Experience

HCI Equity Partners

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Aug 2006 - Present

• Principal

  • Aug 2006 - Aug 2006

  Business Development/Deal Origination: leading a multi-faceted sourcing program that includes: (i) active interfacing with a broad range of intermediaries; (ii) marketing HCI’s experience in certain industries to develop a reputation as a preferred buyer; and (iii) technology-oriented efforts to drive deal flow to HCI. Evaluation: including business & industry diligence, investment thesis development, and in-depth financial analysis. Focused on transaction dynamics, industry characteristics, revenue growth opportunities, business model attributes, and management/organizational capabilities. Execution: leading coordination with sellers, investment bankers, attorneys, lenders, and diligence partners in drafting and negotiating transaction agreements and completing diligence (business, accounting & financial, legal, environmental, insurance & benefits, information technology, and management/organizational needs).Value-Add: development of organic and acquisition growth strategies pre-close and execution post-close. Includes development and monitoring of key performance metrics, and structuring and incentivizing management to drive improvement in such metrics.Recruiting/Training: hiring, training, and helping mentor junior investment professionals. Show less



Banc of America Securities

• Analyst

  • Sep 2004 - Jun 2006

  Supported debt, equity, and M&A advisory in the packaging, building products, and metals industries. Performed valuation analyses including public & precedent transaction comparables, DCF, and LBO. Supported debt, equity, and M&A advisory in the packaging, building products, and metals industries. Performed valuation analyses including public & precedent transaction comparables, DCF, and LBO.



Kansas City Royals

• United States
• Sports Teams and Clubs
• 400 - 500 Employee

• Minor League Baseball Player (Outfielder)

  • Jul 2002 - Jul 2004

  Played with and against many current major league all-stars; learned humility. Played with and against many current major league all-stars; learned humility.