2008 — 2012
High School Diploma
Danxi Li Danxi Li's Lincoln International Experience January 2014 - February 2014
Job Student at Johns Hopkins University
Industry Financial Services
Experience
International Enterprise Singapore June 2015 - July 2015
Lincoln International January 2014 - February 2014
Southwest University of Finance and econimics January 2013 - July 2013
Southwest University of Finance and Economics June 2012 - June 2013
Education
The Johns Hopkins University - Carey Business School 2015 — 2016
Southwest University of Finance and Economics 2011 — 2015
University of California,San Diego 2014 — 2014
exchange student
International Enterprise Singapore June 2015 - July 2015
Lincoln International January 2014 - February 2014
Southwest University of Finance and econimics January 2013 - July 2013
Southwest University of Finance and Economics June 2012 - June 2013
Education
The Johns Hopkins University - Carey Business School 2015 — 2016
Southwest University of Finance and Economics 2011 — 2015
University of California,San Diego 2014 — 2014
exchange student
Nathan Khalil Nathan Khalil's Lincoln International Experience July 2015 - Present
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Stockdale Capital Partners September 2014 - March 2015
J.P. Morgan June 2014 - August 2014
Lightstone Group June 2013 - August 2013
Merrill Lynch April 2013 - June 2013
Skills
Valuation, Microsoft Excel, Financial Modeling, Investment Banking, Comparable Analysis, Mergers & Acquisitions, Leadership, PowerPoint, Management, Financial Analysis, Underwriting, Strategy, Entrepreneurship, Portfolio Management, Analysis, Investments, Public Speaking
Education
University of California, Los Angeles 2011 — 2015
Bachelor's Degree, Economics
Lincoln International July 2015 - Present
Stockdale Capital Partners September 2014 - March 2015
J.P. Morgan June 2014 - August 2014
Lightstone Group June 2013 - August 2013
Merrill Lynch April 2013 - June 2013
Skills
Valuation, Microsoft Excel, Financial Modeling, Investment Banking, Comparable Analysis, Mergers & Acquisitions, Leadership, PowerPoint, Management, Financial Analysis, Underwriting, Strategy, Entrepreneurship, Portfolio Management, Analysis, Investments, Public Speaking
Education
University of California, Los Angeles 2011 — 2015
Bachelor's Degree, Economics
Alex Hepp's Lincoln International Experience July 2013 - Present
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2013 - Present
KPMG US June 2012 - August 2012
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Analysis, Comparable Analysis, Financial Modeling, Due Diligence, Capital IQ, Microsoft Excel, PowerPoint
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor's Degree, Finance, Accountancy
Lincoln International July 2013 - Present
KPMG US June 2012 - August 2012
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Analysis, Comparable Analysis, Financial Modeling, Due Diligence, Capital IQ, Microsoft Excel, PowerPoint
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor's Degree, Finance, Accountancy
Benjamin Fischer's Lincoln International Experience October 2010 - June 2012
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
AEA Investors LP August 2012 - July 2015
Lincoln International October 2010 - June 2012
BTG Mesirow Financial Consulting 2009 - 2010
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Michigan 2005 — 2009
Bachelor of Arts, Economics, Organizational Studies
AEA Investors LP August 2012 - July 2015
Lincoln International October 2010 - June 2012
BTG Mesirow Financial Consulting 2009 - 2010
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Michigan 2005 — 2009
Bachelor of Arts, Economics, Organizational Studies
Robert Perkaus Robert Perkaus's Lincoln International Experience July 2015 - Present
Job Investment Banking Associate at Lincoln International
Industry Financial Services
Experience
Lincoln International July 2015 - Present
Nico Trading July 2012 - July 2014
Rock Capital Markets, LLC. January 2007 - May 2012
Quiet Light Securities LLC June 2006 - January 2007
Skills
Options, Derivatives, Hedging, Commodity Markets, Interest Rate..., Proprietary Trading, Portfolio Management
Education
The University of Chicago - Booth School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance, Economics, Accounting
University of Chicago 2003 — 2007
Bachelor of Arts (B.A.), Classical and Ancient Studies
Lincoln International July 2015 - Present
Nico Trading July 2012 - July 2014
Rock Capital Markets, LLC. January 2007 - May 2012
Quiet Light Securities LLC June 2006 - January 2007
Skills
Options, Derivatives, Hedging, Commodity Markets, Interest Rate..., Proprietary Trading, Portfolio Management
Education
The University of Chicago - Booth School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance, Economics, Accounting
University of Chicago 2003 — 2007
Bachelor of Arts (B.A.), Classical and Ancient Studies
Avery Sijia Tang Avery Sijia Tang's Lincoln International Experience July 2013 - August 2013
Job Core Forensics Associate, PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers August 2015 - Present
PwC June 2014 - July 2014
Lincoln International July 2013 - August 2013
Skills
Native Chinese speaker
Education
University of Virginia 2011 — 2015
Bachelor’s Degree, B.S. in Commerce (Accounting and Finance), double major B.A. in Psychology
Raffles Institution 2008 — 2010
High School, GCE A level Math, Physics, Chemistry, Economics, General Paper and Project Work
PricewaterhouseCoopers August 2015 - Present
PwC June 2014 - July 2014
Lincoln International July 2013 - August 2013
Skills
Native Chinese speaker
Education
University of Virginia 2011 — 2015
Bachelor’s Degree, B.S. in Commerce (Accounting and Finance), double major B.A. in Psychology
Raffles Institution 2008 — 2010
High School, GCE A level Math, Physics, Chemistry, Economics, General Paper and Project Work
Keita Iwabuchi Keita Iwabuchi's Lincoln International Experience July 2013 - August 2013
Job Analyst at Farlie Turner & Co
Industry Investment Banking
Experience
Farlie Turner & Co November 2014 - Present
Lincoln International July 2013 - August 2013
Morgan Joseph TriArtisan LLC January 2013 - June 2013
White & Case May 2012 - August 2012
University of Miami Football Office August 2011 - May 2012
Education
University of Miami 2011 — 2014
Bachelor of Science (BS), Finance, General
Farlie Turner & Co November 2014 - Present
Lincoln International July 2013 - August 2013
Morgan Joseph TriArtisan LLC January 2013 - June 2013
White & Case May 2012 - August 2012
University of Miami Football Office August 2011 - May 2012
Education
University of Miami 2011 — 2014
Bachelor of Science (BS), Finance, General
Adam Gifford's Lincoln International Experience January 2014 - Present
Job Vice President at Lincoln International
Industry Investment Banking
Experience
Lincoln International January 2014 - Present
Lincoln International July 2010 - Present
Lincoln International July 2007 - June 2010
Skills
Mergers, Financial Modeling, Financial Analysis, Investment Banking
Education
University of Notre Dame 2003 — 2007
Bachelors of Science, Science-Business
Lincoln International January 2014 - Present
Lincoln International July 2010 - Present
Lincoln International July 2007 - June 2010
Skills
Mergers, Financial Modeling, Financial Analysis, Investment Banking
Education
University of Notre Dame 2003 — 2007
Bachelors of Science, Science-Business
Brian Kuske's Lincoln International Experience July 2012 - June 2014
Job Director at Red Ventures
Industry Marketing and Advertising
Experience
Red Ventures June 2014 - Present
Lincoln International July 2012 - June 2014
Lazard June 2011 - August 2011
United Airlines April 2009 - July 2010
United Airlines August 2007 - April 2009
United Airlines August 2006 - August 2007
Merrill Lynch May 2005 - August 2005
MacLean Fogg Inc. May 2005 - August 2005
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Financial Analysis, Strategy, Investment Banking, Finance, Corporate Finance, Mergers, Private Equity, Due Diligence, Forecasting, Analysis, Accounting, Business Planning, Bloomberg, M&A experience, Market Analysis, Investments, Competitive Analysis, Investment Management, Equities, Capital Markets, Business Valuation, Pricing, DCF, Corporate Development, Venture Capital, Digital Marketing, Sales Operations, Leadership
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration, Corporate Finance and Investments
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor, Finance
Naperville North High School 1998 — 2002
Red Ventures June 2014 - Present
Lincoln International July 2012 - June 2014
Lazard June 2011 - August 2011
United Airlines April 2009 - July 2010
United Airlines August 2007 - April 2009
United Airlines August 2006 - August 2007
Merrill Lynch May 2005 - August 2005
MacLean Fogg Inc. May 2005 - August 2005
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Financial Analysis, Strategy, Investment Banking, Finance, Corporate Finance, Mergers, Private Equity, Due Diligence, Forecasting, Analysis, Accounting, Business Planning, Bloomberg, M&A experience, Market Analysis, Investments, Competitive Analysis, Investment Management, Equities, Capital Markets, Business Valuation, Pricing, DCF, Corporate Development, Venture Capital, Digital Marketing, Sales Operations, Leadership
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration, Corporate Finance and Investments
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor, Finance
Naperville North High School 1998 — 2002
Matt Menker's Lincoln International Experience July 2014 - Present
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2014 - Present
Myrian Capital May 2013 - August 2013
Affectiva May 2012 - August 2012
Myrian Capital May 2011 - August 2011
Education
University of Notre Dame 2010 — 2014
Finance
Chaminade Julienne High School 2006 — 2010
Lincoln International July 2014 - Present
Myrian Capital May 2013 - August 2013
Affectiva May 2012 - August 2012
Myrian Capital May 2011 - August 2011
Education
University of Notre Dame 2010 — 2014
Finance
Chaminade Julienne High School 2006 — 2010
Mary Borcean Mary Borcean's Lincoln International Experience May 2012 - Present
Job Executive Assistant, Lincoln International
Industry Financial Services
Experience
Lincoln International May 2012 - Present
Elite General Contractors Inc. January 2007 - April 2012
Kushner Management & Co., Inc. April 2002 - November 2006
McKinsey & Company 1997 - 2002
Skills
Microsoft Office, Finance, QuickBooks, Office Management, Calendaring, Research, Corporate Finance, Microsoft Excel, Administration, Accounting, PeopleSoft, Management, Sales, Due Diligence, Excel, PowerPoint, Adobe, Event Planning, Concur, Notary Public
Education
Swinburne University of Technology 1987 — 1989
Fashion Design
Box Hill College
Business Administration
Lincoln International May 2012 - Present
Elite General Contractors Inc. January 2007 - April 2012
Kushner Management & Co., Inc. April 2002 - November 2006
McKinsey & Company 1997 - 2002
Skills
Microsoft Office, Finance, QuickBooks, Office Management, Calendaring, Research, Corporate Finance, Microsoft Excel, Administration, Accounting, PeopleSoft, Management, Sales, Due Diligence, Excel, PowerPoint, Adobe, Event Planning, Concur, Notary Public
Education
Swinburne University of Technology 1987 — 1989
Fashion Design
Box Hill College
Business Administration
Carl Weber Carl Weber's Lincoln International Experience May 2013 - July 2013
Job Consulting Analyst at Mercer
Industry Banking
Experience
Mercer July 2014 - Present
Lincoln International May 2013 - July 2013
Merrill Lynch May 2012 - August 2012
PartnerMD May 2011 - August 2012
Sports Center of Richmond 2008 - 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Access, Public Speaking, Leadership, Data Analysis, Marketing, Microsoft Excel, Financial Modeling
Education
University of Richmond 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
University of Richmond - Robins School of Business 2010 — 2014
Mercer July 2014 - Present
Lincoln International May 2013 - July 2013
Merrill Lynch May 2012 - August 2012
PartnerMD May 2011 - August 2012
Sports Center of Richmond 2008 - 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Access, Public Speaking, Leadership, Data Analysis, Marketing, Microsoft Excel, Financial Modeling
Education
University of Richmond 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
University of Richmond - Robins School of Business 2010 — 2014
Tyler Scheppmann Tyler Scheppmann's Lincoln International Experience 2007 - 2009
Job Assistant Vice President Finance & Fund Management at Global Logistic Properties (GLP)
Industry Real Estate
Experience
Global Logistic Properties (GLP) 2015 - Present
IndCor Properties (Now Global Logistic Properties) 2013 - 2015
General Growth Properties 2010 - 2013
BMO Capital Markets 2009 - 2010
Lincoln International 2007 - 2009
General Growth Properties June 2006 - August 2006
Skills
Valuation, Financial Modeling, DCF, Capital Markets, Argus, Investments, Investment Banking, Finance, Asset Management, Financial Analysis, Corporate Finance, Due Diligence, Analysis, Portfolio Management, Private Equity, Mergers & Acquisitions
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.B.A., Finance
Global Logistic Properties (GLP) 2015 - Present
IndCor Properties (Now Global Logistic Properties) 2013 - 2015
General Growth Properties 2010 - 2013
BMO Capital Markets 2009 - 2010
Lincoln International 2007 - 2009
General Growth Properties June 2006 - August 2006
Skills
Valuation, Financial Modeling, DCF, Capital Markets, Argus, Investments, Investment Banking, Finance, Asset Management, Financial Analysis, Corporate Finance, Due Diligence, Analysis, Portfolio Management, Private Equity, Mergers & Acquisitions
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.B.A., Finance
Duncan Klauser Duncan Klauser's Lincoln International Experience 2009 - 2010
Job founder / experienced software M&A banker / startup advisor
Industry Information Technology and Services
Experience
Valutico 2015 - Present
succevo GmbH 2013 - Present
Start-Ups 2011 - Present
Automic Software 2014 - 2015
Kewill Systems 2013 - 2014
Stackfield 2012 - 2013
Constellation Software Inc. 2010 - 2012
Lincoln International 2009 - 2010
Lansdowne Consulting 2007 - 2009
Skills
Private Equity, Venture Capital, Corporate Finance, M&A experience, Mergers, Start-ups, Management Consulting, Corporate Development, Strategy, Strategic Partnerships, Mergers & Acquisitions, Restructuring, Enterprise Software, Investment Banking, Management, SaaS, Valuation, Financial Modeling, Due Diligence, Investments, Business Planning
Education
Berlin School of Economics / Ashcroft International Business School
Cambridge University
Valutico 2015 - Present
succevo GmbH 2013 - Present
Start-Ups 2011 - Present
Automic Software 2014 - 2015
Kewill Systems 2013 - 2014
Stackfield 2012 - 2013
Constellation Software Inc. 2010 - 2012
Lincoln International 2009 - 2010
Lansdowne Consulting 2007 - 2009
Skills
Private Equity, Venture Capital, Corporate Finance, M&A experience, Mergers, Start-ups, Management Consulting, Corporate Development, Strategy, Strategic Partnerships, Mergers & Acquisitions, Restructuring, Enterprise Software, Investment Banking, Management, SaaS, Valuation, Financial Modeling, Due Diligence, Investments, Business Planning
Education
Berlin School of Economics / Ashcroft International Business School
Cambridge University
Razmig Arzoumanian Razmig Arzoumanian's Lincoln International Experience April 2011 - Present
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International April 2011 - Present
Bank of America Merrill Lynch May 2004 - February 2011
Citigroup 1999 - 2004
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
Lincoln International April 2011 - Present
Bank of America Merrill Lynch May 2004 - February 2011
Citigroup 1999 - 2004
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
Jason Van Zant's Lincoln International Experience August 2006 - January 2009
Job Principal at Keystone Capital, Inc.
Industry Venture Capital & Private Equity
Experience
Keystone Capital, Inc. January 2015 - Present
Keystone Capital, Inc. January 2012 - Present
Keystone Capital, Inc. January 2009 - January 2012
Lincoln International August 2006 - January 2009
University of Iowa January 2003 - May 2006
Goldman Sachs May 2005 - August 2005
IHS May 2004 - August 2004
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
BBA, Finance
Keystone Capital, Inc. January 2015 - Present
Keystone Capital, Inc. January 2012 - Present
Keystone Capital, Inc. January 2009 - January 2012
Lincoln International August 2006 - January 2009
University of Iowa January 2003 - May 2006
Goldman Sachs May 2005 - August 2005
IHS May 2004 - August 2004
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
BBA, Finance
Kevin Conroy's Lincoln International Experience January 2013 - Present
Job Associate at Lincoln International
Industry Financial Services
Experience
Lincoln International January 2013 - Present
Lincoln International August 2010 - December 2012
Charles River Associates July 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Skills
Investment Banking, Economic Consulting, Financial Analysis, Mergers & Acquisitions, Leveraged Finance, Valuation, Financial Modeling, Corporate Finance, Business Valuation, Private Equity, Due Diligence, Equities, Investments, Finance, Competitive Analysis, Equity Valuation, Capital IQ, Mergers, Economics, Coal, Fossil Fuel
Education
University of Notre Dame 2004 — 2008
B.B.A., Finance
University of Notre Dame - Mendoza College of Business 2004 — 2008
B.B.A., Finance
Lincoln International January 2013 - Present
Lincoln International August 2010 - December 2012
Charles River Associates July 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Skills
Investment Banking, Economic Consulting, Financial Analysis, Mergers & Acquisitions, Leveraged Finance, Valuation, Financial Modeling, Corporate Finance, Business Valuation, Private Equity, Due Diligence, Equities, Investments, Finance, Competitive Analysis, Equity Valuation, Capital IQ, Mergers, Economics, Coal, Fossil Fuel
Education
University of Notre Dame 2004 — 2008
B.B.A., Finance
University of Notre Dame - Mendoza College of Business 2004 — 2008
B.B.A., Finance
Victoria Etherton's Lincoln International Experience January 2015 - January 2015
Job Incoming Investment Banking Summer Analyst at JPMorgan Chase & Co.
Industry Investment Banking
Experience
J.P. Morgan 2015 - Present
J.P. Morgan June 2015 - July 2015
The University of Notre Dame Mendoza College of Business 2014 - May 2015
Thomas Roulston Investment Partners, Inc. January 2015 - April 2015
Lincoln International January 2015 - January 2015
Jubilee Initiative for Financial Inclusion 2013 - 2015
Little Sisters of the Poor June 2014 - August 2014
Northwestern University 2011 - 2012
Skills
Accounting, Finance, International Relations, Leadership, Research, Public Speaking, Matlab, Statistics, Social Media, Teaching, Java
Education
University of Notre Dame - Mendoza College of Business 2013 — 2017
Bachelor's degree, Finance Major, Computing & Digital Technoligies and Hesburgh Minors
Illinois Mathematics and Science Academy 2010 — 2013
High School Diploma
J.P. Morgan 2015 - Present
J.P. Morgan June 2015 - July 2015
The University of Notre Dame Mendoza College of Business 2014 - May 2015
Thomas Roulston Investment Partners, Inc. January 2015 - April 2015
Lincoln International January 2015 - January 2015
Jubilee Initiative for Financial Inclusion 2013 - 2015
Little Sisters of the Poor June 2014 - August 2014
Northwestern University 2011 - 2012
Skills
Accounting, Finance, International Relations, Leadership, Research, Public Speaking, Matlab, Statistics, Social Media, Teaching, Java
Education
University of Notre Dame - Mendoza College of Business 2013 — 2017
Bachelor's degree, Finance Major, Computing & Digital Technoligies and Hesburgh Minors
Illinois Mathematics and Science Academy 2010 — 2013
High School Diploma
Christopher Buck Christopher Buck's Lincoln International Experience December 2012 - Present
Job Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International December 2012 - Present
Ernst & Young September 2011 - December 2012
Quarton Partners, LLC May 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Finance, Accounting
University of Michigan - Stephen M. Ross School of Business 2010 — 2011
Master, Accounting
Lincoln International December 2012 - Present
Ernst & Young September 2011 - December 2012
Quarton Partners, LLC May 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Finance, Accounting
University of Michigan - Stephen M. Ross School of Business 2010 — 2011
Master, Accounting
Brian Davis's Lincoln International Experience July 2013 - August 2014
Job Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company September 2014 - Present
Lincoln International July 2013 - August 2014
CC Industries June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Accounting, Valuation, Private Equity, Investment Banking, Capital IQ, Business Valuation
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Finance
Moelis & Company September 2014 - Present
Lincoln International July 2013 - August 2014
CC Industries June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Accounting, Valuation, Private Equity, Investment Banking, Capital IQ, Business Valuation
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Finance
Rohit Jonnalagadda Rohit Jonnalagadda's Lincoln International Experience February 2009 - July 2009
Job Business Operations Professional
Industry Information Technology and Services
Experience
LinkedIn October 2014 - Present
Gryphon Investors August 2012 - July 2014
Jefferies & Company July 2010 - June 2012
Lincoln International February 2009 - July 2009
Patpatia & Associates 2008 - 2008
Skills
Investment Banking, Valuation, Financial Modeling, IPO, Competitive Analysis, Finance, Investments, Due Diligence, Corporate Finance, Industry Analysis, Venture Capital, Mergers & Acquisitions, Business Operations
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Business/Economics
LinkedIn October 2014 - Present
Gryphon Investors August 2012 - July 2014
Jefferies & Company July 2010 - June 2012
Lincoln International February 2009 - July 2009
Patpatia & Associates 2008 - 2008
Skills
Investment Banking, Valuation, Financial Modeling, IPO, Competitive Analysis, Finance, Investments, Due Diligence, Corporate Finance, Industry Analysis, Venture Capital, Mergers & Acquisitions, Business Operations
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Business/Economics
Cait Farry Cait Farry's Lincoln International Experience January 2015 - Present
Job Executive Assistant at Lincoln International
Industry Financial Services
Experience
Lincoln International January 2015 - Present
Beneficial Reuse Management July 2013 - December 2014
Mack & Associates September 2012 - July 2013
University of Puget Sound August 2008 - May 2012
Northwestern Mutual September 2011 - February 2012
Northwestern Mutual May 2011 - August 2011
Edward Farry & Associates April 2008 - August 2010
Garden of the Gods Club May 2009 - August 2009
Colorado Springs Swim Team May 2009 - August 2009
Skills
Human Resources, Office Administration, Leadership, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking, Outlook, Social Media, Research, Customer Service, Time Management, Marketing, Interviews
Education
University of Puget Sound 2008 — 2012
BA, Business and Leadership
University of Puget Sound 2008 — 2012
Bachelor of Arts (B.A.), Business/Commerce, General
Lincoln International January 2015 - Present
Beneficial Reuse Management July 2013 - December 2014
Mack & Associates September 2012 - July 2013
University of Puget Sound August 2008 - May 2012
Northwestern Mutual September 2011 - February 2012
Northwestern Mutual May 2011 - August 2011
Edward Farry & Associates April 2008 - August 2010
Garden of the Gods Club May 2009 - August 2009
Colorado Springs Swim Team May 2009 - August 2009
Skills
Human Resources, Office Administration, Leadership, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking, Outlook, Social Media, Research, Customer Service, Time Management, Marketing, Interviews
Education
University of Puget Sound 2008 — 2012
BA, Business and Leadership
University of Puget Sound 2008 — 2012
Bachelor of Arts (B.A.), Business/Commerce, General
Madlyn Bafundo Madlyn Bafundo's Lincoln International Experience January 2012 - Present
Job Accounts Payable Clerk at Lincoln International
Industry Financial Services
Experience
Lincoln International January 2012 - Present
Jones Lang LaSalle April 2008 - January 2012
DDB March 1988 - January 2007
DDB Chicago 1988 - 2006
Skills
E1, Microsoft Office, JD Edwards, MRI, Yardi Systems, PeopleSoft, Peachtree, Financial Analysis, Invoicing, Recruiting, Strategic Planning
Education
University of Illinois at Chicago 1978 — 1979
Lincoln International January 2012 - Present
Jones Lang LaSalle April 2008 - January 2012
DDB March 1988 - January 2007
DDB Chicago 1988 - 2006
Skills
E1, Microsoft Office, JD Edwards, MRI, Yardi Systems, PeopleSoft, Peachtree, Financial Analysis, Invoicing, Recruiting, Strategic Planning
Education
University of Illinois at Chicago 1978 — 1979
Michael Fineman Michael Fineman's Lincoln International Experience July 2012 - Present
Job Vice President at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2012 - Present
Hyde Park Angels December 2010 - June 2012
University of Chicago Booth School of Business August 2010 - June 2012
Young Professionals of Chicago July 2010 - June 2012
Maranon Capital May 2008 - August 2010
Execulife, LLC 2008 - 2010
American Capital Strategies Ltd. August 2006 - May 2008
Piper Jaffray July 2004 - June 2006
Skills
Entrepreneurship, Networking
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Strategic Management, Entrepreneurship
University of Minnesota-Twin Cities 2000 — 2004
Bachelor of Science in Business, Accounting and Finance
Lincoln International July 2012 - Present
Hyde Park Angels December 2010 - June 2012
University of Chicago Booth School of Business August 2010 - June 2012
Young Professionals of Chicago July 2010 - June 2012
Maranon Capital May 2008 - August 2010
Execulife, LLC 2008 - 2010
American Capital Strategies Ltd. August 2006 - May 2008
Piper Jaffray July 2004 - June 2006
Skills
Entrepreneurship, Networking
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Strategic Management, Entrepreneurship
University of Minnesota-Twin Cities 2000 — 2004
Bachelor of Science in Business, Accounting and Finance
Steven Drake's Lincoln International Experience July 2015 - Present
Job Associate at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Lincoln International July 2011 - June 2015
Ernst & Young LLP September 2009 - July 2011
Ernst & Young LLP June 2008 - August 2008
Marathon Petroleum Company LP June 2007 - August 2007
Skills
Financial Modeling, Business Valuation, Investment Banking, Valuation
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
B.B.A., Finance
Lincoln International July 2015 - Present
Lincoln International July 2011 - June 2015
Ernst & Young LLP September 2009 - July 2011
Ernst & Young LLP June 2008 - August 2008
Marathon Petroleum Company LP June 2007 - August 2007
Skills
Financial Modeling, Business Valuation, Investment Banking, Valuation
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
B.B.A., Finance
John Waller John Waller's Lincoln International Experience October 1996 - December 2003
Job Managing Director, Plaisance Advisors
Industry Investment Banking
Experience
Plaisance Advisors April 2010 - Present
Fort Dearborn Advisors September 2006 - April 2010
Sucsy, Fischer & Company/Pacific Advisory Group of America December 2003 - September 2006
Lincoln International October 1996 - December 2003
JTT Poland 1995 - 1996
First Boston May 1991 - June 1995
KPMG US September 1989 - May 1991
Skills
Mergers, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Due Diligence, Corporate Development, Capital Raising, Mergers & Acquisitions, Divestitures, Equities, Acquisitions, Leveraged Finance, Investments, Strategy, Management, Private Equity, Financial Analysis
Education
The University of Chicago - Booth School of Business 1993 — 1995
MBA, Finance, International Business and Accounting
University of Iowa 1985 — 1989
BBA, Accounting
Plaisance Advisors April 2010 - Present
Fort Dearborn Advisors September 2006 - April 2010
Sucsy, Fischer & Company/Pacific Advisory Group of America December 2003 - September 2006
Lincoln International October 1996 - December 2003
JTT Poland 1995 - 1996
First Boston May 1991 - June 1995
KPMG US September 1989 - May 1991
Skills
Mergers, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Due Diligence, Corporate Development, Capital Raising, Mergers & Acquisitions, Divestitures, Equities, Acquisitions, Leveraged Finance, Investments, Strategy, Management, Private Equity, Financial Analysis
Education
The University of Chicago - Booth School of Business 1993 — 1995
MBA, Finance, International Business and Accounting
University of Iowa 1985 — 1989
BBA, Accounting
William Young's Lincoln International Experience July 2014 - May 2015
Job Associate at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2014 - May 2015
Bank of America Merrill Lynch June 2013 - August 2013
The Chartis Group June 2008 - April 2012
ESP Systems LLC May 2007 - September 2007
UBS Financial Services January 2007 - May 2007
Skills
Financial Analysis, Strategic Planning, Marketing Research, Healthcare, Hospitals, Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Valuation, Analysis, Venture Capital, Data Analysis, Investments, Finance
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Healthcare
University of Pennsylvania 2004 — 2008
BSE, BA, Bioengineering, Economics
University College London, U. of London
BS, Economics
Université de Technologie de Compiègne
Lincoln International July 2014 - May 2015
Bank of America Merrill Lynch June 2013 - August 2013
The Chartis Group June 2008 - April 2012
ESP Systems LLC May 2007 - September 2007
UBS Financial Services January 2007 - May 2007
Skills
Financial Analysis, Strategic Planning, Marketing Research, Healthcare, Hospitals, Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Valuation, Analysis, Venture Capital, Data Analysis, Investments, Finance
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Healthcare
University of Pennsylvania 2004 — 2008
BSE, BA, Bioengineering, Economics
University College London, U. of London
BS, Economics
Université de Technologie de Compiègne
Dan Letizia's Lincoln International Experience June 2000 - July 2002
Job
Industry Financial Services
Experience
THL Credit Advisors LLC July 2013 - Present
CIT June 2007 - June 2013
GE Antares Capital August 2002 - May 2007
Lincoln International June 2000 - July 2002
Skills
Valuation, Private Equity, Structured Finance, Financial Modeling, Leveraged Finance, Corporate Finance, Financial Structuring, LBO, Investment Banking, Asset Based Lending, Portfolio Management, Due Diligence, Mergers & Acquisitions, Capital Markets, Credit Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS
THL Credit Advisors LLC July 2013 - Present
CIT June 2007 - June 2013
GE Antares Capital August 2002 - May 2007
Lincoln International June 2000 - July 2002
Skills
Valuation, Private Equity, Structured Finance, Financial Modeling, Leveraged Finance, Corporate Finance, Financial Structuring, LBO, Investment Banking, Asset Based Lending, Portfolio Management, Due Diligence, Mergers & Acquisitions, Capital Markets, Credit Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS
Alyssa Morrisroe's Lincoln International Experience April 2008 - December 2012
Job Aerospace and Defense Investment Banking / Mergers & Acquisitions
Industry Investment Banking
Experience
KPMG Corporate Finance June 2013 - March 2015
Lincoln International April 2008 - December 2012
Jefferies Quarterdeck July 1999 - February 2008
CIBC July 1997 - June 1999
Coopers & Lybrand August 1996 - June 1997
Skills
Investment Banking, Private Equity, LBO, Corporate Development, M&A experience, Mergers & Acquisitions, Divestitures, Valuation, Venture Capital, Business Valuation, Deal Sourcing, Start-ups, Due Diligence, Private Placements, Leveraged Finance, Restructuring, IPO, Corporate Finance, Financial Modeling, Acquisitions, Capital Markets
Education
University of California, Berkeley 1992 — 1996
KPMG Corporate Finance June 2013 - March 2015
Lincoln International April 2008 - December 2012
Jefferies Quarterdeck July 1999 - February 2008
CIBC July 1997 - June 1999
Coopers & Lybrand August 1996 - June 1997
Skills
Investment Banking, Private Equity, LBO, Corporate Development, M&A experience, Mergers & Acquisitions, Divestitures, Valuation, Venture Capital, Business Valuation, Deal Sourcing, Start-ups, Due Diligence, Private Placements, Leveraged Finance, Restructuring, IPO, Corporate Finance, Financial Modeling, Acquisitions, Capital Markets
Education
University of California, Berkeley 1992 — 1996
Nick Sayers's Lincoln International Experience August 2002 - December 2004
Job Principal at Concentric Equity Partners
Industry Venture Capital & Private Equity
Experience
Concentric Equity Partners October 2014 - Present
Concentric Equity Partners August 2009 - Present
Concentric Equity Partners June 2008 - September 2008
Acuity Capital Partners April 2008 - June 2008
CIVC Partners February 2005 - June 2007
Lincoln International August 2002 - December 2004
Skills
Private Equity, Entrepreneurship, Management, Finance, Strategy, Mergers, Financial Analysis, Corporate Finance, Investment Banking, Strategic Planning, Business Strategy, Venture Capital, Business Development, Competitive Analysis, Management Consulting, Business Planning, Mergers & Acquisitions, Strategic Partnerships, Equities, Market Research, Financial Modeling, LBO, Investments, Private Placements, Financial Services, Capital, Valuation, Due Diligence
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance & Entrepreneurship
Washington and Lee University 1998 — 2002
BS, Business Administration
Mary Institute St. Louis Country Day School (MICDS) 1994 — 1998
High School
Concentric Equity Partners October 2014 - Present
Concentric Equity Partners August 2009 - Present
Concentric Equity Partners June 2008 - September 2008
Acuity Capital Partners April 2008 - June 2008
CIVC Partners February 2005 - June 2007
Lincoln International August 2002 - December 2004
Skills
Private Equity, Entrepreneurship, Management, Finance, Strategy, Mergers, Financial Analysis, Corporate Finance, Investment Banking, Strategic Planning, Business Strategy, Venture Capital, Business Development, Competitive Analysis, Management Consulting, Business Planning, Mergers & Acquisitions, Strategic Partnerships, Equities, Market Research, Financial Modeling, LBO, Investments, Private Placements, Financial Services, Capital, Valuation, Due Diligence
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance & Entrepreneurship
Washington and Lee University 1998 — 2002
BS, Business Administration
Mary Institute St. Louis Country Day School (MICDS) 1994 — 1998
High School
Chad Lewis's Lincoln International Experience August 2005 - May 2009
Job Private Equity Vice President at Hudson Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Hudson Advisors, LLC January 2015 - Present
Bain & Company January 2014 - January 2015
Stratfor August 2011 - August 2013
Bain & Company June 2012 - August 2012
Prospect Partners, LLC July 2009 - July 2011
Lincoln International August 2005 - May 2009
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Valuation, Mergers, Corporate Finance, Private Equity, Corporate Development, Entrepreneurship, LBO, Financial Analysis, Start-ups, Venture Capital
Education
ECELA Spanish 2013 — 2013
Spanish
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
Washington and Lee University 2001 — 2005
Bachelor of Science with Special Attainments in Commerce, Business Administration and Accounting
John Cabot University 2004 — 2004
Hudson Advisors, LLC January 2015 - Present
Bain & Company January 2014 - January 2015
Stratfor August 2011 - August 2013
Bain & Company June 2012 - August 2012
Prospect Partners, LLC July 2009 - July 2011
Lincoln International August 2005 - May 2009
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Valuation, Mergers, Corporate Finance, Private Equity, Corporate Development, Entrepreneurship, LBO, Financial Analysis, Start-ups, Venture Capital
Education
ECELA Spanish 2013 — 2013
Spanish
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
Washington and Lee University 2001 — 2005
Bachelor of Science with Special Attainments in Commerce, Business Administration and Accounting
John Cabot University 2004 — 2004
Patricia Luscombe's Lincoln International Experience 2007 - Present
Job Managing Director Lincoln International
Industry Investment Banking
Experience
Lincoln International 2007 - Present
Duff & Phelps 1990 - 2005
Skills
Valuation, Private Equity, Capital Markets, Financial Analysis, Financial Modeling, Investment Banking, Due Diligence, LBO, Corporate Finance, Mergers & Acquisitions, Corporate Development, Venture Capital, Business Valuation, Investments
Education
The University of Chicago Booth School of Business 1988 — 1990
Finance
The University of Chicago 1983 — 1985
Master's Degree, Economics
Stanford University 1979 — 1983
Bachelor's Degree, Economics
Lincoln International 2007 - Present
Duff & Phelps 1990 - 2005
Skills
Valuation, Private Equity, Capital Markets, Financial Analysis, Financial Modeling, Investment Banking, Due Diligence, LBO, Corporate Finance, Mergers & Acquisitions, Corporate Development, Venture Capital, Business Valuation, Investments
Education
The University of Chicago Booth School of Business 1988 — 1990
Finance
The University of Chicago 1983 — 1985
Master's Degree, Economics
Stanford University 1979 — 1983
Bachelor's Degree, Economics
Tonya Hooks's Lincoln International Experience 1997 - 1998
Job Admnistrative Assistant PepsiCo
Industry Consumer Goods
Experience
PepsiCo - Nutrition Insights February 2015 - Present
PepsiCo, Inc. - Total Global R&D - Global Nutrition Group September 2011 - Present
Spencer Stuart December 1998 - January 2009
Lincoln International 1997 - 1998
Andersen Consulting 1988 - 1993
US Dept of Labor 1978 - 1979
Skills
Human Resources, Recruiting, Executive Search, Management, Strategic Planning, Event Planning, Interviews, Leadership Development, Microsoft Office, Customer Service, Process Scheduler, Research, Administrative..., Lotus Notes, Public Speaking, Microsoft Excel, Training, Sales, PowerPoint, Talent Acquisition, Employee Relations, Program Management, Onboarding, Coaching
Education
Roosevelt University 2003 — 2006
MBA, Marketing
Roosevelt University 2000 — 2003
Bachelors, Sociology
PepsiCo - Nutrition Insights February 2015 - Present
PepsiCo, Inc. - Total Global R&D - Global Nutrition Group September 2011 - Present
Spencer Stuart December 1998 - January 2009
Lincoln International 1997 - 1998
Andersen Consulting 1988 - 1993
US Dept of Labor 1978 - 1979
Skills
Human Resources, Recruiting, Executive Search, Management, Strategic Planning, Event Planning, Interviews, Leadership Development, Microsoft Office, Customer Service, Process Scheduler, Research, Administrative..., Lotus Notes, Public Speaking, Microsoft Excel, Training, Sales, PowerPoint, Talent Acquisition, Employee Relations, Program Management, Onboarding, Coaching
Education
Roosevelt University 2003 — 2006
MBA, Marketing
Roosevelt University 2000 — 2003
Bachelors, Sociology
Emily Wells's Lincoln International Experience May 2012 - Present
Job Senior Accountant at Lincoln International
Industry Accounting
Experience
Lincoln International May 2012 - Present
Ryan Enterprises Group October 2011 - May 2012
National Surgical Care August 2009 - October 2011
MuchShelist June 2006 - August 2009
ROBOTICFX July 2004 - June 2006
Skills
Accounting, Financial Reporting, General Ledger, Excel, Great Plains, Quickbooks, GAAP, Accruals, Account Reconciliation
Education
Robert Morris University
BACHELOR, BUSINESS ADMINISTRATION / ACCOUNTING2005
STATE OF ILLINOIS
CPA2008, REGISTERED IN
Lincoln International May 2012 - Present
Ryan Enterprises Group October 2011 - May 2012
National Surgical Care August 2009 - October 2011
MuchShelist June 2006 - August 2009
ROBOTICFX July 2004 - June 2006
Skills
Accounting, Financial Reporting, General Ledger, Excel, Great Plains, Quickbooks, GAAP, Accruals, Account Reconciliation
Education
Robert Morris University
BACHELOR, BUSINESS ADMINISTRATION / ACCOUNTING2005
STATE OF ILLINOIS
CPA2008, REGISTERED IN
Larry Levine's Lincoln International Experience November 2014 - Present
Job Managing Director at Lincoln International
Industry Management Consulting
Experience
Lincoln International November 2014 - Present
McGladrey LLP June 1992 - October 2014
Skills
Valuation, Financial Modeling, Business Valuation, Due Diligence, Financial Analysis, Mergers & Acquisitions, Private Equity, Business Strategy, Corporate Finance, Financial Reporting, Restructuring, Forensic Accounting, Accounting, Internal Controls, CPA, Mergers, Fraud, Auditing, GAAP, SEC filings, Tax, Sarbanes-Oxley Act, US GAAP
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
University at Albany, SUNY 1972 — 1976
BS, Accounting and Economics
Lincoln International November 2014 - Present
McGladrey LLP June 1992 - October 2014
Skills
Valuation, Financial Modeling, Business Valuation, Due Diligence, Financial Analysis, Mergers & Acquisitions, Private Equity, Business Strategy, Corporate Finance, Financial Reporting, Restructuring, Forensic Accounting, Accounting, Internal Controls, CPA, Mergers, Fraud, Auditing, GAAP, SEC filings, Tax, Sarbanes-Oxley Act, US GAAP
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
University at Albany, SUNY 1972 — 1976
BS, Accounting and Economics
Patrick McGrath's Lincoln International Experience January 2013 - Present
Job Associate at Lincoln International
Industry Investment Banking
Experience
Lincoln International January 2013 - Present
Lincoln International June 2011 - December 2012
KPMG Corporate Finance June 2010 - June 2011
KPMG Transaction Services August 2007 - June 2010
Skills
Business Valuation, Valuation, Financial Modeling, Due Diligence, Private Equity, Financial Analysis, Corporate Finance, Mergers, LBO, DCF, Financial Statement..., Investment Banking, Mergers & Acquisitions, Capital Markets, Bloomberg, M&A experience
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Masters, Accountancy with a Graduate Minor in Finance
University of Illinois at Urbana-Champaign - College of Business 2003 — 2006
Bachelors, Accountancy
Loyola Academy
Loyola Academy
Lincoln International January 2013 - Present
Lincoln International June 2011 - December 2012
KPMG Corporate Finance June 2010 - June 2011
KPMG Transaction Services August 2007 - June 2010
Skills
Business Valuation, Valuation, Financial Modeling, Due Diligence, Private Equity, Financial Analysis, Corporate Finance, Mergers, LBO, DCF, Financial Statement..., Investment Banking, Mergers & Acquisitions, Capital Markets, Bloomberg, M&A experience
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Masters, Accountancy with a Graduate Minor in Finance
University of Illinois at Urbana-Champaign - College of Business 2003 — 2006
Bachelors, Accountancy
Loyola Academy
Loyola Academy
Eric Malchow's Lincoln International Experience June 1996 - Present
Job CoPresident North America and Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International June 1996 - Present
Peers & Co. April 1994 - June 1996
Heller Financial 1989 - 1993
Skills
Private Equity, Growth Capital, Financial Modeling, Mergers, Leveraged Finance, Acquistions
Education
Univerity of Chicago, Booth School of Business 1992 — 1994
Master of Business Administration (M.B.A.)
University of Iowa 1986 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Lincoln International June 1996 - Present
Peers & Co. April 1994 - June 1996
Heller Financial 1989 - 1993
Skills
Private Equity, Growth Capital, Financial Modeling, Mergers, Leveraged Finance, Acquistions
Education
Univerity of Chicago, Booth School of Business 1992 — 1994
Master of Business Administration (M.B.A.)
University of Iowa 1986 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
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
Ron Kahn's Lincoln International Experience January 2001 - Present
Job Managing Director at Lincoln International
Industry Financial Services
Experience
Lincoln International January 2001 - Present
Skills
Debt, Valuation, Leveraged Finance, Finance, Private Equity, Venture Capital, M&A experience, Investment Banking, Corporate Finance, Mergers & Acquisitions
Education
University of Cincinnati
Bachelor of Arts, Psychology
Lincoln International January 2001 - Present
Skills
Debt, Valuation, Leveraged Finance, Finance, Private Equity, Venture Capital, M&A experience, Investment Banking, Corporate Finance, Mergers & Acquisitions
Education
University of Cincinnati
Bachelor of Arts, Psychology
Jordan Schwartz's Lincoln International Experience July 2014 - Present
Job Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2014 - Present
Deloitte July 2013 - July 2014
Deloitte. September 2011 - September 2012
University of Michigan Ross School of Business September 2010 - December 2010
Skills
Valuation, Financial Modeling, Financial Accounting, International Tax, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2011
MAcc, Accounting
University of Michigan 2006 — 2010
BA, Economics and Political Science
Lincoln International July 2014 - Present
Deloitte July 2013 - July 2014
Deloitte. September 2011 - September 2012
University of Michigan Ross School of Business September 2010 - December 2010
Skills
Valuation, Financial Modeling, Financial Accounting, International Tax, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2011
MAcc, Accounting
University of Michigan 2006 — 2010
BA, Economics and Political Science
Jordan Benyas's Lincoln International Experience August 2010 - September 2012
Job Vice President at Dunes Point Capital, LLC
Industry Venture Capital & Private Equity
Experience
Dunes Point Capital, LLC January 2015 - Present
Dunes Point Capital, LLC April 2013 - Present
Lincoln International August 2010 - September 2012
Allscripts June 2009 - August 2009
Allscripts June 2008 - August 2008
Skills
Valuation, Financial Modeling, LBO, Private Equity, Investment Banking, Corporate Finance, M&A experience, Mergers & Acquisitions, Capital Markets, Due Diligence, Corporate Development, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business
BBA, Finance
Dunes Point Capital, LLC January 2015 - Present
Dunes Point Capital, LLC April 2013 - Present
Lincoln International August 2010 - September 2012
Allscripts June 2009 - August 2009
Allscripts June 2008 - August 2008
Skills
Valuation, Financial Modeling, LBO, Private Equity, Investment Banking, Corporate Finance, M&A experience, Mergers & Acquisitions, Capital Markets, Due Diligence, Corporate Development, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business
BBA, Finance
Courtney Kohler's Lincoln International Experience July 2012 - June 2014
Job Senior Associate, Population Health, Strategy and Analytics
Industry Hospital & Health Care
Experience
Oak Street Health July 2014 - Present
Lincoln International July 2012 - June 2014
Ameriprise Financial Advisors January 2010 - March 2012
Bank of America June 2011 - August 2011
General Motors May 2010 - August 2010
Skills
Finance, Investment Banking, Financial Analysis, Corporate Finance, Microsoft Excel, Due Diligence, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Business
Grosse Pointe North
Oak Street Health July 2014 - Present
Lincoln International July 2012 - June 2014
Ameriprise Financial Advisors January 2010 - March 2012
Bank of America June 2011 - August 2011
General Motors May 2010 - August 2010
Skills
Finance, Investment Banking, Financial Analysis, Corporate Finance, Microsoft Excel, Due Diligence, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Business
Grosse Pointe North
Gabe Perloe's Lincoln International Experience July 2010 - June 2012
Job New York Based Asset Manager
Industry Venture Capital & Private Equity
Experience
New York Based Asset Manager June 2015 - Present
Sentinel Capital Partners August 2012 - May 2015
Lincoln International July 2010 - June 2012
The Nielsen Company July 2009 - June 2010
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Financial Analysis, Due Diligence, Investment Banking, Private Equity, Market Research, Corporate Finance, Investments
Education
University of Michigan 2005 — 2009
B.A., Economics, Organizational Studies
Harriton High School
Harriton High School
New York Based Asset Manager June 2015 - Present
Sentinel Capital Partners August 2012 - May 2015
Lincoln International July 2010 - June 2012
The Nielsen Company July 2009 - June 2010
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Financial Analysis, Due Diligence, Investment Banking, Private Equity, Market Research, Corporate Finance, Investments
Education
University of Michigan 2005 — 2009
B.A., Economics, Organizational Studies
Harriton High School
Harriton High School
Ryan Varavadekar's Lincoln International Experience 2005 - 2007
Job Vice President at Profile Capital Management
Industry Venture Capital & Private Equity
Experience
Profile Capital Management January 2011 - Present
Koch Industries 2010 - 2010
Prospect Partners, LLC 2007 - 2009
Lincoln International 2005 - 2007
KPMG 2004 - 2004
Skills
Mergers & Acquisitions, Private Equity
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Entrepreneurship, Economics, Accounting
University of Notre Dame - Mendoza College of Business 2001 — 2004
BBA, Finance, International Business
Profile Capital Management January 2011 - Present
Koch Industries 2010 - 2010
Prospect Partners, LLC 2007 - 2009
Lincoln International 2005 - 2007
KPMG 2004 - 2004
Skills
Mergers & Acquisitions, Private Equity
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Entrepreneurship, Economics, Accounting
University of Notre Dame - Mendoza College of Business 2001 — 2004
BBA, Finance, International Business
Lawrence James (Jim) Lawson, III's Lincoln International Experience 1996 - Present
Job Chairman at Lincoln International
Industry Investment Banking
Experience
Lincoln International 1996 - Present
Bell Industries Inc. June 2000 - December 2008
Skyline Funds 2006 - 2007
Peers & Co. 1990 - 1996
PaineWebber Inc. 1981 - 1990
Peat Marwick Mitchell (now KPMG) 1977 - 1979
Skills
Corporate Finance, Private Equity, Management, Financial Modeling, Financial Analysis, Corporate Development, Venture Capital, Valuation, Mergers & Acquisitions, Due Diligence, Finance, Mergers, Investment Banking, Capital Markets
Education
The University of Chicago - Booth School of Business 1979 — 1981
MBA, Finance
Washington and Lee University 1973 — 1977
BS, Accounting
New Trier 1969 — 1973
Lincoln International 1996 - Present
Bell Industries Inc. June 2000 - December 2008
Skyline Funds 2006 - 2007
Peers & Co. 1990 - 1996
PaineWebber Inc. 1981 - 1990
Peat Marwick Mitchell (now KPMG) 1977 - 1979
Skills
Corporate Finance, Private Equity, Management, Financial Modeling, Financial Analysis, Corporate Development, Venture Capital, Valuation, Mergers & Acquisitions, Due Diligence, Finance, Mergers, Investment Banking, Capital Markets
Education
The University of Chicago - Booth School of Business 1979 — 1981
MBA, Finance
Washington and Lee University 1973 — 1977
BS, Accounting
New Trier 1969 — 1973
Edward Hanlon's Lincoln International Experience April 1996 - Present
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International April 1996 - Present
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Lincoln International April 1996 - Present
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Ryan Rakocy's Lincoln International Experience July 2014 - Present
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2014 - Present
PwC May 2013 - August 2013
Agresource Company May 2012 - August 2012
Sigma Alpha Epsilon Fraternity May 2011 - May 2012
Premier Asset Management Company May 2011 - June 2011
Skills
Mergers & Acquisitions, Financial Modeling, Finance, Financial Analysis, Microsoft Excel, Valuation
Education
University of Michigan 2010 — 2014
Bachelor of Business Administration (BBA), Stephen M. Ross School of Business
The American School of Japan 2009 — 2010
New Trier High School 2007 — 2009
Lincoln International July 2014 - Present
PwC May 2013 - August 2013
Agresource Company May 2012 - August 2012
Sigma Alpha Epsilon Fraternity May 2011 - May 2012
Premier Asset Management Company May 2011 - June 2011
Skills
Mergers & Acquisitions, Financial Modeling, Finance, Financial Analysis, Microsoft Excel, Valuation
Education
University of Michigan 2010 — 2014
Bachelor of Business Administration (BBA), Stephen M. Ross School of Business
The American School of Japan 2009 — 2010
New Trier High School 2007 — 2009
Colin Keeler's Lincoln International Experience July 2012 - June 2015
Job Associate at Sterling Partners
Industry Investment Banking
Experience
Sterling Partners July 2015 - Present
Lincoln International July 2012 - June 2015
PNC June 2011 - August 2011
Medco June 2010 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
St. Joseph's Preparatory School 2004 — 2008
Sterling Partners July 2015 - Present
Lincoln International July 2012 - June 2015
PNC June 2011 - August 2011
Medco June 2010 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
St. Joseph's Preparatory School 2004 — 2008
Josh Foster's Lincoln International Experience July 2011 - July 2014
Job Private Equity Associate at Forsyth Capital Investors
Industry Financial Services
Experience
Forsyth Capital Investors July 2014 - Present
Lincoln International July 2011 - July 2014
University of Illinois at Urbana-Champaign August 2007 - May 2011
Fellowes May 2010 - August 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
B.S., Finance and Accountancy
Forsyth Capital Investors July 2014 - Present
Lincoln International July 2011 - July 2014
University of Illinois at Urbana-Champaign August 2007 - May 2011
Fellowes May 2010 - August 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
B.S., Finance and Accountancy
Shannon Leutheuser's Lincoln International Experience April 2013 - Present
Job Special Projects at Lincoln International
Industry Venture Capital & Private Equity
Experience
Lincoln International April 2013 - Present
Kirkland & Ellis LLP November 2005 - March 2013
Guggenheim Partners August 2007 - June 2008
Winston & Strawn LLP September 2003 - November 2005
Skills
Venture Capital, Private Equity, Fundraising, Non-profits, Corporate Law, Corporate Governance, Securities Regulation, Joint Ventures, Intellectual Property, Due Diligence, Commercial Litigation, Legal Research, Licensing, Litigation, Trade Secrets, Mergers & Acquisitions
Education
Washington University in St. Louis 2001 — 2003
Doctor of Law (J.D.), Law
University of Missouri-Columbia 1994 — 1998
Master of Arts (M.A.), Accounting
Lincoln International April 2013 - Present
Kirkland & Ellis LLP November 2005 - March 2013
Guggenheim Partners August 2007 - June 2008
Winston & Strawn LLP September 2003 - November 2005
Skills
Venture Capital, Private Equity, Fundraising, Non-profits, Corporate Law, Corporate Governance, Securities Regulation, Joint Ventures, Intellectual Property, Due Diligence, Commercial Litigation, Legal Research, Licensing, Litigation, Trade Secrets, Mergers & Acquisitions
Education
Washington University in St. Louis 2001 — 2003
Doctor of Law (J.D.), Law
University of Missouri-Columbia 1994 — 1998
Master of Arts (M.A.), Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS