Patrick Premilan
Investment Banking Analyst Intern at Exit Partners- Claim this Profile
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Bio
Credentials
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Bloomberg Market Concepts
BloombergSep, 2023- Nov, 2024 -
think-cell Certified Professional
think-cell SoftwareDec, 2021- Nov, 2024 -
Learning Excel 2019
LinkedInOct, 2021- Nov, 2024
Experience
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Exit Partners
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United States
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Investment Banking
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1 - 100 Employee
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Investment Banking Analyst Intern
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Jan 2023 - Present
• Led a team of five analysts that ran valuation modeling, produced CIMs, and navigated deal process & consideration with PE firms • Utilized comparable company analysis to value a consumer goods firm, computed revenue metrics, and produced relevant charts • Compiled research of various companies and contacts in target sectors and maintained entries in an informational database • Leveraged Excel analytics to surface target firms from bulk datasets for acquisition and integrated results into DealCloud CRM • Produced CIM and other marketing materials for ongoing $250MM acquisition of a North Texas oil & gas technology company Show less
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UTD Investments & Securities Club
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United States
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Financial Services
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1 - 100 Employee
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Officer | Financial Analyst
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Aug 2021 - Present
• Published fundamental analysis reports pertaining to securities of interest as part of a group of four student analysts • Delivered “Stock and Talk” presentations addressing relevant news and technical analysis of pre-selected stocks • Analyzed precedent transactions utilizing S&P Capital IQ involving comparable companies to valuate privately held firms • Published fundamental analysis reports pertaining to securities of interest as part of a group of four student analysts • Delivered “Stock and Talk” presentations addressing relevant news and technical analysis of pre-selected stocks • Analyzed precedent transactions utilizing S&P Capital IQ involving comparable companies to valuate privately held firms
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Financial Leadership Association at UT Dallas
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United States
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Financial Services
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1 - 100 Employee
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Security Analysis Competition Group Leader
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Aug 2022 - Present
• Conducted fundamental analysis on public firms, related industries, and financials to produce growth projections and predictions • Produced 3-statement projected financial models utilizing a synthesis of historic trajectory, expected growth, and industry trends • Built discounted cash flow (DCF) analyses to valuate public firms and compute implied share price and potential up/downside • Conducted fundamental analysis on public firms, related industries, and financials to produce growth projections and predictions • Produced 3-statement projected financial models utilizing a synthesis of historic trajectory, expected growth, and industry trends • Built discounted cash flow (DCF) analyses to valuate public firms and compute implied share price and potential up/downside
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Wilkinson Center
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United States
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Non-profit Organizations
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1 - 100 Employee
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Financial Clerk
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May 2022 - Aug 2022
• Achieved an increase of over 80% in efficiency in document throughput by implementing a new statement analysis procedure • Consolidated long term financial documentation spanning past eight years into intuitive reports used for forecasting • Collaborated with IT team to construct a LAN database for financial records for long term record keeping and file retrieval • Achieved an increase of over 80% in efficiency in document throughput by implementing a new statement analysis procedure • Consolidated long term financial documentation spanning past eight years into intuitive reports used for forecasting • Collaborated with IT team to construct a LAN database for financial records for long term record keeping and file retrieval
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Education
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2021 - 2025
Naveen Jindal School of Management, UT Dallas
Bachelor of Science - BS, Finance, General -
2017 - 2021
Plano East Sr High School
International Baccalaureate Diploma, High School Diploma
Community
