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Private Equity Managing Director
Private Equity Managing Director
Very Good
4
1Sessions
Member since 2021
About the mentor
  • Currently Managing Director at a public business development company (BDC) with ~$250m AUM responsible for all lower middle market deal sourcing and overseeing execution.
  • Previously spent 13 years at a lower middle market mezzanine firm (Small Business Investment Company), primarily working on underwriting, originating, and managing portfolio investments.  Minority equity co-invests of 20-25%.  Led analyst training program and served as a mentor to analysts and summer interns. 
  • Broad industry experience with specific expertise in niche manufacturing, environmental services, aerospace and defense, business services, and transportation/logistics.
  • Supported portfolio companies with successful capital raises, various special projects (accounting system conversion, insurance claims, developing budgets, financial statement packages, and KPIs), and contributing at the board level with strategy development, long-term planning, and plan execution.
  • MBA and BS Finance
Expertise
  • Private Equity
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