IFI, Banker: Jason Morgan Instructor
71 West 23rd Street
250 Yonge Street
Two Prudential Plaza
100 Pine Street
Oppenheimer Tower
137 Cecil Street
+65 3158 2044
Queen's Road
+852 3973 3924
Hanover Square
+44 20 3468 5030
Mainzer Landstraße
+49 69 9579 8906
Business Centre OBC Suisse
+41 44 508 3376
Interpred, WTC
+359 2 489 0124
N Mandela Sq
+27 11 568 2369
Bligh Centre
+61 29 119 2946


Jason Morgan has over 12 years of Investment Banking deal experience. He has advised numerous companies on a wide range of corporate finance and strategic operations with an aggregate value in excess of $ 14.9 billion. Jason’s specific expertise is in corporate analysis, public and private equity analysis, risk analysis, IPOs, M&A, and financial restructuring.

Jason is currently a Vice President of Investment Banking Strategies at a New York investment bank, advising clients on strategic finance initiatives. He has worked across industries in US with a focus on Energy, Healthcare and Manufacturing companies and has valued and analyzed more than 60 companies with their market values ranging from $ 100 million to $ 10 billion.

Jason is a CFA Charter Holder. He also holds a Postgraduate Diploma in Business Management.

Selected Banking Experience:

  • Capital requirement analysis to identify and market the $ 300 million convertible debt offering for a mining company and the $ 250 million convertible debt offering for a telecom company
  • $ 600 million combined Valuation analysis to recommend share buyback programs for energy and constructing companies at various locations throughout the US
  • Financial modeling and screening to identify debt restructuring targets - Identified targets where transactions were completed included the $ 430 million debt restructuring of a construction company and the $ 230 million capital restructuring and secondary offering of a building materials company
  • Advised for a leading investment advisory firm’s $ 580 million bid and a subsequent  $ 385 million rights issue
  • Advised on sale or possible IPO of a retail company which was eventually bid for at        $ 450 million
  • Advised a global asset management company on ETF investments of $ 172 million