Noah Lowy
CIO - Global Equities at Lowy Family Group
New York, New York
Overview
Work Experience
CIO - Global Equities
2023 - Current
Portfolio Manager
2022
Investment Analyst
2019 - 2021
Investor/Advisor
2019
Co-Founder / Managing Partner
2017 - 2019
ILONA Capital is an investment firm that invests in internet and software businesses globally.
Associate
2015 - 2017
General Atlantic is a private equity firm that provides capital and strategic support for growth companies.
Investment Banking Analyst - Mergers & Acquisitions Department
2012 - 2015
- Execute merger & acquisition, leveraged buyout and divestiture transactions for corporate clients as a generalist - Build detailed financial models to assess impact of various operating & financing scenarios on the investment return to potential buyers - Manage key aspects of deal process including creating client materials, conducting client due diligence, drafting M&A offering memoranda and responding to buyer data room inquiries Selected Transactions: - Valeant Pharmaceuticals proposed takeover of Allergan: ~$60Bn (Terminated) - Abbvie's Purchase of Pharmacyclics: ~$21Bn (Announced) - Sale of Sigma-Aldrich to Merck KGaA: ~$17Bn (Announced) - UnitedHealth's Purchase of Catamaran: ~$14Bn (Announced) - Indiana Toll Road Restructuring: ~$6Bn (Announced) - Merger of Weyerhaeuser Real Estate Company with TRI Pointe Homes: ~$3Bn (Announced)
Morgan Stanley Venture Partners is a private equity firm that invests in high-growth companies in the technology and healthcare industries.
Investment Analyst
2012 - 2012
- Evaluated and recommended public equity investments across a range of sectors for long-only asset manager - Conducted fundamental investment research including reviewing company SEC filings, interviewing company management teams, monitoring investor conference calls / presentations, reading sell-side research reports and consulting with industry experts - Presented investment idea recommendations directly to senior portfolio managers by highlighting investment thesis, key financial model forecasting assumptions, valuation methodology and investment risks
Intern - Investment Banking
2010 - 2011
Executed M&A and capital markets transactions for corporate clients in the commercial office, retail and multi-family REIT sectors
Morgan Stanley Venture Partners is a private equity firm that invests in high-growth companies in the technology and healthcare industries.
Education
Bachelor of Commerce (BCom)
2008 - 2011