Sam O.

Sam O. is an accomplished investment banking professional with extensive experience in mergers and acquisitions within the financial institutions sector. Currently serving as an Investment Banking Associate at Jefferies since February 2022, Sam O. has contributed to significant transactions, including advising Gresham House on its £469.8 million offer by Searchlight Capital Partners. Previously, Sam O. held positions at Rothschild & Co and Deutsche Bank, where key achievements included acting as the sole financial advisor for Sanlam's disposal of its UK wealth management platform and advising the Irish Department of Finance on its stake in Bank of Ireland. With an academic background in Economics and Finance from Wofford College and advanced financial training from London Business School, along with study at The London School of Economics, Sam O. has developed a robust foundation for a successful career in investment banking.