Washington and Lee University

Managing Director at Morgan Stanley

New York, New York, United States

Morgan Stanley

Managing Director

Advise a wide array of financial service clients in capital raises (debt and equity), mergers and acquisitions and strategic advisory. Clients include banks, specialty lenders (consumer & commercial), debt collectors, financial technology companies and alternative lenders.  Responsibilities include business development, creation of client deliverables, financial modeling, due diligence and working with a teams of analysts, associates and VPs to execute transactions and client marketing materials.  Interact with C-suite executives, board of directors, corporate development and treasury teams.

Executive Director

Advise a wide array of financial service institutions in capital raises (debt and equity) and mergers and acquisitions.  Clients include banks, specialty lenders (consumer & commercial), debt collectors, financial technology companies and alternative lenders.  Responsibilities include business development, creation of client deliverables, financial modeling, due diligence and working with a teams of analysts, associates and VPs to execute transactions and client marketing materials.

Vice President

Advise banking institutions on merger and acquisitions, capital raises and other strategic initiatives. Completed over 45 M&A and capital advisory assignments with transaction value over $10 billion. Primary execution professional, working closely with Managing Directors; Responsible for managing all day-to-day aspects of the transaction process with special emphasis on financial modeling, due diligence, preparing marketing documents and overseeing legal documents. Extensive financial modeling and valuation capabilities (e.g. capital models, merger models, IRR models and earnings models). Experience advising banking clients on acquisitions of insurance brokers, asset managers and mortgage brokers.

Graham Nix