Harris Williams Analyst Brochure

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Be a part of our future and we will be a part of yours. Analyst Program


Success Story RAHUL LAMBA

rlamba@harriswilliams.com B.S. in Commerce with Distinction, Concentrations in Finance and Accounting and a Global Commerce Track, McIntire School of Commerce, University of Virginia After graduating from UVA, Rahul joined Harris Williams & Co. as an Analyst in the Transportation & Logistics Group. He interned at Ernst & Young in New York during the summer between his third and fourth years before deciding to pursue a full-time role in investment banking. Rahul chose Harris Williams & Co. because of the firm’s exclusive M&A focus, reputation for unmatched deal flow, and collegial culture. “I knew that as a HW&Co. Analyst, I would have the opportunity to play an essential role on live deals and learn from some of the most accomplished professionals in the M&A industry,” Rahul says. In addition to his transaction work, Rahul supports the development of the firm’s Transportation & Logistics Industry Update, which includes M&A market analysis and capital market trends, and he is also involved in recruiting efforts. “The level of responsibility given to Analysts on deal teams and in Industry Groups has been invaluable to my professional growth and development,” he says. Rahul accepted an offer to stay at Harris Williams & Co. as a third-year Analyst, and after his time with the firm he will be joining Endeavour Capital in Los Angeles. When he’s not in the office, you will find Rahul exploring Richmond, rooting for the Hoos, or staying active (running, playing basketball, etc.).

FIRM QUICK FACTS

ABOUT HW&CO.

FOUNDED: 1991 in Richmond, VA

Harris Williams & Co. is a preeminent middle market investment bank with a proven track record of sell-side M&A excellence spanning 25 years. The firm is focused exclusively on the middle market, advising leading private equity groups as well as many Fortune 500 and privately held companies worldwide. Harris Williams & Co.’s approximately 250 employees operate out of six U.S. offices in Boston, Cleveland, Minneapolis, Richmond, San Francisco, and Washington, D.C., as well as our European advisory practices in London and Frankfurt.

LOCATIONS: Offices throughout the U.S. & Europe RECOGNITION & AFFILIATION: › Harris Williams & Co. has been awarded Firm of the Year eight times by Mergers & Acquisitions › Member of The PNC Financial Services Group, Inc.

Core Schools:

We take pride in the purity of our business model, the commitment to our clients, and the quality of our culture and our people.

TRAINING & DEVELOPMENT OPPORTUNITY Harris Williams & Co. provides Analysts with the means to develop their skills in business communication, strategic thinking, modeling, and client-facing work in collaboration with the firm’s leadership. Each summer, new Analysts from our worldwide offices convene in Richmond for an intensive training program designed to integrate our new colleagues into our culture, provide thorough knowledge of the firm’s practices, and prepare our Analysts for the robust deal work ahead. Our rigorous training program is just the beginning of an extensive learning experience at HW&Co.


Description of HW&Co. Analysts Analysts play an integral role in the firm’s activities As an Analyst you will: › Actively contribute to each phase of the deal process with a high level of responsibility on transaction teams › Develop valuation models and analyses › Research private and public companies › Assist in writing and preparing presentation materials › Actively participate in non-transactional committee work

Eligible candidates should be working toward or already possess a

bachelor’s degree from a four-year institution and maintain a cumulative GPA of 3.2 or higher. No specific academic major is required; however, basic knowledge of finance and accounting is desired.

Class of 2016 Analyst Profile CUMULATIVE GPA: 3.62 ACT: 32 SAT: VERBAL: 690, MATH: 730

Degrees Represented

Business Administration in Accounting, Business, Commerce, Economics, English, Finance, History, Political Science, and Math; M.S. in Finance

OUTPLACEMENT Harris Williams & Co.’s senior banking professionals take outplacement of the firm’s Analysts very seriously. They are able to leverage their client relationships to facilitate our Analysts’ job search once they complete the firm’s two-year program. Harris Williams & Co.’s Analysts consistently achieve placement with the nation’s premier private equity groups. Below are two examples of Analysts who have gone through our outplacement program. CAITLIN VORLICEK Colby College 2014 Harris Williams & Co. Analyst, Boston office Post HW&Co. Analyst program: Summit Partners, Boston STEVEN KOZHIMALA University of Pennsylvania, The Wharton School 2013 Harris Williams & Co. Analyst, Richmond office Post HW&Co. Analyst program: H.I.G. Capital, New York

For more information, please contact:

PATRICIA KEMPE pkempe@harriswilliams.com +1.804.932.1344

PEYTON CURDTS pcurdts@harriswilliams.com +1.804.887.6070


LOCATIONS Boston Cleveland Frankfurt London Minneapolis Richmond (Headquarters) San Francisco Washington, D.C.

INDUSTRY GROUPS Aerospace, Defense & Government Services Building Products & Materials Business Services Consumer Energy, Power & Infrastructure Healthcare & Life Sciences Industrials Specialty Distribution Technology, Media & Telecom Transportation & Logistics

harriswilliams.com | ď€ˆ Š2016. Investment banking services are provided by Harris Williams LLC, a registered broker dealer and member of FINRA and SIPC, and Harris Williams & Co. Ltd, which is authorised and regulated by the Financial Conduct Authority. Harris Williams & Co. is a trade name under which Harris Williams LLC and Harris Williams & Co. Ltd conduct business.


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