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Experience
Direct private equity investment firm focused on growth and structured equity investments targeting the lower middle market
• One of 3 founding Partners; Investment Committee Member; Managing Member of the Firm
• Responsible for capital raising, originating deal flow and managing all aspects of transaction life-cycle (origination, due diligence/underwriting, working with operators, and exits/liquidity events)
• Sourced transaction opportunities.
• Screened, recommended and presented investments to firm's Investment Committee.
• Led industry/market, company, management and financial/accounting due diligence; engaged and managed 3rd party due diligence firms.
• Monitored and managed investments at the Board of Director level.
• Invested $155MM across 5 deals. Successfully exited 3 investments realizing ~3.0x invested capital (~28% IRR)
• One of three senior GE Equity professionals that led the spin-out of GE’s PE team to form RIN Capital, LLC. Sourced the single-family office investor that backed the team with up to $1bn of capital.
• Head of the Chicago office. Member of Investment Committee.
• Generated $350MM+ of deal flow 6 months after launch
$3bn middle-market private equity platform of GE Capital
Senior Vice President
Senior member of 15+ person investment team. Managed and lead all aspects of direct equity investment processes and
post-closing oversight for growth equity, LBO/MBO, and minority recap transactions ranging from $2.5MM - $20MM
of equity (business enterprise values of $25MM - $500MM).
Screened and analyzed middle market LBO transactions and managed portfolio investments of the fund.
• Progressed from Analyst, to Associate, Senior Associate and Assistant Vice President.
• Closed and syndicated 16 LBO transactions valued at over $1.0 billion over a 3-yr period.
• Originated and underwrote acquisition and investment opportunities in the financial services industry.