Investment Banking Network

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Investment Banking Network INVESTMENT BANKING NETWORK THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION AND IS INTENDED TO BE USED INTERNALLY AT THE KELLEYIBC SCHOOL Presentation OF BUSINESS AND WITH 10.2.17 THOSE INVOLVED WITH THE IBN THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION AND IS INTENDED TO BE USED INTERNALLY AT THE 2 KELLEY SCHOOL OF BUSINESS AND WITH THOSE INVOLVED WITH THE IBN Program Director – Professor David Haeberle • BS/MBA/JD Indiana University Kelley School of Business and Maurer School of Law • Financial Analyst by Training – MiniScribe Corporation • Entrepreneur - #2/#3 Guy – Capital Raising and CFO • Transaction Verifications Systems • EcoMed Corporation • Command Equity Group • Command Corporation • ConsulTech Technologies • Envisage Technologies • Haeberle Investments, LLC • Clinical Professor of Finance – Director of the Investment Banking Network THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION AND IS INTENDED TO BE USED INTERNALLY AT THE3 KELLEY SCHOOL OF BUSINESS AND WITH THOSE INVOLVED WITH THE IBN Investment Banking Network • Investment Banking Club • F228 Introduction to Investment Banking • Apply January of sophomore year • F355 Investment Banking & Capital Markets • Admittance to the IBW in March of sophomore year • Summer Homework & Networking between sophomore and junior year. • NYC Boot Camp in August • On-campus interviews in September junior year • F428 Junior Year • F429 Senior Year THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION AND IS INTENDED TO BE USED INTERNALLY AT THE4 KELLEY SCHOOL OF BUSINESS AND WITH THOSE INVOLVED WITH THE IBN Full-Time Placement Overview Firm Students Full-Time Placement by City Prior Year Jefferies 5 Lazard 5 New York 32 30 Bank of America Merrill Lynch 4 BMO Capital 4 Barclays 4 Chicago 23 17 J.P. Morgan 4 Lincoln International 3 Atlanta 2 5 Sagent Advisors 3 SunTrust Robinson Humphrey 3 William Blair 3 San Francisco 2 4 Citigroup 2 Goldman Sachs 2 Moelis 2 Other 1 1 Robert W. Baird 2 Stifel (KBW) 2 Cain Brothers 1 Full-Time Placement by Program Full-Time Placement by Type of Bank Credit Suisse 1 IBS Middle Deloitte 1 24 Deutsche Bank 1 Market FT Partners 1 IBA 12 Greenhill 1 1 Guggenheim Partners 1 Houlihan Lokey 1 Boutique HSBC 1 16 Multinational Macquarie 1 32 Perella Weinberg 1 IBW Stephens 1 35 Total 60 Note: Prior year figures exclude alumni that were placed through the Investment Management Workshop THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION AND IS INTENDED TO BE USED INTERNALLY AT THE 5 KELLEY SCHOOL OF BUSINESS AND WITH THOSE INVOLVED WITH THE IBN Internship Placement Overview Firm Students Internship Placement by City Prior Year Bank of American Merrill Lynch 8 BMO Capital 5 New York 40 36 Lazard 5 Barclays 4 Citigroup 4 Chicago 23 Jefferies 4 21 William Blair 4 J.P. Morgan 3 Lincoln International 3 Other 4 3 Macquarie 3 Moelis 3 Perella Weinberg 2 San Francisco 2 2 RBC 2 Stifel (KBW) 2 SunTrust Robinson Humphrey 2 Atlanta 1 Brown Gibbons Lang 1 6 Credit Suisse 1 Deutsche Bank 1 Internship Placement by Program Internship Placement by Type of Bank DLA Piper 1 Ducera 1 Middle Goldman Sachs 1 Market Greenhill 1 IBW’18 Boutique 7 HSBC 1 5 18 Maranon Capital 1 Morgan Stanley Huaxian Securities 1 PWC 1 Raymond James 1 Ringleader Ventures 1 Robert W. Baird 1 Sagent Advisors 1 IBW’17 Multinational Wells Fargo 1 65 45 Total 70 Note: Prior year figures exclude alumni that were placed through the Investment Management Workshop THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION AND IS INTENDED TO BE USED INTERNALLY AT THE 6 KELLEY SCHOOL OF BUSINESS AND WITH THOSE INVOLVED WITH THE IBN IBN Alumni Overview Investment Banking Network Advisory Council Since its inception 14 years ago, the IBN has grown into an integrated and connected David Haeberle, Program Director (Kelley School of Business) network of 750+ alumni. This impressive alumni base, comprised of many individuals Joe Buser, Chairman (Select Equity Group) with careers within the financial services industry, fuels the growth of the student program and facilitates the mentorship and placement of newly minted finance Natasha Mann, Chairperson-elect (Anthos Capital) professionals. The following alumni statistics and profiles feature a select few Blair Greenberg, Chairman Emeritus (Bregal Sagemount) accomplishments of the IBN. Andrew Lauck, Chairman Emeritus (Redbird Capital Partners) IBN Alumni Summary KJ McConnell, Chairman Emeritus (GTCR) 637 694 754 523 580 Mika Zabik, Chairman Emeritus (Redbird Capital Partners) 471 340 376 415 100 211 286 Bailey Berry (The Carlyle Group) 124 151 Joe deAlteris (JJMT Capital) 75 Alex Eu (Coles Bay Group) 60 60 Ethan Goldwasser, Secretary (Morgan Stanley) 54 56 57 57 57 52 Rich Gottbrath (Lincoln International) 39 36 Dwight Kost (Madison Dearborn Partners) 27 24 Nick Leish (Clayton Dubilier & Rice) Courtney Rosica (Barclays) Alex Sabol (Avenues) Prior (1) 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Mike Sobota (Gryphon Investors) New Alumni Cumulative Alumni David Stasie (Wharton Business School) Note: Figures exclude alumni that were placed through the Investment Management Workshop (1) Alumni that joined the IBN prior to 2004 or did not participate in one of the IBN programs THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION AND IS INTENDED TO BE USED INTERNALLY AT THE 7 KELLEY SCHOOL OF BUSINESS AND WITH THOSE INVOLVED WITH THE IBN IBN Alumni Overview (Continued) IBN Alumni by Position IBN Alumni Top 10 Employers Associate, 267 J.P.Morgan 26 Bank of America Merrill Lynch 24 Goldman Sachs 19 Other, 155 Robert W. Baird 18 Citigroup 17 William Blair 17 Barclays 16 Student, 18 BMO Capital 15 Partner, 19 Analyst, 153 Lincoln International 13 Director, 26 Moelis 12 Managing Director, 32 Vice President, 84 IBN Alumni by Location IBN Alumni by Industry Investment Banking 355 Other, 150 Private Equity 168 Corporate Division 67 New York, 253 Other 44 Atlanta, 11 Hedge Fund 32 Los Angeles, 19 Financial Services 20 Indianapolis, 26 Venture Capital 18 San Francisco / Investment Management 15 Bay Area, 51 Private Wealth 10 Sales & Trading 10 Consulting 8 Chicago, 244 Operations 7 THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION AND IS INTENDED TO BE USED INTERNALLY AT THE 8 KELLEY SCHOOL OF BUSINESS AND WITH THOSE INVOLVED WITH THE IBN Elected IBW Leadership Cabinets IBW’17 Leadership Cabinet (from left): IBW’18 Leadership Cabinet (back row, from left): Taylor Mindlin, Mike Masters, Matt Wernert (sitting), Alex Roesch, David Haeberle, Kaitlyn West, Grace Hahn, Liam Gaughan, Mitchell Morris (sitting), Max Thompson, Alex Fraser, Clayton Stoker (sitting) & Yash Jain Jon Hicks, Theo Berndt & Susan Bittker Since its inception last year, the IBW Leadership Cabinet has revolutionized the structure of the Program and enabled the leadership team to make decisions and create an enhanced curriculum for all junior members. This innovative way of managing the IBW allows for increased organization and efficiency. The IBW’17 team includes the co-presidents, vice president of recruitment, vice president of training and education, vice president of operations, directors of unity, recruitment associates (“RAs”) and teaching assistants (“TAs”). After careful evaluation of prior cabinet leadership positions, the IBN is excited to announce the newly selected IBW’18 Cabinet. This team includes the co-presidents, director of curriculum, director of recruitment, director of alumni outreach, co-directors of diversity, director of the IBC, RAs and TAs. THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION AND IS INTENDED TO BE USED INTERNALLY AT THE 9 KELLEY SCHOOL OF BUSINESS AND WITH THOSE INVOLVED WITH THE IBN IBN Diversity Program The IBN Diversity Program (“Diversity Program”) serves as a resource for diverse candidates showing an early interest in the investment banking industry. Recently, there has been an increase in opportunities for diverse sophomores and the Diversity Program is a platform to help these students secure internships. The Diversity Program serves as an opportunity to strengthen the IBN, as we teach students the valuation and communication skills necessary to successfully land an internship or invitation to a leadership program. This year we hope the students in our program acquire valuable knowledge about the industry, earn opportunities for next summer and begin to develop their professional network. Co-Directors of Diversity (from left): Susan Bittker, Kaitlyn West & Grace Hahn “The Diversity Program has allowed me to be surrounded by like-minded individuals who share a passion for investment banking. My goal is to help others attain the technical knowledge, networking skills and numerous opportunities the IBW provides.” – Susan Bittker (Internship: Bank of America Merrill Lynch) “The Diversity Program has provided me with a community of peers that motivate me to work hard and give back, and that support system empowers me to achieve the goals I set for myself.” – Kaitlyn West (Internship: Audax PE) “I am grateful for the Diversity Program. It is an amazing support network where I made some of my closest friends and met influential mentors who are supporting me in the beginning stages of my career.” – Grace Hahn (Internship: Evercore) THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION AND IS INTENDED TO BE USED INTERNALLY AT THE 10 KELLEY SCHOOL OF BUSINESS AND WITH THOSE INVOLVED WITH THE IBN Directors Circle ($5,000+) Thomas W. & Kim Cole James M. Head & Courtney E. Potts Fahim A. Muscatwalla Glenn & Donna H. Scolnik Natasha E. Mann & Gustavo A. Gonzalez Eric Hirschfield Todd Richter Platinum ($2,500 - $4,999) Joseph E. Buser, Jr. Phillip M. & Julie Funk Gold ($1,000 - $2,499) Christine R. Campanelli Michael A. & Erika Haanpaa Jeffrey A. & Stacy L. Klimkowski Ravi Rathi John M. & Emily Carsello Siddharth Hariharan Kalen J. & Courtney J. McConnell Aaron D. Vagts Derrick A. Clark Reginald E. & Lauren Hayes Brittney A. Mertins Kenneth A. & Amy K. Viellieu Greg E. Daniele Hollie L. Hyslop Eric J. & Chelsea Murzyn John M.
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  • Scott Widen Senior Counsel
    Scott Widen Senior Counsel New York D: +1-212-326-2191 [email protected] R. Scott Widen is a seasoned corporate transactional lawyer who Admissions leads O’Melveny’s financial advisory practice and specializes in representing financial advisors in mergers and acquisitions. Scott Bar Admissions has broad experience representing public and private companies New York in mergers, acquisitions, and joint ventures. Prior to joining O’Melveny, Scott was a member of the fairness Education and valuation committees of Donaldson, Lufkin & Jenrette, Credit Columbia University, J.D., 1988: Suisse First Boston, and Bear Stearns, including Vice Chairman Harlan Fiske Stone Scholar of the Fairness Committee of Bear Stearns. In these roles, Scott Stanford University, A.B., Economics advised on hundreds of fairness and valuation opinions and and Philosophy, 1985: with related matters. distinction; Phi Beta Kappa Scott uses his extensive experience in his private practice today. He advises a variety of investment banks and other financial institutions on financial advisory matters. His clients have included Alvarez & Marsal, Banc of America Securities/Merrill Lynch, Centerview Partners, Duff & Phelps, Evercore Partners, Goldman Sachs, Guggenheim Securities, Houlihan Lokey, JMP Securities, Moelis & Company, Morgan Stanley, Oppenheimer & Co., Piper Jaffray, Qatalyst Partners, Raine Securities, RBC Capital Markets, Sagent Advisors, Tudor Pickering & Holt, and UBS Investment Bank, among others. Scott uses his technical skills and knowledge of finance to guide his clients through problematic valuation issues with a view toward surviving judicial scrutiny. In connection with his practice, Scott has lectured at Harvard Law School on investment banking valuation practices and has authored published articles that have been cited by the Delaware Chancery Court and frequently used in course materials at O’Melveny & Myers LLP 1 Harvard Law School, NYU Law School and the University of Virginia’s Darden School of Business.
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