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Tyler Katz profile image

Tyler Katz

Director at RF Investment Partners, LLC
Intro Book
Finance professional with 6+ years of experience in financial analysis, valuation, and investment banking.
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Location
New York City Metropolitan Area, US
Skills
  • Financial Analysis
  • Powerpoint
  • Valuation
  • Financial Modeling
  • Capital Iq
  • Show all
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Bio

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Tyler Katz is a seasoned finance professional with 6+ years of experience in financial analysis, valuation, and investment banking. He holds a BBA in Finance from Temple University and has worked at prominent firms such as RF Investment Partners, LLC, Berkery, Noyes & Co., LLC, and Valuation Research Corporation.

Experience

  • RF Investment Partners, LLC
    • Greater New York City Area
    • Director
      • Aug 2017 - Present
      • Greater New York City Area

      RF Investment Partners provides flexible debt and structured equity investment solutions to growth-oriented software and services companies in the lower middle market. We provide investment capital to facilitate: management buyouts, recapitalizations, acquisition/growth financings, shareholder liquidity events, and ESOPs.

  • Berkery, Noyes & Co., LLC
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Associate
      • Jan 2017 - Jul 2017

    • Investment Banking Analyst
      • Mar 2015 - Dec 2016

      Berkery Noyes is an independent investment bank providing mergers and acquisitions (M&A) advisory and financial consulting services to middle-market leaders in the global information, software, marketing services, and technology industries. Berkery Noyes has advised on more than 450 transactions over the last 30 years.

  • Valuation Research Corporation
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Analyst
      • Jun 2013 - Mar 2015

    • Intern
      • Jun 2012 - May 2013

  • The William C. Dunkelberg Owl Fund
    • Temple University
    • Associate Analyst
      • Aug 2012 - May 2013
      • Temple University

      Associate Analyst- Industrials/ Basic Materials

  • BOYD'S
    • Customer Service
      • Jan 2012 - Aug 2012

  • First Niagara Bank
    • Bank Teller
      • May 2011 - Sep 2011

  • Katz Builders and Developers
    • Warranty Service Administrator
      • Jun 2007 - Aug 2010

Education

  • 2009 - 2013
    Temple University - Fox School of Business and Management
    BBA, Major: Finance, Minor: Economics
  • 2006 - 2009
    Central Bucks High School East

Suggested Services

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Industry Focus. “Investment Banking”

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