Value creation/portfolio management and investment professional at ~$3B multi-product private equity asset manager investing in middle-market businesses across the industrial, energy transition, and infrastructure sectors
• Partnered with portfolio company senior management teams to drive value creation initiatives
• Lead strategic growth planning, operational scale-up/team buildouts, organization restructuring, and M&A diligence
• Developed and mentor junior team members
• Responsible for portfolio company FP&A, valuation, invoicing, and investor reporting

Investment and portfolio management/value creation professional at middle-market private equity firm (~$450 million committed capital across two funds)
• Closed ten acquisitions, completed four dividend recap transactions, and quarterbacked six exits
• Served as board member at multiple portfolio companies
• Managed full deal process, including sourcing, valuation, structuring, negotiations, due diligence, and financing
• Partnered closely with management teams to execute on growth and value creation plan initiatives
• Responsible for quarterly and annual portfolio company limited partner/co-investor reporting and valuation
• Implemented DealCloud CRM system; managed SPS sourcing data and firm deal origination efforts

Management consultant for private equity firms and their portfolio companies

Management consultant focused on sourcing/procurement

Lean manufacturing and operations support for power transmission & distribution equipment manufatcturer