Joe T. Dawson Email and Phone Number

Manage 10-person team across multiple offices in strategic implementation and execution of capital allocation decisions and private equity investments for the Office of the New York State Comptroller within the $37.0 billion private equity portfolio. Directly analyzed, selected, negotiated, and closed investments totaling over $9.0 billion that include leveraged buyout, venture capital, special situations, international partnerships, and co-investments. During tenure, contributed to the growth of the private equity asset class from $6.5 billion to $37.0 billion. Achieved performance targets in excess of internal and industry benchmarks. Earned promotion from Investment Officer to Senior Investment Officer in 2006; Deputy Director in 2019; Director in 2021.Counsel the Chief Investment Officer and the Comptroller of the State of New York on issues of investment selection and strategic direction through preparation of extensive written memoranda and oral presentations, analysis of industry and investment strategy, and coordination of the closing process with external advisors including negotiation of key terms within legal documents and partnership agreements. Achieved economic savings in excess of $40.0 million across various investment structures. Source, select, analyze, and monitor co-investment/direct private equity transaction opportunities. Invested over $100.0 million in buyout and add-on acquisition transactions across various industries including technology, consumer products, retail, and broadcasting & media sectors totaling aggregate transaction values in excess of $15.0 billion.Directly sourced, analyzed, negotiated, and closed on organization’s first secondary investment transaction totaling $40.0 million. Within three months, investment generated returns in excess of expectations. Directly sourced, evaluated, and negotiated a $25.0 million ownership stake in the management company of a multi-billion AUM private equity general partner.

Provided consultant services to Harvest Venture Partners, an Upper Manhattan-based start-up financial & business advisory services firm for early-stage entrepreneurial clients. Developed business plan, performed financial and industry analyses, and evaluated capital raising options for specialty retailer. Advised technology service provider on operational issues including evaluation of new service offerings, development of sales and marketing strategy, and assistance in human resource recruitment.

Produced business enterprise valuation analyses for transaction advisory purposes that included business combinations, corporate restructuring, corporate tax, and estate planning. Constructed financial models, evaluated and analyzed industry data, developed strategic analyses, performed comparable company, similar transaction, and discounted cash flow analyses, participated in and led client due diligence meetings and conversations with company management, managed staff, and prepared presentation documents. Covered retail, media and entertainment, health care, technology, manufacturing, and private equity clients. Assisted deal team on $300.0 million family dining acquisition transaction for strategic buyer client. Reviewed and evaluated potential acquisition candidates, performed comparable company and transaction analyses, conducted industry and company research. Composed confidential information memorandum and facilitated communication with prospective buyers on sell-side engagement of mid-market retail entity.

Performed various quantitative and qualitative analyses in structuring multi-billion dollar municipal bond offerings. Facilitated and maintained direct communication with clients during the pricing process. Worked directly with managing directors and senior vice presidents on the execution of transactions and presentations.