Sam Barton
Equity Research Analyst @ Melius Research
United States
New York
Financial Services
Due Diligence, Attention to Detail, Analytical Skills, Investment Analysis, Financial Modeling, Tableau, Baking, Team Leadership, Communication, Microsoft Excel
Experience
Equity Research Analyst
Melius Research
New York City Metropolitan Area
Covering Restaurants, Retail, Food Distributors, and C-Stores Tickers: WMT COST MCD SBUX CMG TGT ATD YUM KR SYY DRI QSR CASY USFD DPZ PFGC BJ TXRH ACI BROS MUSA CAVA SFM WING
Lower Middle Market M&A Analyst
Blueline Ventures
Charleston, South Carolina Metropolitan Area
Contributed to the creation of detailed deal books, summarizing key transaction terms, market analysis, and financial metrics for presentation to senior leadership and potential buyers. Utilized data analytics for visualization on Tableau that enhanced model insights and supported presentations in the deal book. Developed a model to evaluate the growth potential of a target company.
Business Development Analyst
Smobler Studios
Bethlehem, Pennsylvania, United States
Collaborated with senior management to create compelling pitches for VC firms. Helped define the company’s approach toward the solicitation of VC funding.
Bag Room Attendant
Bald Peak Colony Club
Moultonborough, New Hampshire, United States
Facilitated an open and friendly environment amongst members at a prestigious club. Improved communication and conversational skills with successful business men and women.
Baker
Yum Yum Shop
Wolfeboro, New Hampshire, United States
Baked everything from cookies, bread, pies etc. Learned how to effectively work in groups and work under tight deadlines.
Education
P.C. Rossin College of Engineering and Applied Science at Lehigh University
Technical Entrepreneurship
Lehigh University
Finance, General
Lehigh University
Sam Barton's Contact Information
Phone
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