Lanie Everett

Investment Banking Analyst | San Francisco, California

Professional Overview

Lanie Everett is a talented Investment Banking Analyst at DBO Partners (acquired by Piper Sandler), a leading financial advisory firm. With a strong background in financial analysis, transaction advisory, and industry research, Lanie leverages her expertise to support clients across the technology and healthcare sectors.

Experience Summary

Current Role

As an Investment Banking Analyst at DBO Partners, Lanie is responsible for conducting comprehensive financial modeling, industry research, and transaction due diligence to support the firm's advisory services. She works closely with cross-functional teams to identify growth opportunities, assess strategic alternatives, and provide actionable recommendations to clients. Lanie's analytical rigor and attention to detail have contributed to the successful execution of several high-profile transactions.

Career Progression

Prior to her current role, Lanie gained valuable industry experience as a Summer Analyst at DBO Partners, where she honed her skills in financial analysis and transaction advisory. Additionally, Lanie's prior internship at the U.S. House of Representatives provided her with a unique understanding of the public sector and policy landscape, which she leverages to inform her work in the private sector.

Academic Background

Lanie holds a Bachelor of Science degree in Finance from the University of California, Berkeley, where she graduated with honors. During her studies, she actively participated in the school's Finance Club and completed a semester-long study abroad program in Shanghai, China, further expanding her global perspective.

Areas of Expertise

• Financial Modeling and Analysis

• Transaction Advisory and Due Diligence

• Industry Research and Competitive Landscape Assessment

• Effective Collaboration and Communication with Cross-Functional Teams

• Adaptability and Agility in a Dynamic, Fast-paced Environment

Professional Impact

Through her analytical rigor, strategic thinking, and dedication to client success, Lanie has made significant contributions to the firm's advisory services. Her work has been instrumental in securing several high-profile client engagements, resulting in successful transactions and positive client outcomes.

Conclusion

With a strong foundation in finance, a passion for the technology and healthcare industries, and a proven track record of excellence, Lanie is poised to continue her trajectory as a rising star in the investment banking field. She is committed to leveraging her skills and expertise to drive innovative solutions and deliver value for her clients.