安德鲁 is 可用 租用
雇佣 安德鲁安德鲁•亚当斯
验证专家 in 金融
欧博体育app下载专家
位置
美国密歇根州安娜堡
至今成员总数
二零一七年十一月七日
安德鲁执行过兼并和收购(M&A)从初创公司到财富50强的公司. 安德鲁拥有沃顿商学院工商管理硕士学位，在投资银行工作过.P. 摩根), 咨询(贝恩), 和私募股权(Lake Capital), 在那里，他带领球队完成了整个M&一个过程. 安德鲁目前专注于为企业主提供建议, helping them maximize value and achieve other goals when selling their company.
案例研究
工作经验
董事总经理
2023年至今
Bayshore全科医生
- 在Bayshore全科医生工作. The company provides financial advisory services to middle-market companies to help maximize value, 主要是为企业主出售公司提供建议. They focus on advising physicians/doctors and other medical and healthcare practices.
- 对M有贡献&一个健康和美学团体的卖方合约.
- 被雇来做M&一个医生执业小组的卖方合同.
关注领域:合并 & 收购(M&A)卖方&A(卖方)，医疗保健服务，医疗保健
家族办公室合伙人
2018 - 2023
Ray Growth Partners
- 共同领导了对一家工程设计公司的多数股权收购. 领导对一家相关建筑公司的附加收购. 担任临时首席财务官，使EBITDA利润率提高了28%.
- 共同领导了对Evolve Security的投资, an offensive cybersecurity services firm specializing in penetration testing.
- 共同领导对Cloudsaver, Inc .的投资., a leading cost optimization solution provider for enterprise IT organizations, 专注于云计算支出(例如.g.AWS).
关注领域:合并 & 收购(M&A)、投资基金、私募股权&A(卖方)，买方，卖方
创始人兼首席执行官
2017 - 2019
Innisfree Growth Partners, LLC
- Founded a firm to acquire and manage a single established business and provide consulting services to help businesses accelerate growth through M&A和操作改进.
- 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, 以及分配——找出需要改进的地方.
- 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.
- Created the strategy and investor materials for an inaugural $50 million private equity fund to leverage the founders' deep experience in technology transformations to create value for investors.
- Defined the strategy for a repair company to improve its service levels and reduce costs by streamlining inventory purchasing, 优化调度和路由, 定义kpi, 并提供与kpi相一致的激励计划.
- Identified and evaluated the acquisition of companies with EBITDA ranging from $1 to $15 million across several industries, 包括卫生保健, 基础设施建设, 商业服务.
- Formed relationships with lenders and equity investors to secure financing for acquisition opportunities, resulting in successful capital commitments totaling more than $30 million, 跨越多个收购机会.
Focus areas: 债务增加, 操作财务, 股权融资, 尽职调查, 合并 & 收购(M&A)卖方&(卖方)
案例组长
2015 - 2017
贝恩 & 公司
- 管理2 - 4名顾问的团队，处理基于项目的客户事务.
- Performed due diligence of a private equity platform acquisition in the quick service restaurant industry. Evaluated the company's competitive positioning with different customer segments and franchisees and determined that the investment thesis was supported.
- 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, 缺乏差异性.
- Assisted a client in the spin-off of a $6 billion revenue biopharmaceutical business from a global healthcare company. Established new systems and designed the organization to allow the two companies to operate separately.
- Developed a new strategy for a leading private equity firm ahead of the firm raising its 4th fund. The strategy capitalized on the fund's cultural strength and deep expertise in four industry verticals.
- Led the integration of part of the procurement groups of two merging fertilizer manufacturing companies. Created an integration roadmap and identified procurement cost synergies.
- Evaluated core business and adjacency opportunities to develop the growth strategy for a $1 billion revenue industrial client.
- 为一家高增长的制药公司重新设计运营模式. 定义组织结构, 岗位职责, 以及支持公司发展战略的决策过程.
- Worked with the CEO and senior management team of a leading insurance provider to position the company successfully in negotiating a contract extension with its top customer.
Focus areas: 投资理论, 市场机会分析, 财务规划 & 分析(FP&A)，尽职调查，合并 & 收购(M&A), 收购, 采集分析, 策略, 私人股本, 医疗保健服务, 医疗保健, 卖方
私募股权投资者
2009 - 2012
Lake Capital(1美元).30亿私人股本集团
- 完成所有尽职调查, 法律文件, 以及为收购WBB提供融资, 政府承包公司. 通过成功的收购融资，领导贷款机构的辛迪加, 谈判投资意向书, 信贷协议.
- 撰写投资论文, 确定估值, and completed due diligence for the platform acquisition of ORC International, 一家全球市场研究公司.
- Co-led a sale process for the sale of IT Solutions and Commercial Sales divisions of NetStar-1, 联邦政府承包商, 导致成功的销售.
- 共同领导了NAL Worldwide的出售过程, 领先的第三方物流供应商, 导致成功的销售.
- Developed industry investment theses and led the firm's deal sourcing in healthcare services. 确定并执行对几个平台候选人的尽职调查.
- Worked closely with the management teams of five portfolio companies on growth and operational improvement initiatives, 年度预算, 以及融资举措.
- Selected as the sole associate to lead the firm's fundraising activities. 制定私募备忘录, 准备了一个数据室, 与法务团队协调，确保遵守美国证券交易委员会, 与投资人就尽职调查要求进行沟通.
- 共同领导Lake Capital的员工招聘和培训项目.
- Developed a financial model and investor materials for a Series B round for an online standardized test preparation business.
重点领域:杠杆收购模型, 估值建模, 估值, 债务增加, 尽职调查, 合并 & 收购(M&A), 投资理论, 收购, 采集分析, 医疗保健服务, 医疗保健, 卖方, M&(卖方)
投资银行分析师
2007 - 2009
J.P. 摩根
- 为福特汽车公司的1美元交易提供咨询.80亿美元将沃尔沃汽车公司出售给浙江吉利. 协调迪尔伯恩的小组, 瑞典, 伦敦, and Chicago to develop marketing materials and facilitate diligence process. Developed detailed operating and valuation models to evaluate competing bids and determine debt capacity.
- 运用杠杆收购进行全面估值分析, 贴现现金流, 可比公司, precedent transaction and sum-of-parts methodologies for companies in the automotive, 纸, 包装, 建筑产品行业.
- 为客户准备各种战略方案的演示文稿, 包括收购, 公共和私人市场融资选择, 杠杆收购, 以及首次公开募股.
重点领域:估值分析, 估值建模, 估值倍数, 估值, 债务重组, 债务增加, 股权融资, 合并 & 收购(M&A)卖方&(卖方)
教育
2012 - 2014
工商管理硕士学位 in Health Care 管理
美国宾夕法尼亚大学费城分校
2003 - 2007
金融学士学位
密歇根大学-安娜堡，密歇根州，美国
Skills
金融
尽职调查，杠杆收购模型，合并 & 收购(M&A), 私人股本, Funds Flow, Discounted Cash Flow (DCF), Three-statement 建模, 预算, M&A(卖方)，估值，融资，财务规划 & 分析(FP&A), 客户终身价值(CLV), 优先担保债务, 银行债务增加, 债务增加, 财务战略, 市场机会分析, 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 & 金融, Specialty 医疗保健, Pharmaceuticals, Food, Health, 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, 杠杆收购(LBO), 运营模式, 收购, 采集分析, 策略, 建模, 管理, 小型企业顾问, 商业咨询, 欧博体育app下载, 成长策略顾问, 卖方, 医疗设备, 运营管理, 医疗保健服务, 债务融资, 全力投入, 医疗媒体, 消费者的健康, 投资报告, 演示设计, 资金报告, 操作, 进入策略, 预算建模, 咨询, 业务规划, 数字转换, 交易结构, 关键绩效指标(kpi), 销售业务, 操作控制, 首席运营官, 首席运营官(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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