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Garrett W.
5.0
Investment Banking Coach | Morgan Stanley Tech IBD
Studied at Duke University
![UnifyGTM Logo](/_next/image?url=https%3A%2F%2Fleland.imgix.net%2Fcompanies%2F65f81d4c18a0e41bfad9686b.png%3Fw%3D64%26q%3D75&w=32&q=75)
Works at UnifyGTM
Hiring Manager
Available today at 1:00 PM UTC
Usually responds within 3 hours
***Please reach out to me to schedule,*** my calendar shows good availability during evenings but i would like to schedule time with you intentionally
Questions? Start chatting with this coach before you get started.
Garrett’s Investment Banking Qualifications
Experience level: Analyst
10+ people coached for Investment Banking
Open to working with clients outside the U.S.
I worked for two years at Morgan Stanley in the Tech Banking Group in NYC under Jeff Hoffmeister and Michael Grimes. I worked on a number of IPO and M&A opportunities and made a successful jump to a VC / GE job in NYC investing in Series A/B Tech companies
Garrett can help with:
Financial Analysis
Investment Banking Strategy
Resume Review
Skill Building
Mergers & Acquisitions
LinkedIn Review
Salary Negotiation
Technical Interview Prep
Valuation
Due Diligence
Behavioral Interview Prep
Garrett also coaches for Venture Capital and Business Strategy & Operations. View all.
About Garrett
I am currently working at Unify GTM in Business Operations (9th employee). I was previously a Software Growth Equity Investor at TZP Group in NYC. I also worked at Morgan Stanley in Tech banking, and attended Duke University and majored in Computer Science. I'm from Westchester County, NY. I love cooking, running, working out, trying new restaurants, taking film photography, and traveling!
Why do I coach?
When I was in highschool I was a chemistry teacher's assistant. I fell in love with teaching and coaching others and have loved helping people throughout my whole life. I coach today because the IBD and VC world are hard professional paths to break into, and only thru practice and research can you break in!
Work Experience
![UnifyGTM Logo](/_next/image?url=https%3A%2F%2Fleland.imgix.net%2Fcompanies%2F65f81d4c18a0e41bfad9686b.png%3Fw%3D224%26q%3D75&w=128&q=75)
Business Operations
UnifyGTM
April 2024 - Present
Software that empowers GTM teams to deliver custom-tailored warm outbound when buyers show purchase intent and unifies a number of otherwise disparate tools across the go-to-market stack within one platform Spearheads extensive automated outbound programs with the CEO / Co-founder to drive new ARR
Growth Equity investor
TZP Group
August 2022 - March 2024
Hiring Manager
Private equity firm investing in technology and consumer products & services companies with $2Bn+ in AUM Originates, diligences, and evaluates Series A & B software and internet companies for TZP’s Growth Equity Fund Built multiple custom software modules to automate sourcing outreach, follow-up, and in-depth customization / personalization Assists with fundraising efforts, portfolio work, technology vendor diligence, recruiting, and other administrative tasks
![Morgan Stanley Logo](/_next/image?url=https%3A%2F%2Fleland.imgix.net%2Fcompanies%2F65f50e9e18a0e41bfad9609a.png%3Fw%3D224%26q%3D75&w=128&q=75)
Investment Banking Analyst
Morgan Stanley
July 2020 - July 2022
Global Technology Group Provided a variety of IPO, M&A, and other advisory services to public and private software, internet, and consumer companies • Worked on multiple prospective IPO transactions in the healthcare, low-code, travel/experience, and consumer spaces o ServiceChannel $1.2Bn Sale to Fortive (July ‘21) – Exclusive sell-side financial advisor. o Grayshift Sale to Thoma Bravo (June ‘22) – Exclusive sell-side financial advisor. o Rigetti Computing $1.5Bn deSPAC merger via Supernova Partners Acquisition Company II (Oct ’21) – Sole financial advisor to Supernova and co-lead placement agent on the associated PIPE o DraftKings $1.3Bn 7-Year Convertible Notes (March ‘21) – Lead left bookrunner / stabilization agent on highest ever conversion premium for a 7-year zero coupon financing.
![Morgan Stanley Logo](/_next/image?url=https%3A%2F%2Fleland.imgix.net%2Fcompanies%2F65f50e9e18a0e41bfad9609a.png%3Fw%3D224%26q%3D75&w=128&q=75)
Investment Banking Summer Analyst
Morgan Stanley
May 2019 - August 2019
Global Technology Group
![fairstead capital Logo](/_next/image?url=https%3A%2F%2Fleland.imgix.net%2Fcompanies%2F65f50f1dbcbca877ad84bdc0.jpeg%3Fw%3D224%26q%3D75&w=128&q=75)
Financial Analyst Intern
fairstead capital
May 2018 - July 2018
Financial Analyst Intern
Reservoir Capital Group
June 2017 - July 2017
Garrett was also given offers to work at
AtoB
Topsort
Bank of America
Barclays
Guggenheim Partners
UnifyGTM
Education
Duke University
Bachelor of Science - BS, Computer Science
2016 - 2020
Activities and societies: Duke Club Tennis, Lideres Unidos, Delta Sigma Phi Fraternity Major: Computer Science B.S. Certificate: Innovation & Entrepreneurship
King's College London, University of London
Study Abroad, Computer Science
2018 - 2018
Computer Vision Artificial Intelligence Foundations of Computing Technology & Innovation
Garrett was also personally admitted to
University of California, Berkeley
University of Texas at Austin
4 Reviews
Overall Rating
5.0
Knowledge
5.0
Value
5.0
Responsiveness
5.0
Supportiveness
5.0
Garrett has helped Leland clients get into Venture Guides