Garrett W.
5.0
Investment Banking Coach | Morgan Stanley Tech IBD
Studied at Duke University
Works at UnifyGTM
Hiring Manager
Available today at 6:00 PM UTC
Usually responds within 22 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.
Garrett has helped clients get into these companies:
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:
Skill Building
LinkedIn Review
Investment Banking Strategy
Valuation
Resume Review
Due Diligence
Mergers & Acquisitions
Financial Analysis
Salary Negotiation
Technical Interview Prep
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 Growth and 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! I've helped candidates searching for their next role land jobs at JP Morgan, Morgan Stanley, Lazard, Venture Guides as well as tech companies like Tennr, Rogo, Sequence and more!
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, VC, and startups worlds are hard professional paths to break into, and only thru practice and research can you break in!
Work Experience
Business Operations
UnifyGTM
April 2024 - Present
Admissions Committee Experience
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
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.
Investment Banking Summer Analyst
Morgan Stanley
May 2019 - August 2019
Global Technology Group
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
7 Reviews
Overall Rating
5.0
Knowledge
5.00
Value
5.00
Responsiveness
5.00
Supportiveness
5.00
Garrett has helped clients get into these companies: