Daniel Lavoie Email & Phone Number

San Juan, Puerto Rico, Pr

I am working on growth opportunities at CFG - a portfolio company of BayBoston

Newton Center, Ma, Us

Newton Center, Ma, Us

• BayBoston Capital is a private equity firm that provides capital and sophisticated strategic advice to community banks and financial services companies. >Spearheaded analysis and deal progress on three transactions. >Regularly source and analyze buyout/recapitalization, growth equity, and late stage venture opportunities.> Build and maintain investment and operating models for portfolio companies, capital raises, LBOs, bolt-on M&A, and recapitalizations.> Monitor portfolio companies, including extensive and regular contact with c-level company management.>Control outbound deal sourcing efforts leveraging a broad network of sell-side professionals and target contacts.> Participated in fund formation activities such as PPM drafting and investor relations.> Manage an analyst team working on sourcing, analysis, and investor relations.>Use SNL Financial to conduct research on the depositories and specialty finance spaces.

Newton Center, Ma, Us

As a private equity analyst, I was responsible for:>Financial Modeling>Identifying and evaluating investment targets >Aiding in fund formation activities

Chestnut Hill, Ma, Us

> studied private market transactions in both the legal and finance contexts at Boston College Law School and the Wallace E. Carroll School of Management.

Newton, Ma, Us

• Kamylon is a principal investment firm investing in middle market companies across multiple industry verticals. Typical investment targets have $10-$100 million in revenue and $3-$10 million in EBITDA.>successfully sourced and participated in negotiations with TargetCo management on a ~$30mm transaction.> connected with nearly 500 CEOs, business owners, investment bankers, and business brokers to form a strong, reliable network for deal sourcing.Origination and Evaluation responsibilities:> Identified and evaluated new investment opportunities.> Built robust financial models to support deal valuation and structuring efforts.> Performed ad-hoc analysis to support transaction negotiations and due diligence.> Forged and maintained target company, investment bank, and M&A advisory relationships.

I assisted attorneys and forensic accountants in preparing white collar cases arising in Norfolk County, Massachusetts.>worked with forensic accountants to uncover criminal activity relating to embezzlement and fraud>inspected financial statement evidence for residue of criminal activity

I assisted Judge Peter A. Velis and Judge Mary-Lou Rup on complex civil and criminal matters.>conducted legal research into complex questions of law>drafted legal memos

Smithfield, Virginia, Us

I worked at the center of the operation to streamline the production process, maximizing capability while minimizing waste. I started with Smithfield Foods in the accounting department and became acquainted with the financial demands of Smithfield's business.>designed and built a model to maximize productive use of inputs that saved 5% on costs per week.>managed the 5S and Six Sigma implementation

Chestnut Hill, Ma, Us

I conducted research on Constitutional Law issues related to Native American land claims in upstate New York for a book written by Dr. Robert Faulkner.>drafted memos relating to relevant case law>editing chapter drafts

I was responsible for the growth and harvest of the world famous Wellfleet clams and Wellfleet oysters.>hung out in Wellfleet harbor at low tide>dug clams with a very heavy rake>worked to rid the growing area of moon snails and other damaging species

Doctor Of Law (J.D.), Law

Master Of Business Administration (M.B.A.), Finance

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

Near And Middle Eastern Studies