Avery Chen

MBA Candidate, Strategy and Finance

MBA candidate at Chicago Booth with three years of investment banking execution at Goldman Sachs and a recent Summer Associate engagement at Bain and Company across industrials and private equity diligence. Brings a builder's instinct for modeling combined with the client-facing judgment to defend a recommendation in a CFO room.

$6.2B
Deal value executed
8
Closed transactions
2
Top firms
2026
MBA completion

Background

Avery Chen

Avery's career has been a deliberate progression from quantitative execution into senior-decision strategy. Three years on the Industrials desk at Goldman Sachs delivered direct exposure to $6B+ in announced transactions, two cross-border deals, and a sponsor-led take-private. The bench is a working knowledge of how operating models, financing structures, and board-level fairness opinions actually fit together under deadline pressure.

At Bain and Company, that quantitative foundation extended into market-entry diligence and customer research for a Fortune 500 industrial evaluating a $400M adjacency. The case work paired modeling rigor with primary research across twelve operating-leader interviews, producing a recommendation the client CFO defended at the board level. Avery is targeting strategy and corporate-development roles where both halves of that toolkit matter.

Experience

Bain and Company
Summer Associate
June 2025 to August 2025
  • Built a market-entry model for a Fortune 500 industrial client evaluating a $400M acquisition in adjacent automation, sizing TAM across three segments and stress-testing returns under five demand scenarios
  • Led twelve customer interviews across procurement and operations leaders, synthesizing pricing-power and switching-cost evidence into a recommendation adopted by the case team
  • Authored the final-deliverable financial section presented to the client CFO, defending a 14 percent IRR base case against board-level diligence questions
Goldman Sachs
Investment Banking Analyst, Industrials
July 2021 to May 2024
  • Executed eight transactions totaling $6.2B in announced deal value, including two cross-border acquisitions and a take-private LBO led by a top-quartile sponsor
  • Built three-statement operating models and DCF, LBO, and precedent-transaction analyses used in fairness opinions delivered to two public-company boards
  • Trained four incoming analyst-class hires on modeling standards, cutting average review-cycle turnaround on staffed deals by an estimated full business day

Skills

Technical

Financial modeling Valuation Excel PowerPoint Tableau SQL

Industry

Industrials Private equity diligence Market sizing

Involvement

Booth Consulting Club

Co-Chair, Casing Curriculum

Designed and taught the second-year case-prep curriculum for sixty MBA candidates targeting MBB and tier-one strategy roles, with peer-reviewed offer-rate data informing the next cohort's syllabus

Let's Talk

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