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Samantha Merman
Private Equity Research Analyst I at Fund Evaluation Group, LLC
About
Samantha Merman is a Private Equity Research Analyst I at Fund Evaluation Group, LLC (FEG), where she conducts due diligence and research on private equity investment opportunities based in Fort Mitchell, KY. Her responsibilities include supporting the firm's private equity research activities, analyzing fund strategies, and contributing to the firm's regular publications on private markets performance and trends.
Within her role at FEG, Samantha specializes in the coverage of private equity and venture capital asset classes, routinely analyzing buyouts, growth equity, and venture capital strategies across North America and Europe. Her published research has discussed fundraising trends, deal activity, valuations, and exit environments, demonstrating her focus on both primary fund selection and secondary market developments in private capital.
Samantha previously served as a Private Equity Research Analyst II at FEG, advancing her expertise in manager research and ongoing monitoring of private capital funds. She holds a Bachelor of Business Administration in Finance and Financial Management Services from the University of Kentucky, and her career reflects an in-depth understanding of private markets, with contributions to quarterly industry research and portfolio analysis for institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fund Evaluation Group, LLC | Private Equity Research Analyst I | Jan 2024 to Present | — |
| Salvation Army Echelon - Cincinnati Chapter | Unknown to Present | — | |
| FEG Investment Advisors | Private Equity Research Analyst II | May 2022 to Dec 2023 | — |
| Spectrum Financial Alliance Ltd., LLC | Operations Executive | Nov 2021 to Jun 2022 | — |
| Spectrum Financial Alliance Ltd., LLC | Financial Services Intern | Apr 2021 to Jan 2022 | — |
| MiddleGround Capital | Private Equity - Investment Team Intern | Jan 2022 to Jun 2022 | — |
Education
University of Kentucky
Bachelor of Business Administration - BBA, Finance and Financial Management Services
2018 — 2022
Skills & Expertise
Others at Fund Evaluation Group, LLC (25)
| Name | Role | Location |
|---|---|---|
B Bobby Blue | Vice President, Portfolio Construction | Cincinnati, OH , United States |
B Brian Hooper | Research Analyst | Fairborn, OH , United States |
| Vice President - Research | Detroit, MI , United States | |
| Vice President - Research | Cincinnati, OH , United States | |
D David Mason | Research Analyst | Cincinnati, OH , United States |
| AVP, Institutional Portfolio Analyst | Cincinnati, OH , United States | |
| Institutional Portfolio Analyst | Cincinnati, OH , United States | |
| Managing Principal and CIO and Head of Research | Cincinnati, OH , United States | |
K Kevin James Conroy | Senior Research Analyst - Hedged Strategies | Cincinnati, OH , United States |
M Michael Franke | Vice President - Portfolio Manager | Cincinnati, OH , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
B Brandon Plumb | Portfolio Manager | Johnson Investment Counsel Inc. | Cleveland, OH , United States |
C Charles Rinehart | Chief Investment Officer, Principal | Johnson Investment Counsel Inc. | Cincinnati, OH , United States |
| Client Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States | |
| Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States | |
| Sr. Portfolio Manager | Mai Capital Management | Cincinnati, OH , United States | |
| Portfolio Manager, Director | Mai Capital Management | Boston, MA , United States |