Wade Cobb

Secondary Investor

2021 - Current

Focus on originating and executing growth equity / late stage venture capital secondary investments.

Treasurer, Member Board Of Directors

2022

Investment Banking - Private Funds Group

2019 - 2021

• Advised GP clients on all aspects of the primary private equity fundraising process while supporting investment due diligence and underwriting of prospective institutional LPs • Identified and evaluated a broad subset of private equity funds, assessed marketability based on investor appetite, and analyzed fund and deal-level track records • Created and maintained fundraising materials such as private placement memorandums, portfolio company case studies and databases, marketing presentations, detailed performance schedules, and due diligence questionnaires Evercore’s Private Funds Group (PFG) is recognized as one of the leading groups providing comprehensive, global advisory services on capital raising for select private equity sponsors. Employing a distinct and rigorous approach to diligence, PFG advises and executes on all aspects of the fundraising process, including competitive positioning and market assessment, preparation of marketing materials, investor development, and documentation.

Senior Analyst - Sponsor Finance

2018 - 2019

Senior Analyst at CIT, Sponsors Group -Modeled and structured leveraged debt deals for middle market LBOs and strategic acquisitions -Analyzed company materials including management reports, CIMs and reported financials on the basis of actual and projected metrics such as revenue CAGR, EBITDA margins, cashflow generation, macroeconomic impact, competitive differentiation, CapEx intensity, and barriers to entry in order to consider the attractiveness of issuing high-yield debt to sponsors -Determined and structured financing for deals based on company/market dynamics and industry comparable/precedent transactions -Responsible for participating in the underwriting of cashflow-based loans for LBOs, dividend recaps, acquisitions and refinancings -Analysis entailed in-depth company and industry due diligence, market research, competitive analysis and detailed financial/cash flow projection and valuation modeling

Summer Associate

2017 - 2017

Sales and Trading Intern

2017 - 2017

-Prepared daily market analysis and briefs for both debt and equity capital markets -Formulated trade ideas and presented them to management -Participated in daily meeting and assisted with the full suite of BMO's trading products -Prepared pitches and presentations for BMO EMEA Fixed Income, Currencies and Commodities

Sponsor Finance Summer Analyst

2016 - 2016

-Conducted credit risk and financial analyses -Created and modified excel models for loan pricing and firm valuations -Participated in analysis/valuations/ due dilligence for over 20 mid-cap private equity deals for distressed/leveraged debt