Mitch's Bio
Mitch Heflin
Investment Associate
Mitch brings a strong background in investment and financial strategy to his investment associate role, guiding clients to achieve their financial goals through tailored, results-focused solutions. With nearly five years in mergers & acquisitions at BMO Capital Markets and three years in private credit and equity investing at GMB Capital Partners, Mitch uses a rigorous, analytical approach to create impactful investment strategies.
Experience
- Bachelor's degree, Carleton College
- Completed Stanford Graduate School of Business's Summer Institute for General Management
- Founder, Class Action Connection, assisting clients with notification, education, and compensation recovery in class action settlements
- Investment Associate, GMB Capital Partners, specializing in private credit and private equity investing
- Investment Banking Analyst and Associate, BMO Capital Markets Middle Market M&A Team