Finance
Danielle Arno
Co-Director
Carter McKenna
Co-Director
Jonathan Su
Co-Director
Brynn Wilary
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 7:00
Debart 119
Ares Management is a global investment manager specializing in credit, private equity, real estate, and infrastructure investments. The firm provides flexible capital solutions to businesses and investors, with a focus on generating long-term, risk-adjusted returns.
Project Leaders:
Mondays 5:00
Debart 140
Bain Capital is a leading global private investment firm that invests across private equity, credit, real estate, and other alternative asset classes. The firm partners with companies to drive long-term growth and create value through strategic investment and operational expertise.
Project Leaders:
Mondays 5:30
Debart 119
Baird is a leading employee-owned financial services firm providing investment banking, wealth management, and capital markets services to individuals, businesses, and institutions. The firm is known for its client-focused approach and expertise in advising companies on mergers and acquisitions, financing, and other strategic transactions.
Project Leaders:
Mondays 5:00
Debart 136
Baird is a leading employee-owned financial services firm providing investment banking, wealth management, and capital markets services to individuals, businesses, and institutions. The firm is known for its client-focused approach and expertise in advising companies on mergers and acquisitions, financing, and other strategic transactions.
Project Leaders:
Application Only
Email PLs for details
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:
Mondays 7:30
Debart 119
Barclays is a leading global financial services firm offering investment banking, capital markets, wealth management, and corporate banking services. The firm advises companies, institutions, and governments on strategic transactions, financing, and investment opportunities across global markets.
Project Leaders:
Application Only
Email PLs for details
Two teams of students will be selected to create an investment memo for a mock leveraged buyout of a publicly traded company. The teams will directly interact with investment professionals from Blackstone Infrastructure Partners (BIP) and Blackstone Capital Partners (BCP). Proposals will be presented at Blackstone's headquarters in New York City.
Project Leaders:
Mondays 8:00
Debart 140
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 6:00
Debart 140
BNP Paribas is a leading global financial institution offering investment banking, corporate banking, asset management, and retail banking services. The firm works with companies, institutions, and governments to provide financing, strategic advisory, and investment solutions across international markets.
Project Leaders:
Mondays 5:00
Mendoza 162
Constitutional Capital Partners is a private investment firm that partners with management teams to provide flexible capital and strategic support for long-term growth. The firm focuses on disciplined investing, value creation, and aligning interests with founders and operators to build sustainable businesses.
Project Leaders:
Mondays 6:30
Debart 136
Deutsche Bank is a leading global financial institution providing investment banking, corporate banking, asset management, and private banking services. The firm advises corporations, institutions, and governments on financing, strategic transactions, and investment opportunities across global markets.
Project Leaders:
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Application Only
Email PLs for details
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 7:30
Debart 120
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:
Mondays 8:00
Debart 136
Students will be selected to analyze a set of fixed-income trading
instruments’ performance and create a model determining a repeatable
strategy to trade these instruments successfully. You will work with traders
and portfolio managers at Garda, a tier one Hedge Fund, to complete a
project similar to that of an analyst on their investment team.
Project Leaders:
Application Only
Email PLs for details
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 7:00
Debart 140
Goldman Sachs Private Wealth Management provides personalized investment management, financial planning, and advisory services to high-net-worth individuals, families, and foundations. The business helps clients manage and grow their wealth through tailored investment strategies, lending solutions, and access to Goldman Sachs’ global investment expertise.
Project Leaders:
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.
Project Leaders:
Team 1
Mondays 5:00
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.
Project Leaders:
Team 2
Mondays 5:30
Mendoza 158
Guggenheim Securities is a leading investment banking and capital markets firm providing advisory, financing, and research services to corporations, institutions, and investors. The firm specializes in mergers and acquisitions, restructuring, equity and debt financing, and other strategic financial transactions across a range of industries.
Project Leaders:
Mondays 5:30
Mendoza 162
Houlihan Lokey, Inc., is an American multinational independent investment bank and financial services company. Houlihan Lokey was founded in 1972 and is headquartered at Constellation Place in Century City, Los Angeles, California. The firm advises large public and closely held companies as well as institutions and governments.
Project Leaders:
Mondays 6:00
Mendoza 158
Project Leaders:
Jefferies Group is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, and asset management.
Mondays 8:00
Debart 119
Koch Equity Development is the private equity arm of Koch Industries, focused on investing in established businesses across a range of industries. The firm partners with management teams to provide capital, strategic guidance, and operational expertise to support long-term growth and value creation.
Project Leaders:
Mondays 6:30
Debart 119
Lincoln International LLC is a multinational independent investment bank and financial services company specializing in advisory services and financings on middle market transactions. The firm works with publicly traded and privately owned companies, financial sponsors, and lenders.
Project Leaders:
Mondays 6:00
Mendoza 162
Moelis & Company is a leading global independent investment bank providing strategic advisory services to corporations, financial sponsors, institutions, and governments. The firm specializes in mergers and acquisitions, restructuring, recapitalization, and other complex financial transactions.
Project Leaders:
Application Only
Email PLs for Details
Students will strategically advise a client in an M&A scenario. Teams will conduct in depth analyses to evaluate strategic alternatives for the client including but not limited to an acquisition, a sale, or an equity / debt issuance. Ultimately, teams will pitch their recommendations to Morgan Stanley professionals in New York City.
Project Leaders:
Mondays 7:00
Debart 136
Morningstar is a leading financial services firm providing investment research, data, analytics, and ratings to investors and financial professionals. The firm helps clients evaluate investments and make informed decisions through its research, portfolio analysis, and wealth management solutions.
Project Leaders:
Mondays 7:00
Debart 120
Project Leaders:
DBO Partners was a San Francisco-based independent investment bank,known for advising tech and other industry leaders on M&A and capital raises, but was acquired by Piper Sandler in late 2022, integrating its team andexpertise into Piper Sandler's technology banking platform. Students will present to team members in the San Francisco office.
Project Leaders:
Perella Weinberg Partners (PWP) is a global, independent investment banking and advisory firm founded in 2006, focused on providing strategic and financial advice to corporations, financial sponsors, and other institutions. Its core offerings include M&A, capital markets and financing advisory, restructuring and liability management, shareholder engagement, and private funds advisory, with an emphasis on complex, high-stakes transactions.
Application Only
Email PLs for Details
Mondays 7:30
Debart 140
Project Leaders:
Perella Weinberg Partners (PWP) is a global, independent investment banking and advisory firm founded in 2006, focused on providing strategic and financial advice to corporations, financial sponsors, and other institutions. Its core offerings include M&A, capital markets and financing advisory, restructuring and liability management, shareholder engagement, and private funds advisory, with an emphasis on complex, high-stakes transactions.
Mondays 5:30
Debart 136
Project Leaders:
Pritzker Private Capital (PPC) is a family-backed private investment firm that partners with middle-market companies to support long-term growth and value creation. The firm provides patient capital and strategic resources, focusing on building strong businesses through operational excellence and aligned partnerships.
Mondays 7:30
Debart 136
Project Leaders:
RBC Capital Markets, the investment banking arm of Royal Bank of Canada,
operates across investment banking, corporate banking, and markets.
Selected students will present to the New York City office and engage in a
finance-focused project in collaboration with the firm.
Mondays 6:00
Debart 136
Project Leaders:
Raymond James is a diversified financial services firm providing investment banking, wealth management, asset management, and capital markets services to individuals, corporations, and institutions. The firm is known for its client-focused approach and expertise in advising companies on mergers and acquisitions, financing, and other strategic transactions.
Mondays 7:00
Mendoza 162
Project Leaders:
Rothschild & Co is a leading global financial services firm providing investment banking, wealth management, and asset management services to corporations, institutions, and private clients. The firm is particularly known for its expertise in mergers and acquisitions, strategic advisory, restructuring, and other complex financial transactions.
Mondays 6:30
Debart 120
Project Leaders:
Sixth Street is a global investment firm focused on providing flexible capital solutions across credit, private equity, and other alternative investments. The firm partners with companies to provide financing and strategic support, with an emphasis on long-term value creation and differentiated investment opportunities.
Mondays 7:30
Mendoza 162
Project Leaders:
TD Securities is the corporate and investment banking arm of TD Bank Group, providing advisory, financing, and capital markets services to corporations, institutions, and governments. The firm specializes in mergers and acquisitions, debt and equity financing, and risk management across North American and global markets.
Mondays 7:30
Mendoza 158
Project Leaders:
Truist Securities is the corporate and investment banking arm of Truist Financial, providing advisory, capital raising, and risk management solutions to middle-market and large corporate clients across the U.S., with sector expertise spanning healthcare, financial services, consumer, energy, and industrials.
Mondays 5:00
Debart 120
Project Leaders:
UBS is a leading global financial services firm offering investment banking, wealth management, asset management, and retail banking services. The firm advises corporations, institutions, and private clients on strategic transactions, investments, financing, and long-term wealth management.
