Mike Maroney Email & Phone Number

Cleveland, Oh, Us

Boston, Ma, Us

Primarily focused on middle market sell-side M&A across business / tech services, industrials, healthcare, and consumer sectors• $70 Million Sale of Enthusiast Bicycle Accessories Manufacturer• $30 Million Sale of Consulting and Business Advisory Firm• $40 Million Divestiture of Inertial Sensor Calibrator from $70 Billion Corporate Parent• $50 Million Credit Facility for Alternative Finance Company• $15 Million Sale of Material Handling Equipment Manufacturer• Drafted marketing materials including one-page teaser, confidential information memorandum (CIM), and management presentation (MP)• Contacted and maintained communications with prospective buyers; Provided marketing materials and diligence items via email or virtual data room (VDR) access• Prepared valuation using precedent transactions, comparable public companies, DCF, and LBO models; • Created DCF / LBO and Projection models using historical financial statements, quality of earnings report, and client assumptions of future growth• Conducted Price-Volume-Mix analysis with internal sales data• Usng Capital IQ, screened and built buyers lists based on qualitative fit, financial health, and investment criteria• Conducted Industry research for internal purposes, client valuation, and buyer requests

Beachwood, Ohio, Us

• Reviewed datasets for B2B private equity portfolio clients using Power BI, Power Pivot, Power Query, and Excel• Analyzed 12 months of contract data for a $1.7-billion-revenue client; Discovered an opportunity for increasing recurring EBITDA by $39 million based on pricing inadequacies• Engaged in steering committees with clients and PE leadership twice per week to discuss project milestones and timelines

Columbus, Ohio, Us

1 of 12 students invited to Ohio Innovation Fund's Venture Capital Bootcamp - a program designed to teach and develop crucial VC skills for analytical and design thinking students.Program Details:• Strategic Diligence for 3 Series A companies, 1 being an OIF Portfolio and 2 active possible investments in Fintech and Medtech• Attended meetings with startup founders and entrepreneurs for diligence• Understand how to analyze and evaluate Cap Tables and Term Sheets• Learn the intricacies of investing in Startups and building a strong, balanced portfolio• Presented two startup investment recommendations and research findings for VC Investment Team

Akron, Ohio, Us

• Completed 35 projects with various departments of the firm • Monitored account statuses for account maintenance and new business accounts • Coordinated 3-day Member-Staff Summit meeting with $25,000 budget• Facilitated the closing of 350 low balance advisory accounts, saving $7000• Tracked and transferred over 1000 pieces of missing account information from multiple databases• Researched the status of REITS to determine if still active investment opportunities• Assisted with reassigning rep codes to completely reformed database• Aided with member office transition to Valmark• Ensured company agreements were on file, in the proper location, and updated• Researched monetary value of deceased client’s CUSIPs• Documented the advantages of different custodians for member offices• Generated manuals and guidelines for understanding FINRA Fund Analyzer, Health Savings Accounts as Investments, Options for Retirement Plans when Switching Jobs• Made Outlook shortcut to quickly and easily send operations request tickets• Tracked and recorded number of NIGO cases on a quarterly basis

Akron, Oh, Us

Bachelor Of Science In Business Administration (Bsba), Finance

High School Diploma