Learning the Ins and Outs of Investment Banking

TrueNorth Capital Partners is an investment bank known for providing comprehensive financial solutions and strategic advice to lower middle-market companies, helping them drive growth and create value.​

During my time at TrueNorth, I was deeply involved in a variety of "live deal" activities, including company valuations, creating teasers and CIMs, target sourcing, and advising clients throughout the acquisition lifecycle. These companies operated within the Consumer & Retail, Aerospace & Defense, Technology, and Financial sectors.​

In addition to the "live deal" work, I created several pitch decks designed to​ clearly and concisely portray investment opportunities to potential clients. Although these projects remain confidential as their acquisition lifecycles continue, they provided me with a $. Additionally, working alongside seasoned bankers allowed me to witness firsthand the profound impact and importance of our work, which has fueled my continued interest in pursuing a career in financial services.

Internship funded by the Perper, Scott and Anne, Internship Fund​.