Oleksii Zalipa
Investment Banking Intern @Wellington Row Capital
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WORK HISTORY
Investment Banking Intern @Wellington Row Capital
Toronto, ON, CA
Supporting a boutique investment banking advisory firm specializing in M&A advisory, capital raising, and cross-border transactions for middle-market companies.Key Responsibilities & Achievements:Systematic Deal Sourcing: Support AI-augmented deal origination through LinkedIn Sales Navigator and automated outreach systems, helping generate 10-15 qualified conversations weekly with middle-market companies seeking capitalInvestment Materials Development: Assist in creating investment teasers and pitch decks using n8n workflow automation, transforming 50+ page company presentations into concise one-page investment summaries for advisor reviewDeal Analysis & Screening: Conduct preliminary financial analysis and company evaluations across infrastructure, enterprise SaaS, and clean energy sectors, assessing differentiation, team experience, and scalabilityCRM & Database Management: Maintain Notion-based deal tracking system and investor databases, cataloging advisor expertise, investor criteria, and transaction pipeline status for optimal deal matchingProcess Automation Support: Contribute to building n8n workflows that automate call transcript processing, company deck analysis, and advisor matching algorithms to scale deal flow systematicallyMarket Research & Intelligence: Research institutional investors, family offices, and strategic acquirers across North American and European markets to support cross-border transaction capabilitiesTransaction Coordination: Support senior advisors on active deals including infrastructure project financing, B2B SaaS growth capital, and real estate refinancing transactions ranging from $5M to $200M+Documentation & Reporting: Prepare deal summaries, due diligence materials, and status reports for advisor meetings, ensuring compliance with confidentiality agreements and regulatory requirements
EDUCATION
Western University
BMOS, Finance, General
Corporate Finance Institute® (CFI)
Financial Modeling & Valuation Analyst (FMVA®)
Richard R Green High School of Teaching
Advanced Regents High School Diploma
ABOUT OLEKSII ZALIPA
Aspiring investment banking professional gaining hands-on experience in M&A advisory, capital raising, and cross-border transactions at Wellington Row Capital. Passionate about leveraging technology and systematic approaches to transform traditional investment banking workflows.Currently developing expertise in deal origination, financial analysis, and investor relations while supporting a boutique advisory firm that combines institutional-grade execution with innovative AI-augmented deal sourcing.Eager to learn from experienced advisors and contribute to building the next generation of merchant banking capabilities.
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