• Oversee proprietary sourcing and fundamental research in transportation, automation, and food industries• Responsible for business diligence, and third-party diligence across all workstreams, as well as debt and equity document negotiations• Serve in lead or co-lead role in the creation of deal memos and operational best practices, including productivity, and sales growth• Actively engaged in driving operational improvement, strategic and organizational reviews and sourcing for add-on acquisition opportunities• Manage key strategic initiatives to support firm-wide developmentCLOSED TRANSACTIONS• B2B Industrial Packaging: $100M Industrial Packaging Distributor - Closed LBO transaction and two add-on acquisitions • CRS Temporary Housing: $160M Temporary Housing Supplier - Closed LBO transaction and one add-on acquisition - Successfully exited the investment • Tooling Tech Group: $200M Industrial Tooling Solutions Supplier - Developed the sourcing initiative that led to proprietary add-on acquisitions - Closed LBO transaction, six add-on acquisitions, and dividend recapitalizations • Salford Group: $160M Agricultural Equipment Manufacturer - Developed the sourcing initiative that led to this proprietary LBO opportunity - Closed LBO transaction, three add-on acquisitions, and dividend recapitalization• Precinmac Precision Machining: $140M Precision Metal Manufacturer - Closed LBO transaction and two add-on acquisitions - Successfully exited the investment

• Led due diligence efforts to allocate $500M+ of capital into existing and prospective fund managers• Developed a framework for the Emerging Managers Program focused on fundraising, strategies, and investor relations

• Directed proprietary sourcing via cold calling and attending conferences• Played a central role in business and third-party diligence; actively managed third-party diligence providers

• Designed software improvements which reduced testing, labor, and maintenance costs, saving $2M+