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    Lewis

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    Lewis E. Taylor is seeking a position in acquisitions. He graduated from the University of Utah with a 3.7 GPA and a Bachelor's degree in Finance. During college, he worked as an equity research analyst for the Student Investment Fund where he helped manage a $1 million portfolio. He also had an internship at a financial services firm where he completed projects in various areas including underwriting, sales, and financial statement preparation. Currently, Taylor works as an acquisitions associate where he identifies acquisition targets, conducts due diligence, and helps cultivate deals. He maintains a professional network of over 130 contacts in banking, brokerage, and industry.

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    Lewis

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    api-523877663
    221 views1 page
    Lewis E. Taylor is seeking a position in acquisitions. He graduated from the University of Utah with a 3.7 GPA and a Bachelor's degree in Finance. During college, he worked as an equity research analyst for the Student Investment Fund where he helped manage a $1 million portfolio. He also had an internship at a financial services firm where he completed projects in various areas including underwriting, sales, and financial statement preparation. Currently, Taylor works as an acquisitions associate where he identifies acquisition targets, conducts due diligence, and helps cultivate deals. He maintains a professional network of over 130 contacts in banking, brokerage, and industry.

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    Lewis E. Taylor is seeking a position in acquisitions. He graduated from the University of Utah with a 3.7 GPA and a Bachelor's degree in Finance. During college, he worked as an equity research analyst for the Student Investment Fund where he helped manage a $1 million portfolio. He also had an internship at a financial services firm where he completed projects in various areas including underwriting, sales, and financial statement preparation. Currently, Taylor works as an acquisitions associate where he identifies acquisition targets, conducts due diligence, and helps cultivate deals. He maintains a professional network of over 130 contacts in banking, brokerage, and industry.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    221 views1 page

    Lewis

    Uploaded by

    api-523877663
    Lewis E. Taylor is seeking a position in acquisitions. He graduated from the University of Utah with a 3.7 GPA and a Bachelor's degree in Finance. During college, he worked as an equity research analyst for the Student Investment Fund where he helped manage a $1 million portfolio. He also had an internship at a financial services firm where he completed projects in various areas including underwriting, sales, and financial statement preparation. Currently, Taylor works as an acquisitions associate where he identifies acquisition targets, conducts due diligence, and helps cultivate deals. He maintains a professional network of over 130 contacts in banking, brokerage, and industry.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 1

    LEWIS E.

    TAYLOR
    330 N Clinton Street #307, Chicago, IL 60661
    lewietaylor@gmail.com ▪ (541) 490-4032 ▪ linkedin.com/in/lewietaylor
    EDUCATION
    University of Utah, David Eccles School of Business Salt Lake City, UT
    Bachelor of Science, Finance May 2020
     3.70 GPA, Dean’s List all semesters
     Finance Club, Emerging Finance Professionals, TEK Club, and the Lassonde Entrepreneur Institute
    Related Coursework
     Honors Valuation, Advanced Excel, Interpretation of Financial Statements, Venture Finance, International
    Finance/Accounting, Corporate Finance, Economics, and Quantitative Reasoning
    EXPERIENCE
    Momentum Capital Partners Salt Lake City, UT
    Acquisitions Associate May 2020 – Present
     Generated up to 12 acquisition targets per week and executed quantitative and qualitative due diligence on an
    average of 6 targets per month, ultimately producing a pipeline with 4x the deal flow of other team associates
     Selected to lead special projects including, the creation of a due diligence model for deal evaluation, the production
    of training materials for interns, and the implementation of an innovative new sourcing strategy
     Analyzed market data and economic trends, participated in informational interviews, and conducted research on
    various sectors to identify valuable business opportunities and advise on 3 prospective industries
     Coordinated discussions between senior partners and the target firm’s executives to cultivate acquisition outcomes
     Maintained a professional network of 130 investment bankers, business brokers, and industry experts and built
    rapport and trust by responding to all correspondence within 24 hours
    Student Investment Fund Salt Lake City, UT
    Equity Research Analyst – $1,000,000 in AUM August 2019 – May 2020
     Authored full buy-side equity research reports and managed 5 fund holdings to outperform the benchmarks
     Collaborated with a select analyst team to manage risk and increase returns, providing a 36.0% gain over the period
     Recommend securities for purchase, sale, and retention by conducting and presenting equity analysis, industry
    research, and performance updates to the fund and external portfolio managers
     Built detailed financial models and performed valuation analyses through the discounted cash flow, trading
    comparables, and precedent transaction comparables methodologies
    Financial Carrier Services Charlotte, NC
    Leadership Development Intern May 2019 – August 2019
     Demonstrated a diverse skill set through the completion of 10 projects including, underwriting, organization of
    investor contracts, data management, sales outreach, client research, and financial statement audit preparation
     Communicated observations and technical findings through a management consulting report, to develop creative
    solutions for complex, real-world business challenges, and to improve future company performance
     Collaborated with 7 key leaders and participated in finance and operations council meetings, to gain exposure to the
    administrative and client needs of a high-growth financial services firm
    ACTIVITIES
    Entrepreneurship
     Finder – Created and pitched an application based startup to simplify C2C transactions which resulted in a 1st place
    award at the Church & State pitch competition, along with endorsements and grants from investor panels
     LT Media – Established a photography business for real-estate and manufacturing customers; scaled revenues over 3
    years at a 75% annual growth rate through the strategic development of long-term client relationships
    Extra-curricular
     Volunteer at the Utah Avalanche Center; managed a donor network and assisted in the digitalization of offerings
     Study abroad experience and dual citizen to New Zealand and the United States
    SKILLS & INTERESTS
     Microsoft Office (Excel, Word, PowerPoint), G Suite, Adobe Cloud, HubSpot, Bloomberg, CapIQ, and Tableau
     Competitive running (1st place North Face 50k), skiing, yoga, kiteboarding, sailing, lacrosse, climbing, and cycling

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