Ian Bitner Email & Phone Number

Fund Description: BroadArch utilizes a bottoms-up, research driven approach designed to determine fundamental value of potential investments in publicly traded equity. Goal is to identify and exploit favorable risk-adjusted opportunities. Structured as two separate funds; a long/short equity fund with no leverage and conservative net long exposure and a market neutral fund.Help generate investment ideas through bottoms-up research process that includes extensive financial modeling, industry comparative analysis, channel checks, discussion with industry contacts and meetings with company management teams.Support two portfolio managers providing research and fundamental financial analysis such as: building models, valuation work and proprietary research.Speak with sell/buy-side research analysts, company contacts, and industry professionals in conducting research.Primary coverage group includes Industrials, Transports, Aerospace and Defense, and Energy.

Conducted in-depth financial analysis including the development of detailed financial models, regression analysis and discounted cash flow, comparable company and comparable acquisition valuations.Prepared market and competitive analysis for various financial service industries with a primary focus on credit card, consumer and commercial finance companies.Analyzed the strategic and financial consequences of acquisitions including impact on pro forma financial ratios.Drafted offering memorandums, registration statements, road show presentations, management and board of directors presentations, valuation and equity committee memos and various other term sheets.Generated ideas for client presentations regarding potential M&A and capital raising opportunities.Performed in-depth financial and overall business due-diligence on companies in conjunction with M&A and capital raising mandates.