Professional Overview
Lily Mahdavi is a seasoned financial expert currently serving as the Managing Director, Head of Mergers & Acquisitions, Americas at Morgan Stanley in New York, New York, United States. Her key expertise areas include mergers and acquisitions, with a strong industry focus on finance and banking.
Experience Summary
Current Role
As the Managing Director, Head of Mergers & Acquisitions, Americas, Lily oversees the development and execution of merger and acquisition strategies for clients across the Americas region. Her key responsibilities include leading cross-functional teams, managing client relationships, and driving business growth. Although specific achievements in her current role are not provided, her leadership in this position underscores her expertise and influence in the mergers and acquisitions sector.
Career Progression
Lily's career progression is marked by notable roles that demonstrate her growth and expertise in mergers and acquisitions. Prior to her current position, she served as Managing Director - Mergers and Acquisitions at Morgan Stanley from 2017 to 2025, and before that, as Vice President, Executive Director - Mergers & Acquisitions from 2012 to 2017 at the same institution. Earlier in her career, she held the position of Vice President - Mergers & Acquisitions at Deutsche Bank from 2011 to 2012 and started her career as an Analyst, Associate - Mergers & Acquisitions at Citi from 2004 to 2011. These roles signify her deep understanding of the mergers and acquisitions process and her ability to navigate different financial institutions.
Areas of Expertise
Lily's areas of expertise include:
- Industry-specific skills in finance and banking, particularly in mergers and acquisitions.
- Technical competencies in financial analysis, deal structuring, and negotiation.
- Leadership and management capabilities, having led teams and driven business growth in her previous and current roles.
Professional Impact
Although specific notable projects, initiatives, or measurable achievements are not detailed, Lily's extensive experience and progression in mergers and acquisitions suggest significant contributions to the field. Her leadership roles at prominent financial institutions like Morgan Stanley, Deutsche Bank, and Citi underscore her impact on the industry.
Conclusion
Lily Mahdavi's professional trajectory is characterized by steady growth, deepening expertise, and expanding leadership responsibilities in mergers and acquisitions. Currently, as the Managing Director, Head of Mergers & Acquisitions, Americas at Morgan Stanley, she continues to drive business strategy and client relationships. Her value proposition lies in her comprehensive understanding of the finance sector, particularly in mergers and acquisitions, and her proven ability to lead and grow business teams.
