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Ethan Zeplin

@ethanzeplin

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Investment banking analyst with expertise in M&A and FinTech.

United States

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What I'm looking for

I am seeking a dynamic role in finance that fosters growth and collaboration.

I am an investment banking analyst currently working at Solomon Partners, where I specialize in M&A and FinTech. My experience includes advising on sell-side transactions, where I have developed comprehensive analyses and presentations that highlight value creation opportunities for various stakeholders. I thrive in fast-paced environments and enjoy tackling complex financial challenges.

Previously, I interned at Cherokee Capital Holdings as a Private Equity Summer Analyst, where I identified strategic add-on opportunities for an industrial services provider. My analytical skills were further honed during my time at Morgan Stanley, where I assessed financial plans and created detailed equity research reports. I hold a Bachelor of Business Administration from the University of Michigan, concentrating in Finance and Accounting, and have actively participated in investment clubs and competitions.

Experience

Work history, roles, and key accomplishments

Current

Investment Banking Analyst

Current

Solomon Partners

Jul 2023 - Present (2 years)

Developed comprehensive Buy vs. Build analyses for a $5 billion market cap auto lender, highlighting acquisition opportunities to modernize car buying and financing. Prepared detailed Confidential Information Memorandums (CIMs) and presentations demonstrating value creation for banks, OEMs, and clean energy platforms.

Investment Banking M&A Financial Modeling Due Diligence Valuation Financial Analysis PowerPoint Excel Market Research Corporate Finance

Current

Representative and Former President

Current

FISLL

Founded and led a University of Michigan student organization to expand FISLL, a social impact brand focused on leadership and skill development. Organized and hosted workshops featuring business executives and athletes, fostering professional growth among students.

Leadership Event Planning Public Speaking Community Engagement Social Impact Mentorship Student Organization Management Program Development

Current

Board Member

Current

Marc S. Zeplin Foundation

Coordinated successful annual charity events, including a benefit concert attended by over 1,000 people. Cumulatively raised more than $1 million to support children’s charities and provide post-secondary education opportunities.

Event Coordination Fundraising Community Outreach Philanthropy Project Management Budget Management Stakeholder Engagement

Investment Banking Summer Analyst

Solomon Partners

Jun 2022 - Present (3 years 1 month)

Supported M&A advisory for early-stage auto financing and cinema projection technology providers, developing analyses and presentations for potential buyers. Collaborated with company management to shape key investment highlights and supported CFO in financial forecast delivery.

M&A Financial Analysis Due Diligence Financial Forecasting Presentation Market Research Excel PowerPoint Investment Analysis

Private Equity Summer Analyst

Cherokee Capital Holdings

Jun 2021 - Present (4 years 1 month)

Researched and identified add-on acquisition opportunities for an industrial services provider, focusing on $1-15 million EBITDA companies in renewable energy construction. Expanded market reach into the Midwest and diversified the portfolio from traditional oil and gas markets.

Private Equity Market Research Due Diligence Investment Analysis Renewable Energy Financial Analysis

Wealth Management Summer Intern

Morgan Stanley

Jun 2020 - Present (5 years 1 month)

Analyzed equity research reports, creating organized Excel models with analyst ratings and 5-year financial projections for various companies. Assessed optimal financial plans for clients by running Monte Carlo simulations and educated them on risk tolerance.

Wealth Management Equity Research Risk Management Financial Planning Excel Data Analysis

Education

Degrees, certifications, and relevant coursework

University of Michigan, Stephen M. Ross School of Business

Bachelor of Business Administration, Finance and Accounting

Grade: 3.8/4.0

Activities and societies: Participated in the Michigan Investment Banking Club and Alternative Investments Club, engaging in M&A valuation, LBO, and Real Estate competitions. Awarded 2nd place in the Citi Investment Banking M&A Case Competition. Attended the Goldman Sachs Exploratory Program.

Graduated with a Bachelor of Business Administration, concentrating in Finance and Accounting. Achieved a GPA of 3.8/4.0. Completed an 8-week Wharton Online Real Estate Investing & Analysis Certificate Program, analyzing a multifamily property for the capstone case study.