Tim Obrien

Senior Advisor @Peapack Private Investment Banking

San Francisco, CA, US
EMAILS
t••••••@peapackprivate.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2025 — Present

Senior Advisor @Peapack Private Investment Banking

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Providing corporate advisory services to middle-market companies evaluating strategic initiatives. Advising shareholders on mergers and acquisitions, sales and divestitures, equity and debt capital raises, strategic corporate planning, transaction readiness and related advisory services.

EDUCATION

N/A

University of Pittsburgh

Bachelor of Science in Business Administration, Finance

N/A

Columbia Business School

Master of Business Administration - MBA

N/A

University of Pittsburgh

Bachelor of Science, Biological Sciences

SKILLS

PhotoshopSocial MediaMatlabStatisticsTeamworkHtmlBloomberg TerminalC++Market ResearchTime ManagementMergers & AcquisitionsStock ResearchPowerpointMicrosoft ExcelResearchQuantitative AnalyticsMicrosoft PowerpointPublic SpeakingJavaLeadershipWindowsAutocadCompany ValuationPeople SkillsInvestment BankingEnglishEvent PlanningCustomer ServiceCMicrosoft Office

ABOUT TIM OBRIEN

Finance and corporate development executive with over 10 years of experience in mergers & acquisitions, capital raising, and strategic growth. Most recently, I served as Vice President, Finance & Head of M&A at Vytalize Health, leading $250M+ in equity and debt capital raises and played a key role in scaling the company to be recognized as Inc.\'s Fastest-Growing U.S-Based Privately Held Company in 2024. With a background in private equity and investment banking, I have sourced and executed M&A transactions, structured high-growth investments, and developed corporate strategies that drive transformational growth. I hold an MBA from Columbia Business School and dual undergraduate degrees from the University of Pittsburgh in Finance and Biological Sciences.

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