Trevor Perry Email & Phone Number

New York, Ny, Us

Evaluating variety of private equity and structured credit investment opportunities in the healthcare sector; providing investment recommendations based on quantitative and qualitative analyses, due diligence findings, and healthcare market research.Select transaction and portfolio experience:Unlock Health - a tech and services growth platform providing comprehensive marketing services to healthcare clientsComplete Health Partners - a risk-based, tech-enabled primary care platform with clinics across the SoutheastCareMax (Nasdaq: CMAX) - a multi-specialty value-based care platformLongevity Health Plans - an Institutional Special Needs Plan partnering with skilled nursing facilities to improve the health and quality of life of residents

St. Petersburg, Florida, Us

Full execution sell-side M&A and capital raising advisory within healthcare services. Prepared valuation analyses, developed client presentations, executed due diligence responsibilities, and performed extensive healthcare market research.Select transaction experience:Sale of Veterans Evaluation Services to Maximus, Inc. (NYSE: MMS) for $1.4 billion - closed Q2 2021Sale of Peak View Behavioral Health, an inpatient psychiatric hospital, to Summit BHC - closed Q1 2020Recapitalization of Nystrom & Associates, an outpatient behavioral health platform, by Nautic Partners - closed Q2 2019

St. Petersburg, Florida, Us

Healthcare services coverage

-Prepared quarter-end compliance reporting packages detailing the financial positions of current investments-Forecasted future revenues and expenses for current investments to determine debt service coverage ratio, loan-to-value ratio, and debt yield for $10M+ loans (dependent on covenants for loan compliance)-Gathered due diligence documents detailing current status of existing and future investments

Quincy, Illinois, Us

-Determined key buying criteria for various classes of industrial air compressors-Calculated differences in energy efficiency and annual operating costs for Gardner Denver and competitive products-Determined price-value relationship for Gardner Denver compressors in European markets and identified models with pricing opportunity based on product attributes and profit margin-Used SAP to create pricing waterfalls to identify areas of margin leakage-Analyzed product line profitability and calculate expected and required volume changes based on changes in price

Bachelor’S Degree, Finance (Statistics Minor)

High School