(212) 555-0142 ◇ New York, NY
harrison.aldous@example.com ◇ linkedin.com/in/harrison-aldous ◇ harrisonaldous.com
Investment banker with 9 years in mergers and acquisitions, currently a Vice President in the industrials coverage group of a mid-market investment bank. Has closed 14 transactions with $6.8B in aggregate value, led day-to-day execution on 5 sell-side processes that closed an average of 11% above the initial valuation range, and is credited with $38M in advisory fees. Runs a deal team of 4 analysts and associates and is known for models and materials that hold up in front of boards and buyers alike.
Coursework in Corporate Valuation, Mergers and Acquisitions, Leveraged Finance, and Negotiation. Investment banking club president.
Minor in Accounting. Holds FINRA Series 79 and Series 63 licences.
- Led day-to-day execution on 5 sell-side processes worth $2.4B combined, closing an average of 11% above the initial valuation range.
- Run a deal team of 4 analysts and associates across 3 live mandates at a time, with 0 missed process deadlines in 3 years.
- Originated 6 new client mandates through sponsor coverage, contributing $17M of the $38M in advisory fees credited to date.
- Executed 6 closed transactions worth $3.1B, owning the operating model, buyer materials, and diligence tracker on each deal.
- Built a synergy model for a $900M strategic acquisition that identified $42M in annual cost savings used in board approval.
- Managed data rooms with more than 4,000 documents and answered about 600 buyer diligence questions per process.
- Supported 3 closed M&A transactions worth $1.3B, building valuation analyses and 40-page confidential information memoranda.
- Prepared about 35 pitch books a year for industrials and business services clients, ranked top 2 of 11 in the analyst class.
- Built a precedent transaction database of 220 industrials deals that the group used as its standard source for 4 years.
Precision Components Sale Process. Ran execution on the sale of a family-owned precision components maker, contacting 85 strategic and sponsor buyers, holding 9 management meetings, and running 2 bid rounds, which produced 4 final bids and a $610M sale at 12.5 times EBITDA, 14% above the top of the initial range.
Carve-Out Standalone Cost Model. Built a standalone cost and transition services model for a $750M divisional carve-out, mapping 36 shared services and 1,200 employees, which gave buyers a credible standalone EBITDA, cut diligence questions on costs by about half, and supported signing in 5 months.
Sponsor Coverage Playbook. Mapped 140 private equity sponsors by fund size, sector focus, and portfolio age for the industrials group, then set a quarterly outreach plan, which led to 6 new mandates in 2 years and made the group a regular invitee to sponsor sell-side processes.
- Mentor 4 undergraduate students a year through a finance career access nonprofit programme.
- Guest speaker on sell-side M&A processes at a business school finance club, 2 sessions a year.
- Completes an annual charity cycling ride of 100 miles, raising about $8,000 for youth education.
- Lead analyst and associate recruiting for the industrials group, interviewing about 60 candidates a year.
- Run the modelling training week for each incoming analyst class of 12 at the bank.
- Serve as staffing coordinator for the group, balancing workloads across 9 junior bankers.

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