Olivia Moran joined in 2012. She currently serves as the Vice President of Investment Banking Operations and is a member of the Management team.
In that capacity, Olivia oversees all banking activities for the firm. She is responsible for resource allocation, workflow management, and interacts daily with industry practice teams and buyers regarding each step of a transaction. In addition, she serves as the liaison to Mergers Alliance, an international consortium of middle market investment banks.
Prior to her current role, Olivia was an Associate at Headwaters MB where she was responsible for all aspects of deal execution ranging from due diligence and materials preparation through organizing bids and management presentations to facilitating buyer discussions.
University of Denver, Daniels College of Business - BSBA - Finance
FINRA - Series 79 Registered Investment Banking Representative