Sam Morris

Investment Associate

2022

Investment Analyst

2021 - 2022

Commercial Banking Graduate

2020 - 2021

Commercial Banking (Real Estate Finance) Intern

2019 - 2019

Performed cash flow modelling on prospective client targets to quantify credit risk and establish whether target met financing criteria. Subsequently calculated Risk-Adjusted Return on Equity to determine interest rate margins and pricing on potential loans. Communicated findings to internal stakeholders to enable an assessment of deal appetite Conducted commercial and financial due diligence which involved identifying sector and sub-sector performance, financial statement analysis, and company-specific research comprising management background and long-term company strategy

Private Equity Intern

2018 - 2018

Gained insight into a UK mid-market Private Equity fund with an introduction into deal sourcing, financial modelling, valuation methodologies, and operational improvement processes. Accompanied a Managing Director on a marketing trip to Bristol, to meet with financial advisors and corporate lawyers to discuss potential acquisition targets. Performed pricing analysis at one of the Fund's portfolio companies and recommended alterations in product pricing, where applicable, to maximise revenue.