Cole is an Associate in Equiteq's Atlanta office and has extensive experience supporting clients through the full M&A lifecycle.
Value to clients
Cole brings strong analytical and transactional expertise, with extensive experience in financial modelling and deal execution. Cole supports the execution of M&A transactions by conducting financial analysis, building valuation models, and preparing deal materials. He is committed to driving process excellence and delivering solutions that help clients achieve their strategic objectives.
Experience
Cole joins us from Providence Wealth Systems and Black Hills Capital, where he focused on Ultra-High-Net-Worth and Family Office insurance strategies as well as capital advisory. He previously worked in investment banking at Stephens Inc. in their specialty finance group. Prior to that, he worked in portfolio valuation at Ernst & Young in the Wealth and Asset Management / Banking and Capital Markets group.
Cole holds a B.A. In Math and Finance from Wofford College and completed his MSc in Quantitative and Computational Finance from Georgia Institute of Technology.
Other things about Cole
Cole and his wife, Grace, have a baby girl, Ella. He loves snowboarding, watching baseball and football, and spending time with his family.
