Erik Stapleton

About Erik Stapleton

Investment and insurance products and services including annuities are:NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCYInvestment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc, member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License# 0E24641.

Experience

1. Vice President (m & a) Sr Manager

   U.S. Bank

   May 2020 — Present · Minneapolis, MN, US

   Supported 5-6 Managing Directors by hiring, developing, and leadingand managing a team of up to 4 analysts and interns across thegroup\'s engagements and prospects, leading clients through the saleof their businesses- Led analysis and diligence activities for 25 lower middle market sell-sideengagements, as well as many other prospects. These wereacross a variety of industries including healthcare, manufacturing, andservice businesses among others- Played a key role in consummating transactions generating $300M+ in proceeds, nearly $5M in fees, and $100M+ in AUM for the bank- Spearheaded building out training documents, as well as building andupdating templates and processes to maximize operational efficiency.

Education

• University of St. Thomas

  Master of Business Administration - MBA, Finance and Financial Management Services

  2016

• Bethel University

  Bachelor’s Degree, International Relations and Affairs

  2011