Tom Venner
Vice President & Private Equity Coverage Lead
P: 414-465-5623
Expertise
As a key team member of Taureau Group, Tom works closely with the investment banking team to assist clients in realizing their goals. With strong industry and market research skills, Tom assists with identifying the highest potential buyers or sellers, while evaluating comparable companies and relevant transactions to create confidential information memorandums and other offering materials.
Tom is knowledgeable in the underwriting and portfolio management of large corporate banking clients across a range of industries, including manufacturing, distribution, real estate, dealerships, health care, and oil and gas. His experience includes financial modeling, recommending structure, analyzing performance metrics and deepening customer relationships.
Prior to joining Taureau Group, Tom had seven years of experience in the areas of credit analysis and portfolio management within the financial industry.
Education
Marquette University, BS, Business Administration–Finance
Risk Management Association University, Commercial & Industrial (C&I) and Commercial Real Estate (CRE) Certified
Community Involvement
- Junior Achievement, Volunteer
- Children’s Hospital of Wisconsin, Volunteer
Accomplishments
- Managed a large commercial banking portfolio, maintaining high quality and profitability.
- Successfully pitched new businesses to the loan credit committee and delivered results to my clients by recommending an optimal deal structure.