Analyst Financial

ANDREA CASATI

+1-415-***-**** adcnfo@r.postjobfree.com 47 Boardman Place, San Francisco 94103, CA H1B visa holder PROFESSIONAL EXPERIENCE

Senior Investment Banking Analyst Feb. 2020 – To Date US Capital Global LLC, San Francisco, CA

Support senior bankers in the client engagement process and in managing the relationship with investors and business partners (while preparing for the FINRA Series 79 exam). Conduct business development initiatives

Supervise a team of junior analysts in the production of pitching materials, business valuation and performance of due diligence on clients. Work directly with the legal team on drafting term sheets and investment agreements

Work on the creation and optimization of Standard Operating Procedure (SOP) Associate (from Nov.’19. Started as Investment Analyst; promoted to Senior Inv. Analyst on Aug. ‘18) Nov. ‘17 –Feb. ‘20 Cross Border S.r.l. (Growth Capital Division), Milan, Italy

Managed a team of 4 to execute capital raises for European startups and SMEs; represented the company in meetings with prospective and current clients, and potential partners/investors

Conducted independent research to determine clients positioning, TAM (total addressable market), industry trends

Built business plans, valuation and dynamic cap table models; created pitch decks and marketing materials

Supported clients in the evaluation and negotiation of term sheets and shareholders agreements

Independently conducted business development initiatives to increase company’s deal flow SELECTED TRANSACTION EXPERIENCE:

Kippy, Italian-based IoT for the pet industry startup - €1.2M Bridge Financing (Equity)

MamaClean, leading digital laundry in Italy - €1.0M Bridge Financing (Equity)

Yocabè, Italian-based fashiontech startup - €0.6M Bridge Financing (Equity) Investment Banking Analyst Aug. 2016 – June 2017

US Capital Global LLC, San Francisco, CA

Worked directly with senior bankers to execute capital raises (debt and equity) for clients across several sectors

Performed in-depth due diligence on clients, and financial statements analysis

Created financial transaction summaries and marketing materials to be distributed among potential investors SELECTED TRANSACTION EXPERIENCE:

US-based electronics online retailer - $15M Line of Credit - Advisory

US-based premium beverage company - $10M Convertible Note – Due Diligence Equity Research Analyst, Intern Jan. 2016 – Mar. 2016 Stevens First Principles Investment Advisors, Newport Beach, Orange County, CA

Performed industry analysis with focus on Porter Generic, Porter Five Forces, and Value Net models

Performed fundamental and peer group analysis; identification of business growth drivers, calculation of RoIC and cost of capital in order to determine companies’ strengths, weaknesses and industry position

Applied relevant valuation models, prepared investment reports with buy/sell recommendations (for internal use) Business Analyst, Intern Dec. 2014 – Mar. 2015

Milan Chamber of Commerce, Milan, Italy

Performed mapping of Italian startup ecosystem, including incubators, co-working spaces, and investors

Performed business valuation in order to grant €1.5B government funds to startups in view of Expo 2015 EDUCATION

CFA Level III Candidate (June 2020) Passed FINRA Security Industry Essentials (SIE) exam Certificate, Finance - University of California, Los Angeles (UCLA) Mar. 2015 – Mar. 2016

GPA 3.89. Awarded an internship at Stevens First Principles Investment Advisors as equity research analyst MSF, Banking and Finance - University Cattolica del Sacro Cuore, Italy Sept. 2011 – Feb. 2014

Final grade: 105/110. Dissertation title: “IPOs and trading strategies in the Asia Pacific area” BS, Economics of Financial Markets - University Cattolica del Sacro Cuore, Italy Sept. 2008 – Sept. 2011

Final grade: 102/110. Relevant coursework: Corporate Finance, Financial Statement Analysis, Equity Valuation SKILLS

Technical: Advanced Excel, financial modeling, Bloomberg terminal, Pitchbook, Salesforce, Stata, basic SQL

Languages: Italian (native), English (fluent – TOEFL: 103)

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