Excalibur Investment Banking
Helen Liu is an experienced investment banking analyst with a strong background in finance and mathematics. Liu has held positions at Renewable Advisors from November 2022 to September 2024 and at Takenaka Partners from February 2023 to May 2023, focusing on investment banking analysis. Additionally, Liu completed an internship at Neuberger Berman in June 2024 to August 2024 and worked as an equity research summer analyst at Guosheng Securities from June 2022 to August 2022. Currently pursuing a Bachelor of Science in Mathematics at New York University, Liu's educational background also includes a high school diploma from Shanghai High School International Division.
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Excalibur Investment Banking
Excalibur is an Investment Bank that Represents Clients in Buy-Side Mergers & Acquisitions, Sell-Side Mergers & Acquisitions, and Capital Raising Transactions. The Firm’s typical Investment Banking Engagements range from $50 Million to $1 Billion in a wide array of Industry Sectors. Excalibur’s Clientele include Companies that operate in the Automotive, Construction, Diversified Industrials, Engineering, Flow Control, Information Technology, Integrity Services, Oil & Gas, Specialty Metals, Steel, Software, and Technology Markets. Excalibur’s Experience and Network provide its Clientele with a Global Reach that spans the Universe of Mergers & Acquisitions. The Investment Bank has Clients located in Asia, Canada, Europe, Mexico, and the United States of America, with a strong International Presence covering the World’s Major International Markets. Through the Experience and Reach of the Firm’s Senior Management, Excalibur has an Incomparable Ability to reach Buyers, Sellers, Private Investors, and Financial Institutions. Excalibur’s strengths lie in the Middle Market and in its Relationships with Shareholders of Closed Corporations, Family-Owned Companies, Private Equity Funds, and large Multinational Conglomerates looking to foster Inorganic Growth Opportunities through Mergers & Acquisitions. The Investment Bank prides itself in its ability to match Middle Market Companies with Buyers who offer Premium Valuations, strong Growth Synergies, and flexible Transaction Structures thereby ensuring that Selling Shareholders have an Intimate Say and Continued Upside in the Ongoing Operations of their Companies post-Closing. Excalibur is Headquartered in Washington, DC.