Led the investment process for two dedicated orthopedic-focused funds with 20+ investments and multiple rounds of financing. Represent the Funds as an appointed member of portfolio companies’ Board of Directors. Track and manage Fund performance and reporting, and assisted in the Funds’ capital raising efforts.Generated, evaluated and qualified investment opportunities, and conducted extensive market, technical, legal and management due diligence. Constructed financial analysis to formulate investment terms and potential returns of investment. Negotiated investment terms, prepared term sheets and letters of intent, and steered legal documentation of all transactions.Coordinated buy/sell trade orders for all public company investments and sales. Manage Fund interaction with select portfolio companies, particularly in the execution of corporate strategies including budgeting, forecasting capital requirements and mergers and acquisitions activity.Assisted in Funds’ capital raising efforts and preparing Private Placement Memoranda. Track and report investment performance, prepare capital calls, distributions and updates as part of managing Limited Partner relationships, and work with auditors in preparation of the Funds’ audited financial statements.Appointed to portfolio company Boards of Directors as representative of Funds:• Director: IvyRehab Network, Inc. (acquired by Waud Capital), Ivy Sports Medicine, LLC (Stryker Corp.), HealthMark, Inc. (USPI), Gentis, Inc.• Observer: Pivot Medical, Inc. (Stryker Corp.), Scandius BioMedical, Inc. (Covidien), ONI Medical, Inc. (GE)

Medical device company that manufactures, markets and distributes its portfolio of meniscus repair products in the U.S. and internationally. Ivy Sports Medicine was acquired by Stryker Corp.Spearheaded the formation of ISM to purchase the assets of ReGen Biologics, Inc. during its Section 363 Bankruptcy process through Debtor-In-Possession (DIP) financing and credit bid. Responsible for all aspects of ISM’s financial management, operations, legal and business development. Played a pivotal role in the development and commercialization of key product line. Led company efforts in strategic process which culminated in a successful sale to Stryker Corp. Managed cash and fundraising through multiple financings; including loan from New Jersey Economic Development Authority. Operational oversight of a multi-site enterprise including a manufacturing facility (CA) and corporate office (NJ) in the U.S. and a sales and marketing office in Germany. Responsible for all financial management, budgets and Board reports, and coordinated on year-end audits and tax filings. Negotiated contracts with key suppliers reducing costs, and increasing reliability and efficiency. Developed and executed key sales incentives with Sales Managers to properly align corporate and individual goals for Reps. Negotiated distribution and sales agreements. Reviewed all corporate agreements on behalf of company, and worked in conjunction with attorneys to implement Human Resource policies and Employee Handbook.Led company efforts in process to find a strategic investor, culminating in the eventual sale of the company to Stryker Corp. Acted as point person throughout the sale process, overseeing the extensive due diligence conducted by the buyer and coordinating all management discussions. Led legal review of all merger/sale documents and was responsible for all closing calculations with respect to capitalization, funds flow analysis and distribution of proceeds.

Participated in all phases of the investment process, including investment sourcing, due diligence, portfolio company management and investment realization.Generated, evaluated and qualified investment opportunities, and conducted extensive due diligence as appropriate. Constructed extensive financial analysis to formulate investment terms and potential returns of investment opportunities, including valuation, debt capacity, recapitalization and merger models. Assisted in the negotiation of investment terms including the preparation of term sheets and letters of intent, and execution of the legal documentation of transactions. Monitored portfolio companies, attending board meetings and liaising with management in furtherance of corporate strategies.Specific transaction experience includes:▪ Lead investor in surfEU.com, Ltd., a European Internet Service Provider. Investment of $6 million over three rounds including a $2 million bridge loan; and, sale of the company to Tiscali S.p.A. for $70 million.▪ Lead investor in Planning Technologies, Inc., an IT consulting firm, for $5.3 million; $70 million merger with the ENS division of iGate Capital; and, sale of the company to Red Hat, Inc. for $47 million.

Advised public and private companies across a wide variety of industries on various assignments, including acquisitions, divestitures, leveraged buyouts, recapitalizations, valuations, defenses and shareholder rights plans.Constructed detailed models analyzing the pro forma financial impact of numerous transactions and structures. Performed valuation analysis utilizing standard techniques including discounted cash flow, comparable public company trading and precedent transaction multiple analyses. Assisted in the creation of presentations and new business proposals, as well as the development of firm standard models. Ranked in top tier of class and offered promotion to Associate.Specific transaction experience includes:▪ Advised Robert Johnson and Liberty Media Corporation on going-private transaction of BET Holdings, Inc. Performed extensive due diligence and valuation analysis, created in-depth standalone and leveraged buyout models, and assisted the Buying Group in defending its valuation with the Special Committee.▪ Performed extensive valuation analysis and pro forma financial modeling for Union Texas Petroleum in connection with its negotiated sale to Atlantic Richfield Company for $3.4 billion.▪ Participated in all aspects of the sale of Lewis Homes to Kaufman & Broad Home Corp. for $641 million.

Developed presentations and detailed financial models as part of corporate finance engagements including mergers, acquisitions, sales, divestitures, shareholder value optimization studies and capital structure studies. Integrally involved in the preparation of extensive analysis involving industry research, valuation parameters, financial models, and identification of potential suitors and/or targets as part of advisory assignments. Assisted in the development of Price Waterhouse Corporate Finance standard models and marketing materials.