MHT MidSpan
Industry: Company
DescriptionFounded: 2001 Subsidiaries: MHT Securities, L.P., MHT Partners, LP, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportMHT PartnersWebsiteDirections Saved (0) Saved Save Investment bank in San Francisco, California Address: 101 Montgomery St #1300, San Francisco, CA 94104 Phone: (415) 446-9441: Hours: : Category: Place name: : : Website: : : Website: http://www.mhtpartners.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of MHT Partners Posting publicly on the Web Write a review Reviews Be the first to review
MHT MidSpan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MHT MidSpan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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MHT MidSpan Employees
Employee
Years
Job
Industry
Vickrum Nabar Vickrum Nabar's MHT MidSpan Experience July 2014 - Present
Job Analyst at MHT MidSpan
Industry Financial Services
Experience
MHT MidSpan July 2014 - Present
Babson Storage April 2013 - September 2013
Anand Rathi Securities June 2013 - August 2013
Kumon of Wakefield January 2011 - January 2013
EarTop Technologies LLC October 2011 - October 2012
Skills
Entrepreneurship, Company Valuation, Financial Modeling, Financial Projection, Microsoft Excel, Capital IQ, Bloomberg Software, Leadership, Business Strategy, Strategic Planning, Market Research, Competitive Analysis, Financial Analysis, Investments
Education
Babson College 2011 — 2014
Bachelor of Science Business Management (B.S.), Computational and Mathematical Finance
Brookfield Central High School 2008 — 2011
MHT MidSpan July 2014 - Present
Babson Storage April 2013 - September 2013
Anand Rathi Securities June 2013 - August 2013
Kumon of Wakefield January 2011 - January 2013
EarTop Technologies LLC October 2011 - October 2012
Skills
Entrepreneurship, Company Valuation, Financial Modeling, Financial Projection, Microsoft Excel, Capital IQ, Bloomberg Software, Leadership, Business Strategy, Strategic Planning, Market Research, Competitive Analysis, Financial Analysis, Investments
Education
Babson College 2011 — 2014
Bachelor of Science Business Management (B.S.), Computational and Mathematical Finance
Brookfield Central High School 2008 — 2011
Christopher Boe Christopher Boe's MHT MidSpan Experience July 2014 - May 2015
Job Investment Banking Analyst at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. May 2015 - Present
MHT MidSpan July 2014 - May 2015
Facebook June 2013 - September 2013
NexBank Capital Advisors May 2012 - September 2012
Skills
Leadership, Strategy, Capital IQ, Business Development, Microsoft Excel, LBO, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Business Analysis, Team Leadership, DCF, SNL, Public Speaking, PowerPoint, Accounting, Research, Strategic Leadership, Microsoft Office, Excel Models, Data Analysis, Entrepreneurship
Education
Babson College 2010 — 2014
Finance
The London School of Economics and Political Science (LSE) 2012 — 2013
General Course
Jesuit College Preparatory School of Dallas 2006 — 2010
Stifel Financial Corp. May 2015 - Present
MHT MidSpan July 2014 - May 2015
Facebook June 2013 - September 2013
NexBank Capital Advisors May 2012 - September 2012
Skills
Leadership, Strategy, Capital IQ, Business Development, Microsoft Excel, LBO, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Business Analysis, Team Leadership, DCF, SNL, Public Speaking, PowerPoint, Accounting, Research, Strategic Leadership, Microsoft Office, Excel Models, Data Analysis, Entrepreneurship
Education
Babson College 2010 — 2014
Finance
The London School of Economics and Political Science (LSE) 2012 — 2013
General Course
Jesuit College Preparatory School of Dallas 2006 — 2010
Philip Russo Philip Russo's MHT MidSpan Experience June 2014 - August 2014
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2015 - Present
Babson College September 2014 - May 2015
MHT MidSpan June 2014 - August 2014
The London School of Economics and Political Science (LSE) February 2014 - June 2014
New York Life Insurance Company May 2013 - August 2013
Babson College August 2012 - May 2013
Syrinx Consulting Corporation June 2012 - August 2012
Oh Snap Apparel December 2011 - May 2012
Morgan Stanley Wealth Management May 2011 - May 2011
Construction Telecommunication Services, Inc. April 2010 - May 2011
Skills
Microsoft Office, Minitab, Morningstar Direct, Corporate Finance, Valuation, Lacrosse, Hockey, Capital IQ, IBIS, Team Leadership, Economics, Entrepreneurship, Inventory Management, Construction, Portfolio Performance..., Microsoft Excel, Access, Endurance, Networking, Data Analysis, Financial Analysis, Finance, LinkedIn
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Finance and Economics
The London School of Economics and Political Science (LSE) 2013 — 2014
Finance and Economics
Masconomet Regional High School 2007 — 2011
Stephens Inc. June 2015 - Present
Babson College September 2014 - May 2015
MHT MidSpan June 2014 - August 2014
The London School of Economics and Political Science (LSE) February 2014 - June 2014
New York Life Insurance Company May 2013 - August 2013
Babson College August 2012 - May 2013
Syrinx Consulting Corporation June 2012 - August 2012
Oh Snap Apparel December 2011 - May 2012
Morgan Stanley Wealth Management May 2011 - May 2011
Construction Telecommunication Services, Inc. April 2010 - May 2011
Skills
Microsoft Office, Minitab, Morningstar Direct, Corporate Finance, Valuation, Lacrosse, Hockey, Capital IQ, IBIS, Team Leadership, Economics, Entrepreneurship, Inventory Management, Construction, Portfolio Performance..., Microsoft Excel, Access, Endurance, Networking, Data Analysis, Financial Analysis, Finance, LinkedIn
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Finance and Economics
The London School of Economics and Political Science (LSE) 2013 — 2014
Finance and Economics
Masconomet Regional High School 2007 — 2011
Nicolas Bureau Nicolas Bureau's MHT MidSpan Experience 2011 - 2014
Job Vice President at Pagemill Partners
Industry Investment Banking
Experience
Pagemill Partners 2014 - Present
MHT MidSpan 2011 - 2014
Dar Capital 2010 - 2010
Bank of America Merrill Lynch 2007 - 2009
BNP Paribas 2003 - 2005
Skills
Private Equity, Investment Banking, LBO, Venture Capital, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Microsoft Excel, PowerPoint, Corporate Finance, Corporate Development, Business Strategy, Capital Markets, M&A experience, Due Diligence, Structured Finance, Equities, Emerging Markets, Mergers, Investments, IPO, Private Placements
Education
HEC School of Management
MSc in Management
Emory University
B.A. in Economics and French
Pagemill Partners 2014 - Present
MHT MidSpan 2011 - 2014
Dar Capital 2010 - 2010
Bank of America Merrill Lynch 2007 - 2009
BNP Paribas 2003 - 2005
Skills
Private Equity, Investment Banking, LBO, Venture Capital, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Microsoft Excel, PowerPoint, Corporate Finance, Corporate Development, Business Strategy, Capital Markets, M&A experience, Due Diligence, Structured Finance, Equities, Emerging Markets, Mergers, Investments, IPO, Private Placements
Education
HEC School of Management
MSc in Management
Emory University
B.A. in Economics and French
Clay Olsen's MHT MidSpan Experience July 2015 - Present
Job Investment Banking Analyst at MHT Midspan
Industry Financial Services
Experience
MHT MidSpan July 2015 - Present
Prudential Capital Group June 2014 - August 2014
Ted Cruz for U.S. Senate August 2013 - December 2013
Select Product Group Holdings LLC June 2013 - August 2013
Texas House of Representatives January 2013 - May 2013
Skills
Microsoft Excel, Financial Analysis, Research, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Social Media, English, Financial Modeling, Leadership, Valuation, Analysis, Data Analysis, Finance, Due Diligence
Education
The University of Texas at Austin 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
MHT MidSpan July 2015 - Present
Prudential Capital Group June 2014 - August 2014
Ted Cruz for U.S. Senate August 2013 - December 2013
Select Product Group Holdings LLC June 2013 - August 2013
Texas House of Representatives January 2013 - May 2013
Skills
Microsoft Excel, Financial Analysis, Research, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Social Media, English, Financial Modeling, Leadership, Valuation, Analysis, Data Analysis, Finance, Due Diligence
Education
The University of Texas at Austin 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Christopher Marsh's MHT MidSpan Experience June 2015 - July 2015
Job Columbia Business School MBA Candidate
Industry Investment Banking
Experience
MHT MidSpan June 2015 - July 2015
Booz & Company April 2014 - June 2015
Booz & Company April 2013 - March 2014
Deloitte Consulting August 2011 - March 2013
Deloitte Consulting LLP June 2010 - August 2010
Skills
Investment Banking, Excel, PowerPoint, Management Consulting, Data Analysis, Financial Modeling, Financial Analysis
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Virginia 2007 — 2011
Bachelor of Science, Systems Engineering, GPA 3.77
Oxford University 2008 — 2008
Economics (Summer Class)
MHT MidSpan June 2015 - July 2015
Booz & Company April 2014 - June 2015
Booz & Company April 2013 - March 2014
Deloitte Consulting August 2011 - March 2013
Deloitte Consulting LLP June 2010 - August 2010
Skills
Investment Banking, Excel, PowerPoint, Management Consulting, Data Analysis, Financial Modeling, Financial Analysis
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Virginia 2007 — 2011
Bachelor of Science, Systems Engineering, GPA 3.77
Oxford University 2008 — 2008
Economics (Summer Class)
Brian Mosley Brian Mosley's MHT MidSpan Experience March 2015 - Present
Job Investment Banking Associate at MHT MidSpan
Industry Financial Services
Experience
MHT MidSpan March 2015 - Present
US Army May 1999 - Present
Esposito Securities, LLC October 2013 - June 2014
Harris CapRock Communications November 2012 - October 2013
Charlie Company, 3RD Battalion, 3RD Special Forces Group September 2010 - July 2012
4th Battalion, 1st Special Warfare Training Group December 2007 - September 2009
1ST Battalion, 7th Special Forces Group March 2006 - November 2007
1st Battalion, 7th Special Forces Group November 2004 - March 2006
Skills
Army, Military, Military Leadership, Command, Spanish, Asset Managment, Analytics, Military Operations, Operational Planning, Direct Sales, Satellite Communications, Financial Analysis, Financial Modeling, Managing Large Scale..., Security Clearance, Source Operations, Irregular Warfare, Unconventional Warfare, Counterterrorism, Counterinsurgency, Team Leadership, Program Management, Strategic Planning, Asset Management, Leadership, Strategy, Project Planning, Afghanistan, Training, Defense
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
Naval War College 2009 — 2010
MA, National Security and Strategic Studies
Texas A&M University 1994 — 1999
BBA, Finance
Jesuit College Prepatory School, Dallas, Texas 1990 — 1994
MHT MidSpan March 2015 - Present
US Army May 1999 - Present
Esposito Securities, LLC October 2013 - June 2014
Harris CapRock Communications November 2012 - October 2013
Charlie Company, 3RD Battalion, 3RD Special Forces Group September 2010 - July 2012
4th Battalion, 1st Special Warfare Training Group December 2007 - September 2009
1ST Battalion, 7th Special Forces Group March 2006 - November 2007
1st Battalion, 7th Special Forces Group November 2004 - March 2006
Skills
Army, Military, Military Leadership, Command, Spanish, Asset Managment, Analytics, Military Operations, Operational Planning, Direct Sales, Satellite Communications, Financial Analysis, Financial Modeling, Managing Large Scale..., Security Clearance, Source Operations, Irregular Warfare, Unconventional Warfare, Counterterrorism, Counterinsurgency, Team Leadership, Program Management, Strategic Planning, Asset Management, Leadership, Strategy, Project Planning, Afghanistan, Training, Defense
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
Naval War College 2009 — 2010
MA, National Security and Strategic Studies
Texas A&M University 1994 — 1999
BBA, Finance
Jesuit College Prepatory School, Dallas, Texas 1990 — 1994
Sarita Gavhane Sarita Gavhane's MHT MidSpan Experience September 2013 - March 2015
Job Finance and Accounting Professional, MBA, CPA
Industry Financial Services
Experience
MHT MidSpan September 2013 - March 2015
Provident Healthcare Partners, LLC September 2010 - September 2013
Monomoy Capital Partners / Barjan LLC June 2009 - August 2009
BDO Seidman, LLP September 2003 - July 2008
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Accounting & Strategy
Boston College 1999 — 2003
Bachelor of Science, Accounting
MHT MidSpan September 2013 - March 2015
Provident Healthcare Partners, LLC September 2010 - September 2013
Monomoy Capital Partners / Barjan LLC June 2009 - August 2009
BDO Seidman, LLP September 2003 - July 2008
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Accounting & Strategy
Boston College 1999 — 2003
Bachelor of Science, Accounting
Chris Mullaly's MHT MidSpan Experience March 2013 - May 2013
Job Investment Banking Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank May 2014 - Present
TM Capital Corp. May 2013 - December 2013
MHT MidSpan March 2013 - May 2013
Skills
Financial Analysis, Accounting, Research, Financial Statements, Business Valuation, Mergers & Acquisitions, Financial Modeling
Education
Boston College
Bachelor of Science (B.Sc.), Finance, Magna Cum Laude
Barclays Investment Bank May 2014 - Present
TM Capital Corp. May 2013 - December 2013
MHT MidSpan March 2013 - May 2013
Skills
Financial Analysis, Accounting, Research, Financial Statements, Business Valuation, Mergers & Acquisitions, Financial Modeling
Education
Boston College
Bachelor of Science (B.Sc.), Finance, Magna Cum Laude
Patrick Krause's MHT MidSpan Experience June 2012 - Present
Job Principal at MHT MidSpan
Industry Investment Banking
Experience
MHT MidSpan June 2012 - Present
UC Berkeley September 2011 - June 2012
Novartis Vaccines and Diagnostics June 2011 - September 2011
Deloitte & Touche January 2007 - May 2011
Deloitte & Touche October 2003 - January 2007
Applied Materials August 2001 - October 2003
General Motors April 1999 - September 2000
Skills
Competitive Analysis, Strategy Development, Financial Modeling, Business Process Design, Business Valuation, M&A experience, Corporate Finance, New Business Development, Turnarounds, Enterprise Software, Enterprise Risk..., Acquisition Integration, PeopleSoft, Financial Control, Mergers & Acquisitions, Due Diligence, Valuation, Finance, Business Strategy
Education
University of California, Berkeley, Haas School of Business 2009 — 2012
MBA
University of Michigan 1997 — 2001
BA
University of Michigan 1997 — 2001
BA
Plymouth Canton High School 1993 — 1997
MHT MidSpan June 2012 - Present
UC Berkeley September 2011 - June 2012
Novartis Vaccines and Diagnostics June 2011 - September 2011
Deloitte & Touche January 2007 - May 2011
Deloitte & Touche October 2003 - January 2007
Applied Materials August 2001 - October 2003
General Motors April 1999 - September 2000
Skills
Competitive Analysis, Strategy Development, Financial Modeling, Business Process Design, Business Valuation, M&A experience, Corporate Finance, New Business Development, Turnarounds, Enterprise Software, Enterprise Risk..., Acquisition Integration, PeopleSoft, Financial Control, Mergers & Acquisitions, Due Diligence, Valuation, Finance, Business Strategy
Education
University of California, Berkeley, Haas School of Business 2009 — 2012
MBA
University of Michigan 1997 — 2001
BA
University of Michigan 1997 — 2001
BA
Plymouth Canton High School 1993 — 1997
Nicholas DiLeo's MHT MidSpan Experience October 2014 - January 2015
Job Pricing Analyst at J. P. Morgan
Industry Banking
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan February 2015 - Present
MHT MidSpan October 2014 - January 2015
Colvig Silver Camps June 2011 - August 2011
Killam Oil Company June 2010 - August 2010
Skills
Equity Derivatives, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Photoshop, Teamwork, Research, Public Speaking, Customer Service, Investments, Accounting, Day Trading, Financial Modeling, Finance, Leadership, Social Networking, Valuation
Education
Southern Methodist University 2011 — 2014
Bachelor of Science (B.S.), Economics with Financial Applications
J.P. Morgan February 2015 - Present
J.P. Morgan February 2015 - Present
MHT MidSpan October 2014 - January 2015
Colvig Silver Camps June 2011 - August 2011
Killam Oil Company June 2010 - August 2010
Skills
Equity Derivatives, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Photoshop, Teamwork, Research, Public Speaking, Customer Service, Investments, Accounting, Day Trading, Financial Modeling, Finance, Leadership, Social Networking, Valuation
Education
Southern Methodist University 2011 — 2014
Bachelor of Science (B.S.), Economics with Financial Applications
Connor Ryan's MHT MidSpan Experience August 2013 - Present
Job Senior Analyst at MHT MidSpan
Industry Financial Services
Experience
MHT MidSpan August 2013 - Present
Skills
Investment Banking, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Business Strategy, Data Analysis, Social Media
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
MHT MidSpan August 2013 - Present
Skills
Investment Banking, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Business Strategy, Data Analysis, Social Media
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Peggy Bureau Peggy Bureau's MHT MidSpan Experience July 2008 - February 2014
Job Executive Assistant at Century Golf Partners
Industry Financial Services
Experience
Century Golf Partners January 2014 - Present
MHT MidSpan July 2008 - February 2014
Challenger Capital Group 2003 - 2008
Donaldson, Lufkin & Jenrette August 1995 - March 2003
Skills
Investment Banking, Leadership, Volunteer Management
Education
Baylor University 1977 — 1981
BS, Education
Century Golf Partners January 2014 - Present
MHT MidSpan July 2008 - February 2014
Challenger Capital Group 2003 - 2008
Donaldson, Lufkin & Jenrette August 1995 - March 2003
Skills
Investment Banking, Leadership, Volunteer Management
Education
Baylor University 1977 — 1981
BS, Education
Scott McKnight's MHT MidSpan Experience June 2013 - June 2015
Job Associate at Odyssey Investment Partners
Industry Venture Capital & Private Equity
Experience
Odyssey Investment Partners July 2015 - Present
MHT MidSpan June 2013 - June 2015
Dean and Company September 2011 - May 2013
Bain Capital June 2010 - August 2010
Anchorage Capital January 2010 - March 2010
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Private Equity, Valuation, Data Analysis, Investment Banking, Quantitative Analytics, Corporate Finance, Management Consulting, Financial Analysis, Business Strategy
Education
Dartmouth College 2007 — 2011
A.B.
St. Mark's School of Texas 1995 — 2007
Odyssey Investment Partners July 2015 - Present
MHT MidSpan June 2013 - June 2015
Dean and Company September 2011 - May 2013
Bain Capital June 2010 - August 2010
Anchorage Capital January 2010 - March 2010
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Private Equity, Valuation, Data Analysis, Investment Banking, Quantitative Analytics, Corporate Finance, Management Consulting, Financial Analysis, Business Strategy
Education
Dartmouth College 2007 — 2011
A.B.
St. Mark's School of Texas 1995 — 2007
Thomas Porter's MHT MidSpan Experience January 2014 - June 2014
Job Incoming Analyst at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley July 2015 - Present
Northeastern University September 2011 - Present
Morgan Stanley January 2015 - August 2015
Northeastern University January 2014 - January 2015
Northeastern University August 2014 - December 2014
MHT MidSpan January 2014 - June 2014
Northeastern University D'Amore McKim School of Business May 2013 - December 2013
John Hancock Financial Services December 2012 - December 2013
Brooklawn Country Club April 2009 - August 2012
Brooklawn Country Club April 2007 - August 2012
Skills
Teamwork, Management, Customer Service, Mutual Funds, Microsoft Office, Problem Solving, Online Marketing, Business Plan..., PowerPoint, TA2000, AWD, FedEx, Gmail, Facebook, LinkedIn, Call Center, SmartOffice, Google Chrome, Life Insurance, 529 Plans, Traditional IRA, Roth IRA, Business Planning, Call Centers, Lotus Notes, Investments, Economics, Leadership, Time Management, Sales, Bloomberg, Financial Services, Research, Financial Analysis, Market Research, Data Analysis, Microsoft Excel, Microsoft Word, Portfolio Management
Education
Northeastern University 2011 — 2016
Bachelor of Science Degree in Business Administration; Finance Concentration, Business Administration; Finance
American College of Thessaloniki 2011 — 2011
Business Administration
Fairfield College Preparatory School 2007 — 2011
Morgan Stanley July 2015 - Present
Northeastern University September 2011 - Present
Morgan Stanley January 2015 - August 2015
Northeastern University January 2014 - January 2015
Northeastern University August 2014 - December 2014
MHT MidSpan January 2014 - June 2014
Northeastern University D'Amore McKim School of Business May 2013 - December 2013
John Hancock Financial Services December 2012 - December 2013
Brooklawn Country Club April 2009 - August 2012
Brooklawn Country Club April 2007 - August 2012
Skills
Teamwork, Management, Customer Service, Mutual Funds, Microsoft Office, Problem Solving, Online Marketing, Business Plan..., PowerPoint, TA2000, AWD, FedEx, Gmail, Facebook, LinkedIn, Call Center, SmartOffice, Google Chrome, Life Insurance, 529 Plans, Traditional IRA, Roth IRA, Business Planning, Call Centers, Lotus Notes, Investments, Economics, Leadership, Time Management, Sales, Bloomberg, Financial Services, Research, Financial Analysis, Market Research, Data Analysis, Microsoft Excel, Microsoft Word, Portfolio Management
Education
Northeastern University 2011 — 2016
Bachelor of Science Degree in Business Administration; Finance Concentration, Business Administration; Finance
American College of Thessaloniki 2011 — 2011
Business Administration
Fairfield College Preparatory School 2007 — 2011
Alexander Wey's MHT MidSpan Experience July 2010 - Present
Job Investment Banking Senior Associate
Industry Investment Banking
Experience
MHT MidSpan July 2010 - Present
MHT MidSpan July 2010 - Present
Merrill Lynch May 2009 - August 2009
KeyPoint Capital February 2009 - May 2009
Capstone Advisory Group June 2008 - August 2008
Polcari & Company June 2007 - August 2007
Skills
Valuation, Financial Modeling, Capital IQ, Corporate Finance, Investment Banking, Financial Analysis, LBO, Private Equity, Due Diligence, Bloomberg, Investments, DCF, Business Valuation, Alternative Investments, Bloomberg Terminal, Analysis, Mergers, Financial Statement..., Banking, M&A experience, Mergers & Acquisitions
Education
The University of Texas at Austin 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Specialization in Alternative Asset Management, 3.8 / 4.0, cum laude
Ridgewood High School 2002 — 2006
HS, General Studies
MHT MidSpan July 2010 - Present
MHT MidSpan July 2010 - Present
Merrill Lynch May 2009 - August 2009
KeyPoint Capital February 2009 - May 2009
Capstone Advisory Group June 2008 - August 2008
Polcari & Company June 2007 - August 2007
Skills
Valuation, Financial Modeling, Capital IQ, Corporate Finance, Investment Banking, Financial Analysis, LBO, Private Equity, Due Diligence, Bloomberg, Investments, DCF, Business Valuation, Alternative Investments, Bloomberg Terminal, Analysis, Mergers, Financial Statement..., Banking, M&A experience, Mergers & Acquisitions
Education
The University of Texas at Austin 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Specialization in Alternative Asset Management, 3.8 / 4.0, cum laude
Ridgewood High School 2002 — 2006
HS, General Studies
Evan Stephens's MHT MidSpan Experience July 2013 - January 2014
Job Associate at Covington Associates
Industry Investment Banking
Experience
Covington Associates March 2015 - Present
Covington Associates January 2014 - March 2015
MHT MidSpan July 2013 - January 2014
Covington Associates February 2013 - June 2013
AGC Partners December 2012 - February 2013
Granite Point Capital July 2012 - December 2012
The Utah Grizzlies October 2011 - June 2012
Skills
Microsoft Excel, Capital IQ, Microsoft Office, Financial Modeling, Analysis, Valuation, Corporate Finance, Investments, Competitive Analysis, Investment Banking, Marketing Strategy, Research, Training, Financial Analysis, Economics, Data Analysis, PowerPoint, Market Research, Finance
Education
Dartmouth College 2007 — 2011
Bachelor of the Arts, Economics
The Tuck School of Business at Dartmouth
Business Bridge Program
Covington Associates March 2015 - Present
Covington Associates January 2014 - March 2015
MHT MidSpan July 2013 - January 2014
Covington Associates February 2013 - June 2013
AGC Partners December 2012 - February 2013
Granite Point Capital July 2012 - December 2012
The Utah Grizzlies October 2011 - June 2012
Skills
Microsoft Excel, Capital IQ, Microsoft Office, Financial Modeling, Analysis, Valuation, Corporate Finance, Investments, Competitive Analysis, Investment Banking, Marketing Strategy, Research, Training, Financial Analysis, Economics, Data Analysis, PowerPoint, Market Research, Finance
Education
Dartmouth College 2007 — 2011
Bachelor of the Arts, Economics
The Tuck School of Business at Dartmouth
Business Bridge Program
Ryan Wen Ryan Wen's MHT MidSpan Experience July 2015 - Present
Job Investment Banking Analyst at MHT MidSpan
Industry Investment Banking
Experience
MHT MidSpan July 2015 - Present
MHT MidSpan May 2014 - August 2014
Top Free Apps & Games Daily, LLC March 2013 - March 2014
ECHELON Partners May 2013 - July 2013
Patpatia & Associates December 2012 - May 2013
Harvey & Company LLC June 2012 - July 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Private Equity, Data Analysis, Public Speaking, Microsoft Word
Education
UC Berkeley 2011 — 2015
Bachelor’s Degree, Multi/Interdisciplinary Studies, Computer Science
MHT MidSpan July 2015 - Present
MHT MidSpan May 2014 - August 2014
Top Free Apps & Games Daily, LLC March 2013 - March 2014
ECHELON Partners May 2013 - July 2013
Patpatia & Associates December 2012 - May 2013
Harvey & Company LLC June 2012 - July 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Private Equity, Data Analysis, Public Speaking, Microsoft Word
Education
UC Berkeley 2011 — 2015
Bachelor’s Degree, Multi/Interdisciplinary Studies, Computer Science
Ajay Palekar's MHT MidSpan Experience May 2015 - July 2015
Job Investment Banking Summer Analyst
Industry Financial Services
Experience
MHT MidSpan May 2015 - July 2015
Babson College September 2014 - November 2014
Babson Global December 2013 - November 2014
Spritz Technology, Inc. July 2014 - August 2014
BCC Research May 2014 - August 2014
Encore Music Coolers September 2013 - May 2014
Seattle Aquarium June 2011 - August 2011
Skills
PowerPoint, Word, Excel, Microsoft Office, Sales, Marketing Strategy, Personal Finance, Leadership, Market Research, Research, Time Management, Entrepreneurship, Management, Salesforce.com, Teamwork, Microsoft Word, Finance, Microsoft Excel
Education
Babson College 2013 — 2016
Bachelor's Degree, Computational and Mathematical Finance, 3.7
OpenDoor 2014 — 2014
Valuation and Financial Modeling 101, Finance, General
OpenDoor 2013 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance
Eastlake High School 2009 — 2013
High School Diploma
Global Youth Leadership Institute 2009 — 2009
John Hopkins Center for Talented Youth 2009 — 2009
Computer Science, 4.0
MHT MidSpan May 2015 - July 2015
Babson College September 2014 - November 2014
Babson Global December 2013 - November 2014
Spritz Technology, Inc. July 2014 - August 2014
BCC Research May 2014 - August 2014
Encore Music Coolers September 2013 - May 2014
Seattle Aquarium June 2011 - August 2011
Skills
PowerPoint, Word, Excel, Microsoft Office, Sales, Marketing Strategy, Personal Finance, Leadership, Market Research, Research, Time Management, Entrepreneurship, Management, Salesforce.com, Teamwork, Microsoft Word, Finance, Microsoft Excel
Education
Babson College 2013 — 2016
Bachelor's Degree, Computational and Mathematical Finance, 3.7
OpenDoor 2014 — 2014
Valuation and Financial Modeling 101, Finance, General
OpenDoor 2013 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance
Eastlake High School 2009 — 2013
High School Diploma
Global Youth Leadership Institute 2009 — 2009
John Hopkins Center for Talented Youth 2009 — 2009
Computer Science, 4.0
Arthur Tracey Arthur Tracey's MHT MidSpan Experience 2010 - 2011
Job VP of Strategy at Green Bay Converting
Industry Packaging and Containers
Experience
Green Bay Converting 2014 - 2014
CIC Partners 2011 - 2014
MHT MidSpan 2010 - 2011
Jefferies LLC 2008 - 2009
Skills
Competitive Analysis, Corporate Development, Due Diligence, Financial Modeling, Investment Banking, Investments, LBO, Private Equity, Strategic Planning, Strategy, Venture Capital, Valuation, Mergers, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Brown University
BA, Business Economics, American History
Green Bay Converting 2014 - 2014
CIC Partners 2011 - 2014
MHT MidSpan 2010 - 2011
Jefferies LLC 2008 - 2009
Skills
Competitive Analysis, Corporate Development, Due Diligence, Financial Modeling, Investment Banking, Investments, LBO, Private Equity, Strategic Planning, Strategy, Venture Capital, Valuation, Mergers, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Brown University
BA, Business Economics, American History
Mitchell Vashon Mitchell Vashon's MHT MidSpan Experience June 2015 - September 2015
Job Student at the University of Chicago
Industry Financial Services
Experience
MHT MidSpan June 2015 - September 2015
Accelerated Growth Advisors January 2015 - March 2015
Ascendance Partners October 2014 - January 2015
Enkata June 2013 - September 2014
Skills
Financial Analysis, Economics, Presentations, Strategy, Process Improvement, Financial Market..., Market Research, Accounting, Microsoft Excel, Business Development, Salesforce.com, Microsoft Office, Computer Proficiency, Superior Work Ethic, InsideView, Jigsaw, Marketo, Finance, Computerized Systems, PowerPoint, Microsoft Word
Education
University of Chicago 2012 — 2016
Bachelor of Arts (B.A.), Economics
The University of Chicago Booth School of Business
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer Study Abroad Program
MHT MidSpan June 2015 - September 2015
Accelerated Growth Advisors January 2015 - March 2015
Ascendance Partners October 2014 - January 2015
Enkata June 2013 - September 2014
Skills
Financial Analysis, Economics, Presentations, Strategy, Process Improvement, Financial Market..., Market Research, Accounting, Microsoft Excel, Business Development, Salesforce.com, Microsoft Office, Computer Proficiency, Superior Work Ethic, InsideView, Jigsaw, Marketo, Finance, Computerized Systems, PowerPoint, Microsoft Word
Education
University of Chicago 2012 — 2016
Bachelor of Arts (B.A.), Economics
The University of Chicago Booth School of Business
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer Study Abroad Program
Chris Neils Chris Neils's MHT MidSpan Experience March 2014 - Present
Job Associate at MHT MidSpan
Industry Investment Banking
Experience
MHT MidSpan March 2014 - Present
Intrepid Investment Bankers LLC August 2010 - December 2013
Morgan Stanley 2008 - 2010
Skills
Valuation, Private Equity
Education
University of Southern California 2005 — 2008
The Bishop's School 2000 — 2004
MHT MidSpan March 2014 - Present
Intrepid Investment Bankers LLC August 2010 - December 2013
Morgan Stanley 2008 - 2010
Skills
Valuation, Private Equity
Education
University of Southern California 2005 — 2008
The Bishop's School 2000 — 2004
Taylor Curtis Taylor Curtis's MHT MidSpan Experience August 2011 - Present
Job Managing Director at MHT Partners
Industry Investment Banking
Experience
MHT MidSpan August 2011 - Present
Connemara Capital Group July 2009 - August 2011
Connemara Bancorp, Inc. February 2010 - March 2011
ORIX USA Corporation March 2008 - June 2009
Concentra January 2006 - March 2008
Electronic Data Systems July 2000 - January 2006
Greenhill & Co. July 1998 - June 2000
Skills
Investments, Financial Modeling, Due Diligence, Mergers & Acquisitions, Valuation, Strategy, Finance, Portfolio Management, Investment Banking, Mergers, Risk Management, Start-ups, Business Development, Corporate Development, Business Strategy, Banking
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
BBA, Business Honors Program and Finance
MHT MidSpan August 2011 - Present
Connemara Capital Group July 2009 - August 2011
Connemara Bancorp, Inc. February 2010 - March 2011
ORIX USA Corporation March 2008 - June 2009
Concentra January 2006 - March 2008
Electronic Data Systems July 2000 - January 2006
Greenhill & Co. July 1998 - June 2000
Skills
Investments, Financial Modeling, Due Diligence, Mergers & Acquisitions, Valuation, Strategy, Finance, Portfolio Management, Investment Banking, Mergers, Risk Management, Start-ups, Business Development, Corporate Development, Business Strategy, Banking
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
BBA, Business Honors Program and Finance
Kevin Mackenroth's MHT MidSpan Experience November 2013 - Present
Job CFO at MHT MidSpan
Industry Investment Banking
Experience
MHT MidSpan November 2013 - Present
MHT Partners July 2007 - November 2013
Rosewood Hotels and Resorts January 2005 - July 2007
Edisto Resources 1990 - 1994
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Budgets, Hospitality, Due Diligence, Strategy, Venture Capital, Business Valuation, Alternative Investments, Restructuring, Project Planning, Strategic Planning, Business Strategy, Entrepreneurship
Education
Southern Methodist University - Cox School of Business 1982 — 1988
Bachelor of Business Administration (BBA), Accounting
MHT MidSpan November 2013 - Present
MHT Partners July 2007 - November 2013
Rosewood Hotels and Resorts January 2005 - July 2007
Edisto Resources 1990 - 1994
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Budgets, Hospitality, Due Diligence, Strategy, Venture Capital, Business Valuation, Alternative Investments, Restructuring, Project Planning, Strategic Planning, Business Strategy, Entrepreneurship
Education
Southern Methodist University - Cox School of Business 1982 — 1988
Bachelor of Business Administration (BBA), Accounting
Vincent Carey's MHT MidSpan Experience July 2011 - July 2015
Job Principal at Gryphon Investors
Industry Venture Capital & Private Equity
Experience
Gryphon Investors August 2015 - Present
MHT MidSpan July 2011 - July 2015
Harris Williams & Co. July 2005 - July 2011
Thomas Weisel Partners May 2001 - May 2003
Goldman Sachs July 1998 - July 1999
Morgan Stanley July 1996 - July 1998
Skills
Valuation, Mergers, Investment Banking, Financial Analysis, M&A experience, Equity Research, Financial Modeling, Investments, Corporate Finance, Due Diligence, Private Equity, Capital Markets, Venture Capital, Corporate Development, Equities, LBO, Business Strategy, Finance, Business Valuation, Strategy, Financial Advisory, Mergers & Acquisitions, IPO
Education
University of California, Berkeley, Haas School of Business 2003 — 2005
MBA, Finance and Financial Management Services
University of California, Berkeley 1992 — 1996
BS, Business Administration
Gryphon Investors August 2015 - Present
MHT MidSpan July 2011 - July 2015
Harris Williams & Co. July 2005 - July 2011
Thomas Weisel Partners May 2001 - May 2003
Goldman Sachs July 1998 - July 1999
Morgan Stanley July 1996 - July 1998
Skills
Valuation, Mergers, Investment Banking, Financial Analysis, M&A experience, Equity Research, Financial Modeling, Investments, Corporate Finance, Due Diligence, Private Equity, Capital Markets, Venture Capital, Corporate Development, Equities, LBO, Business Strategy, Finance, Business Valuation, Strategy, Financial Advisory, Mergers & Acquisitions, IPO
Education
University of California, Berkeley, Haas School of Business 2003 — 2005
MBA, Finance and Financial Management Services
University of California, Berkeley 1992 — 1996
BS, Business Administration
Kyle Gillen's MHT MidSpan Experience March 2013 - June 2015
Job Manager of Financial Planning and Analysis at Project Frog
Industry Building Materials
Experience
Project Frog July 2015 - Present
MHT MidSpan March 2013 - June 2015
Pharus Advisors, LLC December 2010 - December 2012
Wachovia Capital Finance May 2008 - August 2008
Skills
Investment Banking, Mergers, Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Excel, Due Diligence, M&A experience, M&A execution, Mergers
Education
University of Florida 2006 — 2010
Bachelor of Science, Business Administration - Finance
Project Frog July 2015 - Present
MHT MidSpan March 2013 - June 2015
Pharus Advisors, LLC December 2010 - December 2012
Wachovia Capital Finance May 2008 - August 2008
Skills
Investment Banking, Mergers, Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Excel, Due Diligence, M&A experience, M&A execution, Mergers
Education
University of Florida 2006 — 2010
Bachelor of Science, Business Administration - Finance
William Tong's MHT MidSpan Experience July 2013 - July 2015
Job Senior Financial Analyst
Industry Financial Services
Experience
ZipRecruiter August 2015 - Present
MHT MidSpan July 2013 - July 2015
MHT Partners June 2012 - August 2012
PGP Capital Advisors September 2011 - December 2011
Rutter Associates March 2011 - June 2011
Skills
Capital IQ, Excel, Matlab, Economics, PowerPoint, Financial Analysis, Research, Financial Modeling, Mandarin, VBA, Thompson One, Microsoft Excel, Stata, Start-ups, Strategy, Investment Banking, Valuation
Education
Dartmouth College 2009 — 2013
Undergraduate, Economics/Government
Beijing Normal University 2010 — 2010
Webb School of California 2005 — 2009
ZipRecruiter August 2015 - Present
MHT MidSpan July 2013 - July 2015
MHT Partners June 2012 - August 2012
PGP Capital Advisors September 2011 - December 2011
Rutter Associates March 2011 - June 2011
Skills
Capital IQ, Excel, Matlab, Economics, PowerPoint, Financial Analysis, Research, Financial Modeling, Mandarin, VBA, Thompson One, Microsoft Excel, Stata, Start-ups, Strategy, Investment Banking, Valuation
Education
Dartmouth College 2009 — 2013
Undergraduate, Economics/Government
Beijing Normal University 2010 — 2010
Webb School of California 2005 — 2009
Tim Waddell's MHT MidSpan Experience September 2011 - July 2015
Job
Industry Real Estate
Experience
Compass > August 2015 - Present
MHT MidSpan September 2011 - July 2015
Bank of America Merrill Lynch 2009 - 2011
U.S. Army 2000 - 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Due Diligence, Mergers & Acquisitions, Investment Banking, M&A experience, Investments, Venture Capital, Financial Analysis, Business Valuation, Corporate Development, Restructuring, Alternative Investments, Strategy, Capital Markets, Emerging Markets, Equities, Strategic Consulting, Entrepreneurship, Acquisitions, Hedge Funds, Financial Structuring
Education
Yale University - Yale School of Management 2007 — 2009
MBA
United States Military Academy at West Point 1996 — 2000
BS
Compass > August 2015 - Present
MHT MidSpan September 2011 - July 2015
Bank of America Merrill Lynch 2009 - 2011
U.S. Army 2000 - 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Due Diligence, Mergers & Acquisitions, Investment Banking, M&A experience, Investments, Venture Capital, Financial Analysis, Business Valuation, Corporate Development, Restructuring, Alternative Investments, Strategy, Capital Markets, Emerging Markets, Equities, Strategic Consulting, Entrepreneurship, Acquisitions, Hedge Funds, Financial Structuring
Education
Yale University - Yale School of Management 2007 — 2009
MBA
United States Military Academy at West Point 1996 — 2000
BS
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY