Zachary W.

Mergers & Acquistions

📍 United States🔄 Updated September 2026💼 2 investments📅 1 years investing🗓 Last invested May 2025
VC🌍 United States
2
Total investments
0
Early stage
0
Mid stage
1
Late stage
1y
Years active

Portfolio

1 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Angel Investor
2025
The Westchester Angels are a an investor group whose mission is to provide financial and strategic partnerships to entrepreneurs in the Westchester area. Our interest in companies goes beyond capital. We work with, and mentor, the companies we invest in. We provide both the opportunity to meet entrepreneurs and the infrastructure to facilitate individual assessments. We enjoy building businesses, seeing them succeed, and are committed to helping new and innovative companies prosper.
Experience · 5 entries
All (5)
Investments (2)
2025
Angel Investor
May 2025
Founded in 2013, Miami Angels is one of Floridas largest, longest-running, and most active angel networks. We are industry agnostic, focusing primarily on post-product, post-revenue, early-stage technology companies.
Angel Investor
2025
The Westchester Angels are a an investor group whose mission is to provide financial and strategic partnerships to entrepreneurs in the Westchester area. Our interest in companies goes beyond capital. We work with, and mentor, the companies we invest in. We provide both the opportunity to meet entrepreneurs and the infrastructure to facilitate individual assessments. We enjoy building businesses, seeing them succeed, and are committed to helping new and innovative companies prosper.
2024
Senior M&A Advisor
2024
Bull Street Mergers is a boutique M&A advisory firm based in Charleston, South Carolina. We specialize in lower middle-market transactions across a wide range of industries, partnering directly with business owners to help them navigate successful exits, acquisitions, and strategic growth opportunities. Our team provides hands-on, process-driven guidance through every stage of the deal cycle. From business valuation and buyer sourcing to deal marketing, negotiation, and closing, we work to maximize value while minimizing friction. What sets us apart is our consultative approach. We go beyond transaction execution to provide tailored advice and strategic insight that align with each owner’s goals. Whether you are exploring an exit strategy, seeking a strategic partner, or evaluating acquisitions, Bull Street Mergers delivers the expertise, resources, and buyer network to support your success.
2019
Operations Associate
2019
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
2018
Index Research Analyst
2018
Roundhill Investments is an SEC-registered investment advisor focused on offering innovative ETFs. Disclaimer: bit.ly/36RyXii