Ken Kapadia
•E-mail: • Mobile: (310) 383-0491 •
• Permanent: 2539 N. Alden St.| Simi Valley, CA •
Professional Experience
Merrill Lynch – Global Markets and Investment Banking November 2005 –December 2006
Senior Analyst –Technology Investment Banking GroupPalo Alto, CA
- Promoted to Senior Analyst role from 2nd -Year Analyst position
- Designed integrated financial models to analyze pro forma effects of M&A activity, conduct LBO analysis, forecast financial growth and define IPO/equity-linked/debt capital raising scenarios
- Performed valuation analyses by utilizing trading multiples, precedent transactions, sum-of-the-parts and DCF models
- Analyzed strategic rationales of buy-side opportunities in conjunction with client senior management teams
- Developed investor presentations and marketing materials for leveraged finance, M&A and ECM prospects
- Mentored and trained incoming analysts on modeling, valuation and the deal process
Transaction Experience:
Advised Sybase, a public software company, in it’s acquisition of Mobile 365 for $425mm
Advised BigBand Networks, a media technology company, in it’s IPO for approximately $630mm in equity value
Pending $1.4 billion merger-of-equals transaction in wireless / communications sector
Pending $2.1 billion leveraged buy-out of infrastructure and application software company
Montgomery & Co. September 2004 – November 2005
Analyst – Mergers & Acquisitions Group Santa Monica, CA
- Middle-market investment bank focused on technology, media and healthcare sectors
- Ranked as one of the top analysts in the firm
- Refined stand-alone financial models and valuation analyses with clients’ senior management teams for sale processes
- Developed offering memoranda and marketing materials for clients
- Prepared detailed proceeds models for the board of directors, management and shareholders of client companies
- Assembled data rooms and coordinated due diligence for potential buyers on multiple transactions
- Helped analyze and negotiate issues arising from merger agreement discussions with senior bankers and legal team
Transaction Experience:
Advised Trymedia Systems, a developer of DRM software, in its sale to Macrovision for $34 million (San Francisco, CA)
Advised Xtreamlok Pty, a provider of anti-phising security software, in its sale to Symantec for undisclosed amount (Sunnybank Hills, Australia)
Advised MARCGlobal, a provider of WMS software, in its sale to Francisco Partners/RedPrairie for undisclosed amount (Atlanta, GA)
JPMorgan Chase October 2003 – February 2004
Fall Intern – Corporate Banking Group Dallas, TX
- Analyzed and graded consumer companies to help team in the marketing of bank financing and credit products
IndyMac Bank June 2003 – August 2003
Analyst Intern – Investment Portfolio Group Pasadena, CA
Education
Southern Methodist University, Cox School of Business May 2004
Bachelor of Business Administration in Finance Core Finance GPA: 3.8 / Overall GPA: 3.7 Dallas, TX
- Phi Beta Kappa graduate
- 100% self-funded through merit-based scholarships and part-time jobs
- Ann Rife Cox Endowment (senior class) – helped manage the healthcare sector of a $1.8 million endowment fund
Additional
Certifications:Series 7 and 63 Certified Representative, CFA Level I Candidate (June 2007)
Technical: Excel VisualBasic Macros, Bloomberg, FactSet, Capital IQ, SDC Platinum and Thomson Financial
Interests: Football, basketball, weight lifting, tennis, running, traveling and cars