Ames Tardio

Ames Tardio

Investment Banking Senior Analyst

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location of Ames TardioGreater Boston

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  • Timeline

  • About me

    Vice President at Morgan Partners

  • Education

    • Colgate University

      -
      Bachelor's Degree, Magna Cum Laude Mathematics-Economics Double Major

      Activities and Societies: Baseball, Rugby, Phi Delta Theta Fraternity

  • Experience

    • AGC Partners

      Jul 2016 - Sept 2017
      Investment Banking Senior Analyst

      Served as Investment Banking Senior Analyst at technology focused investment bank specializing in mergers, acquisitions, and private placements. Created marketing materials, designed financial models, and worked directly with C-level executives across sellside M&A transactions.Select Deal Experience:Adviser to Certify on $100M investment from K1 Investment ManagementAdviser to DenyAll on sale to Rohde & SchwarzAdviser to DHI Group (NYSE: DHX) on divestiture of Health eCareers to Everyday Health Show less

    • Morgan Partners

      Sept 2017 - now

      Investment Banking Vice President in the Financial Technology (FinTech) sector. Ames serves as a project manager on both buyside and sellside engagements in a highly client facing role.Select Deal Experience:Advisor to Cross Country Adjusting on sale to Blackrock-backed AlacrityAdviser to Flyreel on sale to LexisNexisAdviser to AgencyBloc on majority sale to Resurgens Technology PartnersAdviser to SASid on sale to AcrisureAdviser to Genpact (NYSE: G) on acquisition of RiskCanvas from Booz Allen Hamilton (NYSE: BAH) Show less

      • Vice President

        Dec 2020 - now
      • Senior Associate

        Dec 2019 - Dec 2020
      • Investment Banking Associate

        Apr 2018 - Dec 2019
      • Investment Banking Senior Analyst

        Sept 2017 - Mar 2018
  • Licenses & Certifications

    • Series 63 License

      FINRA (Financial Industry Regulatory Authority)
    • Series 24 License

      FINRA
    • Series 7 License

      FINRA (Financial Industry Regulatory Authority)