Banking Analyst Investment

Samuel A. Sugarman

*** *** ***., ***. ***, New York, NY 10016

443-***-**** *********@*******.***

WORK & LEADERSHIP EXPERIENCE

Stifel, Nicolaus & Co. New York, NY

Healthcare Investment Banking Analyst February 2021 – Present

• Execute M&A and equity financings for biotechnology, healthcare services and medtech businesses

• Prepare discounted cash flow, comparable company and precedent transaction valuation analyses

• Have participated in 8 financings, raising over $1B of capital for biotechnology and medtech companies Select Transaction Experience

• Financial Advisor for SPAC IPO and buyside opportunity (Ongoing) o Identified target company; prepared and revised terms of letter of intent with target company o Preparing materials for PIPE fundraising process and merger agreement for expected near-term merger

• Financial Advisor for medical technology buyside opportunity (Ongoing) o Produced discounted cash flow, precedent transactions and comparable company valuation analyses o Contributed to diligence discussions with target company and preparation of key offer letter terms

• Financial Advisor for biotechnology sell-side opportunity (Ongoing) o Preparing confidential and non-confidential company materials for near-term kick-off of sell-side process o Creating materials highlighting potential buyers and expected valuation for the target company M3 Partners New York, NY

Restructuring Analyst January 2020 – January 2021

• Engaged in operational improvement initiatives with distressed and bankrupt companies across industries

• Created company valuation models and 13-week cash flow forecasts to be used in key business decisions

• Produced industry and company-level overview presentations to be used for business development efforts Select Transaction Experience

• Served as Financial Advisor for Remington Arms & Co. o Assisted in formation of 13-week cash flow forecast, company budget and first day motion deliverables o Prepared exhibits showing cure costs to be assumed by buyers of entire or partial segments of business Hamilton Lane Bala Cynwyd, PA

Investment Analyst July 2017 – January 2020

• Analyzed co-investment, secondary investment and fund investment opportunities across sectors

• Assisted in the creation of market overviews, fundraising pitch books and portfolio construction reviews Select Transaction Experience

• Evaluated co-investment in specialty leafy green producer and distributor o Created three statement LBO model utilizing assumptions provided by company management team o Researched core product markets and identified expansion opportunities into related products EDUCATION

Brandeis University Waltham, MA

B.A. in Economics and Psychology, Minor in Business and Spanish August 2013 – May 2017

• GPA: 3.5 / 4.0, Dean’s List; Member of Varsity Tennis Team

• Relevant Coursework: Financial Accounting, Microeconomic Theory, Organizational Behavior OTHER ACTIVITIES

Fearless Fund Remote

Part-Time, Pro Bono Investment Analyst December 2020 – Present

• Evaluate early-stage investment opportunities in companies run by women of color

• Create valuation models, dilution and portfolio construction analyses to be used in investment decisions

• Speak with management teams regarding company growth plan and present findings to investment committee SKILLS

Microsoft Suite, Pitchbook Preparation, Bankruptcy Process, Financial Modeling, Market Research, Cold Calling

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