Garrett W.

Garrett W.

5.0

Investment Banking Coach | Morgan Stanley Tech IBD

Duke University Logo

Studied at Duke University

UnifyGTM Logo

Works at UnifyGTM

Hiring Manager

Available today at 7:30 PM UTC

Usually responds within 2 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

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

TZP Group Logo

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

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

Investment Banking Summer Analyst

Morgan Stanley

May 2019 - August 2019

Global Technology Group

fairstead capital Logo

Financial Analyst Intern

fairstead capital

May 2018 - July 2018

Reservoir Capital Group Logo

Financial Analyst Intern

Reservoir Capital Group

June 2017 - July 2017

Garrett was also given offers to work at

  • AtoB Logo

    AtoB

  • Topsort Logo

    Topsort

  • Bank of America Logo

    Bank of America

  • Barclays Logo

    Barclays

  • Guggenheim Partners Logo

    Guggenheim Partners

  • UnifyGTM Logo

    UnifyGTM

Education

Duke University Logo

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 Logo

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 Logo

    University of California, Berkeley

  • University of Texas at Austin Logo

    University of Texas at Austin

3 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

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Garrett W.

Garrett W.

5.0