Jeff Lick Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Senior, publishing sell-side research analyst in the consumer sector for a diversified broker-dealer.Published research, extensive relationships, sector knowledge and long short public equity experience utilized and leveraged by external clients (buy-side institutional investors, c-levels/corporates/boards and equity sponsors) and internal partners (sales and trading, investment banking, asset management and RILY consumer-centric business lines).Stock recommendations and idea generation. Made Buy/Neutral/Sell recommendations with price targets on stocks in consumer sector focusing on soft lines, big-box retail and digital commerce.Research and content creation. Researched and published initiation reports, proprietary thought pieces and preview/review/update notes on individual coverage stocks and industry sectors. Financial modeling and analysis. Built and maintained detailed, predictive financial models and other proprietary analysis on each company and sub-sectors under coverage.Buyside advisory. Advised and responded to requests and questions from institutional clients including long-only and long/short strategies. Sales and trading. Worked with sales force to service institutional clients.Investment banking. Served as foundational asset for investment banking activities in consumer sector.Relationship management. Leveraged extensive network of C-level, board level, public equity and private equity relationships to generate and augment opportunities across entire business platform.

Boston, Massachusetts, United States

Built and managed all aspects of a consumer focused long/short hedge fund business peaking in AUM at ~$200M.Portfolio and PNL management. Managed consumer focused concentrated long/short portfolio - 10 to 20 names per side, net exposure of 0% to 70%. Generated ~$100M of cumulative profits.Stock picking. Specialized in idiosyncratic, non-consensus stock ideas with 30+% upside over a 6-to-12-month time frame. Worked from universe of roughly 500 stocks in sectors such as brands, restaurants, hardlines, soft lines, specialty retail, fitness and beauty, sporting goods and transportation.Analytical team and process. Built and managed an analytical team of 2 to 4. Developed and drove a standardized analytical and idea generation process focused on data/analytics, human intelligence and field work/travel. Relationship management and networking. Established mutually beneficial relationships and networks with C-levels, private equity, sell-side analysts, institutional sales, private company mgt., IR professionals, credit providers and liquidators.Capital raising and LP relations. Raised ~$90M from over 100 LP’s. Communicated with LP’s on a monthly basis both individually and collectively. Published detailed monthly investor letter. Leveraged experience and domain expertise of LP base.Financial modelling. Built and maintained highly predictive, detailed IS/BS/CF models on over 200 companies. (Brands, distributors, retailers, restaurants, wholesalers, auto retail, fitness, furniture/bedding, trucking.)Key Accomplishments: Generated 214% net return to SP500’s 47% from 2007 to 2013. 75 instances of 20+% stock picks (80% longs/20% shorts). Down only 8.6% during cumulative negative SP500 months from 2007 to 2016.Select winning picks: Abercrombie, Cabela’s, CarMax, Children’s Place, Conn’s, Croc’s, Deckers, Dave and Busters, Everlast, Kohl’s, Lifetime Fitness, Penske Automotive, Red Robin, Select Comfort, Texas Roadhouse, Werner Trucking.

Boston, Massachusetts, United States

Managed an autonomous sleeve of long short equity capital focusing on the consumer sector ranging from $10 to $115M generating $58M in cumulative profits over 4 years.Acquired a 9.9% position in Decker's Outdoors (DECK), the maker of Ugg branded footwear becoming the largest single shareholder of DECK which appreciated multiple fold in value over the next two years.

Boston, Massachusetts, United States

Part of a small group of leaders who worked with the CEO/Founder of an early-stage company focusing on brand security, brand authentication and counterfeiting protection in both the physical and digital worlds.

Boston, Ma

Tasked with developing new business line for 100-year-old asset disposition and distressed situation investment firm.Business development. Lead the development of an asset recovery and liquidation business focusing on first generation eCommerce companies developed/funded in mid-to-lates 90’s.Digital commerce/omni channel retail. Developed an expertise in eCommerce businesses, how they function and their sources of value (customer lists, web traffic, customer behavior, software/databases, physical fulfillment assets).Asset liquidation and value recovery. Developed valuation frameworks and strategies to harvest value from eCommerce companies both at the component part (trademarks, URLs, customer lists, software/databases, PPE) and whole company level.Key Accomplishments: Developed virtual inventory liquidation prototype combining multiple e-tailer front-ends with common platform back-end. Worked with e-tailers such as eToys, Pets.com and Chipshot.com.Business effort was merged into a Gordon Brothers/AOL joint venture

Cambridge, Ma

MIT centric Angel Investing NetworkSourced and evaluated seed stage investmentsProposed seed stage investments to a network of approximately 30 angel investorsFormed and participated on due diligence teams amongst a sub-set of the angel investing networkAssisted portfolio companies in the areas of strategic planning, business development and fund raising

Boston, Ma

Mid-level team member of late-stage private equity firm managing over $800M, focusing on $10M to $50M minority growth, structured private equity transactions.Company and industry analysis. Provided the daily, “engine room” analysis of companies/potential investments and industries. Built detailed financial models for prospective and completed investments.Management team evaluation and relationship management. Worked with partners to evaluate C-levels of potential investments and develop mutually beneficial, productive relationships pre- and post- transaction.Transaction origination and structuring. Assisted in/lead elements of security structuring, accounting due diligence, legal documentation.Portfolio company monitoring. Monitored investments on monthly/quarterly basis. Worked with mgt. teams on financings, acquisitions and preparation of financial packages. Prepared firm partners for board meetings.Key Accomplishments: Completed transactions, follow-on acquisitions and financings in the following industries: Trade Shows and Expositions, Waste management, Fitness Centers, Outsourced Staffing, Health Care IT and Collections Management, Investment Management.Attended MIT's Sloan School of Management full-time while continuing to work at Triumph from September 1998 through January 2000.

Boston, Ma

Provided the analytical “engine-room” for three distinct functions (asset acquisitions and liquidations, asset appraisals, asset-based lending) for seven partners and principal level people.Quickly built and managed an analytical team primarily using the Northeastern University Internship Program.Played an integral role in acquiring assets and store closing rights via the section 363 sale and auction process in bankruptcy proceedings.Participated in liquidations, store closings and restructurings in the following consumer sectors: home improvement, mass and discount retail, department stores, specialty retail, catalog showrooms and consumer electronics.Prepared inventory appraisals on over one billion dollars in retail inventory for asset-based lenders such as GE Capital, Wells Fargo Leveraged Finance and Bank of America.

Stamford, Ct

Member of 2-to-5-person analytical teams that would travel to GE Capital CFG investments and potential investments conducting various analytical and auditing work over a 1-to-4-week periods.Prepared formalized and standardized written reports for and presented findings to senior managers of the risk, underwriting and new business functions.Advanced to become dedicated senior analyst in the Restructuring and Workout Group. Worked with Senior Management of GE, the CEO and CFO of a Sage-Dey, a failing retailer owned by GE, and the Gordon Brothers Group shepherding the company through the bankruptcy and restructuring process.Worked on GE Capital’s proposed buyout of Westinghouse Credit gaining exposure to the top levels of management of both GE Capital and GE Corporation.

Master Of Business Administration (Mba), Economics

B.S., Finance

Activities and Societies: Varsity Football