Investment Banking M A

KENDRA MILLER *****************@*****.*** 320-***-****

PROFESSIONAL SUMMARY

Investment banking analyst with 2+ years of experience executing M&A transactions, building valuation models, and supporting client deliverables in lean, high-performance teams. Proven ability to manage financial analysis, due diligence, and deal execution across multiple industries. Strong foundation in DCF, LBO, public comps, and precedent transactions. Seeking to contribute financial and strategic expertise in a fast-paced investment banking environment. CORE SKILLS

• M&A Execution DCF, LBO, Public Comps Financial Statement Analysis Transaction Materials (CIP, MP) Due Diligence Coordination Pro Forma Modeling Investor Presentations & Decks Capital IQ Bloomberg Terminal FactSet Microsoft Excel (Advanced) & PowerPoint PROFESSIONAL EXPERIENCE

Craig-Hallum Capital Group, Minneapolis, MN

Investment Banking Analyst, June 2022 – May 2023

• Supported simultaneous M&A transactions under multiple MDs, balancing shifting priorities and tight deadlines.

• Built full financial models (DCF, LBO, comps, precedent transactions) and valuation outputs.

• Drafted investor materials including teasers, CIPs, and MPs tailored to specific buyer profiles.

• Led diligence workflows and coordinated cross-functional communication with clients, counsel, and counterparties.

Select Transaction Experience

• Performance Seed – Consumer Distribution Acquisition: Created pro forma model, led valuation analysis, and coordinated legal and client-side diligence.

• Project Copper – Microchip Manufacturer Sell-Side: Sole analyst; managed buyer outreach, Phase I/II diligence, and deal tracking.

• Project Vineyard – Renewable Energy Sell-Side: Owned model development, CIM drafting, and timeline coordination with external advisors.

Craig-Hallum Capital Group, Minneapolis, MN

Investment Banking Student Analyst, Mergers & Acquisitions, March 2021 – May 2022

• Worked 70+ hours/week while completing full-time coursework; balanced multiple live deal workstreams and shifting priorities.

• Conducted industry research, supported financial modeling, and built pitch materials for client meetings.

• Communicated directly with junior and senior bankers to clarify expectations, escalate needs, and meet deadlines.

Notable Deals:

• Millennium – $230M Infrastructure Sell-Side: Assisted with valuation work, contributed to CIP drafting, and supported closing documentation.

• Bluebird Group – $75M Valuation Uplift: Managed investor materials, diligence trackers, and stakeholder coordination under senior oversight.

Contactor (Especially For Children), Minneapolis, MN Operations & Data Analyst, June 2023 – Present

• Built Excel-based financial tools for revenue analysis and operational benchmarking.

• Audited internal systems and supported reporting alignment for cross-functional teams. Safety Sisters, Saint Cloud, MN

Founder, August 2015 – June 2020

• Founded and scaled a consumer product business; led financial planning and digital operations.

• Achieved 76% YoY revenue growth; transitioned to a drop-shipping model to reduce cost structure. EDUCATION

Curtis L. Carlson School of Management – University of Minnesota, Minneapolis, MN Bachelor of Science in Business – Finance, Minor: Business Analytics, Major GPA: 3.8 / 4.0, May 2022 Founder: Business Through the Schools; Leadership: Net Impact Consulting Group, Women in Business ACTIVITIES & INTERESTS

Carlson Alumni Network Big Brothers Big Sisters Sailing Golf Running Pickleball

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