Connor Bergen Email & Phone Number

New York, Ny, Us

Evanston, Illinois, Us

Invited to serve as a Teaching Assistant for:• Finance - Finance 2 (FINC 431)• Kellogg Innovation and Entrepreneurship Initiative - Selling Yourself and Your Ideas (KIEI 477)

Chicago, Illinois, Us

Selected Transactional and Business Development Experience• Led acquisition process for 3 additional add-ons across 2 geographies, one of which independently boosted overall platform EBITDA by 60% and which served as beachhead for East Coast expansion• Created detailed physician divestment financial scenario model in order to persuade tack-on target to hire two associates, resulting in signing of LOI and generating additional monthly revenue contribution of ~$800K (+~40% growth for the platform)• Negotiated deal terms across multiple operational service providers which enabled the adoption of new platform-wide streamlined payment system and ~30% cost reduction of core operating materials• Hired and managed web designer to redesign corporate branding and web presence, bringing about an increase in monthly impression growth of 216% following project completion• Authored job description, case interview, and assessment rubric to facilitate hiring of FP&A resource, interviewed seven candidates leading to platform’s first full-time hireSelected Operational and Deal Management Experience:• Managed and coordinated multiple cross-functional teams of third-party service providers (banking, legal, marketing, accounting, payment providers) and regularly collaborated with target management and advisors across seven potential acquisition targets• Developed and presented weekly key financial and strategic performance metrics for DuneGlass's marquis platform to the Board of Directors; only non-founder investment team member invited to attend• Drove diligence and deal management of pathology transaction, incl. process management, detailed financial analysis (including COVID adjustments), and independent interviews of target management• Created systematic post-LOI closing process, including the creation of streamlined diligence templates; reducing required time to close by 55%

Chicago, Illinois, Us

Following a family emergency I moved home to Hartford, CT, where I advised local business leaders on developing actionable growth strategies, launching new strategic initiatives, and competitive differentiation.• Developed co-investment fund launch framework for startup accelerator by identifying and quantifying local market opportunity, creating fund's go-forward operational principles, and locating initial capital sources• Conceived 3 go-to-market & capital-raising strategies for tech-enabled luxury consumer goods company; raised sales by ~3x while reducing monthly operating expenses by 12%; advised CEO on positioning in advance of sale of business• Completed segmentation analysis for specialty beauty product importer, identifying high-opportunity growth areas among key customer groups supported via cost/benefit analysis• Provided pitch guidance to eight early-stage startups in advance of funding pursuits and served as startup pitch competition judge; analyzed and provided tactical feedback to 14 seed-stage founders

Focused on growth strategy and M&A across multiple industry sectors.Selected client engagements:• Commercial Due Diligence for global consumer conglomerate - Analyzed growth trajectory and competitive positioning of consumer natural packaged foods target; analysis was primary commercial consideration in $2.3B deal• Operational Due Diligence for national Medical Products tech-enabled manufacturer - conducted comprehensive operational diligence across 24 business units with 58 stakeholders to identify and consolidate select activities into newly-established Center of Excellence• Competitive benchmarking for F-10 Auto manufacturer - Drove competitive intelligence workstream to uncover processes and practices at 7 client competitors and conducted over 40 executive interviews to obtain key input to $7M digital production process redesign of client’s highest revenue product line, answering directly to CEOIn addition to client work, served on Analyst / Consultant community leadership team; conceived and executed 7 multi-part initiatives to improve office culture, enhance experience, and develop quantitative and qualitative capabilities of New York office junior practitioners (the firm's largest community, constituting over 100 practitioners) which collectively 87% of attendees deemed "highly effective."

Select client engagements:• Project prioritization and finance process design following $87B tech sector deal - Evaluated >$100M portfolio to optimize around north star business priorities while maintaining financing boundaries, and created business case around redesign of integration finance planning processes to streamline operating model and reduce costs.• Technology sector growth strategy for global services firm - defined roadblocks to current top-line expansion trajectory and identified targets for potential investment based on subsector penetration analysis• Corporate strategy and pricing choice cascade development for global industrial product manufacturer - developed globally-delivered commercial excellence program to enhance client prioritization capabilities for global sales teams• Pre-close executive alignment for private equity retail acquisition - defined governance structure and created pre-Day 1 alignment program for F100 C-Suite to socialize integration goals and activities

New York, Ny, Us

Selected among 11% of applicants to serve in national service corps dedicated to teaching in an under-resourced school district to close the achievement gap and expand opportunities for all children.• Designed and implemented new district-wide social studies' curriculum plan (across 3 schools and reaching ~600 students) due to underperformance of available resources; bringing about a 78% YoY increase in reading and critical thinking skills• Facilitated sending three high-achieving students to Phillips Exeter Academy in order to provide enrichment opportunities not available in the State of Mississippi• Directly managed three other teachers (all of whom had at least >3x of my tenure); responsible for performance evaluation, overarching team direction & vision, and cross-classroom content integration initiatives

Washington, Dc, Us

In the summer after my junior year of high school, I was nominated by my local Congressman and selected from a nationwide application to serve alongside 79 other high school students. Pages are some of the few unelected people allowed on the House floor while in session - I spent 12 weeks watching smart people doing their best. More importantly, I got my first real exposure to dealmaking, power brokering, adults that like the sound of their own voice, but mostly how to do good work in service of others.

Master Of Business Administration - Mba, Finance, Marketing

Bachelor Of Arts (B.A.), Economics, Political Science, Philosophy (Minor)

Education record