Patrick Mcgarvey Email and Phone Number

Private Equity Owned Healthcare Services Company• Established monthly financial and operating update cadence and implemented new reporting formats standardizing reporting and increasing transparency into business• Developed annual budget with unit forecast and corresponding staffing mix and headcount budgets • Identified EBITDA-improvement initiatives and established tracking and reporting infrastructurePrivate Equity Owned Life Science Portfolio Company• Worked closely with company management and PE Field Operations team to develop transition and implementation plans, identify operational risks, and manage carve-out from major Generic Pharmaceutical parent company• Coordinated with site management and finance teams to develop operating financial model for manufacturing business and developed valuation for existing business lines based on new model• Identified, defined, and developed detailed valuation models to assess growth opportunities for several pharma manufacturing technologies, generic and branded pharmaceutical product portfolios, and manufacturing facilities and coordinated with PE firm investment teams on valuations, value-addition activities, and bidding strategiesPrivate Equity Owned Upstream Oil & Gas Portfolio Company• Created financial and operational tracking tools to monitor and report on major hiring, operations, and finance initiatives while identifying several multi-million dollar savings opportunities• Drove annual planning process resulting in cash-flow positive operating plan in the face of 30-50% commodity price declines initiating several company-wide cost-reduction initiatives• Developed financial hedging and physical sales strategies and managed monthly marketing review meetings

• Developed detailed operational and financial expansion plans by performing customer segmentation and opportunity-sizing to create budget and forecast the expected financial impact of the planned expansion• Along with finance team, created business and financial case for business unit review process resulting in doubling of division’s annual budget to expand salesforce and capitalize on emerging opportunities• Worked with senior leadership to develop plan to expand field salesforce leveraging salesforce modeling to create detailed implementation plans for new salesforce and new salesforce model

For a global generics manufacturer, • Managed team of five consultants to develop global manufacturing strategy for complete portfolio of products• Identified novel methodology for identifying products to manufacture in low-cost locations and provided recommendation on ideal "end-state" for most efficient portfolio of products for each manufacturing locationFor a major pharmaceutical company• Developed and coordinated global end-of-product life ("Loss of Exclusivity / LOE") strategic plans for five oncology products representing over several billion USD in annual revenue• Coordinated across global organization and functional and line leadership to establish country and functional product strategiesOther :• Executed internal cost X-Ray for global information and data brokerage identifying $50M+ in annual cost savings with operational headcount rationalizations using Spans & Layers analysis to establish internal operational benchmarks• Performed Market research and financial projections for small, high-technology private placement opportunities• Provided strategic recommendations on product features and value-proposition, strategic considerations, and business development priorities for small health-technology startup• Developed strategic marketing plan for provider of B2B, SaaS service to assist in software vendor identification and selection

Engaged with Fortune 500 companies to address their most pressing strategic issues and performed due diligence on investment opportunities for Private Equity clients.Client work included:• Program Management Office (PMO) for operational efficiency program roll-out. Tracked financial and timeline progress of operational transformation initiative. Worked with local plant managers to improve efficiency, increase throughput, and implement programs• Salesforce optimization strategy: Worked with medical device manufacturer to define new sales strategy and compensation programs, identify best practices, and create new salesforce roles to generate profitable growth opportunities• Growth strategy: Worked with major OTC drug group to identify high-growth opportunities and made recommendations on high-priority growth opportunitiesPrivate Equity• Performed due diligence on target companies in the media, software, and fast-moving consumer goods spaces to determine competitive positioning, financial performance, and market growth dynamics• Surveyed target company consumers, customers, competitors, and industry experts to ascertain company performance and market positioning• Developed detailed financial models of company and market performance and projections based on management predictions and market research• Delivered high-impact presentation deliverables to Private Equity clients and participated on client update presentations