Vice President
Chicago, Il
Lake Capital manages more than $1.3 billion in equity commitments and seeks to build leading services companies through organic and acquisition-enhanced growth.- Managed due diligence and financing processes to execute and coordinate all aspects of marketing services investments - Performed detailed financial and operational due diligence and managed third-party diligence workstreams - Created and presented detailed investment committee presentations for investment opportunities, including financial forecasts, deal structure alternatives, sensitivity analysis, competitive landscapes, customer retention analyses and pro forma cost savings opportunities - Managed lender relationships, evaluated capital structure alternatives, developed financial covenant analysis and oversaw lender reporting - Spearheaded sale processes of portfolio companies and business unit carve-outs, including assessing competing acquisition offers, assisting management with inbound due diligence requests, and negotiating purchase agreement and related closing documents - Partnered with management teams of portfolio companies to refine business strategy, assess and structure strategic acquisitions, access financing sources, manage cash flow, develop corporate governance and enhance incentive structures - Developed quarterly communication and portfolio evaluation materials for limited partners - Promoted to Senior Associate and to Vice President