Americas  Rising Dealmakers

“Distinction in Dealmaking”


WHAT, introduction: The inaugural A-list features highly accomplished, brilliant, and talented young dealmakers from the North American investor, legal and advisory transactional communities.

WHY, value: “Once in a life-time” recognition, validates the individual’s record and enthusiasm for executing value-creating deals. Likewise, these professionals will progressively take-on leadership role at their firms and industries for years to come.

WHO, criteria: Objectively selected based on the young professional’s deal execution track record, seven plus years of industry experience, and unique abilities – personifying the “Distinction in Dealmaking” qualities.

2018, The List: Features 50 professionals comprising of 18 dealmakers from the private and growth equity investor class, 12 from the financial advisory group, 20 lawyers, and a total of 7 young women executives.


Profession: Restructuring Consultant
Location: Denver, Colorado
Education: M.B.A., University of Notre Dame

Alan is a member of the Turnaround & Restructuring Services practice within FTI's Corporate Finance group. Alan most recently advised on Chapter 11 Bankruptcy cases of Arch Coal and 21st Century Oncology.


Profession: Investment Banker, Middle Markets
Location: Milwaukee, Wisconsin
Education: M.B.A., Kellogg School, Northwestern University

Patrick is responsible for executing mergers and acquisitions transactions in a variety of industries, with a particular focus on the Industrial Services and Manufacturing sectors.


Profession: Transactions Advisor, Boutique
Location: Atlanta, Georgia
Education: Virginia Military Institute

David provides valuation and strategic advisory advice to business owners involving Employee Stock Ownership Plans (ESOPs) related transactions. David is an expert in ESOP analysis and formation, financing, restructuring and post-transaction related matters across a wide variety of industries.


Profession: Investment Banker, Special Situations
Location: Houston, Texas
Education: University of Texas at Austin

Colby advises on financing, debt placement and distressed M&A transactions across spectrum of Oil & Gas related industries among other sectors. Notable transactions involving Colby include placement of credit facility for Cogent Energy Services and Triple Five Energy Resources in restructuring of existing debt and private placement.


Profession: Investment Banker, Special Situations
Location: West Conshohocken, Pennsylvania
Education: M.B.A., University of North Carolina, Kenan-Flagler Business School

Neil advises on M&A transactions, distressed deals, restructurings, recapitalizations and private placements. Notable transactions involving Neil include sale of Nighthawk Energy, Short Bark Industries sale to Point Blank Enterprises, Vitamin World sale to Feihe International.


Profession: Transactions Advisor, Boutique
Location: Chicago, Illinois
Education: M.B.A., Loyola University, Business School

David works with clients to develop deal strategies including asset sales, negotiating financial structures and capital raise mandates across range of industries, including energy, logistics & distribution, industrials and business services.


Profession: Investment Banker, Middle Markets
Location: Greenwich, Connecticut
Education: Leonard N. Stern School of Business, New York University

Samrat provides range of investment banking advice to middle-market industrial and environmental technology companies. Notable deals advised by Samrat includes sale of RedZone Robotics to Milestone Partners, as well as Argosy Private Equity and NewSpring Capital on sale of AUC Group to AquaVenture.


Profession: Investment Banker, Boutique Specialist
Location: Denver, Colorado
Education: University of Colorado

Daniel advises clients on M&A, debt and equity financings related matters across a spectrum of TMT industries and sub-sectors. Recent transaction involving Daniel include sale of Hudson Fiber Network to ExteNet Systems.


Profession: Investment Banker, Boutique Specialist
Location: New York, New York.
Education: M.B.A., University of Kansas, School of Business

J.P. advises on M&A transactions in the technology and business services industries. Notable deals advised by J.P include SWC Technology sale to BDO USA, Sale of Canadian Millennium 1 Solutions to Dimension Data of the NTT Group.


Profession: Investment Banker, Special Situations
Location: New York, New York.
Education: M.B.A., Wharton School, University of Pennsylvania

Avi is part of Restructuring and Special Situations Group, advising debtors, creditors, and sponsor groups. Significant transactions involving Avi include restructuring of Energy XXI, Samson Resources, Aspect Software, The Hellenic Republic among others.