Michael Bise Email & Phone Number

Costa Mesa, Ca, Us

Tustin, California, Us

•Facilitated new private equity sponsor relationships, enhancing the firm's direct lending deal flow. Example GP relationships/active deals included the following groups: New Mountain Capital, AEA Investors, Paceline Equity, Liberty Bay Capital, CPC Management, Union Square Advisors, Lime Rock New Energy, Freeman Spogli, etc. • Sourced direct deals, conducted in-depth private credit analysis (including venture debt deals), and generated investor presentations to aid the firm’s syndication efforts.• Departed firm with $30 million in active deals and a $90 million pipeline. Average deal ticket size ~$5 million.

Tustin, California, Us

Liberty Commercial Finance was acquired by Owl Rock (Blue Owl portfolio company) and rebranded into Wingspire Equipment Finance

Costa Mesa, Ca, Us

VidPT (Vid = video + PT = physical therapy) https://vidpt.com• Conceptualized and designed a post-physical therapy app to empower patients• Transitioned to full-time commitment in 2020 after two unsuccessful development attempts• Rooted in personal experience of undergoing three reconstructive surgeries, tearing ACL at age twelve and acute back/neck injury.• Led transformation of concept to a functional, dual-sided minimum viable product (MVP+)• Spearheaded initial market research including survey design, customer interviews, and analysis• Grew customer base to 2,500+ via organic growth (Quora posts regarding common injuries and recommended rehab strategies) and Facebook and Google Ads. Got leads for less than $0.01 via videos I created for FB.• Crafted overarching product vision and comprehensive go-to-market strategy• Integral role in user testing and flow design throughout development process• Documented detailed technology stack encompassing front-end and back-end components• Engaged in The Founder's Institute until late October 2020, despite exiting due to COVID-19's impact on fundraising timeline• Managed company growth trajectory from basic survey to dual-sided, functional proof of concept (POC)• Elevated design beyond typical POC, with only essential refinements left post user testing• Fan of Ryan Levesque and his Ask Method. Used his methods to segment customers and add value to website users via customized routines using branching logic and conditional weighted scoring metrics.

San Francisco, Ca, Us

Callan's private equity practice provides pension funds with manager due diligence, customized searches, historical track record research, and tactical and strategic long-term plans. The primary goal was to help pension funds make well-informed private equity decisions. Thus, prudently growing and managing their private equity portfolio so that targeted returns are achieved. Engaged directly with pension plan CIOs and investment staff.• Led all aspects of the due diligence process, including sourcing deals, leading GP onsite visits, generating detailed investment memorandums and presenting deal findings to various internal committees and the client.•Invested $350+ million in capital to direct partnerships with commitments ranging from $15 - $50 million, predominantly with "blue-chip" private equity funds.•Allocated ~$1 billion in capital annually across gatekeepers (on behalf of pension plan clients) and led all aspects of the due diligence process (qualitative and quantitative analysis), plus assisted with portfolio design, structure, and targeted allocation weightings. Fund structures and strategies included: Fund-of-Funds, Fund-of-Ones, Separate Accounts, and Secondary and Co-Investment Funds•Performed portfolio overlap and concentration analysis that illustrated the benefits of manager diversification—prevented CIO from selling quality GP relationships. Conducted historical track record attribution analysis that determined key company value drivers and general partners’ actual operational capabilities.•Cross-Functional Projects: Led teams that gathered, manipulated, and refined large amounts of portfolio data. Presented distilled portfolio insights to Pension Fund’s CIO and investment staff.•Operations: Developed a new reporting template that has generated profits and added value to the client’s reporting packaged.•Industry Contribution: Panelist for Venture Capital Association on performance measurement and best industry practices.

San Francisco, Ca, Us

•Created timely investment measurement reports that tracked the performance, asset characteristics and performance attribution factors for numerous money managers across all investment asset classes. •Conducted a VAR analysis using daily attribution factors that enabled the CIO to better assess his potential dollar losses during very volatile market cycles.•Created customized performance presentations for a large institutional client (>$1 billion in assets) and worked directly with the pension fund’s CIO.•Developed materials and presented on key topics at training sessions and mentoring less tenured analysts.•Worked with custodian banks and money managers to fix reporting and performance measurement errors.

Carlsbad, Ca, Us

•Performed data and statistical analysis of various advertising and direct marketing campaigns that focused on expanding target markets and improving client retention rates.•Created a monthly dashboard report that provided senior management with KPIs (by center) across the various segments of the business, including finance, marketing, and operations.

Master Of Business Administration (M.B.A.), Emphasis In Finance And Marketing

B.A., Economics

Education record

Education record