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William Plumer, Finance Expert in Atlanta, GA, United States
William Plumer

Finance Expert in Atlanta, GA, United States

Member since October 3, 2017
William has launched, sold, acquired, advised, restructured, and invested in 40+ businesses, representing over $1 billion in value. He has worked with startups, Fortune 500 companies, and leading private equity and advisory firms, including Blackstone, McKinsey & Company, Ernst & Young, and Morgan Keegan. As a freelancer, he enjoys helping a broader mix of clients execute their financial, strategic, and operational goals.
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Career Highlights

Education

Case studies

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Industry Expertise

  • Venture Capital & Private Equity
  • Healthcare Services
  • Insurance
  • Manufacturing
  • Pharmaceuticals
  • Financial Modeling
  • Startups
  • Software as a Service (SaaS)

Other Expertise

Employment

  • Founder | Managing Partner

    2017 - PRESENT
    Bullet Partners, LLC
    • Founded Bullet Partners, LLC, a healthcare-focused advisory and investment firm. Responsible for all investment ($1-5 million EBITDA) and advisory-related activities.
    • Helped management teams and board of directors execute high-priority initiatives, including growth strategy (organic and acquisitive), market and competitor assessments, and select acquisition-related diligence assignments.
    • Conducted an independent valuation and subsequent report for a shareholder of a private, closely-held healthcare business. Analyses included both income (DCF) and market-based (public comps and precedent transactions) approaches to support the overall valuation.
    • Provided strategic advisory services for technology business seeking growth capital. Worked with the founder to refine the business model, pricing strategy, customer acquisition strategy, pipeline development methodology, targeted investor list, and investor presentation.
    • Maintained active relationships with the lower middle market healthcare deal community.
    Focus areas: Due Diligence, Private Company Valuation, Healthcare, Private Equity, Financial Advisory, Mergers & Acquisitions (M&A)

  • SVP — Strategy & Corporate Development

    2018 - 2020
    Experian Health
    • Served as the leadership team executive and was responsible for organic and inorganic growth initiatives for Experian’s ~$450 million US health business including business strategy and positioning (“RCM 2.0”) as well as transaction execution.
    • Closed acquisition of MyHealthDirect, a digital care coordination and scheduling platform for providers and payers.
    • Closed venture investments in Madaket Health and AxiaMed (as a board observer in both investments).
    • Built and grew strategic partnership function with representative deals across identity management and care coordination.
    • Served as the health lead for Experian’s global expansion engagement covering 16 initial countries and six for "deep dives."
    • Managed cross-functional initiatives across product, sales, marketing, and finance organizations (e.g., product portfolio positioning, pricing models, market landscape assessments, competitor analysis).
    • Maintained deep relationships with deal community and fellow industry leaders.
    Focus areas: Strategic Partnerships, Strategic Planning & Execution, Due Diligence, Deal Execution, Deal Sourcing, Board of Directors, Venture Funding, Corporate Development, Acquisitions, Business Strategy

  • Co-Founder | CFO

    2014 - 2017
    Narus Health, Inc.
    • Co-founded Narus Health, Inc., a healthcare startup focused on technology-enabled care management. Created the initial business plan, go-to-market strategy, operating models, and core infrastructure/systems across finance/accounting, IT, and operations.
    • Closed $8.1 million in seed and Series A rounds to support product development and expansion. Developed a bottoms-up, 36-month forecast with multiple sensitivities to accurately track cash burn and break-even analysis.
    • Led the negotiations, structuring (valuation and terms), and collateral development for capital raises.
    • Managed the monthly-closing of financials and quarterly financial package for investors.
    • Supported sales and IT senior leadership with financial-driven initiatives, including pipeline tracking and evaluation, buy vs. build analysis, customer contracting and pricing, and SaaS-based operating models.
    • Established a target list for potential add-on acquisitions; conducted diligence and preliminary valuation analysis on three opportunities, including one LOI; maintained active correspondence with the sell-side deal community.
    Focus areas: Investment Memoranda, Financial Planning & Analysis (FP&A), Transaction Structuring, Capital Structure Analysis, Venture Funding, Business Planning, Capital Raising, Cash Flow Modeling, Startup Funding

  • Director, Corporate Development (M&A)

    2013 - 2014
    Change Healthcare (a Blackstone-backed HCIT business)
    • Led and executed strategic acquisitions representing $300 million in aggregate consideration.
    • Supported principal investors (Blackstone, Hellman & Friedman) and senior mgmt. internally across all phases of the transaction timeline: from sourcing, screening, valuation and structuring, to diligence, committee memoranda and integration planning.
    • Collaborated with senior leadership to identify revenue and cost synergies in order to evaluate the impact on pro-forma valuation and return models.
    • Created detailed investment memoranda covering financial, strategic, operational, funding, and legal considerations for each target acquisition.
    • Selected to participate with McKinsey & Company on a six-month engagement covering consumer engagement and population health initiatives.
    Focus areas: Due Diligence, Transaction Modeling, Transaction Structuring, Valuation Multiples, Valuation, Investment Memoranda, Market Research, Mergers & Acquisitions (M&A)

  • Vice President, LBO Fund

    2011 - 2013
    Gen Cap America, Inc.
    • Led the deal sourcing, evaluation, diligence, financing, and transaction execution across four markets (East and West Coast). Sourced and screened 600+ investment opportunities and corresponding IOI/LOI submissions.
    • Developed investment memoranda and supporting LBO analyses for healthcare manufacturer and niche electronics distributor acquisitions. Analyzed stated vs. adjusted EBITDA calculations, legacy customer bases, cross-selling trends, and price-volume erosion to support base case return expectations and overall deal structuring.
    • Managed quarterly reporting for twenty-two portfolio companies. Tracked year-to-date (YTD), year-over-year (YOY), and trailing twelve months (TTM) financial metrics for active investments. Derived implied valuations for active portfolio investments.
    • Maintained active relationships with bankers, intermediaries, brokers, and other deal professionals (legal, accounting, and financing sources).
    Focus areas: Transaction Advisory, Deal Sourcing, Leveraged Buyout (LBO), Transaction Structuring, Mergers & Acquisitions (M&A), Private Company Valuation

  • Associate, LBO Fund

    2008 - 2009
    Harbert Private Equity Funds
    • Executed an investment in leading residential treatment facility. Conducted comprehensive due diligence, built base case model, and wrote committee memorandum.
    • Supported senior management with strategic initiatives at two portfolio companies. Identified add-on acquisitions and built supporting pro-forma financial models with multiple pricing toggles.
    • Trained and assisted junior colleagues with internal LBO model and use case development.
    • Created marketing collateral, portfolio company tearsheets, and supported fund analyses for external fundraising efforts.
    • Managed internal fund model for performance tracking. Reviewed and reported gross and net IRR sensitivity analyses to fund leadership.
    Focus areas: Debt Financing, Capital Structuring, Distribution, Manufacturing, Consumer Lending, Investment Memoranda, Healthcare, Growth Equity, Private Company Valuation, Private Equity

  • Senior Analyst, Investment Banking

    2006 - 2008
    Morgan Keegan & Company, Inc.
    • Managed the sale processes (pitch-to-close), including the development of all marketing materials (CIMs) and supporting financial analyses, for three transactions. Performed unit-level analysis of 80+ convenience store chain acquired by Sun Capital Partners.
    • Co-led $103 million follow-on equity offering (NYSE: AAN). Developed valuation model and sales memorandum. Sole junior banker on deal team.
    • Supported retail and consumer senior bankers with pitch development, financial modeling/target company analyses, transaction execution, and industry research.
    • Completed Training the Street and Wall Street Prep training courses covering accounting and financial statement analysis, capital markets, corporate valuation, financial modeling, and transaction modeling.
    Focus areas: Unit-level Economics, Pro Forma Financial Statements, Financial Statements, Private Company Valuation, Information Memoranda, Pitch Decks, Pitch Books, Equity Offerings, Mergers & Acquisitions (M&A), Precedent Transaction Analysis, Comparable Company Analysis, Discounted Cash Flow (DCF), Valuation Modeling, Valuation

Education

  • Master of Business Administration (MBA) Degree in Healthcare and Finance & Strategy
    2009 - 2011
    Vanderbilt University - Nashville, TN, USA
  • Series 7 in General Securities License
    2006 - 2008
    Financial Industry Regulatory Authority (FINRA) - Atlanta, GA, USA
  • Bachelor of Business Administration Degree in Finance
    1999 - 2003
    University of Georgia - Athens, GA, USA

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