Samuel Isaacson [2010]
3131 Walnut Street
Apt 356
Philadelphia, PA 19104
215-356-5863
samueli@wharton.upenn.edu

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008-2010
MBA; Real Estate, Finance

  • Teaching Assistant for Financial Accounting and Macroeconomic classes.
  • Elected Ethics Committee Liaison; member of Finance, Real Estate, Restructuring, Energy, and Rowing clubs.
  • Wharton Real Estate Competition Finalist and UNC Real Estate Competition.

WILLIAM MITCHELL COLLEGE OF LAW
St. Paul, MN · 1999-2001
JD; Law

  • Recipient of Dean’s Scholarship, awarded at the discretion of the Admissions Committee for academic achievement.

UNIVERSITY OF MINNESOTA
Minneapolis, MN · 1995-1999
BA Summa Cum Laude; Political Science

  • Dean’s List/CLA Scholar; Member of Golden Key and Mortar Board Honors Societies through invitation.
  • Member of Pre-Law/Mock Trial Association.

EXPERIENCE

LAZARD MIDDLE MARKET LLC, A SUBSIDIARY OF LAZARD LTD.
Minneapolis, MN · Summer 2009
Summer Associate

  • Conducted extensive research and evaluated strategic alternatives for potential M&A transactions, indentified acquisition targets and divestitures, highlighted findings and presented pitch book to technology group senior management.
  • Modeled DCF, accretion/dilution, LBO and comparable transactions as part of $50 million sell-side technology transaction. Participated in due diligence process, created board and management presentations, and held meetings with company management.
  • Constructed a liquidation preference analysis model detailing different exit scenarios for Series A-D stockholders.
  • Led development of pitch materials and client presentations focusing on acquisition ideas, strategic alternatives, and financing options for two $500 million industrial companies.

COMPLIANCE, INC.
Washington, DC · 2006-2008
Senior Project Manager/Business Development

  • Analyzed potential strategic partnerships, operational investment and vertical integration initiatives, and potential acquisitions. Developed financial and valuation models, conducted industry research, and provided business development recommendations to Senior Management.
  • Managed a team of over 100 attorneys in $27 billion Delta-Northwest merger - analyzing corporate financials, industry research reports, valuation models, and business strategy documents.
  • Represented Midwest Airlines in its sale for $450 million to TPG Capital and Northwest Airlines.

FAEGRE & BENSON, LLP
Minneapolis, MN · 2005-2006
Document Analysis Manager/ e-Discovery Consultant

  • Hired to systemize and develop M&A/Litigation review process. Created Document Analysis group designed to manage M&A/Litigation document review process.
  • Proposed and implemented best practices for Capital One. Improved quality and reduced costs by approximately 30% resulting in long-term client relationship.
  • Evaluated a potential data collection initiative, presented results to firm management, and implemented new methodology.
  • Provided e-Discovery technology analysis, consulting, and training to senior management and clients.

INTERIOR TRIM TECHNOLOGY, INC.
Minneapolis, MN · 1997-2005
Owner and CEO

  • Founded an approximately $1.0 million residential interior/exterior framing Construction Company, building homes and condominiums in the Minneapolis and Milwaukee metropolitan areas. Sourced, analyzed, and managed purchase and development of several commercial investment properties totaling more than $3 million in value.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

  • Acquisitions
  • Advisory/Consulting
  • Asset Management
  • Banking
  • Design
  • Development
  • Investment Banking
  • Real Estate Law

Interested in a job/internship in:

  • Asia
  • Asia-Pacific
  • Europe
  • Mid-Atlantic USA
  • Northeast USA
  • Southeast USA

Interests: Rowing, karate, snowboarding, surfing, mountain biking. Language: Conversational French, Beginner Mandarin. Volunteer: Crime Victim’s Office; KaBOOM Playground Build. Professional Certifications: Member of the Minnesota State Bar (2003-Present); Certified Project Manager.


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