Alumni.mbacareers.wharton.upenn.edu



JOSEPH WHARTON215-898-4383 ? jwharton@wharton.upenn.edu ? in/profilename EXECUTIVE SUMMARY Accomplished, results-driven investment banking professional with successful track record over twelve years including top-tier financial services firms. Proven ability to impact business growth and maximize profits through accomplishments in well-developed financial and technical analysis and modeling, due diligence, project management, budget forecasting and M&A.EXPERIENCE UBS INVESTMENT BANK New York, NYDirector 2013-PresentManage wide range of investment banking projects including M&A, divestitures, corporate strategy, balance sheet optimization, restructuring, risk management, and capital raising from public and private sources for clients in depository and specialty finance sectors Conduct more than 70 in-person meetings annually with senior executives of leading financial institutions, winning over $7 billion in M&A and capital markets transactions in highly competitive market place Build complex merger models and review models created by junior professionalsTransaction Highlights:JCM Media: complete initial public listing of $1.2 billion industrial AKOG Partners: advise major office-sector focused commercial real estate company on potential acquisition of Fairfield Canyon with transaction value in excess of $1.7 billionMORGAN STANLEY New York, NYInvestment Banking Associate 2011-2013Prepared, wrote, and edited descriptive memorandums and management presentations in connection with two transactions: $77MM divestiture of financial sponsor’s portfolio asset and $1.7BN sale of online music retailerAdvised companies on origination and execution of equity transactions based on clients’ strategic objectives, macroeconomic themes, industry trends, and investor sentiment. Made recommendations on size and structure of transactions and performed segmentation analysis to determine target investor baseLed and collaborated with cross-functional teams across investment bank and equity capital markets to launch $117MM IPO for national organic clothing chain, and 7+ other equity transactionsCREDIT SUISSE New York, NYSummer Associate Summer 2010Created detailed strategic review of potential acquisition targets for mid-cap companyReported asset allocation breakdown for financial consultantsTHE BLACKSTONE GROUP New York, NYInvestment Banking Analyst 2006-2009Prepared and presented a consumer packaged goods company’s IPO report achieving $7.1 million placementConducted valuation report on $7 million private equity deal for pet food company, resulting in an increase of 47% in corporate net earnings in year of implementationDeveloped focused calling efforts for new client base of small-cap depository institutions. Serve as liaison between firms, lawyers, and internal capital markets team for execution of over $2 billion in capital markets transactionsEDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PAMaster of Business Administration; Major in Finance 2011THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY Cambridge, MABachelor of Arts in Economics 2006ADDITIONAL INFORMATION Languages: Basic Mandarin ChineseInterests: Second Degree Black Belt, Marathons ................
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