Bobby Mcfarland Email & Phone Number

Philadelphia, Pennsylvania, United States

LLR Partners is a lower middle market private equity firm investing in technology and healthcare businesses. We collaborate with our portfolio companies to define high-impact growth initiatives, turn them into action and create long-term value. Founded in 1999 and with more than $7 billion raised across seven funds, LLR is a flexible provider of equity.

Philadelphia, Pennsylvania, United States

New York, New York, United States

Philadelphia, Pennsylvania, United States

Philadelphia, Pennsylvania, United States

Tracked the funds in and out of the organization and allocated resources to different teams while managing the membership status of over 250 studentsPurchase pizza and other food for weekly meetings and special events to ensure successful meetings in the largest finance organization in the university

Philadelphia, Pennsylvania, United States

Philadelphia, Pennsylvania, United States

Conducts fundamental research, identifies undervalued equities, and write two initiating coverage reports per semester for the Industrials & Materials sector of a long-only, value-orientated student-managed investmentUtilizes industry software tools including, Bloomberg, CapIQ, and FactSet to perform fundamental research and industry analysis to locate.

Chadds Ford, Pennsylvania, United States

• Investigated themes and create white papers for developments in the cannabis and carbon markets
• Developed in-depth financial models for companies through Excel with data from SEC website and company research
• Engaged with management teams of multiple public companies discussing operational changes and business outlook

Austin, Texas, United States

• Identify potential acquisition targets in real estate software and real estate services sub-industries
• Aggregate public companies’ financial data to develop understanding of industry performance
• Present company and industry reports, models, and forecasts at bi-weekly team meetings
• Pour through target companies and categorizing each into sub-categories to be analyzed as a group

Philadelphia, Pennsylvania, United States

• Process data from Salesforce into excel spreadsheets generating weekly reports showing client and fund changes
• Create internal research reports analyzing competing mutual funds against LSOFX on quantitative and qualitative details
• Communicated necessary changes and inputs for Salesforce with small team while tracking various opportunities/clients
• Generate graphic representation of risk-adjusted returns for LSOFX to be used in pitchbooks and investor meetings

Philadelphia, Pennsylvania, United States

I worked as a Lead analyst on a team of 5 analysts screening companies in the Industrials sector of the S&P 500. Along with screening companies, we looked for undervalued equities and catalysts that would drive the company back to fair value. We produced an initiating coverage report and presented our findings to a group of 50 of our peers. I covered the.

I worked as an associate on a team of 5 analysts screening companies in the Healthcare sector of the S&P 500. Along with screening companies, we looked for undervalued equities and catalysts that would drive the company back to fair value. We produced an initiating coverage report and presented our findings to a group of 50 of our peers. I covered.

Ambler, PA