Led research efforts for Bow River. Performed investment research, due diligence, evaluating macroeconomic/industry trends and related impacts on current and prospective portfolio companies. Identified/assessed new investment themes relevant to the portfolio. Completed market research studies for two completed deals in first six months in role. Presented company-wide weekly market update. Participated in company’s recent $250MM buyout fundraise.

Provide assistance to various companies in consulting capacity in private equity investing, strategic financial planning, mergers and acquisitions, budgeting and restructuring.

Lead finance diligence team in all aspects related to evaluating private equity investments. Analyzed, negotiated, valued, and secured financing and completed private equity investments and buyouts. Size of transactions ranged from $100MM to $10B. Performed due diligence (primarily financial due diligence) including the completion of detailed “bottom-up” operational models, detailed “carve-out” models, and financial/leveraged buyout models. Held lead financial modeling role.

Completed financial and operational due diligence utilizing “swat-team” approach. Completed complex cash flow modeling incorporating the input of 10 to 15 diligence team members. Created business plans for newly acquired companies and developed positive, attainable cash flow plans. Oversaw financial operations of all Gores portfolio companies. Developed uniform financial reporting package. Worked with company management to establish operations metrics and improve financial performance.

Managed and executed business and intangible asset valuation projects from inception to completion for various purposes (M&A, tax and accounting, litigation). Deliverables include financial models, qualitative analysis, and management presentations. Analyzed the strategic and financial impact of business combinations (M&A, spin-offs, joint ventures). Identified and contacted acquisition targets, potential acquirors, and strategic alliance partners.

Performed equity valuations across multiple industries.