Experience

Latticework Capital Management, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Principal

  • Jan 2021 - Present

  Dallas-Fort Worth Metroplex Private equity firm focused on control equity investments in lower-middle market healthcare companies. Invest in provider services, pharma services, medical devices and healthcare focused business services. Experience building companies across the healthcare ecosystem including: urgent care, hospital outsourcing, animal health, behavioral health, hospice, physical therapy, home infusion, diabetic supply distribution, pharmaceutical services and medical… Show more Private equity firm focused on control equity investments in lower-middle market healthcare companies. Invest in provider services, pharma services, medical devices and healthcare focused business services. Experience building companies across the healthcare ecosystem including: urgent care, hospital outsourcing, animal health, behavioral health, hospice, physical therapy, home infusion, diabetic supply distribution, pharmaceutical services and medical device/equipment manufacturing. Show less



Catalina Research Institute, LLC

• United States
• Research Services
• 1 - 100 Employee

• Board Member

  • Aug 2022 - Present

  Greater Los Angeles, California, United States



Healthcare Building Solutions, LLC

• Board Member

  • Aug 2021 - Present

  Philadelphia, Pennsylvania, United States



Saw Mill Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Vice President

  • Jul 2017 - Jan 2021

  Briarcliff Manor, NY Saw Mill Capital is a middle-market private equity firm that acquires business services, speciality distribution and manufactured products businesses with enterprise values of $25 million to $200 million. We partner with management teams to help successful businesses reach their full potential. Investment responsibilities include deal sourcing and execution, business, market and financial due diligence, deal negotiation, financing arrangements, legal document review and negotiation and… Show more Saw Mill Capital is a middle-market private equity firm that acquires business services, speciality distribution and manufactured products businesses with enterprise values of $25 million to $200 million. We partner with management teams to help successful businesses reach their full potential. Investment responsibilities include deal sourcing and execution, business, market and financial due diligence, deal negotiation, financing arrangements, legal document review and negotiation and tax structuring Portfolio responsibilities include board oversight, strategy development, debt and dividend recapitalizations, M&A development and execution, budgeting, and special projects. Portfolio companies oversee: • DPIS - multi-regional provider of outsourced engineering, inspection, energy efficiency, and quality assurance services to single-family homebuilders • Climate Pros - provides refrigeration and HVAC repair, maintenance, and construction services to grocery retailers and other cold-chain customers in North America. • Wolf Gordon - American design company that distributes wallcovering and upholstery textiles, paint, and Wink clear dry-erase coating to contract interiors Investment Criteria: • $5-25mm EBITDA • $15-75mm equity investment per platform • Control transactions • Add-on acquisitions: any size, profitability, and location Show less



Care Services, LLC - New Capital Partners CxO Program

• MBA Summer Associate

  • May 2016 - Aug 2016

  Raleigh-Durham, North Carolina Area Participated in New Capital Partners' (healthcare PE firm) CXO program and spent the summer working for a portfolio company of the firm. Focused on value-creating initiatives for Care Services, LLC, a niche pharmacy benefit manager serving long-term care and hospice markets. Reported directly into Chief Executive Officer and worked extensively with two operating divisions. Projects included: • Lead team of 10+ employees to transition call center onto a new ERP… Show more Participated in New Capital Partners' (healthcare PE firm) CXO program and spent the summer working for a portfolio company of the firm. Focused on value-creating initiatives for Care Services, LLC, a niche pharmacy benefit manager serving long-term care and hospice markets. Reported directly into Chief Executive Officer and worked extensively with two operating divisions. Projects included: • Lead team of 10+ employees to transition call center onto a new ERP platform • Analyzed financial and operating performance of call center and provided recommendations to improve performance • Created plan to consolidate overhead across two facilities and increase operating utilization Show less



LeBaronBrown Industries

• Consultant

  • Mar 2016 - May 2016

  Greater New York City Area LeBaronBrown is a 20 year investment vehicle designed to support the growth and creation of an industry-leading operating business in the industrials space. The team has over 40 years of private equity experience at KKR and American Securities. Helped research and evaluate industrial sectors.



Insight Equity

• United States
• Investment Management
• 1 - 100 Employee

• Senior Associate

  • Jan 2014 - Jul 2015

  Dallas/Fort Worth Area Insight Equity is a private equity firm that seeks to make control investments in strategically viable, middle market, asset-intensive companies across a wide range of industries. Insight Equity’s experienced principals have acquired and managed businesses with over $4 billion in aggregate revenue since 2000. Insight is headquartered in Southlake, Texas in the Dallas/Ft. Worth Metroplex and has an office in New York, New York. Selected Transaction Experience • Led business due… Show more Insight Equity is a private equity firm that seeks to make control investments in strategically viable, middle market, asset-intensive companies across a wide range of industries. Insight Equity’s experienced principals have acquired and managed businesses with over $4 billion in aggregate revenue since 2000. Insight is headquartered in Southlake, Texas in the Dallas/Ft. Worth Metroplex and has an office in New York, New York. Selected Transaction Experience • Led business due diligence, financial model, credit negotiation for $40M platform acquisition • Managed third party diligence streams and created financial model for $45M add-on acquisition Selected Portfolio Operations Experience • Crafted business and commercial strategy for $50M opportunity for a new greentech initiative • Built costing model and helped CFO generate analytically based production plan and budget • Sourced and led add-on acquisition opportunity in the energy sector • Created 13 week cash flow statement • Developed pipeline analysis tool to track projects more efficiently and effectively Show less



Kanjy

• Türkiye
• Retail Apparel and Fashion

• President

  • Sep 2012 - Oct 2013

  Greater New York City Area Kanjy is a community for writers. Our mission is to help writers, agents, producers and venues share, communicate and discover. • Hired by serial entrepreneur to run day-to-day operations • Built marketplace for script writers and industry professionals (“LinkedIn for writers”) • Pioneered idea from early concept to development and launched product in less than one year under budget • Supervised four-person development and design team to achieve 46% average weekly growth in users Show more Kanjy is a community for writers. Our mission is to help writers, agents, producers and venues share, communicate and discover. • Hired by serial entrepreneur to run day-to-day operations • Built marketplace for script writers and industry professionals (“LinkedIn for writers”) • Pioneered idea from early concept to development and launched product in less than one year under budget • Supervised four-person development and design team to achieve 46% average weekly growth in users Show less



Court Square Capital Partners

• United States
• Investment Management
• 1 - 100 Employee

• Associate

  • Aug 2010 - Aug 2012

  Greater New York City Area Evaluated investment opportunities for $3.2B diversified global private equity fund • Responsible for crafting investment thesis, conducting business diligence, financial modeling and transaction processing • Prepared internal memoranda of investment opportunities for presentation to Investment Committee • Portfolio Management – assisted with management oversight, financial analysis and portfolio review of three portfolio companies Transaction experience: • Aided with due… Show more Evaluated investment opportunities for $3.2B diversified global private equity fund • Responsible for crafting investment thesis, conducting business diligence, financial modeling and transaction processing • Prepared internal memoranda of investment opportunities for presentation to Investment Committee • Portfolio Management – assisted with management oversight, financial analysis and portfolio review of three portfolio companies Transaction experience: • Aided with due diligence and investment in $275 million private direct mail business • Lead financial model and aided due diligence in selling $300 million consumer marketing portfolio company Show less



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • Jul 2008 - Jun 2010

  Greater New York City Area Worked in the financial sponsors group • Determined optimal capital structure, leverage and bank and bond pricing for private equity transactions • Performed extensive financial modeling to assess free cash flow generation, liquidity and leverage effects of leveraged buyouts, recapitalizations and acquisitions • Conducted business and financial due diligence • Prepared internal credit memoranda for presentation to Leveraged Finance Committee • Analyzed Credit Agreements and Bond… Show more Worked in the financial sponsors group • Determined optimal capital structure, leverage and bank and bond pricing for private equity transactions • Performed extensive financial modeling to assess free cash flow generation, liquidity and leverage effects of leveraged buyouts, recapitalizations and acquisitions • Conducted business and financial due diligence • Prepared internal credit memoranda for presentation to Leveraged Finance Committee • Analyzed Credit Agreements and Bond Indentures in order to determine refinancing and debt restructuring opportunities • Created and maintained weekly private equity portfolio database used throughout the firm to find and target deal activity Selected Transaction Experience • HCA (four transactions closed): $1,500 million First Lien Notes Issuance; $310 million Second Lien Notes Issuance; and advisor on two separate solicitations to amend existing senior secured debt − Built financial model with company projections to forecast different refinancing scenarios and their effect on cash flow and debt maturity schedule − Performed company due diligence to determine investment merits and credit considerations for internal purposes and marketing materials − Prepared internal High Yield Debt Underwriting Memos, Investor Presentations, and Sales Force Memos Show less



MentorTech Ventures

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Intern

  • Jun 2006 - May 2008

  Performed due diligence on investments Model returns for Series A/B investments Built/maintained company website



Banc of America Securities

• Intern

  • May 2007 - Aug 2007

  Financial Sponsors Investment Banking Analyst



Fermi National Accelerator Laboratory

• Researcher

  • May 2005 - Aug 2005

  Independent research on effectiveness of piezo controllers in dampening unwanted frequencies in RF cavities.