Medical leave due to Long COVID.

Opportunistic real estate investment firm focused on acquiring value-add properties in the San Francisco Bay Area; target purchase price = $5 - $40mm across all property types; majority equity investor.
• Led all underwriting, finance and investment management functions across $220mm portfolio.
• Acquired $50mm of real estate within first 24 months and led the firm's first exit generating a 47% IRR / 2.4x net return.
• Designed and implemented new rigorous investment analytics, underwriting and due diligence processes, along with an overhaul of all in-house corporate, accounting, HR and legal functions.

Acquired and overhauled education company that ran summer camp programs across four locations for kids ages 3-17.
• Created new Maker- and STEAM-based curriculum to target fastest growing education segment; led to YOY same-camp-sales increase of 73% and 32% at the two largest legacy camps in first year of new curriculum.
• Expanded into two new strategic markets while shuttering two legacy locations due to poor camp-level profitability.
• Rebuilt and professionalized the Company's brand and marketing strategy (crucial in child-based business) as well as all corporate, HR, legal, and insurance procedures.
• Designed and built proprietary software system to manage registrations, increase point-of-sale revenue and create an industry leading real-time camper security and allergy tracking system.

Interim C-level consultant for real estate management firm; brought in to professionalize the organization.
• Restructured management team and HR policies, led strategic planning sessions to create clear corporate vision, implemented new ERP software system, and advised on potential purchase of corporate office building.

$3.5 billion private equity firm focused on investing in lower middle-market companies ($5 - $15mm in EBITDA).
• Performed all aspects of proprietary deal origination and transaction execution, including company valuation, financial modeling, financial and legal structuring, due diligence, and acquisition, financing and investment documents.
• Analyzed 10-15 new investment opportunities per week and made recommendations to senior investment committee.
• Evaluated investments across a variety of industries including energy, food and agriculture, education, retail, financial services, industrial and specialized manufacturing.
• One of only three post-graduate-level investment professionals (3 out of 34) to be promoted without an MBA.

$3.0 billion private equity firm specialized in investing in undervalued middle-market companies ($30+ mm in EBITDA) through complex transactions with creative financing and acquisition structures.
• Conducted in-depth operating, financial and industry due diligence that included commercial, accounting, legal, and environmental reviews.
• Developed detailed top/down financial models and valuation/returns analyses; structured and negotiated investment terms and financing agreements.
• Completed multiple industry deep-dives to screen for new investment opportunities.
• Awarded promotion to Vice President.

Executed variety of leveraged transactions including senior secured credit facilities, Rule 144A high yield offerings, mezzanine
placements, private equity placements, leveraged buyouts, project financings and recapitalizations.
• Involved in all aspects of each transaction, including origination and idea generation, detailed financial modeling and credit analysis, offering memoranda, management presentations and deal team management.
• Developed and taught leveraged finance curriculum for global analyst training program.
• Awarded promotion to Associate; ranked in top tier of analyst class for all evaluation periods.