• Support senior investment professionals in all aspects of industry, company, and financial due diligence through the creation of memorandums, presentations, and various forms of valuation analyses• Present viewpoints on confidential information memorandums received at weekly meetingsSelected Transactions:LBO of Utility Pipeline Ltd. (April 2017) – a provider of last mile natural gas distribution and services • Conducted in-depth due diligence on pipeline infrastructure, regulatory environment, and growth opportunities• Generated analyses, including LBO, company comparables, community and meter penetration analysis, weather normalization, working capital, LDC conversion opportunity analysis, and fund flow statement• Created and maintained investment model with multiple upside and downside scenarios and additional analysis on key operational and capital deployment factors that would lead to achieving our base case return• Constructed investment presentations for internal investment committee and co-investorsLBO of Largest Independent United States Coffee Roaster (April 2016) – not consummated• Performed detailed coffee, tea, flavorings, and extracts industry due diligence and analyses, including company comparables, M&A precedents, global coffee import/exports, out-of-home market segmentation, national chains research, vendor and customer analysis, and identification of acquisition targets• Created multiple industry, competitor, company, co-investor presentations, and investment memorandum

• Conducted initial review of investment opportunities. Performed financial analysis of historical and projected results and used valuation methodologies including LBO, DCF, comparable companies, M&A precedents, sum-of-the-parts, and accretion/dilution analyses• Prepared bid materials and investor presentations for various opportunities under consideration• Led database initiative focused on expanding deal sourcing networkSelected Transactions:LBO of First American Payment Systems (August 2014) – a leading processor of credit card transactions • Conducted in-depth industry, business, and financial due diligence including accounting and other reviews• Analyzed ISO relationships and developed supporting analysis including trading and acquisition comparables, working capital analysis, and fund raising presentations• Developed accretion/dilution analysis for add-on acquisitionsInvestment in Rightpoint (May 2015) – privately-held, digital and video content marketing firm • Involved with all aspects of the deal including investment analysis, financial modeling, valuation, business due diligence, investment rational, fundraising materials, and attended management presentations Paper Products Manufacturing and Converting Business – regionally-focused paper manufacturer• Built leveraged buyout analysis, worked with industry expert on due diligence, and drafted bid letter

• Supported the origination and execution of key transactions including, mergers, acquisitions, leverage buyouts, and debt / equity financings focused in the Consumer Products, Food & Beverage, and Leisure industries• Created detailed financial models evaluating both public and private companies through operating performance, accretion / dilution, discounted cash flow, WACC, and leverage buyout analyses• Analyzed companies and industries with a focus on discovering potential opportunities for clients, understanding industry trends and forecasts, and establishing strategic rationale while drafting presentations for clients• Executed $175 million PIK-toggle note issuance for Viking Cruise Lines