Luke Pullman, CFA
Partner, Investment & Development at HK Group- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst (CFA ) Charterholder
CFA InstituteAug, 2017- Oct, 2024
Experience
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HK Group
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Real Estate
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1 - 100 Employee
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Partner, Investment & Development
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Apr 2019 - Present
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Oxford Finance LLC
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United States
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Financial Services
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1 - 100 Employee
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Director, Life Sciences
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Jan 2018 - Mar 2019
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Senior Portfolio Manager, Life Sciences
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Mar 2017 - Jan 2018
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Portfolio Manager, Life Sciences
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Mar 2015 - Mar 2017
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Analyst, Healthcare
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Mar 2014 - Jan 2015
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Lockheed Martin Information Technology
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United States
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Facilities Services
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1 - 100 Employee
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Financial Analyst
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Aug 2012 - Mar 2014
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Phillips Capital
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United Kingdom
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Financial Services
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1 - 100 Employee
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Investment Banking Intern
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Oct 2013 - Feb 2014
• Supported managing director by analyzing company valuations and creating marketing materials for both buy-side and sell-side advisory services • Executed IRR analysis and DCF valuation analysis based on revenue and EBITDA projections for buy-side and sell-side engagements • Performed company research to evaluate potential merger or acquisition opportunities • Prepared Confidential Information Memoranda as part of sell-side M&A execution process • Supported managing director by analyzing company valuations and creating marketing materials for both buy-side and sell-side advisory services • Executed IRR analysis and DCF valuation analysis based on revenue and EBITDA projections for buy-side and sell-side engagements • Performed company research to evaluate potential merger or acquisition opportunities • Prepared Confidential Information Memoranda as part of sell-side M&A execution process
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Investment Banking Institute
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United States
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Professional Training and Coaching
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1 - 100 Employee
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Trainee
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Jun 2013 - Jun 2013
• One month of intensive training, focused on (i) financial statement analysis, (ii), valuation methodologies and (iii) financial modeling • Normalized and spread historical and projected financial statements, including in depth analyses of operational and leverage ratios • Performed company valuations utilizing (i) precedent transactions analysis, (ii) comparable public company analysis and (iii) discounted cash flow (DCF) analysis • Built fully integrated cash flow model, including 5-year projections, debt and interest schedules, revolver modeling and sensitivity tables • Modeled leverage buy-out (LBO) and merger scenarios, with emphasis on source uses, pro forma financial statements, purchase price consideration, synergies, accretion/dilution and ratio analyses, among other concepts • General investment banking processes such as pitching, debt and equity financing and sell-side M&A Show less
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Central Financial Planning & Analysis Intern
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Jun 2011 - Aug 2011
• Supported long-range plan process, which included a three-year forecast of projected financial performance for $10 billion Information Systems & Global Solutions (IS&GS) business. Forecasts served as financial guidance for the Company through 2014 and aligned LMs financial and operational performance with overall strategic initiatives • Created monthly and quarterly reports using Hyperion software, Excel and PowerPoint that were presented to the CFO to evaluate key program performance and overall IS&GS business operations, including product line metrics and additional risks and opportunities • Completed data and analysis requests for managers and colleagues used for a variety of independent reports Show less
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Education
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Elon University
Bachelor of Science - BS, Finance, Marketing, Professional Sales Program
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