Tru Capital Investments specializes in buyouts of private companies in the U.S and India. We make strategic control investments in lower-middle market businesses that exhibit transformational upside. Tru Capital looks for exceptional companies with strong management teams. We believe in partnering with the management teams of our operating companies to achieve growth. We target companies with a leading position in a niche market that have between $1-$10 million in EBITDA and revenues generally between $10 million and $100 million. Sectors:Auto AftermarketNiche manufacturingSenior livingHealth care services / health and wellnessDistributionMRO (maintenance, repair and operations)Education and trainingFood service equipmentBusiness processing / outsourcingInformation servicesProcess and measurement controlsEnvironmental and waste services

Long View Equity is an alternative investment management company, managing active funds in real estate, technology, and social impactFund I:Formed: 2010Strategy: Opportunistic / value-addAUM (peak) : $13 MIRR (net): 21.5% (fully realized)Fund IIFormed: 2011Strategy: Core plus / value-addAUM (peak) : $76 MIRR (net): 15.0% (75% realized)Fund IIIFormed: 2014Strategy: Core plus / value-addAUM (peak) : $123 MIRR (net): 15.4% (10% realized)

A New Delhi-based startup, which ships boxes of meals to households and corporates in New Delhi and Gurgaon. Operating at a run rate of 1 million meals served annually.

CARDONE Industries is a leading global automotive parts provider with 6,000 employees and $1.3 billion in gross sales in the US, Canada and Mexico. Advisor to Chairman. Direct report to the Chairman and CEO.Global strategy efforts and planning process to develop long-term/short-term strategic initiatives.Selected by the CEO to work on a new group focused on growth, including evaluating product line extensions, adjacent markets and new ventures. Worked cross-functionally with product management, procurement, engineering and production for profitable release of product pipeline.Collaborated with business unit heads on the development of a value creation strategyWorked on the development of a global restructuring strategy and implementation plan along with the executive team and a top tier strategy firmWorked alongside CFO and finance group to lean-out capital base and focus on working capital efficiencies to yield an estimated 10% reduction in working capitalEvaluated in-market penetration opportunities and identified new end/adjacent markets to add to revenue base, including building a go-to-market strategy and negotiating framework for Tier 1 suppliers making in-roads into the aftermarket; analyzed cost-to-serve, margin potential and ability to grow scale in new channels and geographies. Developed pricing models to evaluate customer profitability and manage to a hurdle rate.Sourced deals and developed investment committee material for acquisitions and divestitures. Responsible for sourcing efforts, investment analysis, investment thesis development, diligence, negotiation, closing.Provided ongoing financial models projecting operating performance, capital structure, working capital and free cash flow for management for the bank syndicate.

Director at Change Capital, responsible for transactional and operational analysis including driving ongoing operational efficiencies across domestic and international investments; assisting portfolio companies and strategic affiliates in defining long-term strategic plans; and managing the acquisition process for potential investments, including valuation, investment thesis, and diligence.Manage and monitor portfolio of direct investments, structured transactions, and other investment opportunities for public global consumer finance company and retail business with $1.1 billion in revenue, 1,400 store fronts and 13 portfolio companies.

Authored process materials, including valuation overview and marketing strategies, management presentations and offer letters.Identified and contacted prospective strategic and financial purchasers; guided management through the diligence process, coordinated and supervised multi-party diligence activities, prepared follow-up materials and responded to buyer inquiries.Developed financial models to determine company valuation, assessed proposed transactions, analyzed equity investor returns and developed pro forma financial statements for sale presentations.