Smith Wheeler

Corporate Development Associate

Role
Corporate Development Associate at Vertex Service Partners
Location
Fayetteville, NC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Smith Wheeler

As an Investment Banking Analyst at Brookwood Associates, I provided advisory services to middle market companies in various industries, such as healthcare, consumer, and industrials. I worked with senior bankers and management teams to execute sell-side and buy-side M&A transactions, as well as capital raising and financing deals. I performed financial modeling, valuation, due diligence, and market research. I graduated from the College of Charleston with a B.S. in Finance and a minor in Business Administration. I honed my analytical, problem-solving, leadership, and communication skills through various academic and extracurricular activities, such as the Investment Program, Schottland Scholars, and my internship with Coastal Wealth Management. I am passionate about learning new concepts and applying them to real-world scenarios. I also serve as the President of the Darlington School Young Alumni Council, where I foster engagement and networking among former students.

Experience

  1. Corporate Development Associate

    Vertex Service Partners

    Apr 2025 — Present · Charlotte, NC, US

    An Alpine Investors portfolio company

Education

  • College of Charleston

    B.S. Finance; Minor in Business Administration, Finance, General

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