Open to opportunities

Oliver Baverstam

@oliverbaverstam

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Experienced investment banking professional specializing in mergers and acquisitions.

United States

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What I'm looking for

I am looking for a dynamic role that challenges my analytical skills and offers opportunities for leadership and growth in investment banking.

As an accomplished Investment Banking Vice President at BDO Capital Advisors, I have successfully led high-stakes mergers and acquisitions, achieving significant outcomes for my clients. My recent transactions include the sale of Enercon Technologies for $200M and Anderson Transportation for $50M, showcasing my ability to manage complex processes with corporate and private equity buyers.

With a strong foundation in quantitative finance and corporate finance from New York University, I have honed my analytical skills through various roles, including as an Associate at Cantor Fitzgerald and Chardan. My expertise extends to advising on joint debt and equity raises, modeling distressed biotech companies, and navigating public offerings, all while maintaining a focus on delivering value to stakeholders.

Beyond my professional achievements, I am passionate about classical music and have engaged in various artistic pursuits, including performing with the Boston Symphony Orchestra. I am committed to continuous learning and growth in the investment banking sector, always seeking opportunities to leverage my skills in new and challenging environments.

Experience

Work history, roles, and key accomplishments

Current

Vice President – Mergers and Acquisitions

Current

BDO Capital Advisors

Sep 2022 - Present (2 years 9 months)

Currently serving as Vice President at BDO Capital Advisors, specializing in Mergers and Acquisitions. Successfully managed multiple high-value transactions, including the sale of companies in logistics, medical devices, and confectionery sectors, with a focus on maximizing value for clients.

Mergers And Acquisitions Financial Modeling Due Diligence Valuation Negotiation Client Management Private Equity Market Analysis

Investment Banking Associate – Healthcare

Cantor Fitzgerald

Feb 2022 - Sep 2022 (7 months)

Worked as an Investment Banking Associate focusing on healthcare transactions. Advised on sales and fundraising processes for specialty pharmacy businesses and biotech companies, contributing to strategic financial modeling and client presentations.

Financial Modeling Market Research Valuation

Investment Banking Associate – Mergers and Acquisitions

Chardan

Jun 2021 - Feb 2022 (8 months)

Served as an Investment Banking Associate at Chardan, focusing on Mergers and Acquisitions. Successfully closed multiple high-profile transactions including SPAC mergers and IPOs, while developing financial models and presentations for clients.

Mergers And Acquisitions SPAC Transactions Financial Modeling Market Analysis Valuation

Associate

Partners Capital

Apr 2017 - May 2019 (2 years 1 month)

As an Associate at Partners Capital, advised clients on asset allocation strategies and performed market research to evaluate investment opportunities. Developed financial models to assess potential returns and risks across various asset classes.

Asset Allocation Market Research Financial Modeling Investment Analysis Risk Assessment Portfolio Management

Quantitative Analyst

State Street

Feb 2016 - Mar 2017 (1 year 1 month)

Worked as a Quantitative Analyst at State Street, focusing on financial risk management and forecasting. Developed models to manage liquidity positions and advised on optimal asset mix to enhance returns.

Quantitative Analysis Financial Risk Management Forecasting Financial Modeling Data Analysis