- Led private equity investments across companies in the services and technology sectors through sourcing, execution, value creation, and exit. Served as an active board member and advisor on several highly successful investments.
- Led the acquisition of a leading facilities services company, driving growth through technology enablement, business improvement, and add-on acquisitions, resulting in revenues and EBITDA doubling over a 5-year period and a highly successful exit.
- Backed a highly seasoned management team to create a new commercial real estate finance company, assisting with company formation, strategic growth and exit, and growing the market cap to $1.7 billion at the time of IPO.
- Helped execute an investment in a growing cable and broadband provider, managing all aspects of the investment from origination through the exit, nearly doubling EBITDA over five years and resulting in a highly successful exit.
- Participated in several investments in the data center/IT infrastructure space, helping acquire, grow, and exit the investments. Relevant businesses include a dedicated hosting provider, a cloud computing platform, and a co-location provider.
- Executed several other investments across the technology, telecommunications, and business services sectors, closely collaborating with founders and management teams to create enduring value.
- Led several internal firm development initiatives, including recruiting efforts for junior and mid-level professionals and the portfolio’s annual audited valuation process.
Focus areas: Entertainment & Leisure, Fintech, Pitch Decks, Data Centers, United States, Capital Raising, Due Diligence, Management Incentive Packages, Employee Stock Options, Financial Analysis, Financial Presentations, Precedent Transaction Analysis, Company Strategy, Transaction Comparables, Transaction Modeling, Transaction Structuring, Private Company Valuation, Comparable Company Analysis, Board Presentations, Industry Analysis, Revenue & Expense Projections, Three-statement Modeling, DCF Modeling, DCF Valuation, Operations, Business Strategy, Corporate Finance, Quantitative Analysis, Critical Thinking, Business Plan Consulting, Strategic Planning, Financial Modeling, M&A (Sell-side), M&A (Buy-side), Capital Markets, IT Services, Banking & Finance, IT Infrastructure, Telecommunications, Facilities Management, Software as a Service (SaaS), Insurance, Venture Capital, Mergers & Acquisitions (M&A), Financial Services, Technology, Acquisitions, Private Equity, Portfolio Management, Fundraising, Investments, Transportation & Shipping, Business Services, Valuation, Transportation & Logistics, Term Sheet Negotiations, Valuation Modeling, Healthcare Services, Leveraged Buyout (LBO), Debt Financing, Credit/Debt
Company and Industry Information on an Acquisition Target
Financial and Valuation Information on an Acquisition Target
DCF-based Valuation Model for Stock Option Grant
Detailed Financial Model
