Private Equity Associate
2019 - 2021
Arlington Capital Partners
- Executed two platform and four add-on business acquisitions in the healthcare and government service sectors with a combined value of over $1 billion. Built financial models and investment committee materials and led due diligence.
- Served as a board observer on the board of directors of four businesses—Radius Aerospace, Everest Clinical Research, Centauri, and Quantum Spatial. Assisted company leadership teams in preparing board materials and led board-level discussions.
- Executed the sale of two investments—Centauri and Quantum Spatial—for over $1 billion to large public acquirers. Modeled impact-of-term sheets on proceeds waterfalls, managed advisors, and executed payments distribution.
- Conducted complex financial analyses of leveraged buyouts, corporate carve-outs, initial public offering exits, and dividend recapitalizations.
- Managed the capitalization tables of portfolio companies and modeled the distribution of payments to shareholders.
- Led due diligence of investment targets through historical financial and operational data analysis. Spearheaded diligence sessions with management teams and utilized findings to create diligence-informed financial models.
Focus areas: Private Equity, Leveraged Buyout (LBO), Capitalization Tables, Debt Raises, Mergers & Acquisitions (M&A), M&A (Sell-side), Finance, Accounting, Investing, Growth Capital Raising, M&A Modeling, Investment Capital Raising, Fractional CFO, Interim CFO, Modeling Cases, Fundraising, Fundraising Strategy, Fundraising Consultant, Business Models, Pitch Preparation, Pitch Presentations, Startups, Medical Software, Financial Forecasting, Reporting, Healthcare IT, Initial Public Offerings, Medical Devices, CFO, Manufacturing, Investor Reporting, Cash Flow, Budgeting, Forecasting, Health & Wellness, Consumer Products, Valuation, Revenue & Expense Projections, Financial Planning & Analysis (FP&A), Biotechnology, eCommerce, Expert Witness, Search Fund, Search Fund Expert, Interviews, Customer Interviews, Interviewing, In-depth Interviews, Panels, Mentorship, Mentorship & Coaching, Team Mentoring, Resumes, Resume Screening, M&A Due Diligence (Financial), Due Diligence, Due Diligence Consultant, Investments, Investment Strategy, Cohort Analysis, Investor Relations, SME/SMB Financing, Small & Medium-sized Enterprises (SME), United States