Harris Williams Associate Brochure

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


Success Stories GRAHAM GILLAM

Ggillam@harriswilliams.com, +1.804.887.6074 B.S. in Business Administration, honors, University of Bath M.B.A., Darden School of Business, University of Virginia Graham joined Harris Williams & Co. after completing a summer internship with the firm while obtaining his M.B.A. at Darden. Prior to attending Darden, Graham spent six years in corporate finance with Raytheon Company, where he spent time in London, Los Angeles, and Boston. “My time in corporate finance provided me with a variety of opportunities to work closely with the C-suite. I knew from this experience that I wanted to join a bank that early on allowed me to develop as a trusted adviser to management teams and clients while combining my passion for finance. HW&Co. offers a truly unique experience in this regard; and from day one as an Associate I have had the opportunity to help drive real value as a member of the deal team, and regularly interact with our clients and management teams to help them realize the optimal outcome for their business.” As a Summer Associate, Graham wanted to be sure his transition from a large multinational delivered the change in environment he was looking for in his next opportunity. “I could not have been more delighted to see that what I was told during recruiting was a very accurate portrayal of reality: HW&Co. offers tremendous opportunities to get exposure to every facet of the deal life cycle, all the while working with highly talented colleagues who are genuinely interested in the long-term success of the firm as well as your individual career.”

NEHA SHAH

Nshah@harriswilliams.com, +1.804.887.6036 B.S. Accounting, cum laude, George Mason M.B.A., The Fuqua School of Business, Duke University Neha started her career in public accounting with Ernst & Young. Working in audit for five years, she developed a strong understanding of accounting and financial reporting, which has been an integral skill throughout her career. During her time in public accounting she worked closely with private equity funds, which piqued her interest in M&A. She decided to pursue an M.B.A. at Fuqua with a concentration in Finance. In between her first and second years at Fuqua, Neha had an internship in the Downstream Controllers Group at ExxonMobil. Through the internship, she gained exposure to energy end markets and enjoyed learning about this dynamic industry. “While the industry exposure was invaluable, I learned that corporate finance was not what I was looking for in a long-term career and decided to pursue investment banking. I joined HW&Co. in 2013 to work in the Energy, Power & Infrastructure Group, which would allow me to combine my end market interest with M&A. I have found that support from the senior team is a true differentiator for HW&Co; as an Associate, we are given a great deal of responsibility to manage the day-to-day activities of sell-side processes, and Vice Presidents through Managing Directors are completely accessible and willing to provide guidance. I think this type of supportive environment is a huge reason why so many of the bankers at HW&Co. are able to succeed and establish long-term careers with the firm.”

Core Schools:


ABOUT HW&CO. 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.

For more information, please contact:

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 We provide our Summer Associates with the means to develop their business communication, strategic thinking, modeling, and client-facing skills through live deal experience. Each summer, new Summer Associates 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 Summer Associates for the robust deal work ahead. Our rigorous training program is just the beginning to an extensive learning experience at HW&Co.

SARA WALKER swalker@harriswilliams.com +1.804.915.0157

DESCRIPTION OF THE ROLE Our Summer Associate Program is a 10-week investment banking internship designed for rising second-year M.B.A. students. Associates play an integral role in all of the firm’s merger and acquisition advisory activities. As an Associate you will be expected to contribute to the following: › Actively contribute to every phase of the deal process, with a high level of responsibility on the transaction team › Lead the writing and development of initial pitch materials and descriptive memoranda › Play a key role in developing the strategy for client materials › Collaborate with Analysts in development of valuation analyses and financial models › Actively support the firm’s new business development initiatives

MARGARET BROCK mbrock@harriswilliams.com +1.804.512.0427

Class of 2016 Summer Associate Profile

FIRM QUICK FACTS

Eligible candidates should be currently pursuing a Master of Business Administration degree from a top-tier business school as a prerequisite for consideration. No specific academic focus is required; however, a strong finance and accounting background is desired.

FOUNDED: 1991 in Richmond, VA

Average GMAT: 720 Undergraduate Programs Represented: Cornell University, Dartmouth College, James Madison University, Skidmore College, Trinity College, United States Military Academy, University of Edinburgh, University of Minnesota, University of Puget Sound, University of Virginia, Washington & Lee University Graduate Programs Represented: Carlson School of Management, University of Minnesota; The Fuqua School of Business, Duke University; Haas School of Business, University of California Berkeley; Darden School of Business, University of Virginia; Harvard Business School, Harvard University; Kenan-Flagler Business School, University of North Carolina at Chapel Hill; Tuck School of Business, Dartmouth College Majors Represented: Business, Finance, Risk Management, Economics, Business Administration, Finance, History, Mechanical Engineering, Philosophy, Politics, and Physics

LOCATIONS: Offices throughout the U.S. & Europe RECOGNITION & GROWTH: › Harris Williams & Co. has been awarded Firm of the Year eight times › 57% of the firm’s Managing Directors have been promoted from the Associate level


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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