Finance

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Lily Deng

Co-Director

  • Email
  • LinkedIn - Black Circle
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Alfred Roberts

Co-Director

  • Email
  • LinkedIn - Black Circle
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Patrick Dolan

Co-Director

  • Email
  • LinkedIn - Black Circle

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 7:00

Mendoza 162

Ares Management is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes.

Project Leaders:

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Mondays 6:00

Mendoza 134

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:

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Mondays 6:30

Mendoza 162

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.

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Mondays 5:30

Mendoza 158

Battery Ventures backs founders and talented teams at all stages of growth, from startups to established market leaders. They are currently investing from their 14th flagship fund, Battery Ventures XIV, and companion fund Select Fund II, together capitalized at a combined $3.8 billion.

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Mondays 7:00

Mendoza 134

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.

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Mondays 6:30

Mendoza 134

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City.

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Mondays 7:30

Mendoza 158

Constitution Capital Partners is a full-service alternative asset manager that focuses on the North American middle market sector. We provide institutional investors with customized solutions to fit their investment goals.

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Mondays 8:30

Mendoza 158

Students will conduct financial and market analysis on target companies for a SPAC. Ultimately, students will recommend an acquisition to professionals at Credit Suisse through a presentation at the conclusion of the project

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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

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Mondays 6:30

Mendoza 158

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.

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Mondays 8:30

Mendoza 162

GCM Grosvenor manages assets on behalf of a global client base across hedge fund strategies, private equity, real estate, infrastructure, and multi-asset class investments.

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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:

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Mondays 7:00

Mendoza 158

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.

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Team 1

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Mondays 7:30

Mendoza 134

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.

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Team 2

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Mondays 8:30

Mendoza 134

This project offers an in-depth look in to the analysis related to advising distressed companies. Students will think critically and use their financial analysis in different ways to identify the best strategic alternative for the company moving forward. Students will evaluate various strategies from the perspective of all relevant stakeholders.

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Mondays 8:00

Mendoza 162

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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:

Mondays 5:00

Mendoza 162

LaSalle only invests in real estate, bringing a unique focus and depth of expertise to the sector. They operate a dedicated team model. Each investment team functions as an entrepreneurial group, managing a bespoke investment strategy for each client and fund. 

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Mondays 7:30

Mendoza 162

Lazard is the world's leading financial advisory and asset management firm, advising on mergers, acquisitions, restructuring, capital structure and strategy. 

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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.

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Mondays 6:00

Mendoza 158

Morningstar, Inc. is an American financial services firm that  provides an array of investment research and investment management services.

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Mondays 8:00

Mendoza 158

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.

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Mondays 5:00

Mendoza 158

UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland.

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Mondays 5:00

Mendoza 134

Participants will apply qualitative and quantitative valuation techniques to analyze a hypothetical merger between two companies. Students will be guided by bankers at William Blair to better understand the M&A process and associated components. Students will travel to William Blair's HQ in Chicago to present their analysis.

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