Cedric E. Menius
Director, Technology Investment Banking
New York, NY · (212) 555 0131 · name@example.com · linkedin.com/in/cedricemenius
Key Qualifications
EXPERIENCE
Fourteen years in investment banking, six at director level
INDUSTRIES
Application software, data infrastructure, vertical software, managed services
SPECIALTIES
Sell side mergers and acquisitions, sponsor processes, valuation, negotiation, origination
SYSTEMS
Capital IQ, FactSet, Bloomberg, PitchBook, Datasite, Microsoft Excel
CREDENTIALS
Series 79 and Series 63 licenses through the Financial Industry Regulatory Authority
EDUCATION
Master of business administration, Columbia University; bachelor of arts in economics, Haverford College
Executive Summary
Investment banking director covering software and internet infrastructure, with fourteen years of advisory experience and 9.6 billion dollars of announced transaction value across 31 completed deals. Runs sell side mergers and acquisitions processes end to end, from positioning the company through negotiation of the purchase agreement, and originates roughly two thirds of his own mandates.
Signature Achievements
- Closed 31 transactions with 9.6 billion dollars of announced value, 24 of them sell side assignments for founder owned or sponsor backed software companies.
- Advised on the 1.4 billion dollar sale of a vertical software company to a strategic buyer at a valuation 27 percent above the initial indication range.
- Originated 62 million dollars of fee revenue over four years, most of it from relationships built before a process ever started.
- Ran a broken process to a second close nine months later after repositioning the company around recurring revenue quality, and the final price exceeded the original offer.
- Built the firm's data infrastructure coverage from three relationships to more than ninety tracked companies.
- Promoted four analysts to associate and two associates to vice president from the teams he staffed and reviewed.
Professional Experience
Director, Technology Investment Banking
Hollis Ward Partners, New York, NY 2019 to present
Software coverage at an independent advisory firm of 140 bankers, typically eight live mandates a year with enterprise values between 200 million and 2 billion dollars.
- Lead sell side and buy side mergers and acquisitions assignments from pitch through signing and closing.
- Own valuation judgment on every mandate, including discounted cash flow, comparable company analysis and precedent transaction work prepared by the deal team.
- Manage the diligence process with counsel, accountants and management, including data room readiness and buyer question tracking.
- Negotiate letters of intent and work with counsel through the purchase agreement, escrow terms and working capital mechanics.
- Originate mandates through a coverage list of roughly ninety private software companies and twenty financial sponsors.
Vice President, Technology Group
Brightwater Securities, New York, NY 2015 to 2019
Execution lead on software and technology enabled services transactions at a middle market investment bank.
- Ran deal teams of three to four bankers across concurrent live processes.
- Built and reviewed the operating models and valuation materials presented to boards.
- Drafted confidential information memoranda and management presentations for sell side processes.
- Coordinated financing conversations with lenders on sponsor backed transactions.
Associate, Mergers and Acquisitions
Meridian Crest Capital Markets, New York, NY 2011 to 2015
Generalist mergers and acquisitions coverage with an emphasis on technology and business services.
- Built leveraged buyout and merger models for prospective and live transactions.
- Prepared board materials, valuation books and fairness analysis support.
- Managed analysts on pitch preparation and industry research.
Licensure and Certification
Series 79 Investment Banking Representative license
Series 63 Uniform Securities Agent State Law license
Education
Master of Business Administration, Columbia University, 2015
Bachelor of Arts in Economics, Haverford College, 2009
Core Skills
Sell side mergers and acquisitions · Valuation · Deal negotiation · Client origination · Financial modeling · Diligence management · Board presentations · Sponsor coverage · Team leadership · Purchase agreement mechanics