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Catherine Merritt
Senior investment banking associate specializing in debt advisory and consumer transactions
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About
Investment banking associate with debt advisory experience who has built highly targeted investor pipelines and helped raise capital for sponsor-backed acquisitions. Stands out for combining rigorous investor outreach and process management with strong judgment on business quality, market risk, and competitive positioning across private equity, technology, and startup-related mandates.
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Key Strengths
- built targeted investor pipeline for a $20M-$30M debt and equity raise
- strong investor outreach across email, phone, and video channels
- disciplined follow-up and pipeline management using Excel trackers
- effective cross-team communication and workstream coordination
- client-facing transaction quarterbacking for technology companies and startups
- sharp risk assessment around concentration, recovery after downturns, and tariff exposure
- ability to develop and communicate investment conviction in niche opportunities
- concise synthesis of complex company narratives into high-conversion teasers
- successful capital raise support resulting in funded transactions
- relationship-building through conferences, CRM logging, and structured follow-up
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Experience
Education
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Publications
3 publications
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