Display Name

Ezra S.

First Name


Last Name


About Me

Experienced, driven and passionate finance professional with extensive knowledge of investment banking, corporate & leveraged finance and credit analysis, as well as a background in capital markets and advisory work. Proven ability to originate and execute transactions both in the corporate, large-cap sponsor and middle market sectors across wide array of industries. Served as Consultant to early-stage venture capital firm.

Strong client management skills and increasing levels of responsibility in deal processes due to recognized abilities and verified results.

Acknowledged as a leader of junior bankers with ability to transfer/teach considerable quantitative and qualitative skills.

B.A. in Economics, Magna Cum Laude, from Brandeis University; elected to Phi Beta Kappa.

(Note: Please do not contact me regarding investment opportunities; I have worked with investment firms and have a background in corporate finance and investment banking but I am not a principal investor)

Primary Edition


Professional Information


Investment Banking Advisor & Mentor / Venture Capital Consultant


– Served as consultant to early-stage, biotech-focused venture capital firm, conducting research, analysis, and providing fund-raising
– On- and off- campus mentor to students and recent graduates of Brandeis University interested in careers in investment banking. Provide advice on how to prepare for a career in the industry, impart recommendations on requisite courses to take and how to prepare for an interview. Provide mock interviews
– Graduate coursework in accounting and behavioral economics/strategy at Harvard University Extension School
– Participant in various seminars including PEI's "Fundamentals of Private Equity", May 2012
– Remain active on market developments, trends and statistics in leveraged finance market, private equity, overall credit markets and syndicated loan markets and financial markets in general, as well as associated economic and geopolitical developments affecting all markets
– Consultant with Director of Law and Social Action Advocacy Group on platform of issues


– Credit / fixed income products, market analysis, valuation, capital structure alternatives and advisory
– Comprehensive experience in all phases of high yield / leveraged loan origination and execution process:
a) initial client solicitation & new business marketing
b) assessment of alternative financing options and potential investor requirements
c) due diligence & capital commitment / credit committee evaluation
d) documentation structuring & negotiation
e) rating agency presentation & interaction
f) investor marketing & transaction pricing and closing
– Financial and strategic analysis and advice
– Industry and company-specific research / due diligence

Time Period

2009 – Present


School Name

Brandeis University


Bachelor of Arts, Economics

Time Period

1996 – 2000

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Venture Capital

Deals, Fundraising (Firms & Funds), Personnel

Private Equity

Deals, Fundraising (Firms & Funds), M&A, IPOs, Personnel