Lewis
Managing Director, Investment Banking - Equity & Equity-linked Capital Markets @Stifel Financial Corp.
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WORK HISTORY
Managing Director, Investment Banking - Equity & Equity-linked Capital Markets @Stifel Financial Corp.
San Francisco, CA, US
legacy Thomas Weisel Partners)
EDUCATION
University of Colorado Boulder
Master of Science (M.S.) in Business Administration
Semester At Sea / ISE
Multi-Country Study Abroad Voyage
SKILLS
ABOUT LEWIS
Experienced Capital Markets banker with a demonstrated history of Corporate Finance transactions- Advise growth companies on equity financings: IPO, Follow-On, Confidentially Marketed Public Offering, PIPE, Private Placement & Convertible- Originate equity financing business and serve as primary ECM point of contact for clients- Primary industry focus: Technology, Industrials, Consumer, Healthcare- Lead execution on more than 100 bookrun transactions raising over $10bn over past five years- Responsible for all aspects of transaction execution: Organization/Preparation, Management Presentation, Due Diligence, Structuring & Documentation- Deal Captain responsible for strategy, execution and collaboration with: Management, Counsels, Auditors, Bankers, Research, Syndicate, Sales & Trading, Investors- Develop/maintain investor relationships: Investor Access/Engagement through NDR Marketing, Wall-Crossing Investors on Financing Transactions- Experienced in complex transactions: Cross-Border, Dual-Track, Liability Management, Capital Structure Arbitrage, Convertible/Debt Exchange & Restructuring- Advisory footprint in Private Credit and Equity: Private Debt, Minority Interest, Acquisition & Special Situation Financing
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