Analyst Project

Mike Robertson

*** ********** **., ***** ****, San Francisco, CA 94104 • 801-***-**** • ****.*.*********@***.***

PROFESSIONAL EXPERIENCE

Piper Jaffray – Investment Banking Division San Francisco, California

Analyst: Technology, Media, & Telecom / Clean Technology & Renewables Industry Coverage May 07 – Aug 07 & Jul 08 – Present

• Ranked as the #1 analyst from the Piper Jaffray 2008 analyst class

• Thoughtfully compile dozens of corporate idea proposals regarding acquiring businesses and raising various forms of capital

• Act as execution agent for all aspects of deal process, including analysis, client interfacing, due diligence, and presentation

Select Transaction Experience

o Ancestry.com’s (ACOM) Initial Public Offering filed for $75.0mm (to be listed on NASDAQ or NYSE) (In Registration)

o People Media’s Sale to Match.com (Subsidiary of IAC/InterActiveCorp. (IACI)) for $80.0mm (Jul 2009)

o LogMeIn’s (LOGM) Initial Public Offering for $122.7mm (Jun 2009)

o Evergreen Solar’s (ESLR) $76.6mm Follow-On Offering directly sold to a narrow set of Institutional Investors (May 2009)

Only analyst on sole managed transaction, prepared road show presentation, managed diligence, performed interest analytics

o SunPower’s (SPWRA) $227.7mm Follow-On Equity Offering & $230.0mm Convertible Debt Offering (Apr 2009)

o Project Eagle: LBO / M&A Buy-Side Advisory, Internet Company Roll-Up with Sponsor Equity Backing (Pending)

o Project Spiral: M&A Sell-Side Advisory, International Strategic Acquisition (Pending)

Performed all functions connected with the fairness opinion, merger analytics, synergy realization, and transaction valuation

o Project H2O: International Bookrun Clean Tech IPO (to be listed on NYSE) (Pending)

o Project Jasper: M&A Sell-Side Advisory, International Roll-Up and Sale to Private Equity Sponsor (Pending)

Built from scratch both the unique operating model and the synergy model used by private equity clients for deal analysis

Lehman Brothers – Investment Banking Division New York, New York

Analyst Intern: Global Debt Capital Markets – Hybrid Capital Jan 07 – Apr 07

• Collaborated with Wall Street’s #1 Hybrid Capital team to advise Cerberus owned GMAC on a proposed $4 billion deal

• Analyzed dozens of legal offering documents to outline and track innovation of bond and preferred structures

• Participated in calls with Fortune 500 CFOs discussing the appropriate capital blend of debt, equity, and hybrid securities

Select Transaction Experience

o CIT’s $500mm & $250mm Junior Subordinated Bond Offerings (Jan & Mar 2007)

o U.S. AgBank’s $250mm Perpetual Preferred Stock Offering (Mar 2007)

National Association of Industrial and Office Properties (NAIOP) Salt Lake City, Utah

Real Estate Due Diligence Intern Sep 06 – Dec 06

• Compiled a detailed 30 page primary research report ranking 15 municipalities on development fees and process timing

• Presented the project results to 50 commercial developers in the Greater Salt Lake area; findings published

E.A. Bilingual Services St. Paul, Minnesota

Professional Interpreter Sep 05 – Dec 05

• First ever non-native Professional Hmong interpreter in Twin Cities

EDUCATION

Brigham Young University – Marriott School of Management Provo, Utah

Bachelor of Science in Finance Graduation: Apr 07

• 4.0/4.0 Finance and Accounting GPA, 3.96/4.00 Cumulative GPA, Magna Cum Laude

• Ranked #1 academically and voted by finance faculty as “The Most Outstanding Finance Student” of graduating class

• Relevant Coursework: Corporate Finance, Advanced Financial Management, Accounting, Investments, Strategy, Statistics

• Investment Banking Club: Officer; Real Estate Club: Vice President; Finance Society, Consulting Club: Active Member

Study Abroad Chiang Mai, Thailand

• United States Federal Government funded research (to be published) May 05 – Aug 05

• Traversed the northern mountains of Thailand researching hill tribe villages for herb remedies that treat infectious diseases

University of Utah – David Eccles School of Business Salt Lake City, Utah

Master of Science in Finance Graduation: May 08

• 3.7/4.0 Cumulative Graduate GPA

• Relevant Coursework: Mergers & Acquisitions, Hedge Funds & Private Equity, Financial Statement Analysis,

Financial Modeling, Financial Reporting, Investments & Portfolio Management, Bond Funds and the CRA, Data Analysis

• Candidate for the Chartered Financial Analyst (CFA) Designation – Passed Level 1, Candidate Level 2: June 2010

• Candidate for the Chartered Alternative Investment Analyst (CAIA) Designation – Level 1: March 2010

LEADERSHIP EXPERIENCE

Students for Self-Sustainable Schools / Rising Star Outreach Provo, Utah / Chennai, India

Chief Business Strategist / Chief Financial Officer Jan 08 – Present

• Winner of the BYU Social Venture Competition (both comprehensive judged contest and audience choice), $25,000 award

• Pitched plan to Marriott International’s Chairman, CEO, and Board Members to secure $250,000 of social venture seed funding

• Developed & implemented a three-phased voluntourism plan to generate funds for schools of children of the leprosy affected

The Church of Jesus Christ of Latter-day Saints Fresno, California

Volunteer Representative – Zone Leader Jul 02 – Jul 04

• Appointed to lead, instruct, and be directly responsible for 16 representatives for 19 months

• Delivered hundreds of presentations in the Hmong language while working 80 – 90 hours per week for two years

PERSONAL

• Currently training for a marathon; Played intramural sports and coached youth baseball through college; Seven-time high school

letterman (football: team captain, baseball: team captain, basketball): named All-State once, All-Region three times

• Met, questioned, and dined with the world’s greatest investor – Warren Buffett

• Motivational speaker at Utah high schools and colleges addressing principles of success, leadership, initiative, and impact

• Dyed-in-the-wool Atlanta Braves fan

Contact this candidate