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What Elite Investment Bankers Do Differently in M&A
Investment bankers aren't always seen as trusted advisors; some see them as deal-pushers, prioritizing fees over friendships. The skepticism is fair, but many miss the point of what they actually bring to the table. In this episode of the M&A Science Podcast, Avinash Patel, Partner at PJT Partners, offers an insider’s view on what elite investment bankers do differently in M&A, from guiding strategic vision to wielding influence in complex transactions.
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Avinash Patel, Partner at PJT Partners (NYSE: PJT)

Investment bankers aren't always seen as trusted advisors; some see them as deal-pushers, prioritizing fees over friendships. The skepticism is fair, but many miss the point of what they actually bring to the table. 

In this episode of the M&A Science Podcast, Avinash Patel, Partner at PJT Partners, offers an insider’s view on what investment bankers really do in M&A, from guiding strategic vision to wielding influence in complex transactions.

Things you will learn:

  • Why investment bankers face a reputation challenge
  • Building influence and shaping strategy through relationship investment
  • Working with public vs. private companies as an investment banker
  • Evaluating the right private equity partner
  • Finding the right advisory partnership

Avinash Patel

Avinash Patel is a Partner in the Strategic Advisory Group at PJT Partners, based in New York. Prior to joining PJT Partners in March 2016, he worked in the Technology, Media and Telecom group at Credit Suisse. Prior to that, he worked in the M&A and Financial Institutions groups at UBS where he also served as COO of UBS’s Chicago Investment Banking office. 

In addition to his advisory experience, Avinash worked in the Network and Finance organizations at AT&T and the Corporate Finance team at Discover Financial Services.

He also has over 15 years of investment banking experience and is responsible for advising emerging and established companies, financial sponsors, and growth investors in the financial services and financial technology industries.

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