What Elite Investment Bankers Do Differently in M&A

Avinash Patel, Partner at PJT Partners (NYSE: PJT)

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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.

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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:

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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

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PJT Partners is a global, advisory-focused investment bank known for its distinctive approach. Built from the ground up to offer something different, the firm emphasizes independent advice combined with a high-touch, client-focused service. This unique ethos has attracted top talent across the markets in which it operates. PJT Partners delivers leading advisory services to some of the world’s most influential companies, executing transformative transactions, restructurings, and raising billions in capital to support both startups and established businesses worldwide.

Industry

Investment Banking

Founded

2015

Website

https://pjtpartners.com

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.