Michael Bertogli Email & Phone Number

Evanston, IL, US

• Lead underwriting processes for acquisitions by assessing financial, operational and market performance to determine value and realistic projections/budgets.
• Provide executive team and lenders with information for financing acquisitions.
• Assist Cascade's Asset Managers in assessing financial performance and overall health of Cascade's assets.
• Creation and project management of value-add, data driven projects.

Skokie, IL

• Underwriting
• Review financials of healthcare operations to identify if there is additional value given acquisition price. Create projections and budgets for management to prove or disprove value.
• Use of DCF models, trading comps and recent acquisition comps to determine intrinsic value of healthcare properties.
• Create financial models for the detailed cost and revenue drivers of healthcare operations.Financial Analysis
• Consolidate and analyze financial data (budgets, income statement forecasts etc.) taking into account company’s goals and financial standing of Cascade’s investment portfolio. Assemble and summarize data to structure.

Evanston, IL

• Analysis of investment opportunities including financial modeling, valuation and return analysis. Due diligence on companies, management, customers, competitors and industries.
• In-depth market and industry research.
• Preparation of term sheets and letters of intent and review of transaction documentation.
• Monitoring of select portfolio companies and quarterly portfolio valuation analysis.

Evanston, IL

• Examined and assessed economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies.
• Created Equity Asset Group's website.
• Monitored closely financial press and keep a track of market trends, opportunities, risks and new investment products. Developed complex financial models and analyzed legal documents.
• Compiled advisory reports and made informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios.
• Ensured that all investment products are manufactured in a correct, cost effective and timely manner in alignment with specifications and quality requirements.
• Contributed towards the achievement of company’s strategic and operational objectives.

Mount Prospect

• Utilized knowledge of forecasting and planning systems, performed analysis of inventory data, and provided assessments, ideas for improvement and root cause analysis.

Greater Philadelphia Area

• Conducted market analysis to investigate ocean renewable energy market potential. The market analysis profiled current and proposed technologies being developed for Tidal, Wave and Ocean Thermal Energy Conversion.

Bachelors, Economics, History

Activities and Societies: Phi Kappa Psi, Evanston Theatre

Education record