Sagent Advisors
Industry: Investment banking company
DescriptionSagent Advisors was an independent investment bank focused on providing financial advice on mergers & acquisitions, sales, divestitures, and private financing solutions. Founded: 2004 Number of employees: 60 Headquarters: New York City, NY Founders: Herald "Hal" Ritch, Joel Cohen Type of business: Privately held company
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Sagent Advisors Employees
Employee
Years
Job
Industry
Keith Fernandez Keith Fernandez's Sagent Advisors Experience July 2010 - July 2011
Job Founder & Chief Executive Officer at National Diagnostic Solutions LLC
Industry Hospital & Health Care
Experience
National Diagnostic Solutions LLC August 2014 - Present
KKR September 2012 - August 2014
Bank of America Merrill Lynch August 2011 - September 2012
Sagent Advisors July 2010 - July 2011
Skills
Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Bloomberg, Finance, Portfolio Management, Leveraged Finance, Financial Analysis, Leadership
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Master of Business Administration (M.B.A.), Finance, Entrepreneurship, Business Economics & Public Policy
Harvard University 2006 — 2010
Bachelor of Arts (B.A.), Economics with Distinction
Massachusetts Institute of Technology 2009 — 2009
Cross Registration Program, Corporate Financial Accounting
Trinity Preparatory School 2002 — 2006
National Diagnostic Solutions LLC August 2014 - Present
KKR September 2012 - August 2014
Bank of America Merrill Lynch August 2011 - September 2012
Sagent Advisors July 2010 - July 2011
Skills
Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Bloomberg, Finance, Portfolio Management, Leveraged Finance, Financial Analysis, Leadership
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Master of Business Administration (M.B.A.), Finance, Entrepreneurship, Business Economics & Public Policy
Harvard University 2006 — 2010
Bachelor of Arts (B.A.), Economics with Distinction
Massachusetts Institute of Technology 2009 — 2009
Cross Registration Program, Corporate Financial Accounting
Trinity Preparatory School 2002 — 2006
Benjamin Phillips Benjamin Phillips's Sagent Advisors Experience August 2009 - June 2011
Job Investment Professional
Industry Venture Capital & Private Equity
Experience
Flywheel Sports June 2014 - June 2015
Catterton Partners July 2011 - July 2013
Sagent Advisors August 2009 - June 2011
Bank of America Merrill Lynch April 2009 - July 2009
Merrill Lynch July 2008 - July 2009
Sheffield Asset Management May 2007 - August 2007
Covington & Burling May 2006 - August 2006
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Washington University in St. Louis 2004 — 2008
BA, Economics, Mathematics, Finance
Flywheel Sports June 2014 - June 2015
Catterton Partners July 2011 - July 2013
Sagent Advisors August 2009 - June 2011
Bank of America Merrill Lynch April 2009 - July 2009
Merrill Lynch July 2008 - July 2009
Sheffield Asset Management May 2007 - August 2007
Covington & Burling May 2006 - August 2006
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Washington University in St. Louis 2004 — 2008
BA, Economics, Mathematics, Finance
Barry Best Barry Best's Sagent Advisors Experience 2006 - 2009
Job Private Equity and Investment Banking Professional at AEG Partners LLC
Industry Investment Banking
Experience
AEG Partners October 2012 - Present
Discus Ventures September 2009 - October 2012
Sagent Advisors 2006 - 2009
Citi 1996 - 2006
Skills
Investment Banking, Debt, Private Equity, Private Placements, Loan Origination, Fairness Opinions, LBO, Leveraged Finance, Capital Markets, Valuation, M&A experience, DCF, Restructuring, Due Diligence, Equities, Structured Finance, Financial Services, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Venture Capital, Corporate Development, Investments, IPO, Financial Structuring, Emerging Markets, Alternative Investments, Portfolio Management, Hedge Funds, Securities, Banking, High Yield, Capital Raising, Mezzanine, Capital Structure, Divestitures, Equity Research, Middle Market
Education
University of Chicago Graduate School of Business 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Arts (B.A.), Finance
AEG Partners October 2012 - Present
Discus Ventures September 2009 - October 2012
Sagent Advisors 2006 - 2009
Citi 1996 - 2006
Skills
Investment Banking, Debt, Private Equity, Private Placements, Loan Origination, Fairness Opinions, LBO, Leveraged Finance, Capital Markets, Valuation, M&A experience, DCF, Restructuring, Due Diligence, Equities, Structured Finance, Financial Services, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Venture Capital, Corporate Development, Investments, IPO, Financial Structuring, Emerging Markets, Alternative Investments, Portfolio Management, Hedge Funds, Securities, Banking, High Yield, Capital Raising, Mezzanine, Capital Structure, Divestitures, Equity Research, Middle Market
Education
University of Chicago Graduate School of Business 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Arts (B.A.), Finance
Scott Youngberg Scott Youngberg's Sagent Advisors Experience July 2015 - Present
Job MBA Columbia Business School
Industry Investment Banking
Experience
Sagent Advisors July 2015 - Present
HedgeServ January 2010 - May 2013
PwC July 2007 - December 2009
Skills
Tax, Spanish, Accounting, Account Reconciliation, Tax Returns, Hedge Funds, Private Equity, Asset Management, Financial Analysis, Portfolio Management, Valuation
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Brigham Young University - Idaho 1999 — 2006
2006, Accounting
Sagent Advisors July 2015 - Present
HedgeServ January 2010 - May 2013
PwC July 2007 - December 2009
Skills
Tax, Spanish, Accounting, Account Reconciliation, Tax Returns, Hedge Funds, Private Equity, Asset Management, Financial Analysis, Portfolio Management, Valuation
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Brigham Young University - Idaho 1999 — 2006
2006, Accounting
Pat Purdy Pat Purdy's Sagent Advisors Experience February 2011 - July 2012
Job MBA Intern at athenahealth
Industry Information Technology and Services
Experience
athenahealth June 2015 - Present
SFW Capital Partners August 2012 - June 2014
Sagent Advisors February 2011 - July 2012
Montgomery, Marshall Healthcare Partners May 2010 - February 2011
Euro RSCG Life July 2007 - April 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, M&A experience, Mergers, Business Valuation, Leveraged Finance, Strategy, Private Equity, Due Diligence, Corporate Finance, Management, Healthcare Information..., Healthcare
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Yale University 2003 — 2007
BS, Biology
athenahealth June 2015 - Present
SFW Capital Partners August 2012 - June 2014
Sagent Advisors February 2011 - July 2012
Montgomery, Marshall Healthcare Partners May 2010 - February 2011
Euro RSCG Life July 2007 - April 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, M&A experience, Mergers, Business Valuation, Leveraged Finance, Strategy, Private Equity, Due Diligence, Corporate Finance, Management, Healthcare Information..., Healthcare
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Yale University 2003 — 2007
BS, Biology
Rohan Kadakia Rohan Kadakia's Sagent Advisors Experience July 2009 - July 2011
Job MBA Candidate Class of 2015 at Kellogg School of Management
Industry Financial Services
Experience
The Boston Consulting Group June 2014 - Present
Kellogg School of Management August 2013 - Present
Industrial Growth Partners August 2011 - July 2013
Sagent Advisors July 2009 - July 2011
Skills
Valuation, Private Equity, Financial Modeling, LBO, Capital IQ, DCF, Investment Banking, Mergers, Thompson One, Investments, Bloomberg, M&A experience, Private Placements, Business Valuation, Factiva
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science (BS), Finance
The Boston Consulting Group June 2014 - Present
Kellogg School of Management August 2013 - Present
Industrial Growth Partners August 2011 - July 2013
Sagent Advisors July 2009 - July 2011
Skills
Valuation, Private Equity, Financial Modeling, LBO, Capital IQ, DCF, Investment Banking, Mergers, Thompson One, Investments, Bloomberg, M&A experience, Private Placements, Business Valuation, Factiva
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science (BS), Finance
Erik Zahnlecker's Sagent Advisors Experience June 2012 - August 2012
Job Spectrum Equity
Industry Venture Capital & Private Equity
Experience
Spectrum Equity June 2015 - Present
Signia Venture Partners December 2014 - May 2015
Sperry Capital Inc. January 2014 - June 2014
Sagent Advisors June 2012 - August 2012
Imperial Capital, LLC January 2012 - April 2012
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Finance, Corporate Finance, Capital IQ, Strategy, Investments, Investment Banking, Microsoft Excel, DCF, M&A experience, Financial Analysis, Venture Capital, Competitive Analysis, Mergers, Java, C++, R
Education
Stanford University 2014 — 2016
Master of Science (MSc), Management Science and Engineering
University of California, Los Angeles
Bachelor of Arts (B.A.), Human Biology
Spectrum Equity June 2015 - Present
Signia Venture Partners December 2014 - May 2015
Sperry Capital Inc. January 2014 - June 2014
Sagent Advisors June 2012 - August 2012
Imperial Capital, LLC January 2012 - April 2012
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Finance, Corporate Finance, Capital IQ, Strategy, Investments, Investment Banking, Microsoft Excel, DCF, M&A experience, Financial Analysis, Venture Capital, Competitive Analysis, Mergers, Java, C++, R
Education
Stanford University 2014 — 2016
Master of Science (MSc), Management Science and Engineering
University of California, Los Angeles
Bachelor of Arts (B.A.), Human Biology
David Alexandre David Alexandre's Sagent Advisors Experience June 2011 - September 2012
Job Analyst at Melvin Capital
Industry Investment Management
Experience
Melvin Capital November 2014 - Present
Point72 Asset Management April 2014 - November 2014
Moelis & Company October 2012 - April 2014
Sagent Advisors June 2011 - September 2012
Sagent Advisors June 2010 - August 2010
King's Academy September 2006 - May 2007
Skills
Research, Financial Modeling, Investment Banking, Valuation
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.A, History and Economics
Deerfield Academy 2003 — 2006
High School
Melvin Capital November 2014 - Present
Point72 Asset Management April 2014 - November 2014
Moelis & Company October 2012 - April 2014
Sagent Advisors June 2011 - September 2012
Sagent Advisors June 2010 - August 2010
King's Academy September 2006 - May 2007
Skills
Research, Financial Modeling, Investment Banking, Valuation
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.A, History and Economics
Deerfield Academy 2003 — 2006
High School
Jeremy Meadows's Sagent Advisors Experience July 2015 - Present
Job Investment Banking Analyst at Sagent Advisors
Industry Banking
Experience
Sagent Advisors July 2015 - Present
Bank of America June 2014 - August 2014
Indiana Public Retirement System May 2013 - August 2013
IGS Energy May 2012 - August 2012
Linda Adams State Farm July 2010 - July 2011
Noa Noa / Spike's Inc November 2008 - July 2010
Skills
Insurance, Notary Public, Excel, Word, Outlook, Customer Satisfaction, Professional..., Managerial Experience, Team Leadership, Customer Facing, Sales Process, Cold Calling Experience, Relationship Management, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Investments, Cold Calling, Customer Service, Access
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science
Sagent Advisors July 2015 - Present
Bank of America June 2014 - August 2014
Indiana Public Retirement System May 2013 - August 2013
IGS Energy May 2012 - August 2012
Linda Adams State Farm July 2010 - July 2011
Noa Noa / Spike's Inc November 2008 - July 2010
Skills
Insurance, Notary Public, Excel, Word, Outlook, Customer Satisfaction, Professional..., Managerial Experience, Team Leadership, Customer Facing, Sales Process, Cold Calling Experience, Relationship Management, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Investments, Cold Calling, Customer Service, Access
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science
John Lohr's Sagent Advisors Experience July 2010 - July 2012
Job Senior Strategy Analsyt at Constellation Brands I MBA Candidate at Kellogg School of Management
Industry Management Consulting
Experience
Constellation Brands Beer Division August 2015 - Present
PwC M&A Advisory July 2014 - August 2015
PwC M&A Advisory July 2012 - June 2014
Sagent Advisors July 2010 - July 2012
Maxim Group May 2009 - August 2009
HSBC May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Capital IQ, Mergers & Acquisitions, Bloomberg Terminal, Valuation, Investment Banking, Management Consulting, Restructuring, Capital Markets, Thompson One, Operational Due..., Economics, Program Management, Business Strategy, Foreign Exchange, Portfolio Management, Private Equity, Corporate Finance, LBO, Acquisition Integration, PowerPoint
Education
Northwestern University - Kellogg School of Management 2015 — 2017
MBA Candidate
University of Illinois at Urbana-Champaign 2006 — 2010
Finance, College of Business
WU (Vienna University of Economics and Business) 2008 — 2009
Finance
Constellation Brands Beer Division August 2015 - Present
PwC M&A Advisory July 2014 - August 2015
PwC M&A Advisory July 2012 - June 2014
Sagent Advisors July 2010 - July 2012
Maxim Group May 2009 - August 2009
HSBC May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Capital IQ, Mergers & Acquisitions, Bloomberg Terminal, Valuation, Investment Banking, Management Consulting, Restructuring, Capital Markets, Thompson One, Operational Due..., Economics, Program Management, Business Strategy, Foreign Exchange, Portfolio Management, Private Equity, Corporate Finance, LBO, Acquisition Integration, PowerPoint
Education
Northwestern University - Kellogg School of Management 2015 — 2017
MBA Candidate
University of Illinois at Urbana-Champaign 2006 — 2010
Finance, College of Business
WU (Vienna University of Economics and Business) 2008 — 2009
Finance
Bradley Mora's Sagent Advisors Experience May 2013 - August 2013
Job Associate at Mesirow Financial Consulting
Industry
Experience
Mesirow Financial Investment Banking July 2015 - Present
University of Illinois at Urbana-Champaign August 2014 - Present
Mesirow Financial Consulting May 2014 - August 2014
Sagent Advisors May 2013 - August 2013
Illinois Business Consulting January 2013 - May 2013
Sigma Phi Epsilon IL-ALPHA May 2012 - January 2013
Illinois Business Consulting January 2012 - January 2013
Skills
Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Leadership, Management, Data Analysis, Research, Financial Analysis
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Accounting / Finance
University of Illinois at Urbana-Champaign
Mesirow Financial Investment Banking July 2015 - Present
University of Illinois at Urbana-Champaign August 2014 - Present
Mesirow Financial Consulting May 2014 - August 2014
Sagent Advisors May 2013 - August 2013
Illinois Business Consulting January 2013 - May 2013
Sigma Phi Epsilon IL-ALPHA May 2012 - January 2013
Illinois Business Consulting January 2012 - January 2013
Skills
Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Leadership, Management, Data Analysis, Research, Financial Analysis
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Accounting / Finance
University of Illinois at Urbana-Champaign
John Riney John Riney's Sagent Advisors Experience July 2015 - Present
Job Investment Banking Analyst at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors July 2015 - Present
Washington University in St. Louis August 2012 - May 2015
Sagent Advisors May 2014 - August 2014
Weston Career Center August 2012 - May 2014
MAC Realty Advisors LLC July 2013 - August 2013
Kentucky Telco Federal Credit Union June 2012 - August 2012
Rainbow Blossom Natural Foods May 2011 - August 2011
Lakeside Swim Club May 2010 - September 2010
Skills
Customer Service, Interviews, Accounting, Strategy, Entrepreneurship
Education
Washington University in St. Louis - Olin Business School 2012 — 2015
Bachelor of Science, Business Administration; Finance and Economics & Strategy, Sophomore
Centre College 2011 — 2012
Bachelor of Science, Financial Economics
Sagent Advisors July 2015 - Present
Washington University in St. Louis August 2012 - May 2015
Sagent Advisors May 2014 - August 2014
Weston Career Center August 2012 - May 2014
MAC Realty Advisors LLC July 2013 - August 2013
Kentucky Telco Federal Credit Union June 2012 - August 2012
Rainbow Blossom Natural Foods May 2011 - August 2011
Lakeside Swim Club May 2010 - September 2010
Skills
Customer Service, Interviews, Accounting, Strategy, Entrepreneurship
Education
Washington University in St. Louis - Olin Business School 2012 — 2015
Bachelor of Science, Business Administration; Finance and Economics & Strategy, Sophomore
Centre College 2011 — 2012
Bachelor of Science, Financial Economics
Jackson Edwards Jackson Edwards's Sagent Advisors Experience 2008 - 2009
Job Chief Strategy Officer at Learnmetrics
Industry Education Management
Experience
Learnmetrics August 2015 - Present
Learnmetrics July 2014 - August 2015
Front Row Education January 2013 - March 2014
Teach for America - Delta Institute 2012 - 2012
Teach for America - Corps Member 2010 - 2012
Sagent Advisors 2008 - 2009
Skills
Data Analysis, Research, Financial Analysis, Financial Modeling, Educational Leadership, Teaching, Microsoft Excel, Public Speaking, PowerPoint, Tutoring, Non-profits, Quantitative Analytics, Microsoft Office, Fundraising, DCF, Staff Development
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing, Management & Strategy, and Entrepreneurship & Innovation
Northwestern University - McCormick School of Engineering 2012 — 2014
Master of Engineering Managment, Operations and Design
University of Adelaide 2005 — 2009
BCom, BFin, Commerce, Quantitative Finance
Indiana University - Kelley School of Business 2007 — 2008
Study Abroad (3 Semesters), Finance
Learnmetrics August 2015 - Present
Learnmetrics July 2014 - August 2015
Front Row Education January 2013 - March 2014
Teach for America - Delta Institute 2012 - 2012
Teach for America - Corps Member 2010 - 2012
Sagent Advisors 2008 - 2009
Skills
Data Analysis, Research, Financial Analysis, Financial Modeling, Educational Leadership, Teaching, Microsoft Excel, Public Speaking, PowerPoint, Tutoring, Non-profits, Quantitative Analytics, Microsoft Office, Fundraising, DCF, Staff Development
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing, Management & Strategy, and Entrepreneurship & Innovation
Northwestern University - McCormick School of Engineering 2012 — 2014
Master of Engineering Managment, Operations and Design
University of Adelaide 2005 — 2009
BCom, BFin, Commerce, Quantitative Finance
Indiana University - Kelley School of Business 2007 — 2008
Study Abroad (3 Semesters), Finance
Katie Ryan Kieran Katie Ryan Kieran's Sagent Advisors Experience February 2013 - June 2014
Job Independent Consultant
Industry Financial Services
Experience
Self-employed October 2014 - Present
Kieran Household July 2014 - Present
Sagent Advisors February 2013 - June 2014
Sagent Advisors July 2009 - February 2013
Sagent Advisors June 2008 - August 2008
Fidelity Investments April 2005 - July 2007
Fidelity Investments April 2004 - April 2005
Fidelity Investments September 2002 - April 2004
Skills
Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, New Business Development, Corporate Development, Strategy, Financial Modeling, Financial Analysis, Due Diligence, Sell Side, Buy-side, Financial Sponsors, Leveraged Finance, Private Equity
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
Boston College 1989 — 2002
BS, Business & Mathematics
Self-employed October 2014 - Present
Kieran Household July 2014 - Present
Sagent Advisors February 2013 - June 2014
Sagent Advisors July 2009 - February 2013
Sagent Advisors June 2008 - August 2008
Fidelity Investments April 2005 - July 2007
Fidelity Investments April 2004 - April 2005
Fidelity Investments September 2002 - April 2004
Skills
Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, New Business Development, Corporate Development, Strategy, Financial Modeling, Financial Analysis, Due Diligence, Sell Side, Buy-side, Financial Sponsors, Leveraged Finance, Private Equity
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
Boston College 1989 — 2002
BS, Business & Mathematics
William St Lezin William St Lezin's Sagent Advisors Experience May 2014 - July 2014
Job Fund Accounting
Industry Accounting
Experience
Northern Trust Corporation November 2014 - Present
Sagent Advisors May 2014 - July 2014
Atwell, LLC June 2013 - September 2013
University of Michigan Ross School of Business September 2011 - September 2013
Stewart and Patten LLC June 2011 - August 2012
Skills
Microsoft Excel, Financial Statement..., Finance, Accounting, Market Research, Microsoft Office, Equities, DCF Valuation, Valuation, Visual Basic, LBO, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting
University of Michigan 2011 — 2012
Bachelor of Business Administration (BBA), Pre-business emphasis
Northern Trust Corporation November 2014 - Present
Sagent Advisors May 2014 - July 2014
Atwell, LLC June 2013 - September 2013
University of Michigan Ross School of Business September 2011 - September 2013
Stewart and Patten LLC June 2011 - August 2012
Skills
Microsoft Excel, Financial Statement..., Finance, Accounting, Market Research, Microsoft Office, Equities, DCF Valuation, Valuation, Visual Basic, LBO, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting
University of Michigan 2011 — 2012
Bachelor of Business Administration (BBA), Pre-business emphasis
Adam Jaffe Adam Jaffe's Sagent Advisors Experience September 2010 - September 2011
Job VP of Growth at Mic
Industry Internet
Experience
Mic June 2015 - Present
Mic August 2014 - June 2015
Mic January 2014 - July 2014
Fundrise May 2013 - January 2014
Hollywood September 2010 - March 2013
Sagent Advisors September 2010 - September 2011
Sagent Advisors July 2009 - September 2010
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Finance, Magna Cum Laude
The Hong Kong University of Science and Technology
Exchange, Management in China
Mic June 2015 - Present
Mic August 2014 - June 2015
Mic January 2014 - July 2014
Fundrise May 2013 - January 2014
Hollywood September 2010 - March 2013
Sagent Advisors September 2010 - September 2011
Sagent Advisors July 2009 - September 2010
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Finance, Magna Cum Laude
The Hong Kong University of Science and Technology
Exchange, Management in China
Justin Siken, CFA's Sagent Advisors Experience July 2015 - Present
Job Investment Banking Associate at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors July 2015 - Present
Guggenheim Partners June 2014 - August 2014
HSBC July 2011 - August 2013
HSBC July 2009 - July 2011
HSBC June 2008 - August 2008
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Boston University - School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.), Dual Concentration in Finance and Management Information Systems, Minor in Political Science, 3.9
Sagent Advisors July 2015 - Present
Guggenheim Partners June 2014 - August 2014
HSBC July 2011 - August 2013
HSBC July 2009 - July 2011
HSBC June 2008 - August 2008
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Boston University - School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.), Dual Concentration in Finance and Management Information Systems, Minor in Political Science, 3.9
Dan Damkoehler Dan Damkoehler's Sagent Advisors Experience December 2004 - July 2005
Job Group Manager Testing & Measurement Enterprise Data Analytics & Business Intelligence Target
Industry Marketing and Advertising
Experience
Target August 2015 - Present
Fireworks Restaurant 2006 - Present
Target August 2014 - August 2015
Target May 2013 - August 2014
Numeric Analytics August 2010 - May 2013
SIT Graduate Institute March 2008 - August 2010
Scholastic February 2008 - October 2008
GoalQuest July 2004 - December 2007
Sagent Advisors December 2004 - July 2005
Hamilton Scientific, Ltd. December 1999 - October 2001
Skills
Web Analytics, Google Analytics, Omniture, Analytics, Web Development, Online Marketing, E-commerce, CSS, WordPress, Usability, Conversion Optimization, Business Intelligence, Information Architecture, HTML, Web Project Management, User Experience, Email Marketing, A/B testing, PHP, User Interface Design, SQL, Landing Page..., Test & Target, Writing, CMS, HTML 5, MySQL, Agile Methodologies, Data Analysis, Website Development, Site Catalyst, JavaScript, jQuery, HTML/XML, XHTML, AJAX, Advanced CSS, Python, Staff Development, Technical Training, Google Website Optimizer, Atlassian JIRA, Kanban, Agile Project Management, Sitespect, Node.js, Git, Linux
Education
Columbia University in the City of New York 1991 — 1995
MFA, Playwriting
University of California, Davis 1987 — 1991
Dramatic Art, Theatre, Film, Anthropology
Target August 2015 - Present
Fireworks Restaurant 2006 - Present
Target August 2014 - August 2015
Target May 2013 - August 2014
Numeric Analytics August 2010 - May 2013
SIT Graduate Institute March 2008 - August 2010
Scholastic February 2008 - October 2008
GoalQuest July 2004 - December 2007
Sagent Advisors December 2004 - July 2005
Hamilton Scientific, Ltd. December 1999 - October 2001
Skills
Web Analytics, Google Analytics, Omniture, Analytics, Web Development, Online Marketing, E-commerce, CSS, WordPress, Usability, Conversion Optimization, Business Intelligence, Information Architecture, HTML, Web Project Management, User Experience, Email Marketing, A/B testing, PHP, User Interface Design, SQL, Landing Page..., Test & Target, Writing, CMS, HTML 5, MySQL, Agile Methodologies, Data Analysis, Website Development, Site Catalyst, JavaScript, jQuery, HTML/XML, XHTML, AJAX, Advanced CSS, Python, Staff Development, Technical Training, Google Website Optimizer, Atlassian JIRA, Kanban, Agile Project Management, Sitespect, Node.js, Git, Linux
Education
Columbia University in the City of New York 1991 — 1995
MFA, Playwriting
University of California, Davis 1987 — 1991
Dramatic Art, Theatre, Film, Anthropology
Sebastian Sinisterra's Sagent Advisors Experience February 2015 - Present
Job Investment Banking Analyst at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors February 2015 - Present
Credit Suisse June 2012 - September 2013
Credit Suisse June 2011 - August 2011
IBM May 2010 - November 2010
The Prometheus Institute June 2009 - July 2009
Skills
Financial Modeling, Valuation, Investment Banking, Data Mining, Corporate Finance, Analysis, Financial Analysis, Economics, Capital Markets, Fixed Income, Private Equity, Bloomberg, Equities, Emerging Markets, Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Finance, Research, Mergers & Acquisitions, Investments, Due Diligence, Leadership
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Accounting and Religion
Sagent Advisors February 2015 - Present
Credit Suisse June 2012 - September 2013
Credit Suisse June 2011 - August 2011
IBM May 2010 - November 2010
The Prometheus Institute June 2009 - July 2009
Skills
Financial Modeling, Valuation, Investment Banking, Data Mining, Corporate Finance, Analysis, Financial Analysis, Economics, Capital Markets, Fixed Income, Private Equity, Bloomberg, Equities, Emerging Markets, Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Finance, Research, Mergers & Acquisitions, Investments, Due Diligence, Leadership
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Accounting and Religion
Brent Surber Brent Surber's Sagent Advisors Experience October 2003 - March 2012
Job Integrity Square Director, Investment Banking
Industry Investment Banking
Experience
Integrity Square March 2012 - Present
Sagent Advisors October 2003 - March 2012
Bear Stearns July 2002 - October 2003
Skills
Valuation, Financial Modeling, Strategic Advisory, LBO, Leveraged Finance, M&A due diligence, Operational Due..., Fairness Opinions, Cross-border..., Public Companies, Private Companies, Teamwork, Team Leadership, Equity Capital Markets, debt capital markets, Divestitures, Capital Markets, Due Diligence, Private Equity, Venture Capital, Investments, Strategy, DCF, Mergers & Acquisitions, Investment Banking, Corporate Finance, Equities, Finance, Financial Structuring
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (M.B.A.), Finance & Economics
University of Virginia 1998 — 2002
BS in Commerce with Distinction, Finance
Integrity Square March 2012 - Present
Sagent Advisors October 2003 - March 2012
Bear Stearns July 2002 - October 2003
Skills
Valuation, Financial Modeling, Strategic Advisory, LBO, Leveraged Finance, M&A due diligence, Operational Due..., Fairness Opinions, Cross-border..., Public Companies, Private Companies, Teamwork, Team Leadership, Equity Capital Markets, debt capital markets, Divestitures, Capital Markets, Due Diligence, Private Equity, Venture Capital, Investments, Strategy, DCF, Mergers & Acquisitions, Investment Banking, Corporate Finance, Equities, Finance, Financial Structuring
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (M.B.A.), Finance & Economics
University of Virginia 1998 — 2002
BS in Commerce with Distinction, Finance
Sam Quinn Sam Quinn's Sagent Advisors Experience March 2015 - Present
Job Summer Analyst at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors March 2015 - Present
Illinois Business Consulting January 2014 - Present
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Research, PowerPoint, Leadership, Financial Analysis, Public Speaking, Time Management, Finance, Social Media, Mergers & Acquisitions, Investment Banking
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Sagent Advisors March 2015 - Present
Illinois Business Consulting January 2014 - Present
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Research, PowerPoint, Leadership, Financial Analysis, Public Speaking, Time Management, Finance, Social Media, Mergers & Acquisitions, Investment Banking
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Jon Cantwell's Sagent Advisors Experience August 2011 - May 2013
Job Vice President, Tech M&A at Pacific Crest
Industry Investment Banking
Experience
Pacific Crest Securities May 2013 - Present
Sagent Advisors August 2011 - May 2013
Pagemill Partners May 2006 - July 2011
Ernst & Young September 2004 - May 2006
Skills
Mergers, Financial Modeling, Business Valuation, Corporate Finance, Due Diligence, Private Equity, Valuation, Financial Analysis, M&A experience, Investment Banking, Divestitures, Venture Capital, LBO, US GAAP, Capital Markets, Investments
Education
University of Southern California 2000 — 2004
B.S., Accounting
Pacific Crest Securities May 2013 - Present
Sagent Advisors August 2011 - May 2013
Pagemill Partners May 2006 - July 2011
Ernst & Young September 2004 - May 2006
Skills
Mergers, Financial Modeling, Business Valuation, Corporate Finance, Due Diligence, Private Equity, Valuation, Financial Analysis, M&A experience, Investment Banking, Divestitures, Venture Capital, LBO, US GAAP, Capital Markets, Investments
Education
University of Southern California 2000 — 2004
B.S., Accounting
Blake Christensen Blake Christensen's Sagent Advisors Experience June 2014 - Present
Job Vice President at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors June 2014 - Present
DC Advisory April 2013 - Present
DC Advisory May 2010 - March 2013
Linklaters LLP March 2006 - April 2010
J.P. Morgan January 2005 - March 2005
Skills
Mergers & Acquisitions, Corporate Finance, Investment Banking, Private Equity, Due Diligence, M&A experience, Capital Markets, Restructuring, Valuation, Venture Capital, Equities, Financial Modeling
Education
College of Law 2005 — 2006
Graduate Diploma of Legal Practice, Law
The University of Queensland 1999 — 2005
Bachelor of Commerce (Honours) / Bachelor of Laws (Honours), Finance, Accounting, Law
Sagent Advisors June 2014 - Present
DC Advisory April 2013 - Present
DC Advisory May 2010 - March 2013
Linklaters LLP March 2006 - April 2010
J.P. Morgan January 2005 - March 2005
Skills
Mergers & Acquisitions, Corporate Finance, Investment Banking, Private Equity, Due Diligence, M&A experience, Capital Markets, Restructuring, Valuation, Venture Capital, Equities, Financial Modeling
Education
College of Law 2005 — 2006
Graduate Diploma of Legal Practice, Law
The University of Queensland 1999 — 2005
Bachelor of Commerce (Honours) / Bachelor of Laws (Honours), Finance, Accounting, Law
Ron Pillar Ron Pillar's Sagent Advisors Experience December 2010 - December 2013
Job Co Founder at Pillar Capital Advisors LLC
Industry Investment Banking
Experience
Pillar Capital Advisors LLC January 2014 - Present
Voxy December 2010 - Present
Benbria 2010 - Present
Sagent Advisors December 2010 - December 2013
Pillar Capital Advisors LLC August 2009 - November 2010
JPMorgan February 2000 - January 2009
Merrill Lynch July 1998 - January 2000
Cowen and Company January 1995 - July 1998
Skills
Corporate Development, Investment Banking, Private Placements, Corporate Finance, Mergers & Acquisitions, Private Equity, Mergers, Capital Markets, Business Strategy
Education
UCLA Anderson School of Management
MBA
University of Pennsylvania - The Wharton School
BSE
Pillar Capital Advisors LLC January 2014 - Present
Voxy December 2010 - Present
Benbria 2010 - Present
Sagent Advisors December 2010 - December 2013
Pillar Capital Advisors LLC August 2009 - November 2010
JPMorgan February 2000 - January 2009
Merrill Lynch July 1998 - January 2000
Cowen and Company January 1995 - July 1998
Skills
Corporate Development, Investment Banking, Private Placements, Corporate Finance, Mergers & Acquisitions, Private Equity, Mergers, Capital Markets, Business Strategy
Education
UCLA Anderson School of Management
MBA
University of Pennsylvania - The Wharton School
BSE
Kasey Fausak's Sagent Advisors Experience June 2011 - November 2011
Job On Campus Recruiting Coordinator at Fordham University
Industry Higher Education
Experience
Fordham University February 2014 - Present
Fordham University February 2014 - Present
Walt Disney World August 2013 - January 2014
Fordham University February 2013 - May 2013
Sagent Advisors June 2011 - November 2011
Skills
Customer Service, Higher Education, Career Counseling, Management, PowerPoint, Social Networking, Research, Microsoft Office, Event Planning, Time Management, Social Media, Food Service, Microsoft Word, Teamwork, Hospitality, Data Entry, Recruiting, Outlook, Cashiering, Critical Thinking, Student Recruiting, Microsoft Excel, Facebook, Mock Interviews, Office Management
Education
Fordham University Graduate School of Arts and Sciences
Master of Arts (M.A.), Medieval Studies
Fordham University 2009 — 2013
Bachelor of Arts, Medieval Studies
University College Cork 2012 — 2012
Study Abroad Program, Celtic Civilization
The College of Staten Island High School for International Studies 2005 — 2009
Fordham University February 2014 - Present
Fordham University February 2014 - Present
Walt Disney World August 2013 - January 2014
Fordham University February 2013 - May 2013
Sagent Advisors June 2011 - November 2011
Skills
Customer Service, Higher Education, Career Counseling, Management, PowerPoint, Social Networking, Research, Microsoft Office, Event Planning, Time Management, Social Media, Food Service, Microsoft Word, Teamwork, Hospitality, Data Entry, Recruiting, Outlook, Cashiering, Critical Thinking, Student Recruiting, Microsoft Excel, Facebook, Mock Interviews, Office Management
Education
Fordham University Graduate School of Arts and Sciences
Master of Arts (M.A.), Medieval Studies
Fordham University 2009 — 2013
Bachelor of Arts, Medieval Studies
University College Cork 2012 — 2012
Study Abroad Program, Celtic Civilization
The College of Staten Island High School for International Studies 2005 — 2009
Stephen Vather Stephen Vather's Sagent Advisors Experience July 2010 - August 2012
Job Director, Corporate Development and M&A at ManTech International Corporation
Industry Defense & Space
Experience
ManTech International Corporation March 2014 - Present
Mercury Systems September 2012 - January 2014
Sagent Advisors July 2010 - August 2012
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Investment Banking, Corporate Development, M&A experience, Corporate Finance, Due Diligence, Business Valuation, Financial Analysis, Strategy, Private Equity, Leveraged Finance, Financial Markets, Risk Management
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance & Management
ManTech International Corporation March 2014 - Present
Mercury Systems September 2012 - January 2014
Sagent Advisors July 2010 - August 2012
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Investment Banking, Corporate Development, M&A experience, Corporate Finance, Due Diligence, Business Valuation, Financial Analysis, Strategy, Private Equity, Leveraged Finance, Financial Markets, Risk Management
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance & Management
Marc Dedrick Marc Dedrick's Sagent Advisors Experience June 2010 - August 2010
Job Analyst at MSD Capital
Industry Investment Management
Experience
MSD Capital July 2014 - Present
Nomura Securities July 2011 - May 2014
Granada Advisors December 2009 - April 2011
Sagent Advisors June 2010 - August 2010
Columbia West Capital January 2010 - April 2010
Students for Social Entrepreneurship December 2009 - April 2010
Unitus September 2009 - December 2009
SWAN Foundation July 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints June 2006 - June 2008
Skills
Financial Analysis, Due Diligence, Financial Modeling, Economics, Valuation, Business Valuation, Bloomberg, Leadership, Capital Markets, Investment Banking, Private Equity, Bloomberg Terminal
Education
Brigham Young University 2008 — 2011
BS, Management (Finance)
MSD Capital July 2014 - Present
Nomura Securities July 2011 - May 2014
Granada Advisors December 2009 - April 2011
Sagent Advisors June 2010 - August 2010
Columbia West Capital January 2010 - April 2010
Students for Social Entrepreneurship December 2009 - April 2010
Unitus September 2009 - December 2009
SWAN Foundation July 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints June 2006 - June 2008
Skills
Financial Analysis, Due Diligence, Financial Modeling, Economics, Valuation, Business Valuation, Bloomberg, Leadership, Capital Markets, Investment Banking, Private Equity, Bloomberg Terminal
Education
Brigham Young University 2008 — 2011
BS, Management (Finance)
Jeremy Becker Jeremy Becker's Sagent Advisors Experience 2006 - 2008
Job Resident Physician
Industry Financial Services
Experience
Veronis Suhler Stevenson 2008 - 2009
Sagent Advisors 2006 - 2008
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Investments, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (BS), Finance
University of Maryland School of Medicine 2010 — 2014
Doctor of Medicine (MD)
Veronis Suhler Stevenson 2008 - 2009
Sagent Advisors 2006 - 2008
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Investments, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (BS), Finance
University of Maryland School of Medicine 2010 — 2014
Doctor of Medicine (MD)
Chen-Yue (Jenny) Lin Chen-Yue (Jenny) Lin's Sagent Advisors Experience June 2012 - August 2012
Job Analyst at Signal Hill Capital
Industry Financial Services
Experience
Signal Hill Capital July 2013 - July 2014
Sagent Advisors June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Wells Fargo June 2009 - August 2009
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Investment Banking, Equity Research, Corporate Finance, Data Analysis, Microsoft Excel, Business Analysis, Mergers, Business Valuation, Mandarin
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance, Marketing
University of Pennsylvania
Bachelor of Arts (B.A.), Psychology
Signal Hill Capital July 2013 - July 2014
Sagent Advisors June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Wells Fargo June 2009 - August 2009
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Investment Banking, Equity Research, Corporate Finance, Data Analysis, Microsoft Excel, Business Analysis, Mergers, Business Valuation, Mandarin
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance, Marketing
University of Pennsylvania
Bachelor of Arts (B.A.), Psychology
Nicholas Fazzari Nicholas Fazzari's Sagent Advisors Experience May 2014 - August 2014
Job Investment Banking Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2015 - Present
Sagent Advisors May 2014 - August 2014
Ally Financial Inc. May 2013 - August 2013
Ronnies All-American Barbecue May 2009 - July 2013
Trien Rosenberg LLP May 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Entrepreneurship, Financial Modeling, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting, 3.86/4.00
Seton Hall Preparatory
University of Michigan
University of Michigan
RBC Capital Markets July 2015 - Present
Sagent Advisors May 2014 - August 2014
Ally Financial Inc. May 2013 - August 2013
Ronnies All-American Barbecue May 2009 - July 2013
Trien Rosenberg LLP May 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Entrepreneurship, Financial Modeling, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting, 3.86/4.00
Seton Hall Preparatory
University of Michigan
University of Michigan
Shane Robinson Shane Robinson's Sagent Advisors Experience 2009 - 2010
Job Entrepreneur, Army veteran, MBA/MPA joint degree student
Industry Internet
Experience
HappyFunCorp December 2012 - Present
Forbes Magazine June 2012 - Present
Robin Hood June 2015 - August 2015
The Kalley Group March 2013 - September 2014
Soletron September 2010 - July 2014
Intellectual Ventures 2010 - 2010
Sagent Advisors 2009 - 2010
ChengLong Translation Services January 2008 - June 2008
Merrill Lynch 2007 - 2008
US Army January 2001 - January 2005
Skills
Entrepreneurship, Start-ups, Mergers & Acquisitions, Venture Capital, Financial Modeling, Strategic Partnerships, Management, Valuation, Leadership, Investment Banking, Product Development, Marketing, Business Strategy, Business Planning, Financial Analysis, Project Management, Private Equity, Digital Media, Analysis, Blogging, Strategy, Corporate Development, Team Leadership, Finance, Strategic Planning, Competitive Analysis, Business Development, Mergers, Internet Entrepreneur, Product Management, Web Architecture, LBO, Investments, Analytics, E-commerce, Mobile Applications, Corporate Finance, Executive Management, Investor Relations, Team Management, Fundraising
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Harvard University, John F. Kennedy School of Government
Master of Public Administration (M.P.A.)
Cornell University
Economics, Mandarin Chinese
United States Military Academy at West Point
Economics
Peking University
FALCON Program Language Certificate, Chinese Language
HappyFunCorp December 2012 - Present
Forbes Magazine June 2012 - Present
Robin Hood June 2015 - August 2015
The Kalley Group March 2013 - September 2014
Soletron September 2010 - July 2014
Intellectual Ventures 2010 - 2010
Sagent Advisors 2009 - 2010
ChengLong Translation Services January 2008 - June 2008
Merrill Lynch 2007 - 2008
US Army January 2001 - January 2005
Skills
Entrepreneurship, Start-ups, Mergers & Acquisitions, Venture Capital, Financial Modeling, Strategic Partnerships, Management, Valuation, Leadership, Investment Banking, Product Development, Marketing, Business Strategy, Business Planning, Financial Analysis, Project Management, Private Equity, Digital Media, Analysis, Blogging, Strategy, Corporate Development, Team Leadership, Finance, Strategic Planning, Competitive Analysis, Business Development, Mergers, Internet Entrepreneur, Product Management, Web Architecture, LBO, Investments, Analytics, E-commerce, Mobile Applications, Corporate Finance, Executive Management, Investor Relations, Team Management, Fundraising
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Harvard University, John F. Kennedy School of Government
Master of Public Administration (M.P.A.)
Cornell University
Economics, Mandarin Chinese
United States Military Academy at West Point
Economics
Peking University
FALCON Program Language Certificate, Chinese Language
Osamu Watanabe Osamu Watanabe's Sagent Advisors Experience 2009 - 2010
Job General Counsel at Moelis & Company
Industry Banking
Experience
Moelis & Company 2010 - Present
Sagent Advisors 2009 - 2010
UBS Investment Bank 2002 - 2009
Credit Suisse First Boston 2001 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2001
GRP Partners 1997 - 2001
Sullivan & Cromwell LLP 1987 - 1997
United States District Court Eastern District of Louisiana August 1985 - August 1986
Skills
Securities Regulation, Private Equity, Capital Markets, Due Diligence, Securities, Mergers, IPO, Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, M&A experience, Hedge Funds, Corporate Governance, Leveraged Finance, LBO, Venture Capital, Corporate Development, Restructuring, Financial Structuring, Divestitures, Equity Capital Markets
Education
Yale Law School 1982 — 1985
JD
Antioch College 1978 — 1982
BA, History
Sewanhaka
Sewanhaka
Moelis & Company 2010 - Present
Sagent Advisors 2009 - 2010
UBS Investment Bank 2002 - 2009
Credit Suisse First Boston 2001 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2001
GRP Partners 1997 - 2001
Sullivan & Cromwell LLP 1987 - 1997
United States District Court Eastern District of Louisiana August 1985 - August 1986
Skills
Securities Regulation, Private Equity, Capital Markets, Due Diligence, Securities, Mergers, IPO, Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, M&A experience, Hedge Funds, Corporate Governance, Leveraged Finance, LBO, Venture Capital, Corporate Development, Restructuring, Financial Structuring, Divestitures, Equity Capital Markets
Education
Yale Law School 1982 — 1985
JD
Antioch College 1978 — 1982
BA, History
Sewanhaka
Sewanhaka
Michael Murrer Michael Murrer's Sagent Advisors Experience 2004 - 2004
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies December 2014 - Present
Jefferies & Company September 2010 - December 2014
UBS Investment Bank August 2009 - September 2010
UBS July 2007 - July 2008
HSBC 2005 - 2005
Sagent Advisors 2004 - 2004
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Corporate Finance, Private Equity, Capital Markets, Equity Research, LBO, Bloomberg, Financial Analysis, Leveraged Finance, Fixed Income, M&A experience, Due Diligence, Hedge Funds, High Yield, Mergers, Series 7, Private Placements, Mergers & Acquisitions, Equity Valuation, Corporate Development, Options, DCF
Education
The Ohio State University 2003 — 2007
BS, Finance
Bronxville High School 1998 — 2003
Diploma, General Studies
Jefferies December 2014 - Present
Jefferies & Company September 2010 - December 2014
UBS Investment Bank August 2009 - September 2010
UBS July 2007 - July 2008
HSBC 2005 - 2005
Sagent Advisors 2004 - 2004
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Corporate Finance, Private Equity, Capital Markets, Equity Research, LBO, Bloomberg, Financial Analysis, Leveraged Finance, Fixed Income, M&A experience, Due Diligence, Hedge Funds, High Yield, Mergers, Series 7, Private Placements, Mergers & Acquisitions, Equity Valuation, Corporate Development, Options, DCF
Education
The Ohio State University 2003 — 2007
BS, Finance
Bronxville High School 1998 — 2003
Diploma, General Studies
Jake Lee's Sagent Advisors Experience May 2012 - August 2012
Job Investment Banking Analyst at KBW
Industry Investment Banking
Experience
KBW February 2014 - Present
University of Illinois at Urbana-Champaign August 2008 - Present
Stout Risius Ross February 2013 - January 2014
Sagent Advisors May 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Finance
Illinois Math and Science Academy 2005 — 2008
KBW February 2014 - Present
University of Illinois at Urbana-Champaign August 2008 - Present
Stout Risius Ross February 2013 - January 2014
Sagent Advisors May 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Finance
Illinois Math and Science Academy 2005 — 2008
Kyle Bransfield Kyle Bransfield's Sagent Advisors Experience July 2014 - February 2015
Job Principal at Atlantic Pacific Capital
Industry Capital Markets
Experience
Atlantic Pacific Capital March 2015 - Present
Sagent Advisors July 2014 - February 2015
CS Capital Partners / Catenary Group February 2009 - July 2014
Preferred Unlimited September 2008 - January 2009
Stifel Nicolaus Weisel June 2006 - August 2008
FOCUS LLC 2005 - 2006
Skills
Financial Modeling, Financial Analysis, LBO, Private Equity, Valuation, Due Diligence, Investment Banking, Portfolio Management, Venture Capital, Investments, Corporate Finance, Capital Markets, Corporate Development, Equities, Alternative Investments, Mergers & Acquisitions, Business Valuation, Asset Management
Education
American University - Kogod School of Business 2002 — 2006
Finance, Economics
St. John's Prep
Atlantic Pacific Capital March 2015 - Present
Sagent Advisors July 2014 - February 2015
CS Capital Partners / Catenary Group February 2009 - July 2014
Preferred Unlimited September 2008 - January 2009
Stifel Nicolaus Weisel June 2006 - August 2008
FOCUS LLC 2005 - 2006
Skills
Financial Modeling, Financial Analysis, LBO, Private Equity, Valuation, Due Diligence, Investment Banking, Portfolio Management, Venture Capital, Investments, Corporate Finance, Capital Markets, Corporate Development, Equities, Alternative Investments, Mergers & Acquisitions, Business Valuation, Asset Management
Education
American University - Kogod School of Business 2002 — 2006
Finance, Economics
St. John's Prep
Susan Furmato Susan Furmato's Sagent Advisors Experience March 2004 - February 2012
Job Administrative Professional
Industry Investment Banking
Experience
Amboy Bank January 2013 - Present
Sagent Advisors March 2004 - February 2012
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
Education
Brookdale Community College 1995 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Amboy Bank January 2013 - Present
Sagent Advisors March 2004 - February 2012
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
Education
Brookdale Community College 1995 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Connor Lain's Sagent Advisors Experience May 2015 - July 2015
Job Incoming Investment Banking Analyst at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors May 2015 - July 2015
C.W. Downer & Co. May 2014 - July 2014
U.S. House of Representatives February 2014 - May 2014
Education
Indiana University Bloomington 2012 — 2016
BS, Finance
Sagent Advisors May 2015 - July 2015
C.W. Downer & Co. May 2014 - July 2014
U.S. House of Representatives February 2014 - May 2014
Education
Indiana University Bloomington 2012 — 2016
BS, Finance
Joseph Marren Joseph Marren's Sagent Advisors Experience April 2005 - September 2008
Job President & CEO of KStone Partners, an SEC registered advisor specializing in creditrelated funds of hedge funds.
Industry Investment Management
Experience
Columbia Business School September 2014 - September 2014
Columbia Business School April 2013 - April 2013
Columbia Law School February 2013 - February 2013
Fordham Law School September 2012 - September 2012
Sagent Advisors April 2005 - September 2008
Citigroup Global Markets May 2001 - March 2005
Credit Suisse First Boston November 2000 - March 2001
Donaldson, Lufkin & Jenrette June 1997 - November 2000
The Bridgeford Group 1991 - 1997
Prudential Financial 1989 - 1991
Education
NYU Stern School of Business 1981 — 1984
MBA, Finance
Fordham University School of Law 1976 — 1979
JD
College of William & Mary 1972 — 1976
BBA, Accounting, Economics
Iona Preparatory School 1968 — 1972
Our Lady of Mt. Carmel 1961 — 1968
Columbia Business School September 2014 - September 2014
Columbia Business School April 2013 - April 2013
Columbia Law School February 2013 - February 2013
Fordham Law School September 2012 - September 2012
Sagent Advisors April 2005 - September 2008
Citigroup Global Markets May 2001 - March 2005
Credit Suisse First Boston November 2000 - March 2001
Donaldson, Lufkin & Jenrette June 1997 - November 2000
The Bridgeford Group 1991 - 1997
Prudential Financial 1989 - 1991
Education
NYU Stern School of Business 1981 — 1984
MBA, Finance
Fordham University School of Law 1976 — 1979
JD
College of William & Mary 1972 — 1976
BBA, Accounting, Economics
Iona Preparatory School 1968 — 1972
Our Lady of Mt. Carmel 1961 — 1968
Jonathon LeGuen Jonathon LeGuen's Sagent Advisors Experience June 2011 - August 2011
Job Associate at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal November 2014 - Present
Alvarez & Marsal March 2012 - November 2014
Sagent Advisors June 2011 - August 2011
Education
University of Arkansas at Fayetteville 2007 — 2011
Finance and Economics (Double Major)
Alvarez & Marsal November 2014 - Present
Alvarez & Marsal March 2012 - November 2014
Sagent Advisors June 2011 - August 2011
Education
University of Arkansas at Fayetteville 2007 — 2011
Finance and Economics (Double Major)
Ben Steinberg Ben Steinberg's Sagent Advisors Experience July 2012 - April 2013
Job Software Engineer
Industry Computer Software
Experience
Willpower Labs June 2013 - May 2015
Sagent Advisors July 2012 - April 2013
Sagent Advisors June 2011 - August 2011
Oppenheimer & Co. June 2010 - August 2010
American Century Invesments September 2008 - December 2008
Skills
Financial Modeling, Valuation, Investment Banking, Public Speaking, Financial Analysis, Corporate Finance, Entrepreneurship, Bloomberg, JavaScript, Node.js, Backbone.js, HTML, CSS, Python, jQuery, SQL, MongoDB, Django
Education
Washington University in St. Louis 2008 — 2012
Bachelor of Science (BS), Finance, Economics
Hack Reactor
Advanced Software Engineering Immersive
Willpower Labs June 2013 - May 2015
Sagent Advisors July 2012 - April 2013
Sagent Advisors June 2011 - August 2011
Oppenheimer & Co. June 2010 - August 2010
American Century Invesments September 2008 - December 2008
Skills
Financial Modeling, Valuation, Investment Banking, Public Speaking, Financial Analysis, Corporate Finance, Entrepreneurship, Bloomberg, JavaScript, Node.js, Backbone.js, HTML, CSS, Python, jQuery, SQL, MongoDB, Django
Education
Washington University in St. Louis 2008 — 2012
Bachelor of Science (BS), Finance, Economics
Hack Reactor
Advanced Software Engineering Immersive
Jose A. Ferrero's Sagent Advisors Experience August 2010 - July 2012
Job Venture Capital / Investment Banking Professional
Industry Investment Banking
Experience
J.P. Morgan August 2012 - July 2014
Sagent Advisors August 2010 - July 2012
Sagent Advisors March 2009 - July 2010
Wachovia Securities, LLC June 2007 - January 2009
Merck Sharp and Dohme June 2006 - August 2006
Skills
Investment Banking, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, LBO, Private Equity, Due Diligence, Capital Markets, Hedge Funds, Venture Capital, Venture Financing, New Venture Formation, Debt & Equity Capital..., Equity Capital Markets, Fundraising, Latin American Business, Emerging Markets
Education
INSEAD 2015 — 2016
Master of Business Administration (M.B.A.)
Washington and Lee University 2003 — 2007
B Sc and BA, Business Administration and Accounting, Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Public Finance and Economics of European Integration
J.P. Morgan August 2012 - July 2014
Sagent Advisors August 2010 - July 2012
Sagent Advisors March 2009 - July 2010
Wachovia Securities, LLC June 2007 - January 2009
Merck Sharp and Dohme June 2006 - August 2006
Skills
Investment Banking, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, LBO, Private Equity, Due Diligence, Capital Markets, Hedge Funds, Venture Capital, Venture Financing, New Venture Formation, Debt & Equity Capital..., Equity Capital Markets, Fundraising, Latin American Business, Emerging Markets
Education
INSEAD 2015 — 2016
Master of Business Administration (M.B.A.)
Washington and Lee University 2003 — 2007
B Sc and BA, Business Administration and Accounting, Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Public Finance and Economics of European Integration
Ali J. Ramsey's Sagent Advisors Experience July 2015 - Present
Job Analyst (M&A) at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors July 2015 - Present
PNC June 2012 - June 2015
PNC July 2011 - September 2011
Silver Point Capital January 2011 - June 2011
Boston Financial Investment Management January 2010 - July 2010
Education
Northeastern University 2007 — 2012
BSBA, Finance & Accounting
Sagent Advisors July 2015 - Present
PNC June 2012 - June 2015
PNC July 2011 - September 2011
Silver Point Capital January 2011 - June 2011
Boston Financial Investment Management January 2010 - July 2010
Education
Northeastern University 2007 — 2012
BSBA, Finance & Accounting
Jacob Berman Jacob Berman's Sagent Advisors Experience July 2014 - Present
Job Investment Banking Analyst at Sagent Advisors
Industry Financial Services
Experience
Sagent Advisors July 2014 - Present
Cultivation Capital September 2013 - May 2014
Fleishman Hillard June 2012 - August 2012
Good Hill Partners July 2011 - August 2011
UBS--Private Wealth Management June 2010 - August 2010
Skills
Social Media, Research, Fixed Income, Microsoft Excel, Investments, Finance, Portfolio Management, Trading, Access, Asset Management, Public Relations, Training, Mutual Funds, Analytics, PowerPoint, Microsoft Office, Microsoft Word, SPSS, R, Matlab, Bloomberg
Education
Washington University in St. Louis 2013 — 2014
Masters of Science in Finance, Corporate Finance
Union College 2008 — 2012
Bachelor of Science, Psychology and Economics
Sagent Advisors July 2014 - Present
Cultivation Capital September 2013 - May 2014
Fleishman Hillard June 2012 - August 2012
Good Hill Partners July 2011 - August 2011
UBS--Private Wealth Management June 2010 - August 2010
Skills
Social Media, Research, Fixed Income, Microsoft Excel, Investments, Finance, Portfolio Management, Trading, Access, Asset Management, Public Relations, Training, Mutual Funds, Analytics, PowerPoint, Microsoft Office, Microsoft Word, SPSS, R, Matlab, Bloomberg
Education
Washington University in St. Louis 2013 — 2014
Masters of Science in Finance, Corporate Finance
Union College 2008 — 2012
Bachelor of Science, Psychology and Economics
Schlotman, Kyle's Sagent Advisors Experience April 2009 - April 2010
Job Senior Client Lead
Industry Marketing and Advertising
Experience
84.51˚ April 2015 - Present
dunnhumby January 2013 - April 2015
dunnhumby July 2011 - January 2013
dunnhumby May 2010 - June 2011
Sagent Advisors April 2009 - April 2010
JP Morgan July 2008 - April 2009
JPMorgan May 2007 - August 2007
Skills
Consumer Behaviour, Marketing Strategy, Financial Modeling, Brand Loyalty, Consultancy, Mergers, Strategy Development, Financial Analysis, Shopper Marketing, Valuation, Due Diligence, Loyalty Programs, Business Valuation, Financial Reporting, Forecasting, Restructuring, Loyalty Marketing, DCF, Divestitures, LBO, Investment Banking, Data Analysis, Segmentation, Quantitative Analysis, Business Strategy, Competitive Analysis, Excel, Accounting, Customer Relations, Corporate Finance, Analytics, Customer Insight, Customer Analysis, Consumer Insight, Marketing Analytics, Pricing Strategy, Bloomberg, Nielsen, Consumer Products, Business Analytics, CRM, Corporate Development, Management Consulting, Business Planning, Competitive Intelligence, Equity Research, Multi-channel Marketing, Entrepreneurship, Integrated Marketing, Customer Acquisition
Education
Indiana University - Kelley School of Business 2003 — 2008
BS, Finance, Entrepreneurship, Business Law
Indiana University Bloomington 2003 — 2008
Bachelor, Finance, Business Law, Entrpreneurship
84.51˚ April 2015 - Present
dunnhumby January 2013 - April 2015
dunnhumby July 2011 - January 2013
dunnhumby May 2010 - June 2011
Sagent Advisors April 2009 - April 2010
JP Morgan July 2008 - April 2009
JPMorgan May 2007 - August 2007
Skills
Consumer Behaviour, Marketing Strategy, Financial Modeling, Brand Loyalty, Consultancy, Mergers, Strategy Development, Financial Analysis, Shopper Marketing, Valuation, Due Diligence, Loyalty Programs, Business Valuation, Financial Reporting, Forecasting, Restructuring, Loyalty Marketing, DCF, Divestitures, LBO, Investment Banking, Data Analysis, Segmentation, Quantitative Analysis, Business Strategy, Competitive Analysis, Excel, Accounting, Customer Relations, Corporate Finance, Analytics, Customer Insight, Customer Analysis, Consumer Insight, Marketing Analytics, Pricing Strategy, Bloomberg, Nielsen, Consumer Products, Business Analytics, CRM, Corporate Development, Management Consulting, Business Planning, Competitive Intelligence, Equity Research, Multi-channel Marketing, Entrepreneurship, Integrated Marketing, Customer Acquisition
Education
Indiana University - Kelley School of Business 2003 — 2008
BS, Finance, Entrepreneurship, Business Law
Indiana University Bloomington 2003 — 2008
Bachelor, Finance, Business Law, Entrpreneurship
Ayuka Kawakami Ayuka Kawakami's Sagent Advisors Experience September 2015 - Present
Job Analyst at Sagent Advisors
Industry Financial Services
Experience
Sagent Advisors September 2015 - Present
Galileo Global Advisors September 2013 - August 2015
Prudential Financial June 2012 - August 2012
Galileo Global Advisors July 2011 - September 2011
Skills
Stata, Capital IQ, Bloomberg, Emerging Markets, Quantitative Analysis, Research, Japanese, Microsoft Office, Quantitative Analytics, Valuation, Asset Managment, Bloomberg Terminal, Asset Management, Investments, Derivatives, Mergers & Acquisitions, Investment Banking, Risk Management
Education
Columbia University in the City of New York 2010 — 2013
BA, Economics
Sagent Advisors September 2015 - Present
Galileo Global Advisors September 2013 - August 2015
Prudential Financial June 2012 - August 2012
Galileo Global Advisors July 2011 - September 2011
Skills
Stata, Capital IQ, Bloomberg, Emerging Markets, Quantitative Analysis, Research, Japanese, Microsoft Office, Quantitative Analytics, Valuation, Asset Managment, Bloomberg Terminal, Asset Management, Investments, Derivatives, Mergers & Acquisitions, Investment Banking, Risk Management
Education
Columbia University in the City of New York 2010 — 2013
BA, Economics
Chris Turi's Sagent Advisors Experience May 2015 - July 2015
Job Incoming Investment Banking Analyst at Sagent Advisors
Industry Banking
Experience
Sagent Advisors May 2015 - July 2015
Covance June 2014 - August 2014
Celadon Group Inc. May 2013 - August 2013
The Hawthorns Golf & Country Club May 2012 - August 2012
Celadon Group Inc. June 2011 - August 2011
Skills
Managing Events, Data Entry, Advocate Development, Microsoft Excel, Sales, Lease Financing, Accounting, Logistics, Time Management, PowerPoint, Microsoft Word, Teamwork, Finance, Public Speaking
Education
Indiana University Bloomington 2012 — 2016
Accounting and Finance
Sagent Advisors May 2015 - July 2015
Covance June 2014 - August 2014
Celadon Group Inc. May 2013 - August 2013
The Hawthorns Golf & Country Club May 2012 - August 2012
Celadon Group Inc. June 2011 - August 2011
Skills
Managing Events, Data Entry, Advocate Development, Microsoft Excel, Sales, Lease Financing, Accounting, Logistics, Time Management, PowerPoint, Microsoft Word, Teamwork, Finance, Public Speaking
Education
Indiana University Bloomington 2012 — 2016
Accounting and Finance
Heather Smith Heather Smith's Sagent Advisors Experience 2014 - Present
Job Managing Director Head of Private Financing Solutions at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors 2014 - Present
Greentech Capital Advisors 2010 - 2013
Deutsche Bank 2006 - 2010
Credit Suisse 1999 - 2006
Prudential Financial 1996 - 1999
First National Bank of Chicago 1992 - 1996
Skills
Mergers & Acquisitions, Equities, Structured Finance, Private Equity, Investment Banking, Energy, Cleantech, Due Diligence, Strategy, Private Placements, Restructuring, LBO, Corporate Finance, Mergers, Renewable Energy, Financial Structuring, Finance, Corporate Development, Venture Capital
Education
Northwestern University - Kellogg School of Management 1992 — 1995
MBA, Finance, International Finance, Marketing
Harvard University 1988 — 1992
Bachelor of Arts cum laude, Economics with concentration in International Economics and Labor Markets
Sagent Advisors 2014 - Present
Greentech Capital Advisors 2010 - 2013
Deutsche Bank 2006 - 2010
Credit Suisse 1999 - 2006
Prudential Financial 1996 - 1999
First National Bank of Chicago 1992 - 1996
Skills
Mergers & Acquisitions, Equities, Structured Finance, Private Equity, Investment Banking, Energy, Cleantech, Due Diligence, Strategy, Private Placements, Restructuring, LBO, Corporate Finance, Mergers, Renewable Energy, Financial Structuring, Finance, Corporate Development, Venture Capital
Education
Northwestern University - Kellogg School of Management 1992 — 1995
MBA, Finance, International Finance, Marketing
Harvard University 1988 — 1992
Bachelor of Arts cum laude, Economics with concentration in International Economics and Labor Markets
Brooke McRoberts Brooke McRoberts's Sagent Advisors Experience July 2007 - March 2013
Job Assistant for the Director of Nursing and Director of Clinical Operations and Patient Experience
Industry Hospital & Health Care
Experience
Presbyterian Healthcare Services May 2015 - Present
Anodyne Corporation August 2013 - Present
Brooke McRoberts Music - Listen CD Release June 2014 - Present
Self Employed 1974 - Present
Aspen Physical Therapy March 2014 - May 2014
Sagent Advisors July 2007 - March 2013
Credit Suisse 1997 - 2007
Royal Caribbean International December 2005 - August 2006
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Public Speaking, Corporate Development, Adobe Acrobat, Outlook, Event Planning, Photoshop, Entertainment, Investment Banking, Visio, Singing, Customer Service, Fundraising, Data Analysis, Financial Analysis, Teaching
Education
University of Nebraska-Lincoln 1990 — 1994
BS, Biological Sciences - Pre Med, 4.0
Leyton High School 1987 — 1990
High School Diploma, Valedictorian
Central New Mexico Community College
Anatomy, 4.0
Presbyterian Healthcare Services May 2015 - Present
Anodyne Corporation August 2013 - Present
Brooke McRoberts Music - Listen CD Release June 2014 - Present
Self Employed 1974 - Present
Aspen Physical Therapy March 2014 - May 2014
Sagent Advisors July 2007 - March 2013
Credit Suisse 1997 - 2007
Royal Caribbean International December 2005 - August 2006
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Public Speaking, Corporate Development, Adobe Acrobat, Outlook, Event Planning, Photoshop, Entertainment, Investment Banking, Visio, Singing, Customer Service, Fundraising, Data Analysis, Financial Analysis, Teaching
Education
University of Nebraska-Lincoln 1990 — 1994
BS, Biological Sciences - Pre Med, 4.0
Leyton High School 1987 — 1990
High School Diploma, Valedictorian
Central New Mexico Community College
Anatomy, 4.0
George Toby Albright, III George Toby Albright, III's Sagent Advisors Experience March 2009 - August 2012
Job Director at KippsDeSanto & Co.
Industry Investment Banking
Experience
KippsDeSanto & Co. October 2012 - Present
Sagent Advisors March 2009 - August 2012
Wells Fargo Securities April 2007 - February 2009
Cary Street Partners September 2003 - March 2007
Wachovia Securities (formerly First Union Securities) October 1999 - July 2003
Skills
Investment Banking, Valuation, Financial Modeling, LBO, M&A experience, Mergers, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Leveraged Finance, Corporate Development, Divestitures, Business Valuation
Education
Hampden-Sydney College 1995 — 1999
Bachelor of Arts (B.A.), Applied Mathematics and Economics with a concentration in Math
KippsDeSanto & Co. October 2012 - Present
Sagent Advisors March 2009 - August 2012
Wells Fargo Securities April 2007 - February 2009
Cary Street Partners September 2003 - March 2007
Wachovia Securities (formerly First Union Securities) October 1999 - July 2003
Skills
Investment Banking, Valuation, Financial Modeling, LBO, M&A experience, Mergers, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Leveraged Finance, Corporate Development, Divestitures, Business Valuation
Education
Hampden-Sydney College 1995 — 1999
Bachelor of Arts (B.A.), Applied Mathematics and Economics with a concentration in Math
Amanda Zapp Amanda Zapp's Sagent Advisors Experience June 2014 - May 2015
Job Director of Marketing at Architectural Systems, Inc
Industry Marketing and Advertising
Experience
Architectural Systems, Inc June 2015 - Present
Sagent Advisors June 2014 - May 2015
ProActive Capital Group April 2014 - June 2014
ProActive Capital Group August 2013 - April 2014
Cantor Fitzgerald January 2013 - August 2013
Cantor Fitzgerald November 2010 - December 2012
Danone Waters - Evian June 2010 - October 2010
Iona College - Department of Mass Communications August 2009 - June 2010
Iona College - Hagan School of Busines May 2009 - June 2010
Morris Visitor Publications June 2008 - August 2008
Skills
Strategic Thinking, Market Research, Leadership, Marketing, Advertising, Event Management, Newsletters, Editing, Sales, Marketing Communications, Digital Marketing, Integrated Marketing, PowerPoint, Digital Strategy, Marketing Strategy, Corporate Communications, Direct Marketing, Strategic Communications, Online Marketing, Internal Communications, Microsoft Excel, Wordpress, Social Media Marketing, Mergers, Team Building, Social Media, Facebook, Microsoft Word, Budgets, Negotiation, Social Networking, Press Releases, Strategy, Digital Media, Management, SEO, Public Relations, Event Planning, Creative Direction, E-commerce, Content Strategy, Mergers & Acquisitions
Education
Iona College 2009 — 2010
MBA, Marketing
Iona College 2006 — 2009
BA, Mass Communication; Advertising
Architectural Systems, Inc June 2015 - Present
Sagent Advisors June 2014 - May 2015
ProActive Capital Group April 2014 - June 2014
ProActive Capital Group August 2013 - April 2014
Cantor Fitzgerald January 2013 - August 2013
Cantor Fitzgerald November 2010 - December 2012
Danone Waters - Evian June 2010 - October 2010
Iona College - Department of Mass Communications August 2009 - June 2010
Iona College - Hagan School of Busines May 2009 - June 2010
Morris Visitor Publications June 2008 - August 2008
Skills
Strategic Thinking, Market Research, Leadership, Marketing, Advertising, Event Management, Newsletters, Editing, Sales, Marketing Communications, Digital Marketing, Integrated Marketing, PowerPoint, Digital Strategy, Marketing Strategy, Corporate Communications, Direct Marketing, Strategic Communications, Online Marketing, Internal Communications, Microsoft Excel, Wordpress, Social Media Marketing, Mergers, Team Building, Social Media, Facebook, Microsoft Word, Budgets, Negotiation, Social Networking, Press Releases, Strategy, Digital Media, Management, SEO, Public Relations, Event Planning, Creative Direction, E-commerce, Content Strategy, Mergers & Acquisitions
Education
Iona College 2009 — 2010
MBA, Marketing
Iona College 2006 — 2009
BA, Mass Communication; Advertising
Alex Caffey Alex Caffey's Sagent Advisors Experience May 2009 - June 2014
Job BerkeleyHaas MBA Class of 2016
Industry Management Consulting
Experience
The Boston Consulting Group June 2015 - August 2015
Sagent Advisors May 2009 - June 2014
Wells Fargo Securities May 2008 - April 2009
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
Sewanee-The University of the South 2004 — 2008
BA, Economics
The Boston Consulting Group June 2015 - August 2015
Sagent Advisors May 2009 - June 2014
Wells Fargo Securities May 2008 - April 2009
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
Sewanee-The University of the South 2004 — 2008
BA, Economics
Jake Schantz's Sagent Advisors Experience July 2014 - Present
Job Investment Banking Associate at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors July 2014 - Present
Mizuho Securities USA Inc. April 2014 - July 2014
Mizuho Securities USA Inc. July 2011 - April 2014
First Investors Corporation June 2010 - August 2010
Akin Gump Strauss Hauer & Feld LLP June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg
Education
Indiana University - Kelley School of Business 2008 — 2011
Bachelor of Science, Business; Finance
Sagent Advisors July 2014 - Present
Mizuho Securities USA Inc. April 2014 - July 2014
Mizuho Securities USA Inc. July 2011 - April 2014
First Investors Corporation June 2010 - August 2010
Akin Gump Strauss Hauer & Feld LLP June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg
Education
Indiana University - Kelley School of Business 2008 — 2011
Bachelor of Science, Business; Finance
Gregory Bruno Jr Gregory Bruno Jr's Sagent Advisors Experience July 2012 - Present
Job Analyst at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors July 2012 - Present
Sagent Advisors June 2011 - August 2011
Cordis January 2010 - July 2010
Skills
Financial Accounting, Investment Banking, Financial Modeling, Corporate Finance, Capital IQ, Valuation, Financial Analysis, Due Diligence, Bloomberg, Mergers, DCF, Business Valuation, Microsoft Excel, Investments, Accounting, Finance, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign 2007 — 2012
Bachelor of Science, Finance, Accounting
University of Illinois at Urbana-Champaign - College of Business 2007 — 2012
Bachelor of Science, Finance, Accounting
Sagent Advisors July 2012 - Present
Sagent Advisors June 2011 - August 2011
Cordis January 2010 - July 2010
Skills
Financial Accounting, Investment Banking, Financial Modeling, Corporate Finance, Capital IQ, Valuation, Financial Analysis, Due Diligence, Bloomberg, Mergers, DCF, Business Valuation, Microsoft Excel, Investments, Accounting, Finance, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign 2007 — 2012
Bachelor of Science, Finance, Accounting
University of Illinois at Urbana-Champaign - College of Business 2007 — 2012
Bachelor of Science, Finance, Accounting
Maryann Faccone Maryann Faccone's Sagent Advisors Experience 2003 - Present
Job Director of Human Resources at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors 2003 - Present
Donaldson, Lufkin & Jenrette June 1992 - December 2001
IBM Piscataway 1990 - 1992
Education
Middlesex County College
Sagent Advisors 2003 - Present
Donaldson, Lufkin & Jenrette June 1992 - December 2001
IBM Piscataway 1990 - 1992
Education
Middlesex County College
Charles Donahue Charles Donahue's Sagent Advisors Experience July 2013 - August 2014
Job Associate at Arsenal Capital Partners
Industry Financial Services
Experience
Arsenal Capital Partners August 2015 - Present
Perella Weinberg Partners September 2014 - July 2015
Sagent Advisors July 2013 - August 2014
Sagent Advisors June 2012 - July 2012
Invesco Ltd. June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word
Education
Emory University - Goizueta Business School 2009 — 2013
Finance, General
Arsenal Capital Partners August 2015 - Present
Perella Weinberg Partners September 2014 - July 2015
Sagent Advisors July 2013 - August 2014
Sagent Advisors June 2012 - July 2012
Invesco Ltd. June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word
Education
Emory University - Goizueta Business School 2009 — 2013
Finance, General
Aaron Midden Aaron Midden's Sagent Advisors Experience May 2013 - August 2013
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2014 - Present
University of Miami 2012 - May 2014
Sagent Advisors May 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Science in Business Administration
Raymond James Financial Inc. July 2014 - Present
University of Miami 2012 - May 2014
Sagent Advisors May 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Science in Business Administration
Alice He Alice He's Sagent Advisors Experience July 2013 - November 2014
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2014 - Present
Sagent Advisors July 2013 - November 2014
PNC June 2012 - August 2012
Rabobank February 2012 - May 2012
Olin Business School September 2011 - January 2012
Olin Business School August 2010 - January 2012
Corinthian Capital Group June 2011 - July 2011
Skills
Financial Modeling, Valuation, SPSS, Mandarin, SAS, Statistics, Data Analysis, Chinese, PowerPoint, Finance, Microsoft Excel, Financial Analysis, Research, Microsoft Office, Microsoft Word, Facebook, Time Management, Quantitative Analytics, Investment Banking
Education
Washington University in St. Louis 2009 — 2013
BSBA, Honors in Management Candidate, Finance and Accounting
Cass Business School 2012 — 2012
Briarcliff High School
Goldman Sachs November 2014 - Present
Sagent Advisors July 2013 - November 2014
PNC June 2012 - August 2012
Rabobank February 2012 - May 2012
Olin Business School September 2011 - January 2012
Olin Business School August 2010 - January 2012
Corinthian Capital Group June 2011 - July 2011
Skills
Financial Modeling, Valuation, SPSS, Mandarin, SAS, Statistics, Data Analysis, Chinese, PowerPoint, Finance, Microsoft Excel, Financial Analysis, Research, Microsoft Office, Microsoft Word, Facebook, Time Management, Quantitative Analytics, Investment Banking
Education
Washington University in St. Louis 2009 — 2013
BSBA, Honors in Management Candidate, Finance and Accounting
Cass Business School 2012 — 2012
Briarcliff High School
David Grill David Grill's Sagent Advisors Experience February 2005 - August 2006
Job Head of Strategy at Sound Point Capital Management, LP
Industry Financial Services
Experience
Sound Point Capital Management, LP March 2015 - Present
Credit Suisse September 2006 - March 2015
Sagent Advisors February 2005 - August 2006
Bear Stearns November 2000 - February 2005
Reliance Group Holdings 1994 - 2000
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Capital Markets, Leveraged Finance, Private Equity, Valuation, Asset Management, Hedge Funds, Structured Products, Financial Services, Insurance, Reinsurance, Derivatives, Management, Risk Management, Strategic Partnerships, Business Strategy
Education
New York University 1990 — 1994
Master of Business Administration (MBA), International Finance
Cornell University 1984 — 1988
Bachelor of Science (B.S.), Economics
Sound Point Capital Management, LP March 2015 - Present
Credit Suisse September 2006 - March 2015
Sagent Advisors February 2005 - August 2006
Bear Stearns November 2000 - February 2005
Reliance Group Holdings 1994 - 2000
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Capital Markets, Leveraged Finance, Private Equity, Valuation, Asset Management, Hedge Funds, Structured Products, Financial Services, Insurance, Reinsurance, Derivatives, Management, Risk Management, Strategic Partnerships, Business Strategy
Education
New York University 1990 — 1994
Master of Business Administration (MBA), International Finance
Cornell University 1984 — 1988
Bachelor of Science (B.S.), Economics
Sarah Forcino Sarah Forcino's Sagent Advisors Experience 2013 - May 2014
Job Impact Investing
Industry International Trade and Development
Experience
Catholic Relief Services June 2015 - Present
TechnoServe June 2014 - February 2015
Sagent Advisors 2013 - May 2014
Sagent Advisors 2010 - 2013
Sagent Advisors 2007 - 2010
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science (BS)
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.)
Catholic Relief Services June 2015 - Present
TechnoServe June 2014 - February 2015
Sagent Advisors 2013 - May 2014
Sagent Advisors 2010 - 2013
Sagent Advisors 2007 - 2010
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science (BS)
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.)
Annie Ingham's Sagent Advisors Experience 2013 - June 2014
Job Web Developer at Reelio
Industry Online Media
Experience
Reelio 2014 - Present
annieingham.com February 2014 - December 2014
Sagent Advisors 2013 - June 2014
Startup Institute 2014 - 2014
PRIO/ACLED 2008 - August 2013
Center for International Political Analysis (CIPA) 2010 - 2012
Center for International Political Analysis (CIPA) March 2003 - 2010
International Justice Mission 2006 - 2007
University of Kansas 2005 - 2006
Skills
Web Development, jQuery, JavaScript, Django, Python, AngularJS, WordPress, HTML 5, CSS3, Web Design, FTP, Filezilla, Google Analytics, Bootstrap, Linux, Qualitative Research, Microsoft Excel, Data Analysis, Wireframes, Ubuntu
Education
University of Kansas 2002 — 2006
Bachelor of Arts (BA), Economics, German, International Studies
Reelio 2014 - Present
annieingham.com February 2014 - December 2014
Sagent Advisors 2013 - June 2014
Startup Institute 2014 - 2014
PRIO/ACLED 2008 - August 2013
Center for International Political Analysis (CIPA) 2010 - 2012
Center for International Political Analysis (CIPA) March 2003 - 2010
International Justice Mission 2006 - 2007
University of Kansas 2005 - 2006
Skills
Web Development, jQuery, JavaScript, Django, Python, AngularJS, WordPress, HTML 5, CSS3, Web Design, FTP, Filezilla, Google Analytics, Bootstrap, Linux, Qualitative Research, Microsoft Excel, Data Analysis, Wireframes, Ubuntu
Education
University of Kansas 2002 — 2006
Bachelor of Arts (BA), Economics, German, International Studies
James Jeffords II James Jeffords II's Sagent Advisors Experience July 2011 - April 2014
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock May 2014 - Present
Sagent Advisors July 2011 - April 2014
Sagent Advisors June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, LBO, Capital IQ, Financial Analysis, M&A experience, DCF, Due Diligence
Education
University of North Carolina at Chapel Hill
Bachelor's Degree, Economics, Romance Languages (Spanish)
BlackRock May 2014 - Present
Sagent Advisors July 2011 - April 2014
Sagent Advisors June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, LBO, Capital IQ, Financial Analysis, M&A experience, DCF, Due Diligence
Education
University of North Carolina at Chapel Hill
Bachelor's Degree, Economics, Romance Languages (Spanish)
Francis Kim Francis Kim's Sagent Advisors Experience September 2007 - August 2011
Job Director, Mergers & Acquisitions
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ August 2011 - Present
Sagent Advisors September 2007 - August 2011
Daiwa Securities June 2005 - September 2007
de Visscher & Co. June 2003 - July 2005
Education
Cornell University 2000 — 2003
BS, Industrial and Labor Relations
Bank of Tokyo-Mitsubishi UFJ August 2011 - Present
Sagent Advisors September 2007 - August 2011
Daiwa Securities June 2005 - September 2007
de Visscher & Co. June 2003 - July 2005
Education
Cornell University 2000 — 2003
BS, Industrial and Labor Relations
Chris Eline's Sagent Advisors Experience July 2008 - June 2011
Job Vice President at Hammond, Kennedy, Whitney & Co. (Private Equity)
Industry Venture Capital & Private Equity
Experience
Hammond, Kennedy, Whitney & Company, Inc. July 2011 - Present
Sagent Advisors July 2008 - June 2011
Sagent Advisors May 2007 - August 2007
The Indiana Golf Association/Indiana Section PGA May 2006 - August 2006
Education
Indiana University - Kelley School of Business 2004 — 2008
Zionsville High School 2000 — 2004
Hammond, Kennedy, Whitney & Company, Inc. July 2011 - Present
Sagent Advisors July 2008 - June 2011
Sagent Advisors May 2007 - August 2007
The Indiana Golf Association/Indiana Section PGA May 2006 - August 2006
Education
Indiana University - Kelley School of Business 2004 — 2008
Zionsville High School 2000 — 2004
Brent Cunningham Brent Cunningham's Sagent Advisors Experience 2004 - 2015
Job Managing Director at Jefferies
Industry Investment Banking
Experience
Jefferies 2015 - Present
Sagent Advisors 2004 - 2015
Bear Stearns 2001 - 2004
National Semiconductor 1996 - 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA
University of Rhode Island 1992 — 1996
BS, Engineering
Jefferies 2015 - Present
Sagent Advisors 2004 - 2015
Bear Stearns 2001 - 2004
National Semiconductor 1996 - 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA
University of Rhode Island 1992 — 1996
BS, Engineering
Lucas Hohnstein Lucas Hohnstein's Sagent Advisors Experience July 2010 - February 2012
Job Institutional U.S. Energy Sales at GMP Securities
Industry Investment Banking
Experience
GMP Securities September 2014 - Present
Carrollton Lacrosse January 2015 - Present
Tegris Advisors April 2012 - April 2014
Sagent Advisors July 2010 - February 2012
SunTrust Robinson Humphrey May 2009 - July 2009
Sarowdin Partners January 2006 - July 2008
RSM Equico 2003 - 2005
Skills
Investment Banking, LBO, Mergers & Acquisitions, Business Valuation, DCF, Private Placements, Financial Structuring, Divestitures, Capital Raising, Sell Side
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance, Accounting
University of Denver - Daniels College of Business 2000 — 2003
Bachelor's degree, Accounting and Finance
GMP Securities September 2014 - Present
Carrollton Lacrosse January 2015 - Present
Tegris Advisors April 2012 - April 2014
Sagent Advisors July 2010 - February 2012
SunTrust Robinson Humphrey May 2009 - July 2009
Sarowdin Partners January 2006 - July 2008
RSM Equico 2003 - 2005
Skills
Investment Banking, LBO, Mergers & Acquisitions, Business Valuation, DCF, Private Placements, Financial Structuring, Divestitures, Capital Raising, Sell Side
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance, Accounting
University of Denver - Daniels College of Business 2000 — 2003
Bachelor's degree, Accounting and Finance
Simon Blank Simon Blank's Sagent Advisors Experience April 2009 - September 2012
Job Vice President at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2012 - Present
Sagent Advisors April 2009 - September 2012
Wachovia Securities June 2007 - March 2009
Skills
Due Diligence, Mergers & Acquisitions, Financial Analysis, Data Analysis, Capital IQ, Strategy, Business Strategy, Fixed Income
Education
Duke University 2003 — 2007
BS / BA, Economics / Public Policy
Wells Fargo Securities September 2012 - Present
Sagent Advisors April 2009 - September 2012
Wachovia Securities June 2007 - March 2009
Skills
Due Diligence, Mergers & Acquisitions, Financial Analysis, Data Analysis, Capital IQ, Strategy, Business Strategy, Fixed Income
Education
Duke University 2003 — 2007
BS / BA, Economics / Public Policy
Nick Gilligan Nick Gilligan's Sagent Advisors Experience May 2011 - June 2014
Job MBA Candidate at Duke University The Fuqua School of Business
Industry Investment Banking
Experience
Sagent Advisors May 2011 - June 2014
Alvarez & Marsal June 2009 - December 2010
Skills
Corporate Finance, DCF, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Mergers, Microsoft Office, Portfolio Management, Restructuring
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
Amherst College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Sagent Advisors May 2011 - June 2014
Alvarez & Marsal June 2009 - December 2010
Skills
Corporate Finance, DCF, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Mergers, Microsoft Office, Portfolio Management, Restructuring
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
Amherst College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Martin Murrer Martin Murrer's Sagent Advisors Experience June 2003 - May 2015
Job Senior Advisor at Canaccord Genuity Inc.
Industry Banking
Experience
GSM Co-Investors and Nutrition Advisors,LLC April 2014 - Present
Canaccord Genuity Inc. May 2015 - Present
The Ohio State University December 2010 - Present
SightFourAll September 2014 - Present
Murrer Brothers LLC May 2011 - Present
Bond Technology Systems Inc. February 2013 - Present
Catholic Charities of the Archdiocese of New York January 2004 - Present
The Ohio State University Foundation June 2005 - Present
Sagent Advisors June 2003 - May 2015
California Nut Orchards LLC September 2013 - April 2015
Skills
Board Leadership, Mergers, Investment Advisory, Nutrition, Health, Consumer Products, Venture Capital, Investment Banking, Leadership, Mergers & Acquisitions, Business Development, Investments, Start-ups, New Business Development, Private Equity, Management, Finance, Philanthropy, Strategic Planning, Due Diligence
Education
UCLA Anderson School of Management 1979 — 1981
MBA, Finance and Strategy
The Ohio State University 1975 — 1979
BS, Finance and Marketing
Queen of Peace
GSM Co-Investors and Nutrition Advisors,LLC April 2014 - Present
Canaccord Genuity Inc. May 2015 - Present
The Ohio State University December 2010 - Present
SightFourAll September 2014 - Present
Murrer Brothers LLC May 2011 - Present
Bond Technology Systems Inc. February 2013 - Present
Catholic Charities of the Archdiocese of New York January 2004 - Present
The Ohio State University Foundation June 2005 - Present
Sagent Advisors June 2003 - May 2015
California Nut Orchards LLC September 2013 - April 2015
Skills
Board Leadership, Mergers, Investment Advisory, Nutrition, Health, Consumer Products, Venture Capital, Investment Banking, Leadership, Mergers & Acquisitions, Business Development, Investments, Start-ups, New Business Development, Private Equity, Management, Finance, Philanthropy, Strategic Planning, Due Diligence
Education
UCLA Anderson School of Management 1979 — 1981
MBA, Finance and Strategy
The Ohio State University 1975 — 1979
BS, Finance and Marketing
Queen of Peace
Sandeep Wasan Sandeep Wasan's Sagent Advisors Experience July 2011 - October 2014
Job
Industry Investment Banking
Experience
Lazard November 2014 - Present
Sagent Advisors July 2011 - October 2014
Foundation Capital January 2011 - August 2011
Bristol-Myers Squibb June 2010 - August 2010
General Catalyst Partners May 2010 - June 2010
UBS Investment Bank July 2006 - June 2009
Republic of Singapore Air Force June 2000 - August 2002
Skills
Financial Modeling, Investment Banking, Venture Capital, Corporate Finance, Private Equity, Business Strategy, Valuation
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Stanford University 2002 — 2006
B.S., Industrial Engineering
ISM
Lazard November 2014 - Present
Sagent Advisors July 2011 - October 2014
Foundation Capital January 2011 - August 2011
Bristol-Myers Squibb June 2010 - August 2010
General Catalyst Partners May 2010 - June 2010
UBS Investment Bank July 2006 - June 2009
Republic of Singapore Air Force June 2000 - August 2002
Skills
Financial Modeling, Investment Banking, Venture Capital, Corporate Finance, Private Equity, Business Strategy, Valuation
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Stanford University 2002 — 2006
B.S., Industrial Engineering
ISM
Anthony Guiliano Anthony Guiliano's Sagent Advisors Experience February 2011 - May 2015
Job Accounting Manager
Industry Financial Services
Experience
Sagent Advisors February 2011 - May 2015
Sagent Advisors May 2005 - February 2011
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Private Equity, Due Diligence, Mergers, Bloomberg, Accounting, Business Valuation, Capital Markets, Microsoft Excel, Equities, DCF, Capital IQ, LBO, General Ledger, Sarbanes-Oxley, Divestitures, M&A experience, Investments, Mergers & Acquisitions
Education
St. Francis College 2010 — 2012
Master's Degree in Professional Accountancy, Accounting, GPA - 3.854
St. Francis College 2002 — 2006
Bachelors Degree in Business Management
Sagent Advisors February 2011 - May 2015
Sagent Advisors May 2005 - February 2011
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Private Equity, Due Diligence, Mergers, Bloomberg, Accounting, Business Valuation, Capital Markets, Microsoft Excel, Equities, DCF, Capital IQ, LBO, General Ledger, Sarbanes-Oxley, Divestitures, M&A experience, Investments, Mergers & Acquisitions
Education
St. Francis College 2010 — 2012
Master's Degree in Professional Accountancy, Accounting, GPA - 3.854
St. Francis College 2002 — 2006
Bachelors Degree in Business Management
Brian Egwele's Sagent Advisors Experience June 2009 - Present
Job Principal at Sagent Advisors, LLC
Industry Investment Banking
Experience
Sagent Advisors June 2009 - Present
Citi January 2009 - May 2009
Citi July 2005 - December 2008
Citi July 2002 - June 2005
Citi June 2001 - August 2001
Citi June 2000 - August 2000
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Equities, Restructuring, Financial Advisory, Sell Side, Valuation, Financial Modeling, Private Equity, Corporate Finance, Capital Markets, Due Diligence, LBO, Business Valuation, Bloomberg, Corporate Development, Financial Analysis, Investments, DCF, Portfolio Management, Divestitures
Education
Tulane University 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Xavier University of Louisiana 1997 — 1999
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies
Sagent Advisors June 2009 - Present
Citi January 2009 - May 2009
Citi July 2005 - December 2008
Citi July 2002 - June 2005
Citi June 2001 - August 2001
Citi June 2000 - August 2000
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Equities, Restructuring, Financial Advisory, Sell Side, Valuation, Financial Modeling, Private Equity, Corporate Finance, Capital Markets, Due Diligence, LBO, Business Valuation, Bloomberg, Corporate Development, Financial Analysis, Investments, DCF, Portfolio Management, Divestitures
Education
Tulane University 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Xavier University of Louisiana 1997 — 1999
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies
Jaryd Solomon Jaryd Solomon's Sagent Advisors Experience July 2010 - June 2012
Job Vice President of Corporate Development at Palomar Specialty Insurance Company
Industry Insurance
Experience
Palomar Specialty Insurance Company August 2014 - Present
Genstar Capital July 2012 - July 2014
Sagent Advisors July 2010 - June 2012
Sagent Advisors 2009 - 2009
Deloitte Consulting 2008 - 2008
Skills
Financial Modeling, Valuation, LBO, Investment Banking, Capital IQ, DCF, M&A experience, Corporate Finance, Bloomberg, Private Equity, Financial Analysis, Due Diligence, Business Valuation, Leveraged Finance, Venture Capital, Corporate Development
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance, Minor in Mathematics
Palomar Specialty Insurance Company August 2014 - Present
Genstar Capital July 2012 - July 2014
Sagent Advisors July 2010 - June 2012
Sagent Advisors 2009 - 2009
Deloitte Consulting 2008 - 2008
Skills
Financial Modeling, Valuation, LBO, Investment Banking, Capital IQ, DCF, M&A experience, Corporate Finance, Bloomberg, Private Equity, Financial Analysis, Due Diligence, Business Valuation, Leveraged Finance, Venture Capital, Corporate Development
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance, Minor in Mathematics
Tamir Korenbrot's Sagent Advisors Experience 2009 - 2012
Job
Industry Investment Banking
Experience
Pillar Capital Advisors LLC 2014 - Present
Strategic and Financial Advisor 2012 - 2014
Sagent Advisors 2009 - 2012
Wachovia Securities 2005 - 2009
Applied Materials 2004 - 2005
Autodesk, Inc. 2003 - 2003
Banc of America Securities LLC 1999 - 2002
Skills
Financial Modeling, Investment Banking, Valuation, Mergers, Corporate Development, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, M&A experience, Capital Markets, Investments, Divestitures, Capital Raising, Mergers & Acquisitions, Finance, Business Strategy
Education
Haas School of Business - UC Berkeley 2002 — 2004
MBA
Lick Wilmerding High School
University of Chicago
BA
Pillar Capital Advisors LLC 2014 - Present
Strategic and Financial Advisor 2012 - 2014
Sagent Advisors 2009 - 2012
Wachovia Securities 2005 - 2009
Applied Materials 2004 - 2005
Autodesk, Inc. 2003 - 2003
Banc of America Securities LLC 1999 - 2002
Skills
Financial Modeling, Investment Banking, Valuation, Mergers, Corporate Development, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, M&A experience, Capital Markets, Investments, Divestitures, Capital Raising, Mergers & Acquisitions, Finance, Business Strategy
Education
Haas School of Business - UC Berkeley 2002 — 2004
MBA
Lick Wilmerding High School
University of Chicago
BA
Addie McKinney's Sagent Advisors Experience July 2009 - September 2010
Job Vice President at Brooklands Capital Strategies
Industry Venture Capital & Private Equity
Experience
Brooklands Capital Strategies August 2015 - Present
TPG Capital September 2010 - July 2013
Sagent Advisors July 2009 - September 2010
Sagent Advisors May 2008 - August 2008
Education
Harvard Business School 2013 — 2015
Indiana University - Kelley School of Business 2006 — 2008
BS
University of Salamanca 2007 — 2007
University of California, Los Angeles 2005 — 2006
Urban 2001 — 2005
Brooklands Capital Strategies August 2015 - Present
TPG Capital September 2010 - July 2013
Sagent Advisors July 2009 - September 2010
Sagent Advisors May 2008 - August 2008
Education
Harvard Business School 2013 — 2015
Indiana University - Kelley School of Business 2006 — 2008
BS
University of Salamanca 2007 — 2007
University of California, Los Angeles 2005 — 2006
Urban 2001 — 2005
Omer Masud's Sagent Advisors Experience May 2004 - July 2004
Job Managing Director Financial Sponsors Group at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group June 2015 - Present
UBS Investment Bank February 2010 - May 2015
Medis Technologies January 2009 - February 2010
Citi - Markets and Banking May 2007 - December 2008
Bear Stearns Investment Banking 2005 - 2007
Fisher Professional Services 2004 - 2005
Sagent Advisors May 2004 - July 2004
The Ohio State University April 2000 - 2003
Skills
Investment Banking, Banking, Financial Structuring, Finance, Business Strategy, Strategy, Negotiation, Financial Modeling, Corporate Finance, Private Equity, Capital Markets, Valuation, Due Diligence, LBO, Leveraged Finance, Credit Analysis, Capital, Corporate Development, Alternative Investments, Series 7, Buyouts, Mergers, IPO
Education
The Ohio State University Fisher College of Business 2003 — 2005
MBA, Finance and Strategy
The Ohio State University 1999 — 2002
M.S, Electrical Engineering
Florida Institute of Technology 1995 — 1999
B.S, Electrical Engineering
Macquarie Group June 2015 - Present
UBS Investment Bank February 2010 - May 2015
Medis Technologies January 2009 - February 2010
Citi - Markets and Banking May 2007 - December 2008
Bear Stearns Investment Banking 2005 - 2007
Fisher Professional Services 2004 - 2005
Sagent Advisors May 2004 - July 2004
The Ohio State University April 2000 - 2003
Skills
Investment Banking, Banking, Financial Structuring, Finance, Business Strategy, Strategy, Negotiation, Financial Modeling, Corporate Finance, Private Equity, Capital Markets, Valuation, Due Diligence, LBO, Leveraged Finance, Credit Analysis, Capital, Corporate Development, Alternative Investments, Series 7, Buyouts, Mergers, IPO
Education
The Ohio State University Fisher College of Business 2003 — 2005
MBA, Finance and Strategy
The Ohio State University 1999 — 2002
M.S, Electrical Engineering
Florida Institute of Technology 1995 — 1999
B.S, Electrical Engineering
Jeremy Parker's Sagent Advisors Experience June 2013 - Present
Job Managing Director, CoHead of Aerospace, Defense & Technology at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors June 2013 - Present
Gleacher & Company (Previously Gleacher Partners) March 2007 - June 2013
Science Applications International Corporation (SAIC) August 2001 - March 2007
Donaldson, Lufkin & Jenrette (DLJ) June 1997 - June 1999
Skills
Mergers, Investment Banking, Government, Financial Modeling, Financial Analysis, Valuation
Education
Stanford University Graduate School of Business 1999 — 2001
MBA, Business
Georgetown University 1993 — 1997
BA, Economics, Finance/Accounting, Psychology
Sagent Advisors June 2013 - Present
Gleacher & Company (Previously Gleacher Partners) March 2007 - June 2013
Science Applications International Corporation (SAIC) August 2001 - March 2007
Donaldson, Lufkin & Jenrette (DLJ) June 1997 - June 1999
Skills
Mergers, Investment Banking, Government, Financial Modeling, Financial Analysis, Valuation
Education
Stanford University Graduate School of Business 1999 — 2001
MBA, Business
Georgetown University 1993 — 1997
BA, Economics, Finance/Accounting, Psychology
Christopher Konzen's Sagent Advisors Experience May 2009 - February 2012
Job Associate at Bison Capital
Industry Venture Capital & Private Equity
Experience
Bison Capital December 2014 - Present
Silver Canyon Group August 2012 - December 2014
Sagent Advisors May 2009 - February 2012
Wachovia Securities June 2007 - April 2009
Skills
Valuation, LBO, Financial Modeling, Investment Banking, Private Equity, Mergers & Acquisitions, Business Strategy, Corporate Finance, Venture Capital, M&A experience, Corporate Development
Education
University of California, Los Angeles 2003 — 2007
BA, Business Economics and Accounting
Bison Capital December 2014 - Present
Silver Canyon Group August 2012 - December 2014
Sagent Advisors May 2009 - February 2012
Wachovia Securities June 2007 - April 2009
Skills
Valuation, LBO, Financial Modeling, Investment Banking, Private Equity, Mergers & Acquisitions, Business Strategy, Corporate Finance, Venture Capital, M&A experience, Corporate Development
Education
University of California, Los Angeles 2003 — 2007
BA, Business Economics and Accounting
Ding Thomas Shi's Sagent Advisors Experience May 2007 - August 2007
Job Investment Professional
Industry Investment Banking
Experience
GIC August 2012 - Present
Warburg Pincus August 2010 - July 2012
Evercore Partners July 2008 - July 2010
Sagent Advisors May 2007 - August 2007
Freddie Mac May 2006 - August 2006
Skills
LBO, Investments, Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2004 — 2008
GIC August 2012 - Present
Warburg Pincus August 2010 - July 2012
Evercore Partners July 2008 - July 2010
Sagent Advisors May 2007 - August 2007
Freddie Mac May 2006 - August 2006
Skills
LBO, Investments, Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Shruthi Kinkead's Sagent Advisors Experience 2010 - 2011
Job Experienced Corporate Development and Investment Banking Professional
Industry Investment Banking
Experience
Strathspey Crown LLC 2013 - December 2013
Sagent Advisors 2010 - 2011
AMN Healthcare 2009 - 2010
Banc of America Securities LLC 2004 - 2009
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
Salomon Smith Barney 1997 - 1998
Skills
Financial Modeling, Mergers, Mergers & Acquisitions, Venture Capital, Start-ups, Corporate Finance, Due Diligence, Investment Banking, Investments, Restructuring, Strategy
Education
Barnard College 1993 — 1997
Columbia University in the City of New York 1993 — 1997
Strathspey Crown LLC 2013 - December 2013
Sagent Advisors 2010 - 2011
AMN Healthcare 2009 - 2010
Banc of America Securities LLC 2004 - 2009
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
Salomon Smith Barney 1997 - 1998
Skills
Financial Modeling, Mergers, Mergers & Acquisitions, Venture Capital, Start-ups, Corporate Finance, Due Diligence, Investment Banking, Investments, Restructuring, Strategy
Education
Barnard College 1993 — 1997
Columbia University in the City of New York 1993 — 1997
Molly Nielsen's Sagent Advisors Experience October 2009 - August 2012
Job at Cadwalader, Wickersham & Taft LLP
Industry Legal Services
Experience
Cadwalader, Wickersham & Taft LLP August 2012 - Present
Sagent Advisors October 2009 - August 2012
K&L Gates July 2007 - November 2009
Kennedy Covington July 2007 - July 2008
Education
Sewanee-The University of the South 2003 — 2007
BA, English
Cadwalader, Wickersham & Taft LLP August 2012 - Present
Sagent Advisors October 2009 - August 2012
K&L Gates July 2007 - November 2009
Kennedy Covington July 2007 - July 2008
Education
Sewanee-The University of the South 2003 — 2007
BA, English
Barry Shapiro's Sagent Advisors Experience February 2015 - Present
Job Managing Director and Chief Financial Officer at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors February 2015 - Present
Sagent Advisors July 2014 - February 2015
Sagent Advisors May 2007 - July 2014
Education
State University of New York at Buffalo - School of Management 1985 — 1990
Sagent Advisors February 2015 - Present
Sagent Advisors July 2014 - February 2015
Sagent Advisors May 2007 - July 2014
Education
State University of New York at Buffalo - School of Management 1985 — 1990
John Royall's Sagent Advisors Experience July 2009 - September 2011
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan May 2012 - February 2014
Sagent Advisors July 2009 - September 2011
Oppenheimer & Co. June 2008 - August 2008
Ernst & Young LLP October 2005 - August 2007
Ernst & Young LLP September 2003 - September 2005
Ernst & Young LLP January 2002 - March 2002
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Wake Forest University 2002 — 2003
MS, Accountancy
Wake Forest University 1998 — 2002
BS, Finance
J.P. Morgan February 2014 - Present
J.P. Morgan May 2012 - February 2014
Sagent Advisors July 2009 - September 2011
Oppenheimer & Co. June 2008 - August 2008
Ernst & Young LLP October 2005 - August 2007
Ernst & Young LLP September 2003 - September 2005
Ernst & Young LLP January 2002 - March 2002
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Wake Forest University 2002 — 2003
MS, Accountancy
Wake Forest University 1998 — 2002
BS, Finance
Joy Shih's Sagent Advisors Experience April 2005 - June 2006
Job Mergers & Acquisitions / Investment Banking / Financial Services
Industry Semiconductors
Experience
Applied Materials October 2011 - Present
Paradigm Investor Holdings, LLC April 2010 - October 2011
Motorola June 2007 - October 2010
ThinkEquity LLC June 2006 - June 2007
Sagent Advisors April 2005 - June 2006
Wachovia Securities July 2003 - April 2005
Skills
Venture Capital, Corporate Development, Mergers, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
M.B.A., Corporate Finance
Northwestern University
Ph.D., Communication Studies
Northwestern University
M.A., Communication Studies
Northwestern University
Bachelor of Science, Communication Studies & Theatre Arts
Applied Materials October 2011 - Present
Paradigm Investor Holdings, LLC April 2010 - October 2011
Motorola June 2007 - October 2010
ThinkEquity LLC June 2006 - June 2007
Sagent Advisors April 2005 - June 2006
Wachovia Securities July 2003 - April 2005
Skills
Venture Capital, Corporate Development, Mergers, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
M.B.A., Corporate Finance
Northwestern University
Ph.D., Communication Studies
Northwestern University
M.A., Communication Studies
Northwestern University
Bachelor of Science, Communication Studies & Theatre Arts
Matthew Epstein's Sagent Advisors Experience April 2011 - Present
Job
Industry Investment Banking
Experience
Sagent Advisors April 2011 - Present
Cowen and Company, LLC November 2009 - April 2011
Fiserv 2007 - 2009
Merrill Lynch 2004 - 2006
UBS Investment Bank 2000 - 2004
Lehman Brothers 1996 - 2000
Wachtell, Lipton, Rosen & Katz 1995 - 1996
Skills
Mergers & Acquisitions, Investment Banking, Investments, Restructuring, Finance, Management, Private Equity, Valuation, M&A experience, Corporate Development, Financial Modeling, Capital Markets, Venture Capital, Corporate Finance, Mergers, Start-ups, Strategy, Leveraged Finance, LBO
Education
Northwestern University School of Law 1990 — 1993
JD, Magna cum Laude
Columbia University in the City of New York
BA, History
Sagent Advisors April 2011 - Present
Cowen and Company, LLC November 2009 - April 2011
Fiserv 2007 - 2009
Merrill Lynch 2004 - 2006
UBS Investment Bank 2000 - 2004
Lehman Brothers 1996 - 2000
Wachtell, Lipton, Rosen & Katz 1995 - 1996
Skills
Mergers & Acquisitions, Investment Banking, Investments, Restructuring, Finance, Management, Private Equity, Valuation, M&A experience, Corporate Development, Financial Modeling, Capital Markets, Venture Capital, Corporate Finance, Mergers, Start-ups, Strategy, Leveraged Finance, LBO
Education
Northwestern University School of Law 1990 — 1993
JD, Magna cum Laude
Columbia University in the City of New York
BA, History
Phil Barkhorn's Sagent Advisors Experience July 2009 - September 2010
Job Senior Analyst at Axar Capital Management
Industry Investment Management
Experience
Axar Capital Management April 2015 - Present
Mount Kellett Capital May 2014 - August 2014
The Gores Group August 2011 - August 2013
Citi September 2010 - August 2011
Sagent Advisors July 2009 - September 2010
Bear Discounts May 2006 - May 2009
Bank of New York Mellon June 2008 - August 2008
Skills
Private Equity, Financial Modeling, Valuation, Entrepreneurship, Equities, Capital Markets, PowerPoint, Equity Research, Corporate Finance, Financial Analysis, Hedge Funds, Venture Capital, Microsoft Office, Bloomberg, M&A experience, Mergers & Acquisitions, Due Diligence, Investments, Microsoft Excel, Retail, Investment Banking, LBO, Research
Education
Wharton Business School 2013 — 2015
Washington University in St. Louis - Olin Business School 2005 — 2009
B.S.B.A, Accounting and Finance
Riverdale Country School 2002 — 2005
The Buckley School 1992 — 2002
Axar Capital Management April 2015 - Present
Mount Kellett Capital May 2014 - August 2014
The Gores Group August 2011 - August 2013
Citi September 2010 - August 2011
Sagent Advisors July 2009 - September 2010
Bear Discounts May 2006 - May 2009
Bank of New York Mellon June 2008 - August 2008
Skills
Private Equity, Financial Modeling, Valuation, Entrepreneurship, Equities, Capital Markets, PowerPoint, Equity Research, Corporate Finance, Financial Analysis, Hedge Funds, Venture Capital, Microsoft Office, Bloomberg, M&A experience, Mergers & Acquisitions, Due Diligence, Investments, Microsoft Excel, Retail, Investment Banking, LBO, Research
Education
Wharton Business School 2013 — 2015
Washington University in St. Louis - Olin Business School 2005 — 2009
B.S.B.A, Accounting and Finance
Riverdale Country School 2002 — 2005
The Buckley School 1992 — 2002
Makoto Iyobe's Sagent Advisors Experience June 2009 - 2009
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
The Boston Consulting Group August 2009 - September 2009
Sagent Advisors June 2009 - 2009
Daiwa Securities April 2003 - May 2008
Education
University of Pennsylvania 2008 — 2010
Master of Business Administration, Finance
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Keio University 1999 — 2003
BA, Political Science
The Boston Consulting Group August 2009 - September 2009
Sagent Advisors June 2009 - 2009
Daiwa Securities April 2003 - May 2008
Education
University of Pennsylvania 2008 — 2010
Master of Business Administration, Finance
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Keio University 1999 — 2003
BA, Political Science
Bob Casey's Sagent Advisors Experience April 2009 - June 2013
Job Managing Director, Head of Software & Systems at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2013 - Present
Sagent Advisors April 2009 - June 2013
Wachovia Securities March 2002 - April 2009
Broadview International June 2000 - May 2002
Dean and Company July 1995 - August 1998
Skills
Mergers, Strategic Advisory, Corporate Finance, Debt, Leveraged Finance, M&A experience, Investment Banking, Mergers & Acquisitions, Strategy, Business Strategy, Valuation, Enterprise Software, Venture Capital, Start-ups, Financial Analysis, SaaS, Corporate Development, Equities, Private Equity, Due Diligence, Financial Modeling, Management Consulting, Strategic Partnerships, Data Center, Executive Management, Leadership, Capital Markets, Investments, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA
Carnegie Mellon University 1991 — 1995
BS
SunTrust Robinson Humphrey June 2013 - Present
Sagent Advisors April 2009 - June 2013
Wachovia Securities March 2002 - April 2009
Broadview International June 2000 - May 2002
Dean and Company July 1995 - August 1998
Skills
Mergers, Strategic Advisory, Corporate Finance, Debt, Leveraged Finance, M&A experience, Investment Banking, Mergers & Acquisitions, Strategy, Business Strategy, Valuation, Enterprise Software, Venture Capital, Start-ups, Financial Analysis, SaaS, Corporate Development, Equities, Private Equity, Due Diligence, Financial Modeling, Management Consulting, Strategic Partnerships, Data Center, Executive Management, Leadership, Capital Markets, Investments, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA
Carnegie Mellon University 1991 — 1995
BS
Jonathan Pines's Sagent Advisors Experience July 2010 - June 2012
Job Investment Analyst at Gates Capital Management
Industry Financial Services
Experience
Gates Capital Management July 2012 - Present
Sagent Advisors July 2010 - June 2012
IL Hedge Investments June 2009 - July 2009
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Rotterdam School of Management, Erasmus University 2008 — 2008
Master's Exchange Program
Gates Capital Management July 2012 - Present
Sagent Advisors July 2010 - June 2012
IL Hedge Investments June 2009 - July 2009
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Rotterdam School of Management, Erasmus University 2008 — 2008
Master's Exchange Program
Jayme Jamieson's Sagent Advisors Experience September 2007 - June 2009
Job COO of C Sports Ventures
Industry Internet
Experience
C Sports Ventures February 2013 - Present
Del Monte Foods May 2010 - February 2013
Sagent Advisors September 2007 - June 2009
Harris Williams & Co. July 2006 - June 2007
Skills
Financial & Operational..., Valuation, Due Diligence, Research, Competitive Analysis, Business Analysis, Strategy, Project Management, Cross Functional..., Microsoft Suites, Investment Banking, Corporate Development
Education
University of Notre Dame 2002 — 2006
BBA, Finance
C Sports Ventures February 2013 - Present
Del Monte Foods May 2010 - February 2013
Sagent Advisors September 2007 - June 2009
Harris Williams & Co. July 2006 - June 2007
Skills
Financial & Operational..., Valuation, Due Diligence, Research, Competitive Analysis, Business Analysis, Strategy, Project Management, Cross Functional..., Microsoft Suites, Investment Banking, Corporate Development
Education
University of Notre Dame 2002 — 2006
BBA, Finance
Joe Donohue's Sagent Advisors Experience 2013 - Present
Job CoChief Executive Officer at Sagent Advisors
Industry Financial Services
Experience
Sagent Advisors 2013 - Present
Gleacher Partners 2003 - 2013
J.P. Morgan 1989 - 2003
Education
Yale University - Yale School of Management 1984 — 1986
Hofstra University
Sagent Advisors 2013 - Present
Gleacher Partners 2003 - 2013
J.P. Morgan 1989 - 2003
Education
Yale University - Yale School of Management 1984 — 1986
Hofstra University
Andrew Shenoy's Sagent Advisors Experience July 2013 - January 2015
Job Jr Research Analyst at Senvest Management, LLC
Industry Investment Management
Experience
Senvest Management, LLC February 2015 - Present
Sagent Advisors July 2013 - January 2015
Gleacher Partners July 2012 - June 2013
Morgan Keegan June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Financial Analysis, Mergers, Business Modeling, HTML, Microsoft Office, Java, Social Media
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Bachelors of Applied Science (B.A.S.), Finance, Bioengineering
Senvest Management, LLC February 2015 - Present
Sagent Advisors July 2013 - January 2015
Gleacher Partners July 2012 - June 2013
Morgan Keegan June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Financial Analysis, Mergers, Business Modeling, HTML, Microsoft Office, Java, Social Media
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Bachelors of Applied Science (B.A.S.), Finance, Bioengineering
Herald L. Ritch's Sagent Advisors Experience 2003 - Present
Job Chairman, President & CEO at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors 2003 - Present
Citigroup Global Markets Inc. (formerly Salomon Smith Barney, Inc.) 2000 - 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
Education
Stanford University
Bachelor's degree, Economics
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Sagent Advisors 2003 - Present
Citigroup Global Markets Inc. (formerly Salomon Smith Barney, Inc.) 2000 - 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
Education
Stanford University
Bachelor's degree, Economics
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Donato De Donato's Sagent Advisors Experience July 2005 - Present
Job Managing Director at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors July 2005 - Present
Merrill Lynch July 1988 - July 2005
Skills
Corporate Development, Valuation, Investment Banking, Mergers, Private Equity, Capital Markets, Financial Modeling, M&A experience, Corporate Finance, LBO
Education
Columbia Business School 1990 — 1991
MBA
Università Commerciale 'Luigi Bocconi' 1982 — 1987
BA, Economics
Sagent Advisors July 2005 - Present
Merrill Lynch July 1988 - July 2005
Skills
Corporate Development, Valuation, Investment Banking, Mergers, Private Equity, Capital Markets, Financial Modeling, M&A experience, Corporate Finance, LBO
Education
Columbia Business School 1990 — 1991
MBA
Università Commerciale 'Luigi Bocconi' 1982 — 1987
BA, Economics
Matt Storkman's Sagent Advisors Experience February 2014 - Present
Job Vice President at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors February 2014 - Present
Sagent Advisors July 2009 - February 2014
Citigroup July 2007 - June 2009
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Investment Banking, Capital IQ, Leveraged Finance, Corporate Development, DCF, Bloomberg, M&A experience, Business Valuation, Capital Markets, Due Diligence, LBO, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (B.S.), Finance
Sagent Advisors February 2014 - Present
Sagent Advisors July 2009 - February 2014
Citigroup July 2007 - June 2009
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Investment Banking, Capital IQ, Leveraged Finance, Corporate Development, DCF, Bloomberg, M&A experience, Business Valuation, Capital Markets, Due Diligence, LBO, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (B.S.), Finance
Xiaojie (Jessica) Yin's Sagent Advisors Experience August 2015 - Present
Job Associate at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors August 2015 - Present
Sagent Advisors November 2013 - August 2015
UBS Investment Bank July 2011 - September 2012
UBS Investment Bank June 2010 - August 2010
Ernst & Young July 2009 - August 2009
Skills
Valuation, Investment Banking, Financial Modeling, Economics, Bloomberg, IPO, Equity Valuation, Microsoft Excel, DCF, Capital IQ, ThomsonOne
Education
Columbia College (NY) 2007 — 2011
BA, Mathematics
Shanghai Foreign Language School 1999 — 2006
High School Diploma, Chemistry
Sagent Advisors August 2015 - Present
Sagent Advisors November 2013 - August 2015
UBS Investment Bank July 2011 - September 2012
UBS Investment Bank June 2010 - August 2010
Ernst & Young July 2009 - August 2009
Skills
Valuation, Investment Banking, Financial Modeling, Economics, Bloomberg, IPO, Equity Valuation, Microsoft Excel, DCF, Capital IQ, ThomsonOne
Education
Columbia College (NY) 2007 — 2011
BA, Mathematics
Shanghai Foreign Language School 1999 — 2006
High School Diploma, Chemistry
Pilar Ochi's Sagent Advisors Experience August 2008 - March 2010
Job Associate Marketing Manager at The Clorox Company
Industry Marketing and Advertising
Experience
The Clorox Company September 2014 - Present
PepsiCo June 2013 - August 2013
Visa April 2012 - June 2012
Visa April 2010 - March 2012
Sagent Advisors August 2008 - March 2010
Value Retail June 2006 - August 2006
Skills
Financial Analysis, Investment Banking, Marketing Strategy, Mergers & Acquisitions, Analytics, Valuation, Corporate Finance, Financial Modeling
Education
The Wharton School, University of Pennsylvania 2012 — 2014
Marketing & Operations Management
Harvard University 2004 — 2008
BA
Seattle Prep 2000 — 2004
The Clorox Company September 2014 - Present
PepsiCo June 2013 - August 2013
Visa April 2012 - June 2012
Visa April 2010 - March 2012
Sagent Advisors August 2008 - March 2010
Value Retail June 2006 - August 2006
Skills
Financial Analysis, Investment Banking, Marketing Strategy, Mergers & Acquisitions, Analytics, Valuation, Corporate Finance, Financial Modeling
Education
The Wharton School, University of Pennsylvania 2012 — 2014
Marketing & Operations Management
Harvard University 2004 — 2008
BA
Seattle Prep 2000 — 2004
Joseph Romeo's Sagent Advisors Experience 2007 - 2008
Job Associate at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC 2013 - Present
GE Energy Financial Services 2011 - 2013
S.J. Energy Co. Inc. 2008 - 2009
Sagent Advisors 2007 - 2008
Education
Harvard Business School 2009 — 2011
Princeton University 2003 — 2007
AB
Apollo Global Management LLC 2013 - Present
GE Energy Financial Services 2011 - 2013
S.J. Energy Co. Inc. 2008 - 2009
Sagent Advisors 2007 - 2008
Education
Harvard Business School 2009 — 2011
Princeton University 2003 — 2007
AB
Derek D. Zhao's Sagent Advisors Experience July 2013 - October 2014
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi October 2014 - Present
Sagent Advisors July 2013 - October 2014
Kellogg School of Management May 2012 - October 2012
Credit Suisse August 2012 - September 2012
Billow Butler & Co. June 2012 - August 2012
Dignitas June 2011 - August 2011
Skills
Corporate Finance, Financial Modeling, Regression Models
Education
Northwestern University 2009 — 2013
B.A., Mathematical Methods in the Social Sciences (MMSS) and Economics
White Oaks Secondary School 2007 — 2009
OSSD & International Baccalaureate (IB) Diploma, English & Literature A1 HL, Mathematics HL, Chemistry HL, Geography SL, French B SL, and Physics SL
Citi October 2014 - Present
Sagent Advisors July 2013 - October 2014
Kellogg School of Management May 2012 - October 2012
Credit Suisse August 2012 - September 2012
Billow Butler & Co. June 2012 - August 2012
Dignitas June 2011 - August 2011
Skills
Corporate Finance, Financial Modeling, Regression Models
Education
Northwestern University 2009 — 2013
B.A., Mathematical Methods in the Social Sciences (MMSS) and Economics
White Oaks Secondary School 2007 — 2009
OSSD & International Baccalaureate (IB) Diploma, English & Literature A1 HL, Mathematics HL, Chemistry HL, Geography SL, French B SL, and Physics SL
Diek Minkhorst's Sagent Advisors Experience 2010 - September 2011
Job Investment Banking (Corporate Finance) at Wells Fargo Securities
Industry Online Media
Experience
Wells Fargo Securities September 2015 - Present
Wells Fargo Securities January 2014 - September 2015
Womadz September 2011 - December 2013
Sagent Advisors 2010 - September 2011
Allen & Company June 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Strategic Advisory, Valuation, Corporate Finance, M&A experience, Private Placements, Divestitures, Analysis, Due Diligence, Mergers, Financial Analysis, Excel, Restructuring, Entrepreneurship, Private Equity, Mergers & Acquisitions, Business Development, Start-ups, Venture Capital, Management Consulting, Executive Management, Corporate Development, Finance, Investments, Competitive Analysis, Business Valuation, Strategy
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor's of Science, Business Administration; Finance, Mandarin
East China Normal University 2008 — 2008
The Westminster Schools 1997 — 2006
Wells Fargo Securities September 2015 - Present
Wells Fargo Securities January 2014 - September 2015
Womadz September 2011 - December 2013
Sagent Advisors 2010 - September 2011
Allen & Company June 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Strategic Advisory, Valuation, Corporate Finance, M&A experience, Private Placements, Divestitures, Analysis, Due Diligence, Mergers, Financial Analysis, Excel, Restructuring, Entrepreneurship, Private Equity, Mergers & Acquisitions, Business Development, Start-ups, Venture Capital, Management Consulting, Executive Management, Corporate Development, Finance, Investments, Competitive Analysis, Business Valuation, Strategy
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor's of Science, Business Administration; Finance, Mandarin
East China Normal University 2008 — 2008
The Westminster Schools 1997 — 2006
Bryan Chiang's Sagent Advisors Experience June 2011 - August 2011
Job Associate at Calera Capital
Industry Financial Services
Experience
Calera Capital July 2014 - Present
Greenhill & Co. June 2012 - July 2014
Sagent Advisors June 2011 - August 2011
Bank of America June 2010 - August 2010
Pacific National Bank May 2009 - August 2009
Nanosciences and Nanoengineering Institute at UC Berkeley June 2007 - July 2007
Skills
Mergers & Acquisitions
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science in Engineering, Computer Science
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance
Calera Capital July 2014 - Present
Greenhill & Co. June 2012 - July 2014
Sagent Advisors June 2011 - August 2011
Bank of America June 2010 - August 2010
Pacific National Bank May 2009 - August 2009
Nanosciences and Nanoengineering Institute at UC Berkeley June 2007 - July 2007
Skills
Mergers & Acquisitions
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science in Engineering, Computer Science
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance
Erik Jensen's Sagent Advisors Experience 2004 - Present
Job Managing Director at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors 2004 - Present
Lane Berry 2002 - 2004
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette Securities Corp 1990 - 2000
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
University of Washington 1980 — 1984
BA, Business Administration (Accounting)
Sagent Advisors 2004 - Present
Lane Berry 2002 - 2004
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette Securities Corp 1990 - 2000
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
University of Washington 1980 — 1984
BA, Business Administration (Accounting)
Christopher Lescinsky's Sagent Advisors Experience July 2013 - October 2014
Job Financial Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey October 2014 - Present
Sagent Advisors July 2013 - October 2014
Georgetown Stock Pitch Conference February 2010 - May 2013
Georgetown University Student Investment Fund December 2011 - December 2012
Sagent Advisors May 2012 - August 2012
Georgetown University Student Investment Fund January 2011 - December 2011
Skills
Valuation, Portfolio Management, Corporate Finance, Equities, Capital IQ, Financial Modeling, Investments, Investment Banking, Finance, Strategy, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
St. Joseph High School 2005 — 2009
Madison Middle School
Houlihan Lokey October 2014 - Present
Sagent Advisors July 2013 - October 2014
Georgetown Stock Pitch Conference February 2010 - May 2013
Georgetown University Student Investment Fund December 2011 - December 2012
Sagent Advisors May 2012 - August 2012
Georgetown University Student Investment Fund January 2011 - December 2011
Skills
Valuation, Portfolio Management, Corporate Finance, Equities, Capital IQ, Financial Modeling, Investments, Investment Banking, Finance, Strategy, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
St. Joseph High School 2005 — 2009
Madison Middle School
Mo Kamaly's Sagent Advisors Experience June 2011 - November 2013
Job Vice President, Strategic Finance at Earthport
Industry Financial Services
Experience
Earthport September 2015 - Present
Necessity & Chance, LLC February 2014 - September 2015
BoomGen Studios March 2015 - June 2015
Sagent Advisors June 2011 - November 2013
Credit Suisse June 2010 - August 2010
Gtrot.com October 2009 - June 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Investments, Private Equity, Equities, Microsoft Excel, PowerPoint, Capital IQ, Investment Banking, Microsoft Office, LBO, Bloomberg, Microsoft Word, Salesforce.com, DCF, Transmedia Storytelling, Scripting, Television Producing, Voice Acting, Acting, Film Production
Education
Boston University - School of Management 2007 — 2011
BS, Business Administration - Finance
Mamaroneck High School 2003 — 2007
Earthport September 2015 - Present
Necessity & Chance, LLC February 2014 - September 2015
BoomGen Studios March 2015 - June 2015
Sagent Advisors June 2011 - November 2013
Credit Suisse June 2010 - August 2010
Gtrot.com October 2009 - June 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Investments, Private Equity, Equities, Microsoft Excel, PowerPoint, Capital IQ, Investment Banking, Microsoft Office, LBO, Bloomberg, Microsoft Word, Salesforce.com, DCF, Transmedia Storytelling, Scripting, Television Producing, Voice Acting, Acting, Film Production
Education
Boston University - School of Management 2007 — 2011
BS, Business Administration - Finance
Mamaroneck High School 2003 — 2007
Omar Sattar's Sagent Advisors Experience July 2006 - September 2008
Job Director at HelloFresh USA
Industry Food & Beverages
Experience
HelloFresh USA September 2015 - Present
Tribeca Oven Inc. October 2009 - September 2015
Ashfar Enterprises September 2008 - October 2009
Sagent Advisors July 2006 - September 2008
Skills
Financial Modeling, LBO, Valuation, Private Equity, DCF, Corporate Development, Leveraged Finance, Business Valuation, Corporate Finance, Financial Analysis, M&A experience, Bloomberg, Investment Banking, Venture Capital, Capital Markets, Due Diligence, Emerging Markets, Mergers & Acquisitions, Competitive Analysis, Investor Relations, Divestitures, Structured Finance, Investments, Hedge Funds, Equity Valuation, Equities, Strategy, Equity Research, Restructuring, Project Finance
Education
New York University 2013 — 2015
Master of Business Administration (MBA), Corporate Finance and Strategy
New York University 2002 — 2006
Bachelor's, Economics, Finance
HelloFresh USA September 2015 - Present
Tribeca Oven Inc. October 2009 - September 2015
Ashfar Enterprises September 2008 - October 2009
Sagent Advisors July 2006 - September 2008
Skills
Financial Modeling, LBO, Valuation, Private Equity, DCF, Corporate Development, Leveraged Finance, Business Valuation, Corporate Finance, Financial Analysis, M&A experience, Bloomberg, Investment Banking, Venture Capital, Capital Markets, Due Diligence, Emerging Markets, Mergers & Acquisitions, Competitive Analysis, Investor Relations, Divestitures, Structured Finance, Investments, Hedge Funds, Equity Valuation, Equities, Strategy, Equity Research, Restructuring, Project Finance
Education
New York University 2013 — 2015
Master of Business Administration (MBA), Corporate Finance and Strategy
New York University 2002 — 2006
Bachelor's, Economics, Finance
David Karsenti's Sagent Advisors Experience June 2009 - August 2009
Job Associate at Warburg Pincus LLC
Industry Financial Services
Experience
Warburg Pincus LLC August 2013 - August 2015
Evercore Partners March 2011 - June 2013
Morgan Stanley June 2010 - February 2011
Sagent Advisors June 2009 - August 2009
Burger King Corporation June 2008 - August 2008
Skills
Bloomberg, Investment Banking, Valuation, Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Due Diligence, Capital Markets, Equities, Mergers & Acquisitions, Investments
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Northwestern University 2006 — 2010
B.A, MMSS/Economics
Warburg Pincus LLC August 2013 - August 2015
Evercore Partners March 2011 - June 2013
Morgan Stanley June 2010 - February 2011
Sagent Advisors June 2009 - August 2009
Burger King Corporation June 2008 - August 2008
Skills
Bloomberg, Investment Banking, Valuation, Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Due Diligence, Capital Markets, Equities, Mergers & Acquisitions, Investments
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Northwestern University 2006 — 2010
B.A, MMSS/Economics
Andrew Beck's Sagent Advisors Experience August 2010 - February 2012
Job Senior Treasury Analyst, General Motors
Industry Automotive
Experience
General Motors June 2014 - Present
Sagent Advisors August 2010 - February 2012
Sagent Advisors July 2007 - August 2010
Skills
LBO, DCF, Valuation, Financial Modeling, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Business Valuation, Bloomberg, Due Diligence, Leveraged Finance, Capital IQ, Financial Analysis, Equities, Corporate Development, Divestitures, Mergers, M&A experience, Thompson One
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Indiana University Bloomington 2003 — 2007
B.S., Finance
General Motors June 2014 - Present
Sagent Advisors August 2010 - February 2012
Sagent Advisors July 2007 - August 2010
Skills
LBO, DCF, Valuation, Financial Modeling, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Business Valuation, Bloomberg, Due Diligence, Leveraged Finance, Capital IQ, Financial Analysis, Equities, Corporate Development, Divestitures, Mergers, M&A experience, Thompson One
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Indiana University Bloomington 2003 — 2007
B.S., Finance
Keith W Marshall's Sagent Advisors Experience February 2011 - February 2012
Job Officer at Torque Therapeutics
Industry Biotechnology
Experience
Torque Therapeutics September 2015 - Present
TAG Healthcare Advisors August 2014 - August 2015
GCA Savvian May 2012 - August 2015
Sagent Advisors February 2011 - February 2012
Montgomery, Marshall Healthcare Partners July 2008 - January 2011
Montgomery & Co., LLC May 2003 - June 2008
JPMorgan January 2001 - May 2003
Immulogic Pharmaceuticals 1990 - 1993
Skills
Investment Banking, Venture Capital, Mergers & Acquisitions, Private Placements, Financial Advisory
Education
The University of Chicago - Booth School of Business
MBA, Finance, Strategy, Entrepreneurship
University of California, San Francisco
PhD, Pharmaceutical Chemistry
Washington University in St. Louis
AB, Biology
Torque Therapeutics September 2015 - Present
TAG Healthcare Advisors August 2014 - August 2015
GCA Savvian May 2012 - August 2015
Sagent Advisors February 2011 - February 2012
Montgomery, Marshall Healthcare Partners July 2008 - January 2011
Montgomery & Co., LLC May 2003 - June 2008
JPMorgan January 2001 - May 2003
Immulogic Pharmaceuticals 1990 - 1993
Skills
Investment Banking, Venture Capital, Mergers & Acquisitions, Private Placements, Financial Advisory
Education
The University of Chicago - Booth School of Business
MBA, Finance, Strategy, Entrepreneurship
University of California, San Francisco
PhD, Pharmaceutical Chemistry
Washington University in St. Louis
AB, Biology
Ken Morgan's Sagent Advisors Experience July 2008 - March 2010
Job Director, Business Development and Government Affairs at Tesla Motors
Industry Automotive
Experience
Tesla Motors October 2013 - Present
Tesla Motors April 2010 - September 2013
Sagent Advisors July 2008 - March 2010
Citigroup June 2007 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Corporate Development, Financial Analysis, Mergers & Acquisitions, Due Diligence, Investment Banking, M&A experience, Private Equity, Venture Capital, Strategy, Business Strategy, Start-ups, Bloomberg, DCF, Equities, Investments, Salesforce.com, Microsoft Excel, Energy Policy, Public Speaking
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.S. in Economics, Finance & Entrepreneurship
Tesla Motors October 2013 - Present
Tesla Motors April 2010 - September 2013
Sagent Advisors July 2008 - March 2010
Citigroup June 2007 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Corporate Development, Financial Analysis, Mergers & Acquisitions, Due Diligence, Investment Banking, M&A experience, Private Equity, Venture Capital, Strategy, Business Strategy, Start-ups, Bloomberg, DCF, Equities, Investments, Salesforce.com, Microsoft Excel, Energy Policy, Public Speaking
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.S. in Economics, Finance & Entrepreneurship
Andy Oh's Sagent Advisors Experience July 2007 - November 2009
Job Associate Director, Strategic Development at National Basketball Association
Industry Sports
Experience
National Basketball Association March 2013 - Present
National Basketball Association February 2011 - March 2013
National Basketball Association November 2009 - February 2011
Sagent Advisors July 2007 - November 2009
Skills
Financial Modeling, Investment Banking, Business Strategy, Finance, Valuation, Corporate Development, Corporate Finance
Education
Wharton School, University of Pennsylvania
Finance and Accounting
National Basketball Association March 2013 - Present
National Basketball Association February 2011 - March 2013
National Basketball Association November 2009 - February 2011
Sagent Advisors July 2007 - November 2009
Skills
Financial Modeling, Investment Banking, Business Strategy, Finance, Valuation, Corporate Development, Corporate Finance
Education
Wharton School, University of Pennsylvania
Finance and Accounting
Kiran Prasad, CFA's Sagent Advisors Experience 2009 - 2010
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2010 - Present
Sagent Advisors 2009 - 2010
Lehman Brothers 2006 - 2009
Appraisal Economics Inc. 2001 - 2004
PwC 1999 - 2001
Skills
Investment Banking, Valuation, LBO, Financial Modeling, Mergers & Acquisitions, Leveraged Finance, Corporate Finance, Due Diligence, Capital Markets, Restructuring
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
Master of Business Administration (MBA)
Lehigh University 1994 — 1998
BS, Finance
Jefferies & Company 2010 - Present
Sagent Advisors 2009 - 2010
Lehman Brothers 2006 - 2009
Appraisal Economics Inc. 2001 - 2004
PwC 1999 - 2001
Skills
Investment Banking, Valuation, LBO, Financial Modeling, Mergers & Acquisitions, Leveraged Finance, Corporate Finance, Due Diligence, Capital Markets, Restructuring
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
Master of Business Administration (MBA)
Lehigh University 1994 — 1998
BS, Finance
Dominic Aquilina's Sagent Advisors Experience June 2011 - August 2012
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2012 - March 2015
Sagent Advisors June 2011 - August 2012
Sagent Advisors October 2009 - June 2011
Wells Fargo Securities June 2008 - October 2009
Education
University of Florida 2007 — 2008
Master of Science (MS), Finance, General
University of Florida 2004 — 2007
Bachelor of Science (BS), Finance, General
Wells Fargo Securities September 2012 - March 2015
Sagent Advisors June 2011 - August 2012
Sagent Advisors October 2009 - June 2011
Wells Fargo Securities June 2008 - October 2009
Education
University of Florida 2007 — 2008
Master of Science (MS), Finance, General
University of Florida 2004 — 2007
Bachelor of Science (BS), Finance, General
Jeff McGrath's Sagent Advisors Experience January 2009 - September 2012
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2012 - Present
Sagent Advisors January 2009 - September 2012
Wachovia January 1996 - January 2009
Education
Baylor University 1986 — 1991
Economics
Wells Fargo Securities September 2012 - Present
Sagent Advisors January 2009 - September 2012
Wachovia January 1996 - January 2009
Education
Baylor University 1986 — 1991
Economics
Kerri Donovan's Sagent Advisors Experience 2009 - 2011
Job Financial Services Professional
Industry Investment Banking
Experience
Sagent Advisors 2009 - 2011
Deutsche Bank 1989 - 2008
Skills
Investment Banking
Education
Loyola University Maryland
Sagent Advisors 2009 - 2011
Deutsche Bank 1989 - 2008
Skills
Investment Banking
Education
Loyola University Maryland
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS