Dresner Partners Names Moreno Managing Director
Dresner Partners announced that Michelle Moreno CFA has joined the firm as managing director.
Moreno has over 25 years of investment banking experience in a wide range of industries, including Customer Care and Call Centers, Education, Healthcare and Behavioral Health, Human Capital Management, Marketing Services and Prison Management. She has advised on more than 30 transactions ranging from $6 million to $2.3 billion, including mergers, acquisitions, private and public equity and debt issuances, recapitalizations, and strategic alliances. Most recently, Moreno was the head of business services investment banking at First Analysis. She has focused on advising clients in strategic and financial matters within the Outsourced Business Services and related technologies sector.
Previous to First Analysis, she held positions with CIBC World Markets and Union Bank of Switzerland.
“Michelle has built a solid reputation in the investment banking industry,” said Steven M. Dresner, president of Dresner Partners. “She will be instrumental in expanding our business services offering.”
“Dresner Partners is a high-quality, client-focused firm. Its core principals of integrity and pursuit of excellence mirror my own. I look forward to tapping into my past deal experience to help fuel the firm’s growth. I feel Dresner Partners is a great fit for me and my passion for driving value for clients in mergers and acquisitions and financings,” said Moreno.
Moreno holds a Master of Business Administration in Finance and Investments from California State University and a Bachelor’s of Arts in Economics and French, with minors in Finance and Spanish, from the University of Illinois. She also holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Chicago, as well as co-chair of CFA Chicago’s Global Investment Research Challenge. Additionally, she is a director of the Chicago Finance Exchange, chair of the Economic Development Council for the University of Illinois at Urbana-Champaign, and chair of the Audit Committee for the City of Lake Forest.
Dresner Partners is a middle-market investment bank that provides financial advisory services to business owners and managers throughout the world, including institutional private placements of debt and equity, merger and acquisitions, valuations and strategic consulting services.