About
Sam Broom is an Associate at McNally Capital, where he works on evaluating and executing direct private equity investments and supports portfolio companies. He previously worked as an Investment Banking Analyst at Houlihan Lokey, handling sell-side and buy-side M&A transactions in the Technology Services and Healthcare sectors. He earned an MS in Analytics from the University of Notre Dame and a BBA in Finance from the University of Dayton.
Contact· self-published, not guessed
Experience
- McNally CapitalAssociatecurrent2026 — presentChicago, Illinois
- Houlihan LokeyInvestment Banking Analyst2023 — 2026Chicago, Illinois
- Anchorage PartnersSummer Analyst2023
- 7 Mile AdvisorsInvestment Banking Summer Analyst2022Charlotte, North Carolina
- Stifel Financial Corp.Wealth Management Intern2022Dayton, Ohio
- Infrastructure and Energy Alternatives, Inc. (IEA)Data Science Intern2021Indianapolis, Indiana
Skills & more
MySQL1R (Programming Language)1Microsoft PowerPoint1Microsoft Excel3Python (Programming Language)1Accounting1
- Series 79 — FINRA
- Series 63 — FINRA
- Securities Industry Essentials (SIE) — FINRA
From Sam's professional profile.
Colleagues at McNally Capital
Anja Cavallar
Chief Financial Officer at EXTOREL
Bill King
Industry Partner at McNally Capital
Bram Bluestein
Senior Advisor at McNally Capital
Breaux Castleman
Senior Advisor at McNally Capital
Brian Grogan
Chief Financial Officer & Chief Compliance Officer at McNally Capital
Brian Lucido
Senior Associate at McNally Capital
Brooks Hulett
Principal at McNally Capital
Chad Mateja
Accounting Manager at McNally Capital
Frequently asked questions
- Who is Sam Broom?
- Sam Broom is an Associate at McNally Capital, where he works on evaluating and executing direct private equity investments and supports portfolio companies. He previously worked as an Investment Banking Analyst at Houlihan Lokey, handling sell-side and buy-side M&A transactions in the Technology Services and Healthcare sectors. He earned an MS in Analytics from the University of Notre Dame and a BBA in Finance from the University of Dayton.
- Where does Sam Broom work?
- Sam Broom is Associate at McNally Capital.
- Where did Sam Broom go to school?
- Sam Broom studied at University of Notre Dame (MS, Business Analytics); University of Dayton (BBA, Finance); Charlotte Catholic High School.
Same school
Also attended University of Notre Dame309
Doug GrohAdvisor at CincyTechMimi DunnSenior Investment Analyst at Catalyst Health VenturesJim HuntGeneral Partner at Lavrock VenturesTristan HuntPartner at Averin CapitalJoanne IshamSenior Advisory Board at IronGate Capital AdvisorsAlex FlorAssociate at TCV
+ 303 more
Also attended University of Dayton32
Liz Todia ZamboryPrincipal at Mutual Capital PartnersKelby PriceManaging Partner at Keyhorse CapitalTodd FowlerDirector at Autotech VenturesKim GordonBusiness Development Executive at Five Elms CapitalAgathe BertrandSenior Associate, Wealth Management at Adams Street PartnersMark DeSantisAdvisor at Cybernetix Ventures
+ 26 more
Also attended Charlotte Catholic High School3
Shared employers
Also worked at Houlihan Lokey177
Richard GuVice President at March Capital PartnersMare MartínezTax Lease Managing Director at Inveready Technology Investment GroupGrace ChenVP of Finance at Sierra VenturesJason KwonPrincipal at Marlin Equity PartnersSahib GillAssociate at Marlin Equity PartnersJim BarsnessInvestor at FortySix Venture Capital
+ 171 more
Also worked at Anchorage Partners1
Also worked at 7 Mile Advisors6
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Also worked at Stifel Financial Corp.85
Priscilla RussoAssociate at Redpoint VenturesAndrew McGuirkVenture Fellow at Moneta VenturesKonstantinos AprilakisPartner at Deerfield Management CompanyRyan KriserPartner at Type One VenturesGovinda SumbergExecutive Coordinator at Excel Venture ManagementJason ThompsonSpecialist Advisor, Fintech at Openspace Ventures
+ 79 more