Wayne Bush Email & Phone Number

Beverly Hills, Ca, Us

As Principal at Platinum Equity, I lead the finance and operations function by liaising and overseeing internal stakeholders, e.g. Accounting, Deal Teams, Legal, M&A Operations, Tax, etc. ensuring alignment across the Platinum portfolio. Additionally, I develop and maintain relationships across Big Four and other professional services firms engaged by Platinum Equity and its portfolio companies.• Coordinate with Deal, M&A Operations teams, and portfolio companies to scope, run, and negotiate competitive audit, tax, consulting, and valuation proposal processes with various professional services providers, including all Big Four firms• Serve as director of various entities across the portfolio• Serve as Chairperson or Co-Chairperson on the Audit Committee of 50+ portfolio companies• Manage quarterly and year-end Audit Committee meetings across the portfolio to meet filing deadlines and to standardize presentations and agendas• Assist portfolio companies preparing for new accounting standards and IPO readiness• Lead annual insurance policy renewals working closely with executive leadership to manage insurance partnerships, insurance budgets & expense forecasts; conduct financial analysis and benchmarking to effectively convey Platinum’s position in the insurance market; and work closely with insurance partnerships to review and advise on insurance provisions in contracts• Risk advocate for Executive Leadership, Legal, Real Estate, HR, Tax & Operations Teams• Interview and assess portfolio company CFOs at time of investment and on an ongoing basis• Engage with Legal and Tax teams across complex legal entity structure to ensure compliance with regulatory requirements, including the coordination of statutory audits and other unique global reporting requirements• Supervise internal control and cyber risk assessment process across the portfolio• Member of Valuation, IT Steering, and ESG Committees• Member of Data Risk and Information Security Team

Beverly Hills, Ca, Us

As Principal at Compass Danbe Real Estate Partners, I worked directly with the founding partners to drive the long-term financial strength and growth of the company. Effectively sourced, negotiated, and closed acquisition opportunities, and built processes that scale to accommodate growth with an emphasis on finance, operations, and fundraising/investor relations.Led the finance and operations function by cultivating and building relationships with corporate banking partners and potential LPs for future fund launches, managed capital calls and distributions, and built/analyzed asset reports focused on real estate portfolios. • Determined business strategies based on analysis of market conditions, financials, summary of risks, and material changes in investments and expense valuations• Planned non-deal and fundraising roadshows, built investor decks, assisted in drafting fund formation documents for future funds, participated in investor meetings, processed investor inquiries, and delivered quarterly/annual investor reports• Performed treasury activities related to cash flows/capital management, debt, maintaining investment records, and preparation of expense and earnings forecasts

London, Gb

Financial Services OfficeTax Technology and TransformationAs a Senior Manager in the Tax, Technology, and Transformation practice at EY, I led the Global Tax Reporting Service on the West Coast and was a national champion for the Tax Finance Operate practice. I led and managed service delivery teams across the US, focused primarily on Private Equity, Venture Capital, Real Estate, and Hedge Fund clients on the West Coast and the NYC metro area. I coordinated US and non-US resources for global internal and external projects and assist with campus and experienced-hire recruiting efforts.• Built and managed client relationships at the C-Suite level – steadily growing annuity and non-recurring revenue year after year• Drove the development of technology tools for enhanced investor onboarding, legal entity management, and internal/external reporting efficiencies• Provided tax technical advice regarding Chapter 3, Chapter 4 (FATCA), and the Common Reporting Standard (CRS); and advice regarding overall tax operations efficiency and design • Led internal Quality Risk Management initiatives for the Tax, Technology, and Transformation practice

London, Gb

Financial Services OfficePerformance Improvement - Tax Reporting and Operations • Managed the day to day delivery of Foreign Account Tax Compliance Act, CDOT, and CRS implementation planning for financial services institutions, focusing on asset management clients.• Oversaw projects with FATCA-related operational, tax, and customer reporting issues including impact assessment, development of program support materials, drafting policies & procedures, requirements design, technology solution selection, budgets, and implementation.• Provided specialized subject matter advice on the FATCA regulations as they affect foreign and domestic operations, particularly within the asset management industry.• Motivated client engagement teams providing advisory services for compliance with FATCA, CDOT, and CRS.• Assessed and redesigned business, risk, and control processes and provides advice regarding refinement of Tax Operations. • Analyzed specific business requirements for alignment with technology architecture, technology infrastructure design, and vendor selection decisions.• Created and presented proposals to clients regarding FATCA related projects.

Worldwide, Oo

Global Information Reporting Group• Specialized in providing advisory services for compliance with FATCA, Nonresident Alien and Foreign Corporation Tax Withholding, and Chapter 61 Information and Returns.• Participated and assisted in managing multiple projects assessing impact to clients’ business and operations and advises on implementation requirements to comply with FATCA, AML/KYC, and other regulatory schemes.• Focuses on Asset Management, Hedge Fund, and Private Equity clients; significant prior experience with large foreign and domestic banking institutions.• Analyzed clients' current Anti-Money Laundering (AML) and Know Your Customer (KYC) programs for FATCA integration.• Reviewed ISDA, third party service provider, and shareholder agreements for compliance with IRC Chapters 3, 4, and 61.• Developed Business Requirement Documents for required system changes and updates under the regulations.

Worldwide, Oo

Global Information Reporting Group & Banking Group• Provided tax information reporting and withholding services to financial services clients.• Responsibilities primarily within the financial services industry: reviewed and prepared financial and tax information for foreign and domestic banking corporations.• Drafted and prepared memos and documents relating to obtaining § 9100 relief for elections to extend carryback periods associated with consolidated net operating losses.• Prepared documents and forms in compliance with SEC reporting requirements, specifically aided in the preparation of the tax footnote for clients’ 10-K filing.• Drafted memoranda and spreadsheets for clients providing analysis of complex tax and accounting issues.• Researched and formulated responses to IRS audits and Information Document Requests.

Jacksonville, Fl, Us

Worked as a Team Lead conducting quality control of colleagues’ work, and also performed document review with a focus on responsiveness and privilege using various software platforms. When complex, multi-issue screening required, provided attorney notes explaining the relevance and/or importance of specific documents as well as assisted in creation of privilege logs. Drafted memoranda to the client that provided detailed analysis of custodians and other aspects of the review. Worked primarily on cases involving Anti-Trust, Ant-Kickback, Bankruptcy, Energy, Medical Device, and Regulatory matters.

Menlo Park, Ca, Us

Audit default loan portfolios from various financial institutions and prepare performing and non-performing commercial and residential loans for online marketplace. Coordinate and organize legal documents for multi-million dollar loan sales and conduct compliance and due diligence review for the underwriting division of a global loan sale advisory company.

Assisted managing partner with drafting various pleadings, including complaints, answers, motions, and oppositions, obtaining process of service, filing various court documents, and researches an array of civil litigation issues in a multi-jurisdictional atmosphere. Also communicated with clients, co-counsel, and opposing counsel on multinational deals.

Stockholm, Se

Assisted executive partner of the law firm on many different civil litigation issues, researching and writing legal memoranda, researching various comparative law issues regarding US, UK, EU, and Swedish Law. Worked primarily in the Mergers & Acquisitions and Maritime Law practice areas.

Masters In Taxation, Tax

J.D., Law, International Law

International Law

B.S., Advertising, Journalism, English