JOSEPH LOGAN
New York, NY *****
Work: 212-***-****
Mobile: 480-***-****
******@*************.***
EXPERIENCE
New York, NY
MORGAN STANLEY
(11/99 present)
Equity Research Associate, Business-to-Business e-commerce (B2B)
Recently completed B2B e-commerce report to initiate industry coverage with Enterprise
Software & B2B e-commerce Senior Analyst.
JEFFERIES & CO., INC.
Equity Research Associate, Internet Software & Services New York, NY
Modeled future expected financials for companies based on research and company guidance. (7/98 10/99)
Determined price targets using both fundamental analysis and analysis of investor psychology. Wrote
published reports and updates. Met with senior officers of companies and analyzed business models to
determine candidates for potential coverage. Performed due diligence.
Worked with Susan V.Lacerra, Senior Analyst, Business Services
Developed b~e-commerce industry coverage and co-wrote 130 page B2B e-commerce report.
Supported PurchasePro IPO.
Worked exclusively with Bruce D. Smith, CFA, a veteran Senior Internet Analyst.
Analyzed Yahoo!, Excite/@Home, Infoseek, Lycos, America Online, WorldGate and Network
Associates. Preliminary analysis of iVillage, SportsLine, About.com, C Net, and
MarketWatch.com.
Supported WorldGate IPO.
Researched Internet industry trends and developments.
Discussed Internet industry potential with institutional investors.
Maintained internal Internet stock index.
New York, NY
CREDIT SUISSE FIRST BOSTON
Financial Analyst, Global Mergers and Acquisitions (7/96-7/98)
Extensive modeling/valuation experience: Performed pro forma analyses of US and foreign
companies, recapitalization, LBO, weighted average cost of capital and Discounted Cash Flow
analyses. Performed comparable company, break-up, and comparable transaction analyses. Wrote
Offering Memoranda. Performed Due Diligence.
Managed modeling and process for several deals including, Air Products sale of its 50% share of
American Ref-Fuel to Duke/UAE, and K&F Industries recapitalization.
Worked closely with Senior Vice President to create M&A idea origination group (transaction
development group) while actively working on live transactions.
Researched and produced reports and presentations on consolidating industries to identify
and evaluate M&A opportunities. Developed ideas for M&A industry groups and worked
with deal teams to pitch ideas to existing and potential clients including private equity firms.
Industries covered included defense/aerospace, information technology, energy,
telecommunications and networking equipment, accounting, HVAC, logistics, and textiles.
Worked with Information Technology Department to originate and develop M&A systems and
databases to facilitate information collection and retrieval for firmwide use. Built system to target
potential LBO candidates.
Selected as Williams College recruiting team captain and as guide for First Year Analyst training.
Williamstown, MA
INTERNSHIPS ANACONDA CAPITAL Assisted arbitrage trader while attending school, 1995-1996
New York, NY
BANKERS TRUST Summer Associate for top-ranked Metals & Mining High Yield Analyst, 1995
New York, NY
HENDERSON BROTHERS Summer Intern for Specialist firm on floors of NYSE and NYFE, 1994
Princeton, NJ
EDUCATION PRINCETON UNIVERSITY
B.A. in American History with concentration in Math, June 1996
Related classes included: Finance and Capital Markets, Advanced Math of Finance, Tripod: The
Story of a New Venture, Money & Math, Social Psychology
College Activities: Varsity player on nationally ranked golf team.
Co-led Faculty/Student committee to select new American History professor.
Summit, NJ
St. Joseph s School Graduated with honors in Math and Art, June 1992
SAT Scores: Math: 770, Verbal: 700
Golf, 20th Century American Literature, exploring U.S. National Parks, and fitness activities
INTERESTS