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Andrew Adams

Andrew Adams

Chicago, IL, United States
Member since November 2, 2017
Andrew has executed M&A and capital raises for companies ranging from startups to Fortune 50. A Wharton MBA, Andrew has experience in investment banking (J.P. Morgan), consulting (Bain), and private equity (Lake Capital), where he has led teams through the full M&A process from valuation and due diligence to post-acquisition integration and value creation. Andrew freelances to help his clients maximize value.
Andrew is now available for hire
Career Highlights
Education
Case studies
Industry Expertise
  • Healthcare
Other Expertise
  • Debt Financing
  • Due Diligence
  • Financial Planning & Analysis (FP&A)
  • Growth Strategy
  • Leveraged Buyout Model
  • Mergers & Acquisitions (M&A)
  • Private Equity
Employment
  • Founder and CEO
    2017 - PRESENT
    Innisfree Growth Partners, LLC
    • Started a consulting and investing firm to assist companies with operational improvement and growth initiatives.
    • Evaluated the acquisition of a company that performs repair work for commercial kitchen equipment in 16 states. Conducted all diligence, secured financing, negotiated with the seller, and built partnerships with existing management team; walked away from the deal late in the process after discovering a significant billing issue with the company’s largest customer.
    • Developed the strategy for a commercial kitchen equipment repair business to improve its service levels and reduce costs by streamlining inventory purchasing, optimizing dispatching and routing, defining clear key performance indicators (KPIs) for technicians, and providing incentive plans aligned to KPIs.
    • Developed the strategy and investor materials for an inaugural $50 million private equity fund that will leverage the founders' deep experience in technology transformations to create value for investors throughout the investment lifecycle.
    Focus areas: Due Dilligence, Equity Raises, Market Research, Market Opportunity Analysis, Pricing, Operational Finance, Debt Raises
  • Case Team Leader
    2015 - 2017
    Bain & Company
    • Managed teams of two-to-four consultants on project-based client engagements.
    • Performed due diligence of private equity platform acquisition in the quick service restaurant industry. Evaluated company’s competitive positioning with different customer segments and franchisees, and determined that investment thesis was supported.
    • Conducted due diligence of a private equity platform acquisition candidate in the dental industry; determined growth forecasts were not achievable due to low industry growth rates, market saturation, and lack of differentiation.
    • Assisted a client in the spin-off of a $6 billion revenue biopharmaceutical business from a global healthcare company. Established new systems and designed the organization to allow the two companies to operate separately.
    • Developed a new strategy for a leading private equity firm ahead of the firm raising its fourth fund. The strategy capitalized on the fund's cultural strength and deep expertise in four industry verticals.
    • Led the integration of part of the procurement groups of two merging fertilizer manufacturing companies. Created an integration roadmap and identified procurement cost synergies.
    • Evaluated core business and adjacency opportunities to develop the growth strategy for a $1 billion revenue industrials client.
    • Redesigned the operating model for a high-growth pharmaceutical company. Defined the organizational structure, accountabilities, and decision-making processes to support the company’s growth strategy.
    • Worked with the CEO and senior management team of a leading insurance provider to position the company successfully in negotiating a contract extension with its top customer.
    Focus areas: Mergers & Acquisitions (M&A), Due Dilligence, Financial Planning & Analysis (FP&A), Finance Strategy, Market Opportunity Analysis, Investment Thesis, Market Research
  • Consultant
    2012 - 2014
    Wharton Healthcare Management Program
    • Developed a commercialization plan and valuation for a startup developing a product for the treatment of severe low bloods sugar for patients with diabetes. Evaluated market size and drivers using primary and secondary research, developed a go-to-market strategy, created a valuation model for different scenarios.
    • Developed a business plan for an app to help lower out-of-pocket costs for prescription drugs by allowing patients to assess prescription costs while in their physician's office and choose the lowest cost prescription that met their needs.
    Focus areas: Health Care, Business Plan Development, Startup Funding, Market Research, Pricing Strategy
  • Private Equity Senior Associate
    2009 - 2012
    Lake Capital
    • Completed all due diligence, legal documentation, and financing for the acquisition of WBB, a government contracting firm. Led a syndicate of lenders through successful acquisition financing, negotiating term sheets and credit agreement.
    • Developed the investment thesis, determined valuation, and completed due diligence for the platform acquisition of ORC International, a global market research company. Following the acquisition, led the refinancing of ORC, negotiating term sheets with potential lenders and successfully raising debt financing.
    • Wrote analyses to determine management deal bonuses and incentive equity consideration and evaluated returns to Lake Capital in different transaction scenarios during the divestiture of the IT Solutions and Commercial Sales divisions of NetStar-1, a federal government contractor.
    • Created a detailed budget and projection model with the CFO to determine earnout thresholds for the sale of NAL Worldwide, a leading third-party logistics provider. The company achieved the projections, resulting in maximum earnout payments.
    • Developed industry investment theses and led the firm's deal sourcing in healthcare services. Identified and executed diligence on several platform candidates.
    • Worked closely with the management teams of five portfolio companies on growth and operational improvement initiatives, annual budgeting, and financing initiatives. Portfolio companies were in healthcare services, government contracting, marketing services, and technology, and ranged in size from under $5M to $150M of revenue.
    • Selected as the sole associate to lead the firm’s fundraising activities. Developed a private placement memorandum, prepared a data room, coordinated with the legal team to ensure SEC compliance, and communicated with investors on diligence requests.
    • Co-led Lake Capital's associate recruiting and training program.
    • Developed financial model and investor materials for a Series B round for an online standardized test preparation business.
    Focus areas: Investment Thesis, Mergers & Acquisitions (M&A), Due Dilligence, Debt Raises, Valuation, Valuation Modeling, Leveraged Buyout Model, Debtor & Creditor Management, Capital Raising
  • Investment Banking Analyst
    2007 - 2009
    J.P. Morgan
    • Advised the Ford Motor Company on its $1.8 billion sale of Volvo Car Corporation to Zhejiang Geely. Coordinated the teams in Dearborn, Sweden, London, and Chicago to develop marketing materials and facilitate diligence process. Developed detailed operating and valuation models to evaluate competing bids and determine debt capacity.
    • Performed a comprehensive valuation analysis—utilizing leveraged buyout, discounted cash flow, comparable company, precedent transaction and sum-of-parts methodologies for companies in the automotive, paper, packaging, and building products industries.
    • Prepared various client presentations on strategic alternatives, including acquisitions, public and private market financing alternatives, leveraged buyouts, and initial public offerings.
    Focus areas: Mergers & Acquisitions (M&A), Equity Financing, Debt Raises, Debt Restructuring, Valuation, Valuation Multiples, Valuation Modeling, Valuation Analysis
Education
  • Master of Business Administration (MBA) degree in Health Care Management
    2012 - 2014
    University of Pennsylvania - Philadelphia, PA, USA
  • Bachelor's degree in Finance
    2003 - 2007
    University of Michigan - Ann Arbor, MI, USA
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