Oleksii Zalipa

Supporting a boutique investment banking advisory firm specializing in M&A advisory, capital raising, and cross-border transactions for middle-market companies.

Co-founded a student-led equity research group; designed a standardized framework covering 3-statement modeling, DCF, trading comps, risk analysis, and investment thesis structure Published initiating-coverage reports on Target (TGT) and CareTrust REIT (CTRE); coordinated analyst workflow across modeling, writing, and quality control

Authored 4 published capital markets notes analyzing tokenized debt markets, cross-border cost of capital (U.S./China/Germany), oil futures term structure, and European energy-driven capital distortions

Mentored interdisciplinary student teams on sustainability-driven innovation, guiding the development of feasible, values-based project proposals under tight deadlines Coordinated logistics and facilitated live expert judge interviews, ensuring smooth panel operations and informed solution feedback Supported students in applying systems thinking and impact design frameworks to address real-world global and community challenges

Coordinated a team of five in solving complex societal challenges, resulting in a project recognized for its innovation Selected by the program organizers to support future competitions as part of the teaching team

Conducted multi-phase evaluation of 5 AI-driven financial statement parsers, resolving semantic ambiguities and improving model accuracy up to 96% across variable input templates, while automating data extraction to enhance scalability and reduce processing time for high-stakes client use cases Supported the presentation of the company’s fintech AI solutions Collaborated with senior consultants on AI-driven financial strategy project

Promoted to lead intern after outperforming peers, taking responsibility for supervising and coaching junior analysts while serving as the primary contact between the intern team and senior partners Prepared investor-ready materials including valuation memos and presentation decks summarizing key findings, market dynamics, and recommended next steps Collaborated directly with senior leadership, providing strategic recommendations and presenting analysis that informed go/no-go decisions on potential acquisitions

Conducted market research and target screening for Canadian lower-middle market M&A mandates, identifying high-potential acquisition opportunities Built financial profiles and valuation models to support preliminary deal analysis, including DCF forecasts Assisted in preparing teasers and CIMs, articulating the strategic rationale, financial overview, and positioning of potential targets

Bachelor of Management and Organizational Studies; Finance Major, History Minor - Recipient, Western Global Students at Risk Scholarship ($100k over 4 years) - Relevant Coursework: Advanced Finance, Financial Economics, Financial Markets and Institutions

A comprehensive and practical curriculum covering financial modeling, valuation, comps, precedent transactions, discounted cash flow (DCF) analysis, strategy, accounting, visualization, presentation making, and more