George Soros
PROFESSIONAL EXPERIENCE
[Elite Boutique Investment Bank] Toronto, Ontario
Investment Banking Analyst, Mergers & Acquisitions May – Aug 2020 (Internship); July 2021 - Present
− Experienced in all aspects of transactions such as industry analysis, due diligence, financial modelling, and valuation across multiple industries,
including consumer, industrials, technology, and healthcare.
− Performed detailed financial modelling and valuation analyses, including discounted cash flow, leveraged buyout analysis, merger analysis,
restructuring and liquidity modelling, comparable companies, and precedent transactions.
Select Project Experience:
− Private Equity Firm’s Sale of an Industrial Services Company (Ongoing)
− Created financial model including discounted cash flow, sum-of-the-parts, and leveraged buyout analysis.
− Prepared discussion and marketing materials and evaluated potential acquirers across North America and Europe.
− Exclusive Restructuring Advisor to [Financial Sponsor] to provide liquidity support to [Company] through the Large Employer Emergency
Financing Facility's (LEEFF) financial support for the airline industry (Closed)
− Advised on liability management and restructuring solutions following the onset of COVID-19 and geopolitical conflicts.
− Led industry analysis and conducted modelling to assess the financial implications of various liquidity and balance sheet solutions to de-
lever the business and provide liquidity; findings were presented to Management and the Board to facilitate their decision making.
− [Acquisition Deal] (Closed)
− Conducted comprehensive due diligence on Thrive’s financials, operations, market / brand positioning, and KPIs.
− Developed multiple presentations detailing and evaluating the proposed acquisition for Board of Directors; transaction received
unanimous Board approval.
− Supported Management and corporate development team on several other business development and growth initiatives.
[Maple 8 Investment Firm] Toronto, Ontario
Public Equities Summer Analyst Apr – Aug 2019
− Completed an 18-week internship in the Active Equities group, as part of the public equities portfolio with AUM of C$42.8B.
− Evaluated investment portfolio through financial statement analysis, development of company-specific theses, and ad-hoc analysis.
Select Project Experience:
− Spearheaded research and analysis on the media division of a multinational mass media and entertainment conglomerate.
− Evaluated monetization and growth opportunities in light of disruptive industry trends to form conviction on competitive potential.
− Company Initiations – 2 ride-hailing companies attempting to establish leading positions in various geographic regions.
− Thesis includes strong local market effect through strengthening market position in growing addressable market through high passenger
demand and driver acquisition and retention, driven by higher car availability, lower ETA, and higher earnings per hour.
[Investment Firm] New York, New York
Investment Summer Analyst Jun 2019
− [Firm] is a fundamental research-based long/short hedge fund that focuses on U.S. equities, with AUM of ~US$3B.
− Built financial model for an athletic clothing retailer, including 5-year projections, discounted cash flow, and comparable company’s analysis.
EDUCATION
[Business School] [City], [Province]
Bachelor of Commerce (Honours), Finance 2017 – 2021
− Academics: GPA: 4.05/4.30 (3.92/4.0); Scholarship ($36,000) for leadership & merit, Dean’s List with Distinction;
Research Assistant with [Professor] and [Professor]
− Completed Investment Banking Valuation Course covering the fundamentals of precedent transactions, comparable companies, discounted cash
flow, leveraged buyout valuations under the guidance of [Professor] (20+ years of IBD experience)
[High School] Toronto, Ontario
Ontario Secondary School Diploma 2013 – 2017
− Academics: Average: 99.5%; TDSB Top Scholar (1st highest academic average in Toronto), Governor General’s Academic Medal
− Awards: TMX Canada’s Next 150, Duke of Edinburgh Silver Award, Google Science Fair Finalist, Canada-Wide Science Fair Silver Medal
EXTRACURRICULAR EXPERIENCE
[Investment Club] Toronto, Ontario
Vice President of External Relations & Chapter Head of University 2018 – 2021
− Led and educated a team of seven students in preparing detailed stock pitches at bi-annual stock pitch competitions.
− Pitched investment opportunities to association executive members, screened stocks using Bloomberg and Capital IQ.
[Investment Club] Toronto, Ontario
Co-President, previously Portfolio Manager 2018 – 2021
− Educated and mentored a team of 25 motivated students as leader of a student-run investment club at University.
− Identified mispriced public companies through analysis of business fundamentals, catalysts, risks, comparable companies’ analysis, and
discounted cash flow analysis, and presented stock pitches and deal discussions.
ADDITIONAL INFORMATION
Interesting Experiences: Interviews on CityNews and CP24 for leadership, academics, volunteering, and community initiatives
Worldly Exposure: 3 languages (French, Italian, English), travelled to ~20 countries, founder of 2 start-ups
Interests: Design, scientific innovations, meditation, running, podcasts, trying new foods, philosophy, languages, hockey, mentorship
