John A. Smith
555 5th Avenue | New York, NY 10001
(555) 555-5555 | j.a.smith@uchicago.edu
PROFESSIONAL EXPERIENCE
Finance Professionals Worldwide
New York, NY
Investment Banking Analyst – Leveraged Finance, Consumer Group
May 2009 – Present

Advise public and private companies on middle market leveraged finance transactions

Perform detailed valuations using DCF, LBO, precedent transaction and comparable company analyses

Create financial models to evaluate potential transaction structures and sensitize equity investor returns

Communicate regularly with private equity clients, management teams and senior bankers to prepare all marketing
materials and supporting financial analyses, manage buyer contact and coordinate buyer due diligence

Conduct research to create lists of potential acquirers/acquisition targets; performed market trend and sizing analyses

Directly assist senior bankers in preparing the annual Consumer Group business plan, develop and analyze new
business opportunities and maintain quarterly market updates distributed to over 2,000 participants
Selected Transaction Experience

Fake Builders LLC – Financial Advisor to SaaS Provider on Sale to Flashlight Holdings, Inc. (October 2011)
- Created tier one buyers list by conducting research and analyzing financial capacity, strategic rationale and
acquisition history for targeted sale process (25+ potential buyers)
- Performed precedent transactions analysis and public comparables analysis to find valuation ranges
- Worked with management to prepare Confidential Information Memorandum and management presentation

Made-Up Inc. – Financial Advisor to Online Apparel Retailer on Sale to Investment Trust International (May 2010)
- Completed precedent transactions analysis, public comparables analysis, DCF analysis and leveraged buyout analysis to compare and estimate a valuation range ahead of marketing the company
- Interacted with C-Level executives to quantify potential growth opportunities, including market
diversification and expansion, for CIM and management presentation
- Created working capital schedule used to project future cash requirements post-closing of the transaction
- Managed contact matrix and data room and handled diligence requests from 50+ potential acquirers

Fake Inc. – Financial Advisor to Provider of B2B Restaurant Services on Sale to Not Real Co. (November 2009)
- Developed monthly forecasting model with pipeline revenue buildup to support viability of projections
overall feasibility
- Determined each owners’ revenue generation and project profitability and analyzed projections based on
ownership carryover
- Helped manage data room, updated marketing materials and participated in due diligence with client
Accounting Firm
Los Angeles, CA
Audit Intern
Summer 2008

Directly aided colleagues by preparing audit reports and performing detailed financial analysis

Assembled client information and developed a written proposal; presented PowerPoint slides to a committee of
Partners and Senior Managers
EDUCATION
University of Chicago, Booth School of Business
Chicago, IL
BS in Business, Majors in Finance and Accounting
August 2005 – May 2009

GPA: 3.79/4.00 ǀ ACT: 29 (E: 30, M: 30, S: 29, R: 28)

Smith Honors College, Honors Notation in exceptional academic performance (Spring 2009)

Investment Banking Workshop, Booth School of Business, one of 15 members selected via application process (Fall 2008)

Study Abroad, Barcelona, Spain, school and internship program (Spring 2008)

Academic Honors: Magna Cum Laude, The Maroon Key Society (college honorary society), Phi Beta Kappa
SKILLS, CERTIFICATIONS & INTERESTS



Skills: Proficient in MS Office, Capital IQ, Bloomberg, Thomson One
Certifications: Series 63, Series 79
Interests: Working out, meditation, blogging, community service, traveling