Olivia Lee

Experience

• 

  DeMarche

  Jun 2020 - Aug 2020

  Investment Manager Research Intern
• 

  Baker Group Merger and Acquisition Consultants, Inc.

  Jun 2021 - Jun 2024

  In this role, I facilitated the due diligence and closing process for our clients. These responsibilities included managing data rooms and the applicable information request lists, organizing needed documents for disclosure schedules, coordinating meetings between buyer, seller, and audit providers, and completing any special projects as needed. In this role, I worked directly with our clients to market their businesses to potential acquirers. This included drafting materials like Confidential Information Memorandums (CIM), blind teasers, and financial packets, conducting marketing calls with potential acquirers, and facilitating information flow between buyer and seller until an IOI or LOI.

  • Senior Vice President

    Dec 2021 - Jun 2024

  • Financial Analyst

    Jun 2021 - Jun 2024
• 

  Hadley

  Oct 2024 - now

  Private Equity Analyst