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Anthony Spann

Senior investment banking professional specializing in M&A and capital raises

DelMorgan & Co.Chapman UniversitySanta Monica, CA10 Years ExperienceSenior LevelWorks On-Site

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About

M&A business development and deal sourcing professional focused on founder/owner outreach for lower middle-market and middle-market transactions. Describes building proprietary high-volume outbound systems, using intent data and financial screening to identify profitable private companies, and cites generating 15+ qualified $3M+ EBITDA prospects that converted into clients, along with involvement in a $100M+ closed transaction.

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Key Strengths

  • high-volume founder and operator sourcing for M&A mandates
  • builds sophisticated outbound infrastructure across email, phone, LinkedIn, and CRM workflows
  • strong private-company targeting using intent data and domain activity signals
  • qualified over 15 M&A prospects with $3M+ EBITDA and converted them into clients
  • experience sourcing and helping close lower middle-market and $100M+ transactions
  • financially driven discovery approach using historical performance, projections, DCF, LBO, and comps
  • cross-functional coordination with tax, legal, and accounting advisors to advance deals
  • systematic pipeline management with stakeholder mapping and multi-contact outreach per company

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Experience

Investment Banking AssociateDelMorgan & Co. · Jan 2026 – Mar 2026
Investment Banking Senior AnalystDelMorgan & Co. · Jan 2025 – Jan 2026
Investment Banking AnalystDelMorgan & Co. · Jan 2023 – Jan 2025
Business Development LeadCriticalPoint · Jul 2022 – Jan 2023
AssociateAlex. Brown · Apr 2021 – Feb 2022
Financial AnalystJPMorgan Chase & SuperDex · Apr 2016 – Apr 2021

Education

Chapman Universitybachelor, Business Finance (2020)

Awards

  • Chancellor's Merit Scholarship - Chapman University
  • Graduated Cum Laude
  • National Honors
  • Semester at Sea Graduate

Skills

Financial modelingStakeholder communicationCRMWorkflow automationBusiness developmentSEOTeam leadershipWeb scrapingInvestment bankingM&ACapital raisingPitch developmentBuyer identificationInvestor outreachDue diligence

Languages

English

Certifications

FINRA Securities Industry Essentials (SIE)Series 7Series 63Bloomberg Terminal CertificationApplied Statistical AnalysisEconometrics

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Anthony SpannSenior investment banking professional specializing in M&A and capital raises