Joseph Kagan

MBA

Finance

Cappello Global, LLC

Investment Banking Summer Analyst

- Los Angeles, CA - A middle-market investment bank specializing in strategic financing transactions for both public & privately-held companies - Investment Banking Summer Analyst - April 2020 - Present - Worked on transactions valued at tens of millions and billions of dollars under the supervision of senior-level bankers - CIM Preparation: Contributed to Confidential Information Memorandums (CIM's) containing proprietary client information along with risk assessment, financial assumptions and product info to present to investors and private equity firms - Research: Assigned a Capital IQ membership to research how we can connect our client with the appropriate financial sectors - Financial Modelling: Worked on financial models containing assumptions, LBO's, DCF's and depreciation schedules - Due Diligence: Performed due diligence work for a number of start-up clients in the energy, cannabis, and oil & gas industries in order to prepare the client for M&A, restructuring, capital raise or other type of transaction - Live Deals: Took notes in calls and instructed my team on how to present them to managing directors and other senior staff - Leadership Role: Secured internship contract extension, tasked with reviewing internship applications, interviewed prospective - Results: Increased client satisfaction by working with other interns to provide the best possible CIM, developed stronger financial