Manager Analyst

Aidan Lenihan

**** ********** **. *** ****, CA **125 *************@*****.*** 408-***-****

EXPERIENCE

D.A. Davidson & Co.

Vice President, Investment Banking – Consumer Team Associate, Investment Banking – Consumer Team

Newport Beach, CA

November 2020 – Present

September 2017 – October 2020

Key member of a ~20-person Consumer Team working with private and public middle-market consumer companies

– Industry focus: action lifestyle, apparel, food / beverage, infant & juvenile, e-commerce and consumer electronic companies

Assist in the origination and execution of investment banking transactions including sell-side and buy-side M&A and debt and equity financings

– Key point of contact with management teams in the development of marketing materials and financial models

– Contribute to buyer / investor outreach and management of data rooms, due diligence processes, and transaction documentation

Lead, manage and train a team of associates and analysts and participate in ongoing recruitment efforts

Co-manage outbound calling effort for vice presidents and associates – drive all aspects of business development from cold calling to attending industry trade events to meet with prospective clients and identifying industry trends

Exemplar Transactions:

– Project United (sell-side) – leading consumer technology accessories brand for the educational market

– Project Pascal (sell-side) – publicly traded infant and juvenile products company

– LÍLLÉbaby’s (The Riverside Company portfolio company) sale to Thrive International

– Petunia Pickle Bottom’s & MOBY Wrap’s sale to Thrive International

– Spreetail’s sale of a minority interest to McCarthy Capital

– Incipio Group’s divestiture of Braven to Zagg (Nasdaq: ZAGG)

– Soft Style’s sale to Apothecary Products (Norwest Equity Partners portfolio company)

– Ju-Ju-Be’s sale of a majority interest to Bregal Partners Wunderlich Securities

Associate, Investment Banking – Consumer & Business Services Team Newport Beach, CA

March 2016 – September 2017

Key member of middle-market focused Consumer and Business Services Team working with private and public companies

Participated in all phases of transaction process from origination to material creation, marketing, due diligence and documentation

Managed all analysts on the Consumer Team including training and recruitment

Identified industry trends and presented them to prospective clients at industry trade shows

Exemplar Transactions:

– Project Booster (sell-side) – innovative infant and juvenile products company

– Project Z (sell-side) – women’s apparel company

– Project Patio (sell-side) – premium outdoor furniture company

– Gatekeeper System’s sale of a majority interest to Hammond, Kennedy, Whitney & Company

– Incipio Group’s $270m public tender offer for Skullcandy (Nasdaq: SKUL) (secured over $150m in committed debt financing)

– II-VI’s (Nasdaq: IIVI) $71m acquisition of ANADIGICS (Nasdaq: ANAD) Analyst, Investment Banking – Consumer & Business Services Team October 2014 – February 2016

First analyst of new Investment Banking Team, recruited by Altamont Capital Partners, as part of its majority investment in Wunderlich

Versatile role in development of team including assistance in origination, material creation, marketing, due diligence and transaction documentation

Exemplar Transactions:

– San Francisco Parking’s sale to Imperial Parking (an Ontario Teachers' portfolio company)

– Xcel Brands’ (NASDAQ: XELB) $18m Follow-on Offering, Sole Book Running Manager

– MCBC Holdings’ (MasterCraft Boats, NASDAQ: MCFT) $105m IPO, Co-Manager

– RNN’s minority investment in Ride 100%

Monarch Bay Securities

Analyst, Investment Banking – Generalist

Newport Beach, CA

February 2013 – October 2014

Vista Point Advisors

Intern, Technology Focused Investment Bank

San Francisco, CA

September 2012 – February 2013

EDUCATION

University of California, Santa Barbara

Bachelor of Arts, Environmental Studies

College of Engineering, Technology Management Program May 2012

SKILLS, CERTIFICATIONS & INTERESTS

Skills & Certifications: Microsoft Office, CapitalIQ, Pitchbook, Salesforce, Series: 7, 79 & 63 Interests: Industrial Design, Technology, Sustainability, Cycling, Snowboarding, Consumer Brands, Food, Music, Art

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