Partner, Private Equity Services
CurrentPartner in RubinBrown's Private Equity Services practice based in Denver, CO, specializing in middle-market M&A services including: • leading buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors• overseeing approach of client, RubinBrown's engagement teams and third party diligence providers throughout the transaction process to provide real time feedback and guidance to client• analyzing target company data to identify historical and projected financial and operating trends, quality of earnings & working capital considerations and potential liabilities & risks which impact valuation and negotiations with the target company• discussing and providing guidance to client on key issues such as normalized earnings, valuation model input assumptions and achievability of management’s budget• developing & executing engagement management plans including detailed budgeting, planning and billing• fostering an environment in which people are comfortable and recognized for asking questions, seeking clarity, offering insights, sharing knowledge, learning lessons and suggesting new ideas while articulating how team members contribute to the overall success of the engagement and holding people accountable for their assigned responsibilities