Jack Applebaum

Student at Washington University in St. Louis

Role
Investment Banking Summer Analyst at The Advisory Investment Bank
Location
Great Neck, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Investment Banking Summer Analyst

    The Advisory Investment Bank

    May 2025 — Present

    Support senior bankers in the preparation of client-facing materials, including pitch books, confidential information memoranda, company profiles, and valuation analyses for current and prospective M&A opportunities Manage execution workstreams for active sell-side mandates by drafting diligence trackers, coordinating data room uploads, and tracking buyer Q&A to ensure efficient process flow Build tailored buyer lists for prospective M&A opportunities by screening strategic and financial buyers based on revenue size, capital availability, transaction history, and industry fit to identify the most likely acquirers

Education

  • Washington University in St. Louis - Olin Business School

    Bachelor of Science - BSBA

    2022 — 2026

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Jack Applebaum — Investment Banking Summer Analyst at The Advisory Investment Bank in Great Neck, NY, US | Unifers