安德鲁•亚当斯
验证专家 in 金融
管理 咨询 Expert
安德鲁 has executed mergers and acquisitions (M&A) for companies ranging from startups to Fortune 50. A Wharton MBA, 安德鲁 has experience in investment banking (J.P. 摩根), 咨询(贝恩), and private equity (Lake Capital), where he has led teams through the full M&一个过程. 安德鲁 is currently focused on advising business owners, 帮助他们在出售公司时实现价值最大化和其他目标.
职业生涯突出
教育强调
案例研究
工作经验
董事总经理
Bayshore全科医生
- Worked for Bayshore全科医生. 该公司为中型市场公司提供财务咨询服务，以帮助实现价值最大化, primarily by advising business owners in selling their companies. 他们专注于为医生和其他医疗保健实践提供建议.
- 对M有贡献&A sell-side engagement for a wellness and aesthetics group.
- Was hired to work on the M&A sell-side engagement for a physician practice group.
Partner, family office
Ray Growth Partners
- Co-led a majority acquisition of an engineering and design firm. Led an add-on acquisition of a related construction company. Served as an interim 首席财务官, increasing EBITDA margins by 28%.
- Co-led the investment in Evolve Security, 一家专门从事渗透测试的攻击性网络安全服务公司.
- Co-led the investment in Cloudsaver, Inc., 领先的企业IT组织成本优化解决方案提供商, focusing on cloud spend (e.g.AWS).
创始人兼首席执行官
Innisfree Growth Partners, LLC
- 成立了一家公司，收购并管理一家已成立的企业，并提供咨询服务，帮助企业通过M加速增长&A and operational improvements.
- Advised the 首席财务官 of a $20 billion consumer packaged goods business; benchmarked client performance against competitors on key metrics—including price, 体积, and distribution—to identify areas for improvement.
- Developed growth strategies for two nascent businesses of Fortune 20 healthcare companies; conducted market research and analysis of emerging technologies to develop a strategy to expand offerings from fewer than 50 stores to more than 3,000家门店.
- 为首只5000万美元的私募股权基金制定战略和投资者资料，利用创始人在技术转型方面的丰富经验，为投资者创造价值.
- 定义维修公司的策略，通过简化库存采购来提高服务水平并降低成本, optimizing dispatching and routing, 定义kpi, and providing incentive plans aligned to KPIs.
- 识别并评估多个行业的EBITDA从100万美元到1500万美元不等的公司收购, 包括卫生保健, infrastructure construction, and business services.
- 与贷方和股权投资者建立关系，以确保收购机会的融资, 成功的资本承诺总额超过3000万美元, across multiple acquisition opportunities.
案例组长
贝恩 & 公司
- Managed teams of 2 – 4 consultants on project-based client engagements.
- 对快餐业的私募股权平台收购进行尽职调查. 评估公司在不同客户群和加盟商中的竞争定位，并确定投资论点得到支持.
- Conducted due diligence of a private equity platform acquisition candidate in the dental industry; determined growth forecasts were not achievable due to low industry growth rates, 市场饱和, and lack of differentiation.
- 协助客户从一家全球医疗保健公司分拆收入60亿美元的生物制药业务. 建立了新的系统，并设计了组织结构，使两家公司能够独立运作.
- 在一家领先的私募股权公司筹集第四支基金之前，为该公司制定了一项新策略. 该策略充分利用了该基金在四个垂直行业的文化实力和深厚专业知识.
- 领导两家正在合并的化肥制造公司部分采购团队的整合. 创建集成路线图并确定采购成本协同效应.
- 评估核心业务和邻接机会，为收入10亿美元的工业客户制定增长战略.
- Redesigned the operating model for a high-growth pharmaceutical company. Defined the organizational structure, 岗位职责, and decision-making processes to support the company's growth strategy.
- 与一家领先的保险公司的首席执行官和高级管理团队合作，成功地与该公司的顶级客户谈判延长合同.
私人股本 Investor
Lake Capital(1美元).3 Billion 私人股本 Group)
- Completed all due diligence, 法律文件, and financing for the acquisition of WBB, a government contracting firm. Led a syndicate of lenders through successful acquisition financing, negotiating term sheets, 信贷协议.
- Developed the investment thesis, 确定估值, 完成对ORC International平台收购的尽职调查, a global market research company.
- 共同领导NetStar-1的IT解决方案和商业销售部门的销售过程, a federal government contractor, leading to a successful sale.
- Co-led a sale process of NAL Worldwide, a leading 3rd-party logistics provider, leading to a successful sale.
- 撰写行业投资论文，并领导公司在医疗保健服务领域的交易采购. Identified and executed diligence on several platform candidates.
- 与五家投资组合公司的管理团队密切合作，促进业务增长和运营改进, 年度预算, and financing initiatives.
- 被选为唯一领导公司筹款活动的律师. Developed a private placement memorandum, 准备了一个数据室, coordinated with the legal team to ensure SEC compliance, and communicated with investors on diligence requests.
- Co-led Lake Capital's associate recruiting and training program.
- 为一家在线标准化考试准备公司的B轮融资开发财务模型和投资者材料.
Investment Banking Analyst
J.P. 摩根
- Advised the Ford Motor 公司 on its $1.8 billion sale of Volvo Car Corporation to Zhejiang Geely. Coordinated the teams in Dearborn, 瑞典, 伦敦, 和芝加哥开发营销材料，促进尽职调查过程. 开发详细的运营和估值模型，以评估竞争投标并确定债务能力.
- Performed a comprehensive valuation analysis—utilizing leveraged buyout, 贴现现金流, 可比公司, 汽车公司的先例交易和零件总和方法, 纸, 包装, and building products industries.
- Prepared various client presentations on strategic alternatives, including acquisitions, public and private market financing alternatives, 杠杆收购, and initial public offerings.
教育
医疗保健管理工商管理硕士学位
University of Pennsylvania - Philadelphia, PA, USA
学士学位 in 金融
University of Michigan - Ann Arbor, MI, USA
Skills
金融
尽职调查, Leveraged Buyout 建模, 合并 & 收购(M&A)，私募股权，资金流，贴现现金流(DCF)，三报表模型，预算，M&(卖方), 估值, 筹款, 财务规划 & 分析(FP&A), Customer Lifetime Value (CLV), 优先担保债务, 银行债务增加, 债务增加, 财务战略, Market Opportunity Analysis, 投资理论, 市场研究, 估值建模, 债务人 & 债权管理, 融资, 股权融资, 债务重组, 估值倍数, 估值分析, 定价, 操作财务, 创业融资, 定价策略, 现金流量预测, 首席财务官, 从零开始的预算
输出的软件
Excel 2016, Microsoft Word, Microsoft PowerPoint, Excel 2010, Microsoft Excel
行业专业知识
医疗、银行 & 采购产品金融，专业医疗保健，制药，食品，健康，技术
地理专业
美国
Data & 分析软件
Capital IQ, Intuit QuickBooks, QuickBooks Online
其他
增长战略, 中小企业/ SMB融资, 客户演示, 模型, 股权投资, Excel建模, Leveraged Buyout (LBO), 运营模式, 收购, 采集分析, 策略, 建模, 管理, Small Business Consultants, 商业咨询, 管理 咨询, 增长战略 Consultants, 卖方, 医疗设备, 运营管理, 医疗保健服务, 债务融资, Post-merger Integration, 医疗媒体, 消费者的健康, Investment Presentations, 演示设计, 资金报告, 操作, 进入策略, 预算建模, 咨询, 业务规划, Digital Transformation, 交易结构, Key Performance Indicators (KPIs), 销售业务, 操作控制, 首席运营官, Chief 操作 Officer (首席运营官), 股东回报, 全球, 数字医疗, 临时报告, 投资基金, 买方
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