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Caleb Giess

Caleb Giess

Summer Analyst

Followers of Caleb Giess418 followers
location of Caleb GiessBoston, Massachusetts, United States

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  • Timeline

  • About me

    Associate at Crescent Capital Group

  • Education

    • Emory University - Goizueta Business School

      2018 - 2021
      Bachelor of Business Administration - BBA Accounting and Finance

      Activities and Societies: Highest Distinction (Top 5% of Goizueta Graduating Class), Beta Gamma Sigma, Teaching Assistant (Financial Accounting)

    • Babson F.W. Olin Graduate School of Business

      2021 - 2022
      Master of Science - MS Finance

      Activities and Societies: Summa Cum Laude, Beta Gamma Sigma, Babson College Fund

    • Bates College

      2017 - 2018

  • Experience

    • Anvil Capital LLC

      Jul 2019 - Aug 2019
      Summer Analyst

      • Prepared presentation for refinancing the subordinated debt of a private equity portfolio company• Researched acquisition targets for HVAC portfolio company• Supported the sale process for niche manufacturing portfolio company by editing the CIM and list of potential buyers • Investigated green field expansion opportunities for a newly acquired landscaping portfolio company

    • Citizens Commercial Banking

      May 2020 - Jul 2020
      Summer Intern

      • Drafted annual review for consulting firm with $500MM+ in annual revenue• Drafted annual review for Midwestern industrial company

    • Anvil Capital LLC

      May 2021 - Aug 2021
      Summer Analyst

      • Conducted financial analysis and due diligence for add-on acquisition for HVAC portfolio company• Created presentation for management team meeting with two potential landscaping acquisition targets• Organized virtual data room for landscaping acquisition• Contributed to lender presentation to secure financing for landscaping acquisition

    • Pine Street Capital Partners

      Jun 2021 - Aug 2021
      Summer Analyst

      • Conducted industry analysis on 11 companies in coffee e-commerce industry• Developed industry overview for investment memo analyzing 4 key markets in plumbing industry• Prepared comparative financial analysis on 7 ecommerce portfolio companies• Created waterfall models in Microsoft Excel analyzing investment returns and distributions

    • Crescent Capital Group LP

      Jul 2022 - now

      • Associate

        Jan 2025 - now

      • Direct Lending Analyst

        Jul 2022 - Jan 2025

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Caleb Giess
      Summa Cum Laude Babson College F.W. Olin Graduate School of Business May 2022
    • Awarded to Caleb Giess
      Highest Distinction Emory University - Goizueta Business School May 2021 Graduated in top 5% of Goizueta Class of 2021
    • Awarded to Caleb Giess
      Dean's List Emory University