Finance
Matt Prame
Co-Director
Michael Manning
Co-Director
Johnny DeLuca
Co-Director
Mission Statement
To provide participants ample opportunities to apply financial valuation models in first hand, real world applications. Through project participation and dialogues with industry experts, members expand their financial lexicon, foster meaningful relationships, and develop essential business skills and professional etiquette.
Projects
Mondays 6:00
Mendoza 158
Participants will analyze a potential merger or acquisition. The project will consist of a blend of quantitative and qualitative analysis from equity research and investment banking. Topics will range from simple company overviews to advanced modeling. Students will ultimately present to Robert W. Baird in their Chicago office.
Project Leaders:
Application Only
Email PLs for details
Students will conduct credit, financial, and market analyses, and evaluate three proposed LBO financing structures to support a Private Equity sponsor’s bid to take a company private. The project will be traveling to New York City. Applications are required, as there are a limited number of competitive spots available.
Project Leaders:
Mondays 6:40
Mendoza 158
Barclays s a British multinational universal bank, headquartered in London, England. It is a major global financial services provider engaged in retail banking, credit cards, corporate, investment banking, and wealth management.
Project Leaders:
Mondays 6:40
Mendoza 160
Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. Its bank operates 2,781 branches in 15 states and Washington D.C., offering consumer and commercial banking, securities brokerage, asset management, mortage, and insurance products and services.
Project Leaders:
Application Only
Email PLs for details
Students will be selected to analyze and strategically advise the same client. Each team will conduct industry and company analyses and analyze different strategic alternatives for the company including but not limited to an equity or debt issuance, a sale of the company, and an acquisition. One recommendation will emerge
Project Leaders:
Application Only
Email PLs for details
JPMorgan Chase & Co. is an American multinational finance company headquartered in New York City. It is the largest bank in the United States and the world's largest bank by market capitalization, which provides investment banking services, through corporate advisory, mergers and acquisitions, sales and trading, and public offerings.
Project Leaders:
Mondays 6:20
Mendoza 158
Students will evaluate the merits of several financing structures for a take-private transaction for a hypothetical Private Equity client of BMO. Ultimately, students will recommend a structure to professionals at BMO through a presentation at the conclusion of the project.
Project Leaders:
Mondays 6:40
Mendoza 134
Students will look at three consumer-focused companies in the same competitive space and ultimately select one business to invest in from the perspective of a mutual fund. Students will learn about the investment process, judging risks and merits and valuation techniques through a blend of quantitative and qualitative analysis.
Project Leaders:
Application Only
Email PLs for details
Students will be selected to analyze and strategically advise the same client. Each team will conduct industry and company analyses and analyze different strategic alternatives for the company including but not limited to an equity or debt issuance, a sale of the company, and an acquisition. One recommendation will emerge.
Project Leaders:
Mondays 7:00
Mendoza 160
Participants will act as associates in a private equity fund seeking to perform a heavily debt-financed leverage buyout of a public company. Teams will first examine industry companies, trends, and characteristics before the target buyout company is chosen. The target company will be valued using DCF modeling and precedent transactions.
Project Leaders:
Team 1
Mondays 7:00
Mendoza 160
Participants will act as associates in a private equity fund seeking to perform a heavily debt-financed leverage buyout of a public company. Teams will first examine industry companies, trends, and characteristics before the target buyout company is chosen. The target company will be valued using DCF modeling and precedent transactions.
Project Leaders:
Team 2
Mondays 6:20
Mendoza 161
Sixth Street Partners is a global investment firm which operates nine investment platforms across its growth investing, adjacencies, direct lending, fundamental public strategies, infrastructure, special situations, agriculture and par liquid credit businesses.
Project Leaders:
Mondays 6:20
Mendoza 160
A team of students will analyze a private company and be responsible for evaluating the credit and deciding if it is a worthwhile investment. Then, they will propose a capital structure that would be an attractive investment from Maranon’s perspective. The project will culminate in a final presentation in Maranon's chicago office.
Project Leaders:
Application Only
Students will strategically advise a client in an M&A scenario. Teams will conduct in depth analyses to evaluate strategic alternatives for the client including but not limited to an acquisition, a sale, or an equity / debt issuance. Ultimately, teams will pitch their recommendations to Morgan Stanley professionals in New York City.
Project Leaders:
Mondays 6:00
Mendoza 160
Members will serve as debtor advisors to a distressed company and recommend strategic alternatives. Presentation materials will include capital structure analysis, liquidity forecasts, key debt document insights, and potential company transactions. The team will present its findings to a team of PJT restructuring advisors from in New York.
Project Leaders:
Mondays 7:20
Mendoza 161
UBS is a multinational investment bank and financial services company founded and based in Switzerland. Headquartered simultaneously in Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution and the largest private bank in the world.
Project Leaders:
Mondays 7:20
Mendoza 160
Project Leaders:
Garda Capital Partners is an American investment management firm based in Wayzata, Minnesota that focuses on investments in fixed income securities.
Mondays 6:40
Mendoza 161
Project Leaders:
Ares is a global alternative investment manager operating in the credit, private equity and real estate markets. The company was founded in 1997 with additional offices across North America, Europe, and Asia.
Mondays 8:00
Mendoza 134
Project Leaders:
Jefferies Group is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, and asset management.
