Vice President
Boston, Ma, Us
Vice President 2008 – 2010, Associate 2006 – 2007, Analyst 2004 – 2006Investment process• 13 platform investments, 4 add-on acquisitions, 4 realizations in various industries including industrials, electronics, media, entertainment, energy, healthcare, distribution and business services• Evaluated over 200 investment ideas, visited over 60 management teams and companies• Prove investment theses, analyze risks, present ideas to investment committeeIndustry and business diligence• Analyze market size, drivers of growth, competitive landscape, industry risks and dynamics• Interview management teams, customers, competitors and suppliersModels, valuation and financial analysis• Create 3-statement LBO models, sensitivity analyses, tax step-up, covenant forecasting• Analyze financial statements, quality of earnings, hidden assets and liabilitiesDeal execution• Negotiate purchase agreements and other legal documentation• Arrange financing, negotiate credit agreements and covenants• Conduct third party diligence including legal, accounting, tax, insurance, HR, IT, environmentalPortfolio responsibility• Board member for 6 portfolio companies• Work with management teams on restructuring, integrating acquisitions, pricing strategy, lean manufacturing, working capital efficiency, improving financial controls, organizational structureFirm building• Instituted portfolio performance monitoring system; created the firm’s LBO model templates, create analyst training program and materials, firmwide recruiting