Santiago Cortes
London
Summary
Accomplished professional specializing in financial and operational benchmarking, valuation analysis, and financial modelling. Proven ability to develop effective investor communication strategies and navigate capital markets. Expertise in M&A advisory and engagement with investors and Equity Research analysts, delivering strategic insights that align with business goals. Focused on utilizing analytical skills to drive organizational growth and success.
Overview
9
9
years of professional experience
Work history
Investment Banking Director – Global Industrials Group
Bank of America Securities
London, United Kingdom
07.2016 - 09.2025
- Managed and supported relationships with large publicly-listed and privately-owned corporates and Private Equity funds, developing interactions with key decision-makers and winning multiple transaction mandates
- Headed and contributed to the day-to-day execution of €75+ billion in completed M&A transactions, and €30+ billion of Debt and Equity Capital Markets transactions
- Direct creation of detailed financial models and strategic analyses for multi-billion dollar transactions
- Lead global and cross-product teams and external advisors, ensuring seamless process delivery
- Develop and deliver high-impact presentations to clients' executive management and institutional investors
- Identify and evaluate investment opportunities and M&A targets using market trends, peer benchmarking and financial modelling
- Mentor and train junior team members, fostering collaboration and deal execution efficiency
- Ensure regulatory compliance and internal policy requirements in transactions and advisory services
- €3.6 billion sale of Apleona, a PE-owned pan-European facility management company (Joint Financial Advisor)
- Led collaboration on key transaction marketing documents, coordinating between London and Frankfurt-based teams and external co-advisors
- Engaged 5+ strategic buyers, delivering tailored presentations including simulated investor presentations and assessments of strategic compatibility to drive competitive bidding
- €1.5 billion sale of Caverion, a publicly-listed Nordic facility management company (Exclusive Financial Advisor)
- Managed junior team members in London and Stockholm, developing key transaction marketing documents and valuation and fairness analyses for the Board of Directors
- Advised the CEO, CFO and divisional heads on written and verbal delivery of strategic positioning and investment highlights to maximize buyer interest
- US$3.5 billion sale of Chubb, a subsidiary of US publicly-listed Carrier Global (Exclusive Financial Advisor)
- Spearheaded key marketing documents and presentation logistics for potential buyers, successfully managing organizational difficulties during Covid-19 travel and workplace restrictions
- US$50 billion Occidental Petroleum public takeover of Anadarko Petroleum (Exclusive Financial Advisor)
- Built complex operational and financial models including DCF and Net Asset Value analyses to support valuation, merger impact and financing workstreams
- €6 billion IPO advisory for a PE-owned global government services outsourcing company (Ongoing)
- Benchmarked qualitative and quantitative metrics of 35+ publicly-listed companies, identifying optimal peers to secure an attractive IPO valuation
- Drafted a preliminary investor presentation, developing supporting evidence for key investment highlights and growth drivers to attract potential investors
Education
Bachelor of Science - Economics – Finance and Management Concentrations
- Honours: Magna Cum Laude, The Dean's List
- Certificate in Portuguese
- GPA: 3.77
Exchange Program - Public Administration and International Program in Management
08.2014 - 12.2014
Skills
- Valuation analysis
- Financial modelling and forecasting
- M&A strategy
- Investor communications strategy
- Capital Markets knowledge
- Project leadership
- Competitor benchmarking
- Data interpretation and analysis
Languages
English
Native
Spanish
Native
Portuguese
Fluent
French
Upper intermediate
Italian
Elementary
Timeline
Investment Banking Director – Global Industrials Group - Bank of America Securities
07.2016 - 09.2025
Fundação Getúlio Vargas - Exchange Program, Public Administration and International Program in Management
08.2014 - 12.2014
The Wharton School – University of Pennsylvania - Bachelor of Science, Economics – Finance and Management Concentrations
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