Finance
Matt Prame
Co-Director
Michael Manning
Co-Director
Johnny DeLuca
Co-Director
Mission Statement
To provide participants ample opportunities to apply financial valuation models in first hand, real world applications. Through project participation and dialogues with industry experts, members expand their financial lexicon, foster meaningful relationships, and develop essential business skills and professional etiquette.
Projects
Mondays: Email Directors for Details
Audax Group is a leading investor in U.S. middle market companies. Since its founding in 1999, the firm has raised over $32 billion in capital across its Private Equity and Private Debt businesses from a diverse set of global investors.
Project Leaders:
Mondays
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Participants will analyze a potential merger or acquisition. The project will consist of a blend of quantitative and qualitative analysis from equity research and investment banking. Topics will range from simple company overviews to advanced modeling. Students will ultimately present to Robert W. Baird in their Chicago office.
Project Leaders:
Application Only
Students will conduct credit, financial, and market analyses, and evaluate three proposed LBO financing structures to support a Private Equity sponsor’s bid to take a company private. The project will be traveling to New York City. Applications are required, as there are a limited number of competitive spots available.
Project Leaders:
Application Only
Students will be selected to analyze and strategically advise the same client. Each team will conduct industry and company analyses and analyze different strategic alternatives for the company including but not limited to an equity or debt issuance, a sale of the company, and an acquisition. One recommendation will emerge
Project Leaders:
Mondays
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Students will evaluate the merits of several financing structures for a take-private transaction for a hypothetical Private Equity client of BMO. Ultimately, students will recommend a structure to professionals at BMO through a presentation at the conclusion of the project.
Project Leaders:
Mondays
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Students will look at three consumer-focused companies in the same competitive space and ultimately select one business to invest in from the perspective of a mutual fund. Students will learn about the investment process, judging risks and merits and valuation techniques through a blend of quantitative and qualitative analysis.
Project Leaders:
Application Only
Students will be selected to analyze and strategically advise the same client. Each team will conduct industry and company analyses and analyze different strategic alternatives for the company including but not limited to an equity or debt issuance, a sale of the company, and an acquisition. One recommendation will emerge.
Project Leaders:
Mondays
Email PL's for details
Participants will act as associates in a private equity fund seeking to perform a heavily debt-financed leverage buyout of a public company. Teams will first examine industry companies, trends, and characteristics before the target buyout company is chosen. The target company will be valued using DCF modeling and precedent transactions.
Project Leaders:
Team 1
Mondays
Email PL's for details
Participants will act as associates in a private equity fund seeking to perform a heavily debt-financed leverage buyout of a public company. Teams will first examine industry companies, trends, and characteristics before the target buyout company is chosen. The target company will be valued using DCF modeling and precedent transactions.
Project Leaders:
Team 2
Mondays
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“We are excited to partner with Notre Dame SIBC for our first finance project. Participants will conduct qualitative and quantitative analyses to create a hypothetical sell-side M&A pitch deck. Students will work with Lincoln bankers and gain experience with the M&A process. Students will ultimately travel to Lincoln International’s headquarters in Chicago to present their findings."
Project Leaders:
Mondays
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A team of students will analyze a private company and be responsible for evaluating the credit and deciding if it is a worthwhile investment. Then, they will propose a capital structure that would be an attractive investment from Maranon’s perspective. The project will culminate in a final presentation in Maranon's chicago office.
Project Leaders:
Application Only
Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. With offices in more than 42 countries and more than 60,000 employees, the firm's clients include corporations, governments, institutions, and individuals.
Project Leaders:
Mondays
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Members will serve as debtor advisors to a distressed company and recommend strategic alternatives. Presentation materials will include capital structure analysis, liquidity forecasts, key debt document insights, and potential company transactions. The team will present its findings to a team of PJT restructuring advisors from in New York.
Project Leaders:
Mondays
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Project Leaders:
Artificial intelligence (AI) is a powerful and versatile technology with beneficial applications across virtually every corner of the economy. When used correctly, AI can drive prosperity and serve as a catalyst of opportunity. Fully unlocking AI’s transformative potential will require supporting the innovative momentum around AI technologies and applications. The team will research a unique industry and present the impact of AI on the specific sector, the most innovative technologies and companies in the sector, and recommendations for investment in specific AI businesses within the sector.
Mondays
Email PL's for details
Project Leaders:
Selected students will analyze and provide strategic advice to a client. Each team will perform analyses of the industry and the company, exploring various strategic options such as equity or debt issuance, company sale, and acquisition. Ultimately, each team will present a single recommendation and one recommendation will emerge.
Mondays: Email Directors for details
Project Leaders:
Two teams of 5-6 seniors will analyze an investment opportunity provided by the ND team at Blackstone. The project will culminate in a debate between the two teams on the merits of their investment theses. One recommendation will emerge.
