Talk to sales Try for Free
Sammy Forrest

Sammy Forrest

Investment Banking Analyst

Followers of Sammy Forrest895 followers
location of Sammy ForrestGreater Phoenix Area

Connect with Sammy Forrest to Send Message

Connect

Connect with Sammy Forrest to Send Message

Connect

  • Timeline

  • About me

    Director at Pinta Capital Partners

  • Education

    • Brigham Young University

      2005 - 2009
      Bachelor of Business Administration (BBA) Finance

  • Experience

    • Wells Fargo

      Jan 2010 - Jun 2013
      Investment Banking Analyst

      M&A and capital raising advisor to TMT companies and TMT-focused private equity firms.

    • Irvine Company

      Oct 2013 - Jun 2017
      Senior Manager

      Equity research, portfolio analytics and investment strategy for in-house family office.

    • ORIX REAL ESTATE CAPITAL, INC.

      Jun 2017 - Oct 2019
      Vice President

      M&A advisor to seniors housing and skilled nursing companies.

    • Raymond James

      Nov 2019 - Jun 2021
      Vice President

      M&A advisor to healthcare services companies and healthcare-focused private equity firms.

    • Mountain West Wendy's Group

      Jun 2021 - May 2022
      Chief Financial Officer

      Oversaw finance, accounting, and business strategy for a 35-unit Wendy’s franchisee.

    • Pinta Capital Partners

      Jul 2022 - now
      Director

  • Licenses & Certifications