Harris Williams
Adam Refai has work experience as an Investment Banking Analyst at Harris Williams starting in June 2023. Prior to that, they worked as an Investment Banking Summer Analyst at Stifel Financial Corp. for two months in June and July 2022. Adam also served as a Hedge Fund Summer Analyst at Affinity Asset Advisors from June to August 2021.
Adam Refai attended the UVA McIntire School of Commerce, where they pursued a Bachelor of Science degree in Commerce with a focus on Finance, Management, and Global Commerce. The specific years of their enrollment are not provided. In addition to their academic qualifications, Adam has obtained several certifications related to the securities industry. In May 2023, they obtained the SIE (Securities Industry Essentials) certification from FINRA. Following this, in June 2023, they obtained the Series 63 certification (Uniform Securities Agent), also from FINRA. Lastly, in July 2023, Adam acquired the Series 79 certification (Investment Banking Representative) from FINRA.
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Harris Williams
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Harris Williams & Co. is a boutique investment banking firm specialized in advisory services and financings for middle-market companies. It offers mergers and acquisitions advisory, management buyouts, and fairness opinion services.The firm provides services for the aerospace, automotive, building product and material, chemical;commercial and industrial equipment, consumer or business services, consumer product, marketing, energy and power, food and beverage, forest and paper product, furniture, healthcare and life sciences, media and entertainment, metal fabrication, mining, business outsourcing, packaging, retail, technology, telecommunications, textile, and transportation and logistics sectors.Harris Williams’s clientele includes American Tower Corporation, Procter & Gamble, Schering-Plough, Oglebay Norton, Linesoft Corporation, Snyder Industries, Pioneer International, Banc One Capital Partners, Cedar Creek Partners, and Allied Capital.Harris Williams was founded in 1991 and is headquartered in Richmond, Virginia with additional offices in Massachusetts, California, Pennsylvania, and Minnesota.