Q&A: M&A Analyst Turned HF MO Operations Manager -- Ask Me Anything
Intro on my background:
Non-target school, Finance major 3.6 GPA.
Interned at Wealth Management/Insurance Shop (hated it)
Interned at Family Office PE shop specializing in Dental M&A Rollup model (Buy-Side Stage)
Interned at PE/Corporate Dev M&A Buy Side in Services/Document Processing Industry, sourced transactions all summer, closed on a 3MM biz. I was the lead transaction sourcer -- worked directly with MD.
FT Tech M&A Fin Analyst at Boutique Advisory shop LMM. Covered 10 to 15 deals on a rolling basis. Left after a year, right before bonus season, didn't care I wanted out.
Present: I was hired 6 months ago as the Operations Manager at a boutiquein direct investment in public companies. We trade PIPE's, SPACs, IPO's and other secondary offerings. Convertible notes or private debt placements. Other unique structures not commonly known.
The HF is technically Family Office funded, no outside capital. Ultra lean team, just myself and a COO for Ops. Constant exposure from transaction sourcing, negotiating, docs, to funding and managing positions. We sit within a larger ecosystem a few Bn AUM but operate independently.
Ask me anything?