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Bradley Harger

Director

As a long-time finance professional with over 15-years of experience in equity research, financial sponsors, and investment banking, Brad enhances his client’s comprehension of their strategic goals, competitive positioning, and financial visibility. Recognizing that each client has unique needs, Brad dedicates himself to synthesizing conversations and data into actionable, decision-making processes no matter the industry or business size.

Brad began his career working as a sell-side equity research associate focusing on the retail, restaurant, grocery, and food service industries. He then transitioned to investment banking / M&A at a Fortune 500 bank where he worked with private equity firms and strategic buyers to conduct financial due diligence, identify acquisition targets, write investment memoranda, and deliver management presentations for buy and sell-side transactions of middle-market private and public companies. During his career, Brad has amassed financial modeling experience including LBO, accretion / dilution, merger model, DCF, three statement model, among others.

FUNCTION & SPECIALIZATION

  • Investment banking and M&A
  • Financial planning and analysis
  • Key performance indicators and trend analysis
  • Financial /management consulting and implementation
  • Financial model development and benchmarking

REPRESENTATIVE CLIENTS & PAST EXPERIENCES

  • Truist Financial
  • Westfield Insurance
  • Stout
  • KeyBanc Capital Markets
  • Cleveland Research Company

EDUCATION, LICENSES & CERTIFICATIONS

  • M.B.A., Finance, Virginia Commonwealth University
  • M.B.A., Business Administration, Case Western Reserve University (partial – relocated)
  • B.A., Business Administration, Malone University

 

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