bryan cassidy

Sole Analyst at a boutique mergers & acquisitions investment bank focused on providing sell-side advisory services to manufacturing companies. -Researched potential buyers for clients in the steel, automotive components, and industrial equipment component industries by learning about their business model and finding both strategic and financial buyers that would be interested in acquiring our client. -Created the confidential information memorandum (CIM) which was used to market our client to potential buyers and included company history, strategy, competitive advantages, detailed financial information and financial projections. -Analyzed, corrected, and re-formatted complex financial statements in Microsoft Excel -Created PowerPoint slide presentations detailing our company history, deal experience, and competitive advantages that were used by senior bankers to pitch for new business. -Sole analyst who assisted a senior banker in closing the largest deal in firm history, generating tens of millions of dollars in revenue for the client and the largest fee in firm history.

Created a life-insurance practice selling term, universal, and whole-life insurance to varied demographics ranging from business owners to the elderly utilizing over a dozen top insurance companies. -Generated over $100,000 in annual premium each year, with an average of 10% growth each year -Researched different industry demographics and learned how to target and sell to wealthy business owners, elderly people looking to cover their final expenses, and new homeowners looking to cover their mortgage in the event of their unexpected passing. -Managed multiple Google Adwords and Facebook campaigns targeting new homeowners by offering mortgage protection life insurance resulting in 2 clients and dozens of leads.