On behalf of the Tuck School of Business we are pleased to present to you resumes of students who are actively seeking positions with venture capital and buyout firms. For your
convenience, a short summary of student biographies is included.
We hope you will take a few minutes to review this group of qualified and talented individuals who are enthusiastic about careers in the private equity industry. Many members of the class of 2007 have already accepted positions and therefore are not included in this book. To give you an idea of their qualifications, members of the class of 2007 have worked or will work for firms including ABS Ventures, Bain Capital, Battery Ventures, Beacon Capital, Graham Partners, GSC Group, Lindsay Goldberg & Bessemer, New Energy Capital, Polaris Venture Partners, TA Associates, Thoma Cressey, and Tudor Ventures.
If any of your colleagues might find the 2007 Private Equity Club Student Resume Book helpful, please let us know and we will gladly send them a copy. We are available to you if you would prefer a pre-qualified short list of candidates that fit your particular criteria, if you would like to post a job description, or if you would like assistance in coordinating interviews.
Thank you,
Colin Blaydon Fred Wainwright
Center Director Executive Director
Center for Private Equity and Entrepreneurship Center for Private Equity and Entrepreneurship [email protected] [email protected]
603.646.3160 603.646.0107
David Browne Jordan Karp
Co-Chair Co-Chair
Student Private Equity Club Student Private Equity Club
[email protected] [email protected]
603.643.4614 603.643.3835
Adam Marcus Michael Sinclair
Co-Chair Co-Chair
Student Private Equity Club Student Private Equity Club
[email protected] [email protected]
617.413.6125 802.299.2039
Jonathan Masland
Senior Associate Director Career Development Office [email protected] 603.646.2461
2
nd
Year Students-Buyout
Caroline Allen
• Northwestern Mutual Investment Management Co., a $22 billion private debt and
equity investment group (Summer Associate); The Edgar Lomax Company, a $2
billion large-cap value institutional money manager (Analyst and Trader).
• Worked on a variety of private equity deals: Completed due diligence, including
examining financials, building models, interviewing management, and evaluating
industries and investment rationales; negotiated credit and shareholder
agreements; drafted and presented Investment Memorandums to the Managing
Directors.
Paul Atwood
• Evergreen Investments (Summer Associate); Thomas A. Patrick (Consulting
Forrester); White Oak Timber Properties (Assistant Manager)
• Deep domain expertise in managing timber assets
Aaron M. Burgamy
• Rockwood Holdings, LP (Summer Intern), Harvey & Company, LLC (Associate),
Vail Resorts (Analyst)
• Sourced eight acquisitions with an aggregate value of over $100 million.
Experience includes: targeted search, leveraged build-ups, valuation, modeling,
integration, and due diligence
Christopher M. Herbert
• Strategic Decisions Group (Summer Consultant), Enron Corporation (Associate
Director of Restructuring), Kroll Zolfo Cooper, a restructuring boutique (Analyst)
• Advised a wide range of clients in strategy (summer) and restructuring (pre-Tuck)
situations, including turnarounds, workouts and Chapter 11 restructurings.
Jingwen Huang
• Four-year investment banking experiences: executing a variety of transactions—
IPOs and M&A
• Well understanding of Chinese market
Gary Hunter
• Pembroke Real Estate (MBA Summer Intern), Resource Systems Group
(Associate Consultant), The Hanover Company (Summer Intern)
• Interested in Real Estate Private Equity
Yongchen Lu
• Worked in a portfolio company of European Capital, helping the CEO revise the
business strategy and improve business internal operation, including realigning
the sales force with the new market vertical focuses, identifying $8+ million
working capital improvement opportunity, as well as refining outsourcing strategy
by setting up a manufacturing facility in China.
• Well-rounded business experience with strong operation knowledge and financial
skills, acquired from my successful career with GE in Finance, Six Sigma, and
Product Management
Scott A. Martin
• ABS Ventures (Summer Intern); Thoma Cressey Equity Partners (Associate);
Ticonderoga Capital (Associate); and Adams Harkness (Financial Analyst)
• Sourced and executed buyout and equity investment opportunities; acted as
interim CFO and Director of Special Projects for a Thoma Cressey Equity
Partners portfolio company (Daticon)
Eduardo Medina
• Rockwood Holdings L.P, a private equity group (Summer Associate); Trapecio
Venture L.P., a $50M social venture capital fund (M&A Intern); BCG (Associate)
• Worked closely with portfolio company management and advisors. Completed
industry investments. Executed consulting projects on long-term strategy, and
cost efficiencies
Richard P. Mumby
• Bain & Co. (summer associate); American Express (corporate venture capital
group analyst; business development analyst; marketing manager)
• Experience creating and executing new customer growth strategies, cost
management systems, and customer retention tools for American Express
Melanie J. Mitchell, CFA
• UBS (Summer Associate – Capital Introduction); HARDT GROUP / HVB
Alternatives (Associate Director); Credit Suisse Asset Management (Assistant
Vice President)
• Strong interest in fund raising. Experience marketing alternative investment
products to both institutional investors and investment consultants.
Shelly Rastogi
• EdgeStone Capital Partners, a private equity firm with C$1.4 billion in AUM
(Mezzanine Associate); Credit Suisse First Boston – Los Angeles (FIG Analyst)
• Completed mezzanine investments supporting buyouts across a wide range of
Nathaniel B. Robinson
• Morgan Stanley (Technology M&A Summer Associate); PhillyCarShare
(Chairman and Co-founder); Pre-MBA investment banking experience
• Worked with U.S. and Israel-based companies on a variety of transactions: M&A,
corporate restructurings, and public stock & debt offerings
Scott Roman
• Booz Allen Hamilton (Summer Associate); Putnam Investments (Strategy &
Corporate Development Analyst); Lehman Brothers Private Equity (Merchant
Banking Analyst)
• Structured alternative asset management partnerships for Putnam including fund
of hedge funds and real estate PE; Closed 3 investments for Lehman’s LBO fund
James G. Scanlan, Jr.
• British Vita - a TPG company (Restructuring Analyst, Office of the CEO);
McKinsey & Company (junior manager)
• Worked for CEO on financial, strategic and operational issues of TPG-owned
industrial company; managed strategy and operations projects at McKinsey
Kyle Schroeder
• Morgan Stanley, Investment Banking Division (Summer Associate); EnerNOC
Inc. (Operations Associate)
• Worked closely with portfolio company management and advisors. Completed
industry investments. Executed consulting projects on long-term strategy, and
cost efficiencies
Michael D. Sinclair, CFA
• TSG Equity Partners, a diversified private equity firm (Associate); Leerink Swann
(Investment Banking Summer Associate); Silicon Valley Bank (Vice President)
• Completed ten new and follow-on equity financings; Board of Directors, deal
structuring, financial modeling and due diligence experience
Steve Varney
• Beacon Capital Partners (Summer Intern), Bear Stearns Asset Management
(Associate), BDC Financial (Financial Analyst), Lehman Brothers (Investment
Banking Analyst).
• Structured, negotiated, and modeled the cash flows of securitizations of portfolios
of private equity interests. Analyzed, interviewed and selected private equity
managers to create a diversified pool of LP interests.
Michael Wang
• Bain & Company (Summer Associate), Ernst & Young (Senior Consultant)
• Interested in buyout; Fluent in Mandarin Chinese
2
nd
Year Students-Venture Capital
Greg Ames
• Cisco (Engineering Manager); ArrowPoint Communications (Founder/Principle
Engineer)
• Co-founder of web-switching startup acquired by Cisco Systems for $5.7B;
numerous engineering/executive contacts.
Jill M. Branca, CPA
• Genentech (Market Development Intern); PricewaterhouseCoopers (Senior
Associate); selected for a special assignment in PwC’s Entrepreneurial Services
Center.
• Assisted entrepreneurs in technology and healthcare markets in developing
business plans and conducting industry and market research. Other special
assignments at PwC included audit services related to several acquisitions and an
IPO.
Jason Coloma
• Amgen (Finance and Strategy Intern); Singulex (Business Development
Manager); Cytokinetics (Project Manager)
• Performed scientific and financial analysis of transaction opportunities (M&A,
licensing, and partnership); Worked closely with company management and
advisors to secure venture capital funding
Clancy Si France—MD/MBA Student
• Polaris Venture Partners (Summer Associate), McKinsey and Company (Winter
Associate), Borealis Ventures (Student Associate), Benaroya Research Institute at
Virginia Mason, Department of the Interior.
• Due diligence experience includes executive interviews, finding and contacting
expert consultants, market assessment, team and technology evaluation. Portfolio
company analyses include product pipeline development and acquisition analysis.
Bob Hall
• Mike Homer (Summer Intern), Mahi Networks (Product Manager), Corridor
Management (Founder), Palo Alto Ventures (Associate)
• Deep Silicon Valley and startup experience
Jordan Karp
• CEI Community Ventures (Summer Associate); RxCrossroads (President &
Co-Founder); MDI (Vice President of Operations); HCA (Logistics Analyst)
• Built service provider to Pharma/Bio industry from ground-up to revenues of $25
million; Summer Internship with Venture Capital fund that focused its
Casey McCullar
• Summer internship through North Atlantic Capital; strategy/marketing role in
portfolio company, FitLinxx
• Engineering background, led offshoring of production operations for telecom
company
Alan E. Operman
• Giza Venture Capital, a $450 million venture capital fund (Analyst and Associate)
• Completed a variety of investment transactions in software and medical device
companies; Worked closely with portfolio company management and advisors;
Responsible for raising capital from US institutional investors for Giza’s third
fund ($211 million) answering directly to Giza’s senior Managing Partner
Henry J. Robinson
• eBay Inc Summer 2006, Developed strategy for new eBay business model for
automotive parts and accessories category
• Founded Rapid Prototyping services in 2000, developed licensing/partnering
strategy for Stellaris Corp, a solar energy startup. Designed the
commercialization strategy for Dartmouth Hitchcock Medical Center for a new
cancer prognosis tool.
Ann Schiff
• Co-founded profitable software company (ICLUBcentral Inc.), raised over $1M
in capital, completed multiple acquisitions in US and international
• WestLB (Summer Associate, Asset Securitization Team); National Bank of the
Republic of Georgia (Summer Consultant, Monetary Operations Department)
Alexander R. Tatum
• Tudor Ventures, a $500 million venture capital/private equity firm (Summer
Associate); Goldman Sachs (Analyst), SunTrust Robinson Humphrey (Analyst)
• Evaluated potential investment opportunities, business plans and industry sectors;
1
st
Year Students-Buyout
Robert B. Albro, Jr.
• Longfellow Investment Management (Analyst) - $1 billion merger arbitrage and
institutional fixed income manager, Deutsche Asset Management (Neutral
Control)
• Analyzed and invested in many varieties of debt, from corporate distressed to
high grade structured products. Managed $30 million distressed portfolio.
Performed detailed credit analysis on investment targets.
Brian D. Allen
• Liberty Mutual - Private Equity Group, a $2.7 billion portfolio of private equity
limited partnerships (Sr. Investment Associate); Mellon Financial (Trust
Specialist)
• Completed quantitative and qualitative due diligence leading to the investment
execution of ten limited partnerships representing over $260M in committed
capital
Yvan Baker
• Bank of Nova Scotia, Commercial Banking Group (Relationship Manager);
Donbak Holdings Inc., an Angel Investing firm (Business Analyst)
• Carried out recapitalization, growth financing, expansion financing and credit risk
analysis/management on companies across a variety of industries. Managed
relationships with portfolio companies.
David C. Byrne
• Stonebridge Associates, LLC, a boutique investment bank (Analyst); FleetBoston
Financial (Assistant Vice President, Loan Portfolio Manager)
• Completed a variety of transactions and assignments in a wide range of industries:
acquisition, two corporate divestitures, debt restructuring, equity capital raise,
eight financial advisory assignments (IPO, divestiture, acquisition, and
management buy out) and underwrote over $300M in debt
David K. Chin
• DLJ Merchant Banking Partners (Summer Intern); Credit Suisse Securities (USA)
LLC (Associate – Leveraged Investments Group); Banc of America Securities
LLC (Analyst – Investment Banking Division)
• Invested/traded in senior, high yield, and mezzanine debt as a sector analyst
covering food & consumer products companies for a team managing $10B in
credit-oriented investment funds
William D. Christ
• TA Associates, a private equity firm with $10 billion of assets under management
(Associate); Lehman Brothers real estate investment banking and private equity
(Analyst).
• Industry focuses included consumer products, financial services and business
services. Worked on investments ranging from buyouts to leveraged
recapitalizations to growth equity investments.
Julie W. Cumming
• Citizens Capital, Inc - $500M PE subsidiary of Citizens Bank (Sr. Associate).
• Completed qualitative and quantitative due diligence on new subordinated debt
investments (primarily growth or acquisition capital). Monitored the performance
of current sub-debt, equity and PE fund investments.
Shaun F. Fitzgibbon, CFA
• Landmark Growth Capital Partners, a middle market growth equity fund
(Associate); completed thirteen transactions across a variety of industries and deal
types: one management buyout, four leveraged recapitalizations, four leveraged
buyouts, and four growth equity deals.
• Landmark’s Secondary Funds (Analyst); priced and completed a number of
transactions ranging from $5.0M to $1.0B in total deal size.
Brian P. Fleming
• Boston Ventures Management, Inc., a private equity firm with $2.6 billion
invested across six funds in the media and entertainment sectors (Associate);
Bear, Stearns & Co. Inc. (Analyst, General Industry Group); ACCION USA, a
non-profit microlender (Operations Associate).
• Completed a variety of leveraged buyout and growth financing transactions.
Served on the board of one Boston Ventures portfolio company and was a board
observer for several other portfolio companies. Worked closely with management
teams of portfolio companies to analyze acquisitions, develop strategy, and secure
additional financing.
Justin S. Harvey
• FLAG Capital Management, LLC, a private equity fund-of-funds (Associate);
Stonebridge Associates, LLC, a boutique investment bank (Analyst).
• Evaluated private equity and venture capital funds for investment. Completed a
variety of M&A transactions, private debt placements and financial advisory
assignments.
Alexander F. Koepnick, CFA
• Portfolio manager at Siemens Kapitalanlagegesellschaft in Munich, Germany.
• Managed together with eight other portfolio managers the Siemens Pension Trust
(€12bn). Specialized in government bonds, corporate bonds, currency overlay
management & money market. Improved and developed quantitative forecasting
models and tools to monitor risk. Consulted the CFO concerning global pension
management and investment management.
Byron H. LaMotte
• Directorship Search Group, a boutique executive search firm with a focus on
corporate boards (Associate)
• Completed a variety of projects including executive searches, director searches
and board analyses for a wide variety of clients ranging from small private
companies to large public companies.
Lisle A. Leonard
• Ameriquest Mortgage Company, the nation’s largest sub-prime mortgage lender
and issuer of asset-backed securities (Director, Capital Markets)
• Devised the execution strategy for all mortgage originations determining the best
capital structure using two proprietary structuring models; managed over 150
transactions valued in excess of $150B off of four SEC shelves
Neeraj Mahajan
• Fortis Investments (Quantitative Analyst). Built regression based Credit
screening and scoring model to take bets in different investment grade companies
using Credit Default Swap (CDS) spreads; Managed risk for various fixed income
portfolios, including investment grade and high yield fund.
• Fidelity Investments (Data Analyst/Programmer); Analyzed vendor data from
multiple sources to create a unified reference database. Created software to help
manage this database.
James C. Martin Jr.
• Wachovia Capital Markets, LLC (Structured Principal Finance Analyst/Associate,
Special Situations Group Analyst); Duke Capital Partners, LLC, a merchant
banking subsidiary of Duke Energy managing a $350 million mezzanine and
private equity fund (Analyst)
• Valued, structured, executed and/or monitored principal investments in a broad
range of industries and alternative asset classes. Restructured distressed debt and
equity exposure.
Bennett J. Morgan
• Citigroup, operations management and strategic planning (Vice-President); AIM
Technologies, a Polaris Venture Partners backed start-up sports marketing firm
(Analyst).
• Industry focus includes financial services, call center operations, sports marketing
and technology.
Kelsey M. Morgan
• Nautic Partners, a $1.1 billion private equity fund (Associate); Investor Group
Services, a private equity consulting firm (Senior Associate)
• Developed and oversaw market diligence plans for six successful platform
acquisitions in the manufacturing, healthcare and business services industries;
Worked directly with management teams to address market and strategic issues
Scott D. Orleck
• The Parthenon Group- a boutique strategic advisory firm based in Boston with
additional locations in London and San Francisco.
• Advised clients across a wide spectrum of private equity and corporate strategy
issues, including two years of dedicated work in Parthenon’s private equity group
providing due diligence on potential acquisitions and recommendations on
various issues facing our clients’ portfolio companies.
Robert E. Pennington III
• Conway, Del Genio, Gries & Co. LLC, a boutique firm focused on restructuring,
M&A and distressed advisory (Associate); Deutsche Bank, Investment Banking
Division (Analyst)
• Restructured and refinanced distressed capital structures; Completed buy- and
sell-side transactions; Conducted due diligence and business plan reviews for debt
and equity holders; Participated in operational turnarounds of companies.
Ryan C. Richards
• Quaker Tropicana Gatorade (“QTG”), a division of PepsiCo (Senior Strategy
Analyst); Lincoln International LLC, a boutique investment bank focused on
middle-market mergers and acquisitions (Analyst & Associate).
• Evaluated a variety of acquisition opportunities and provided internal strategic
consulting services. Completed twelve sell-side M&A and private capital raising
mandates.
Benjamin Russell
• George K. Baum & Company, industry leader in structuring, underwriting and
marketing municipal securities (Assistant Vice President)
• Structured and closed nineteen debt financings; Manipulated capital structures to
analyze optimal debt and equity positions; Prepared company disclosure for
public offering documents
Charles H. Schilling
• Jefferies & Co, Inc. (Associate); SG Cowen & Co. (Associate); Robertson
Stephens, Inc. (Analyst).
• Completed various corporate finance and M&A assignments for clients in the
media and communications sector.
Joaquin P. Villarreal
• Duxco S.A. (Argentina): Own firm serving as fiduciary agent in the construction
of a public school in Buenos Aires.
• As President and founder of the firm, managed the financial administration of the
$800K development, supervised 35 full time construction workers, monitored
work progress through contract control duties, and acquired all needed materials
and sub-contracted labor for the timely execution of the project. Dealt directly
with Provincial government representatives and construction company manager
Tadashi Yoshioka
• Worked for the Carlyle Group for two and a half years. Evaluated, executed and
managed corporate LBO for Carlyle’s total $25M funds dedicated to opportunities
in Japan.
• Worked for Mizuho financial group, one of the Japan’s largest commercial banks
merged from three banks including the Industrial Bank of Japan. Spent 4 years as
a investment analysts, 1 year as a corporate coverage banker, and 1 year as a
strategic planning officer.
1
st
Year Students-Venture Capital
Tim Carpenter
• Keynote Systems, Inc. – Senior Analyst & Consultant; Watchfire, Inc. – Senior
Analyst; Gomez, Inc. – Analyst.
• Led team of technology analysts in creating research for and consulting to top
financial services companies regarding competitive online strategy. Experience at
three VC-funded companies; one post-IPO.
Michael J. Errecart
• McKinsey & Company (Business Analyst); GoLite, a startup in the outdoor
industry (Marketing and Technology Manager)
• Developed valuation and estimated synergies for P&G’s acquisition of Gillette;
formulated corporate strategy for large multinationals; operated marketing and
technology departments and budgets
Benny Finzi
• Accenture (Senior Consultant, CP&G and Retail)
• Worked on many assignments such as business plan for a .com site, business
process restructurings, supply chain management projects and a retailer pricing
system design and implementation.
Allison M. FitzGerald
• Equity Analyst for Putnam Investments ($185B assets under management);
healthcare specialist with 15 stocks in the Life Science Tools, Pharmacy Benefit,
Contract Research Organization and Medical Devices industries.
• Developed relationships with companies’ senior management, visited facilities,
used primary market research to build unique investment theses. Averaged 769
basis points of excess return per stock between June 2004-May 2006.
Abhijit A. Gurjal
• Mercer Oliver Wyman, a subsidiary of Mercer Management Consulting focusing
on financial institutions (Consultant); NERA Economic Consulting (Analyst)
• Executed a variety of projects in insurance, retail banking, energy, and
telecommunications.
Taylor A. Henricks
• Cowen and Company, LLC (Analyst)
• Ranked #1 investment banking analyst three consecutives years in 17 person
class. Worked exclusively with emerging growth technology companies
including numerous VC-backed firms; member of three-person team to lead
earliest stage (from a revenue perspective) technology IPO since 2001
Yong S. Jong
• Spherics, Inc. (Manager, Biologics Development); Brown University (Adjunct
Assistant Professor of Medical Science)
• Employee number one and one of three founding scientists of an emerging
biotechnology startup, Spherics Inc. that has raised over $40 million in
cumulative venture capital funding.
Martin W. Keck
• Silver Lake Partners, a $5.8 billion technology-focused private equity fund
(Analyst); Needham & Company, an emerging growth-focused investment bank
(M&A/Corporate Finance Analyst)
• Evaluated and executed large-scale investments in leading technology companies.
Completed over 25 investment banking transactions for small cap technology
companies in the communications, semiconductor, and software sectors.
Chenkai Ling
• Shanghai Linkbiz Technology Co., ltd., a startup that provides Enterprise
Resource Planning software customization (Co-founder and CEO); Microsoft
Corporation (Engineer)
• Founded the company in China and expanded business from zero to more than 7
million RMB ($900,000+); successfully built a four-member management team
and increased staff from two to 30+.
Bo Lu
• Sky Weekly, a renowned entertainment newspaper (Vice President, Marketing &
Circulation Director, Co-founder); Bearingpoint, Inc (IT Strategic Consultant);
Microsoft Corporation (Engineer)
• Led a 15-member team to increase subscription base to 80K+; reduced the
newspaper return rate from 82.3% to zero; increased the newspaper ranking to
No.4 of entertainment newspapers in Shanghai.
Satish B. Menon
• Accenture (Senior Consultant, Communications & High Tech), Avici Systems, a
startup building high end, reliable, scalable internet core routers (Sr. Software
Engineer & Technical Lead), Nortel Networks (Software Engineer)
• At Accenture, managed business development, project management and network
architecture teams. At Avici, spearheaded development of non-stop routing
paradigm – a telecomm industry first, realizing additional $40M in revenue. At
Nortel, implemented telecomm network deployments worth $55M.
Michael Picek
• Berlex Laboratories, pharmaceutical company (West Coast Sales Representative
and District Trainer); National Dermatopathology Laboratory, a startup in medical
dermatopathology services (Sales and Marketing Associate); UCLA department
of Behavioral Neuroscience, (Research Associate)
• At Berlex, ranked #1 nationally in sales for 2005 & 2006 while launching 2 new
pharmaceutical products. As District Trainer, led 10-member division from 7
thto
2
ndnational ranking through self-developed sales strategy; At NDL, increased
revenue by 33% through new marketing and sales strategies; At UCLA,
researched neuroelectrical and neurochemical communication at the cellular level.
Vikram (Vik) S. Rana
• Vestmark, an early stage financial services software company with $10 M in
revenue (Staff Software Engineer); DeNovis, Inc., a VC-funded ($120 M)
enterprise software start-up serving the healthcare industry (Senior Software
Engineer); Bowstreet, Inc., a VC-funded ($120 M) software start-up in the Web
Services/B2B portal space (Technical Lead).
• Spear-headed delivery of software that led to Vestmark’s entry into Fixed-Income
market. Created DeNovis’s HIPAA compliance software, helping to secure $40 M
in VC funding. Led presales and implementation of more than $5M of Bowstreet
software at key Fortune 500 clients (Cisco, GE, and MetLife).
Arnaldo L. Romera
• Value Partners Management Consultants, leading Italian management consulting
firm (Associate); Promon, a Brazilian infrastructure company (Administrator);
FGV-CEPE, the Brazilian Center of Studies of PE and VC (Founding Member)
• Worked on many assignments such as Turnarounds, Strategic Evaluations and
Organizational Restructurings. Advised Private Equity companies and developed
in 2006 a research report focused on the Brazilian PE and VC industry
Darryl W. Seet
• Deloitte Consulting (Consultant); Accenture (Analyst); Republic of Singapore
Armed Forces (Military Policeman)
• Worked closely with both consulting and client senior management to complete a
variety of strategy and technology projects across Asia Pacific
Gurdip Singh
• Assistant Principle Engineer at $1.5 billionMaxis Communication (Malaysia
largest mobile operator).
Jeffrey S. Young
• Walmart.com, online subsidiary of the world’s largest retailer (Financial Analyst);
SG Cowen & Co., LLC, growth-focused investment bank (M&A/Corporate
Finance Analyst); Briar Systems, security software start-up (Consultant)
• Developed strategic, financial, and operational initiatives for Walmart.com.
Completed 14 investment banking transactions for technology companies in the
communications, semiconductor, and software sectors. Supported business plan
development of nascent security software firm.
Caroline M. Allen, CFA
701 Byrne Hall Hanover, NH 03755 (703)-919-3440 [email protected] EDUCATION
2005-present TUCK SCHOOL OF BUSINESS AT DARTMOUTH COLLEGE Hanover, NH Candidate for Master of Business Administration degree, June 2007
Awarded merit-based scholarship
Leadership: Editor for Tuck Times; Center for Private Equity Fellow; Allwin Initiative Student Roundtable member; Leader of the Association of Christian Tuck Students (ACTS); President of the Outdoors Club.
Paid Accounting tutor for first-year MBA students. Selected as Teaching Assistant for Corporate Valuation, a second-year MBA course.
Participated in Tuck’s first annual Habitat for Humanity pre-enrollment program.
2003-2006 CFAINSTITUTE Charlottesville, VA
Awarded the Chartered Financial Analyst designation.
1998-2002 UNIVERSITY OF VIRGINIA Charlottesville, VA
B.S. with Distinction from McIntire Commerce School, GPA 3.7 Concentrations: Management, Marketing. Minor: Psychology.
Fall 2001 UNIVERSITY OF BATH Bath, U.K.
Admitted to leading U.K. business exchange program. Walked on to the University’s women’s soccer team.
EXPERIENCE
Summer 2006 NORTHWESTERN INVESTMENT MANAGEMENT CO. Milwaukee, WI
MBA Intern in Private Debt and Equity Department: Group manages over $20 billion in assets for
Northwestern Mutual Life Insurance Company. Invests $2 billion annually in private debt and equity investments.
Completed due diligence, including examining financials, building models, interviewing
management, evaluating industries, and investigating investment rationales; negotiated credit and shareholder agreements; drafted and presented Investment Memorandums to the Managing Directors. Over $125 million was approved: analyzed four direct deal investments, closing on two involving mezzanine and equity capital ($45 million). Also evaluated four private equity funds, with a variety of geographic and sector focuses (over $80 million).
Examined a joint venture between NML and a leading senior debt lender.
2002-2005 THE EDGAR LOMAX COMPANY Springfield, VA
Fast-growing, investment advisory firm, managing $2.0 billion in institutional client assets and a mutual fund. Served as an Assistant Portfolio Administrator; one of eight professional-level employees.
Responsibilities: Lead Trader; Investment Research; Portfolio Modeling; Broker Evaluation; Client
Servicing; Proxy Policy and Voting; Class Action Litigation Monitoring; Undergraduate Intern Program Supervisor.
Planned and executed annual portfolio rebalancing from 2003 to summer 2005. Trading execution costs were at their lowest point, below our third-party benchmark, with no trading errors;
commissions were reduced 17% through 2004/2005 rebalancing.
Constructed a plan for launching a hedge fund. Researched investment strategies, examined legal issues, assessed tax consequences, evaluated service providers, and pursued overall cost
minimization.
2003-2005 YMCA OF METROPOLITAN WASHINGTON D.C.,BOARD OF DIRECTORS Washington, D.C.
Finance and Audit Committee Member
Monitored the performance and financial condition of 23 YMCA branches.
Appointed to special committee charged with designing a quantitative ranking system for evaluating capital development projects, instituted summer 2004.
PERSONAL
Soccer Player: Club soccer 1999-2002; alumni soccer team and other adult leagues from 2002-2005; Tuck soccer club. Accomplished Equestrian: Won Grand Champion awards and 30+ first and second place ribbons in English riding competitions. Enjoy training “problem” horses and giving riding lessons.
Paul C. Atwood
85 Dartmouth College Highway #105 • Lyme, NH 03768 •(603)-795-4390 •[email protected]
EDUCATION
2005-present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Hanover, NH
Candidate for Master of Business Administration degree, June 2007
1995-1999 UNIVERSITY OF THE SOUTH Sewanee, TN
B.S. (Magna Cum Laude, Phi Beta Kappa), Forestry
• Graduated with honors and received U.S. Forest Service Science Award
• Sewanee Volunteer Fire Department: This organization is responsible for basic fire protection, mountain rescue, vehicle extrication and community education for the University and surrounding counties. Served as firefighter 1996-1999, truck engineer 1997-1998, Officer 1998-1999. Elected Assistant Student Fire Chief for 1998-1999.
EXPERIENCE
Summer 2006 EVERGREEN INVESTMENTS,LLC Boston, MA
Summer Associate
• Researched both generic pharmaceutical industry and companies, as well as the major cancer markets. • Developed cancer market models to quantify opportunities of targeted drug therapies in development. • Researched and valued biotechnology companies developing products for prostate cancer market.
2000-2005 THOMAS A.PATRICK, INC. Winnsboro, SC
Timber consulting business engaged in maximizing financial return of timber assets for private landowners. Founded in 1976, the company manages approximately 100,000 acres of sustainable private forest land in South Carolina. Worked directly with the founder and owner of company.
Consulting Forester
• Projected revenues of harvesting operations through systematic field sampling of standing timber and volume / weight analysis.
• Assisted with strategic marketing and sales of various forest products to timber mills throughout North Carolina and South Carolina.
• Marked weak, poorly formed and diseased trees for removal during thinning operations focused on timber stand improvement.
• Supervised logging crews during harvesting operations to ensure proper merchandising of forest products.
• Prepared and supervised aerial herbicide application during site preparation season.
• Conducted prescribed fires to prepare harvested land for reforestation.
• Supervised tree planting crews during reforestation operations.
2002-2005 WHITE OAK TIMBER PROPERTIES I,IILLC Winnsboro, SC
Limited liability companies established for the strategic acquisition and disposition of timberland and prime recreational properties. These companies have acquired 5,760 acres of forest land in South Carolina. Assistant Manager
• Developed business plan with the General Partner. Created investment memorandum to distribute to potential investors.
• Identified key properties for acquisition. Assisted in negotiation of purchase price for land transactions.
• Performed field measurement of mature merchantable timber assets.
• Performed valuations of potential acquisitions using discounted cash flow analysis accounting for the liquidation of mature timber assets and the estimated growth of pre-merchantable timber assets.
• Responsible for investor correspondence including performance reports and tax implications.
Summer 1998 OFFICE OF FOREST MGMT.,UNIVERSITY OF THE SOUTH Sewanee, TN
Assistant to Management Forester
• Conducted comprehensive forest inventory of University timber assets.
• Assisted with preparation and supervision of a timber sale on the University property.
PERSONAL
• Other outdoor interests include fly-fishing, fly-tying, hiking, and golfing
A
ARON
M.
B
URGAMY
702 Byrne Hall • Hanover, NH 03755 • (970) 471-2868 • [email protected]
EDUCATION
2005-present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Hanover, NH
Candidate for Master of Business Administration degree, June 2007
Private Equity Club, Investment Management Club, Finance Club, Entrepreneurship Club, Hockey Club
1992-1996 BUCKNELL UNIVERSITY Lewisburg, PA
Bachelor of Arts, Philosophy, May 1996
Semester Abroad, University of Ho Chi Minh City, Vietnam, January-May 1995
Student Government, Committee on International Education, Off-Campus Living Committee, Outing Club
EXPERIENCE
2006 ROCKWOOD HOLDINGS,L.P. Greenwich, CT
Private equity group focused on industrial and railroad test and measurement services. Mergers & Acquisitions and Business Development Intern
• Developed an actionable business plan for an innovative service line within a $300 million portfolio company. Worked with senior management to identify the market, define the product, and create the leadership team resulting in funding for a $12 million new business.
• Completed detailed IRR models related to $3 million of incremental capital expenditures. Analyzed historical P&L data to create reasonable assumptions and identify risks.
• Conducted valuation modeling and due diligence for contemplated acquisitions valued at $15 million.
2001-2004 VAIL RESORTS,INC. Avon, CO
Publicly held (NYSE: MTN) owner and operator of ski resorts, luxury hotels, and related amenities. Business Process Reengineering and Change Management Analyst
• Led change management effort to successfully integrate a $98 million acquisition. Advised executive committee on software, process, and policy decisions.
• Researched and identified Sarbanes-Oxley compliance issues related to procurement processes.
Analysis resulted in the implementation of a new system to manage $100 million in annual expenditures.
• Performed functionality and gap analysis to consolidate three labor accounting systems onto a single platform, improving expense analysis and generating annual savings of $2 million.
• Created and implemented a cross functional communications initiative between HR, Benefits, and Payroll that significantly reduced errors related to seasonal separations of over 7,000 employees.
• Managed and deployed operating procedures, documentation, and training for over 2,000 end-users.
1998-2000 HARVEY &COMPANY LLC Newport Beach, CA
Private equity strategy and search advisory firm specializing in industry consolidations. Associate (2000)
• Managed a highly customized search effort resulting in eight successful acquisitions with an aggregate value of over $100 million.
• Evaluated industries for consolidation, including analytical instruments, waste hauling, and mortuary services. Researched growth, fragmentation, consolidation benefits, and competitive environment. Analyst (1998-1999)
• Performed detailed research on potential acquisition targets in the plastic injection molding industry. Analyzed financial performance, market position, product fit, ownership, and synergistic benefits.
1997-1998 ALLEGIS GROUP,INC. Denver, CO
Technical Recruiter, Aerotek Contract Engineering Division
• Recruited hardware and software engineering personnel for leading US technology companies.
1996-1997 SNOW PHOTO,INC. Steamboat Springs, CO
Sales Manager
• Oversaw all aspects of sales operation. Managed a staff of 33 employees.
PERSONAL
• Extensively traveled Chile (2001) and Argentina (2005). Completed intensive Spanish course.
CHRISTOPHER M. HERBERT
241 Poverty Lane, Unit 3 • Lebanon, New Hampshire 03766 • 203.895.9614 • [email protected] EDUCATION
2005-Present
T
UCKS
CHOOL OFB
USINESS ATD
ARTMOUTH Hanover, NHCandidate for Master of Business Administration, June 2007
• Consulting Club (co-chair), Men’s Ice Hockey, Junior Achievement • Center for Private Equity and Entrepreneurship, Research Fellow • UBS Case Competition on Value at Risk, 1st Place, Fall 2005
1997 - 2001
M
IDDLEBURYC
OLLEGE Middlebury, VTBachelor of Arts, Double Major: Economics, American Literature, May 2001
• Alpha Delta Phi, co-ed social organization: President (2000), Vice-President (1999)
• Inter-House Council: Liaison to Student Government (2000), Community Service Chair (1999)
2000
N
EWY
ORKU
NIVERSITY Madrid, SpainSummer program, cultural immersion, Spanish-language courses EXPERIENCE
Summer 2006 STRATEGIC
D
ECISIONSG
ROUP New York, NYSummer Consultant
• Member of team advising R&D group of $80B (market cap) biotech firm on resource management ⎯ Led interviews with key client personnel; designed process flow and organizational charts
• Member of team advising $40B (market cap) conglomerate on health care strategy
⎯ Performed market-sizing analysis for medical device sector; researched acquisition opportunities
2005
B
RIDGEPORTB
LUEFISHP
ROFESSIONALB
ASEBALLC
LUB Bridgeport, CTDirector of Restructuring
• Managed cash flow in financial crisis situation, maintaining key vendor relationships • Negotiated potential sale of business with several key bidders
• Analyzed underperforming related business venture, recommended and managed closure of
unit, resulting in savings of $82k annually 2002 - 2005
K
ROLLZ
OLFOC
OOPERAssociate Director of Restructuring at client Enron Corporation Houston, TX
• Built and administered model to trace post-petition trading of $3 billion in revolver debt claims • Analyzed counterparty exposure to Enron in context of Mega-claims litigation
• Participated in process of budgeting, tracking and managing professional fees ($281M in 2004)
Analyst - Corporate Advisory & Restructuring Group New York, NY
• Provided strategic advisory services to debtors and creditors in financial crisis situations, including Chapter
11 bankruptcies, out-of-court restructurings, workouts, and litigation support roles.
• Built financial models for various purposes, including valuations, liquidation analyses, cash flow
projections, and multi-entity creditor recovery analyses
• Worked intimately with creditors, law firms, banks and other professionals ⎯ Negotiating and reconciling creditor claims
⎯ Performing contingency planning measures in anticipation of Chapter 11 filings ⎯ Conducting due diligence for lender groups
• Gained broad exposure to diverse sectors across North America, including manufacturing, financial
services, transportation, and media and communications
2001 - 2002
B
RIDGEPORTB
LUEFISHP
ROFESSIONALB
ASEBALLC
LUB Bridgeport, CTTicketing Manager - Minor League Baseball Team
• Managed sales staff of 10; annual ticket revenues of $2.5 million
• Led successful effort to purchase, finance and implement new computerized ticketing system
PERSONAL
• Conversational knowledge of Spanish
• Member of Association of Insolvency and Restructuring Advisors (AIRA) • Interests include running, snowboarding, watching movies
Jingwen Huang
708 Byrne Hall●Hanover, NH 03755 ●[email protected] ●(603) 252-8669 EDUCATION
2005-present TUCKSCHOOLOFBUSINESSATDARTMOUTH Hanover, NH
Candidate for Master of Business Administration degree, June 2007 Investment Club, Finance Club, Tuck Volunteers, Tennis Club, Ski Club
1998-2001 JINANUNIVERSITY Guangzhou, China
Master of Economics in Finance, June 2001
Awarded Outstanding Graduate by the Provincial Education Administration
1989-1993 CHONGQINGUNIVERSITY Chongqing, China
Bachelor of Science in Biomedical Engineering and Instruments, June 1993 Awarded Excellent Student Leader of the Student Union
EXPERIENCE
Summer 2006 PRUDENTIALFINANCIAL Newark, NJ
Intern, Internal Mergers and Acquisitions Group - Unit responsible for evaluating and executing mergers,
acquisitions, divestitures and corporate - level strategy projects
• Analyzed the fit of potential acquisitions with the overall enterprise strategy to identify target candidates
• Conducted quantitative and qualitative research to evaluate selected candidates
• Drafted reports and presentations for senior management outlining different acquisition scenarios and associated benefits and risks
• Actively participated in the execution of three acquisitions ranging in value from $15 MM to $500 MM
2001-2005 GUANGZHOUSECURITIESCO.LTD Guangzhou, China
Guangzhou Securities Co. Ltd is a top full-service investment bank in China
Associate, Investment Banking Department (2002-2005)
• Led executions of buy- and sell-side strategic M&A transactions, public equity offerings, private placements, and fairness opinions
• Managed diverse project teams with five to fifteen members to identify new investment opportunities, conduct due diligence, negotiate term sheets, and present investment recommendations
• Selected transaction experience:
-- IPO of Liang Mianzhen Corp., the largest Chinese domestic toothpaste manufacturer -- Proposed IPO of Zhujiang Beer Corp., the third largest beer manufacturer in China
Analyst, Investment Banking Department (2001-2002)
• Conducted comprehensive valuation analyses utilizing discounted cash flow, public and private market comparables, and takeover premium analysis
• Created financial models for valuation analyses, examined merger and acquisition scenarios, and evaluated various equity and debt financing options
• The best analyst of year 2002
1993-1998 GUANGZHOUOVERSEASCHINESEHOSPITAL Guangzhou, China
Assistant Director, Equipment Department (1996-1998)
• Organized bidding process among suppliers and negotiated terms for purchasing contracts
• Conducted cost-benefit analyses to budget annual purchasing plans for medical equipments
• Reduced purchasing costs by 11% by innovating bidding process to increasing supplier competition Engineer, Equipment Department (1993-1996)
• Promoted to leader of the engineering team; trained new technicians
PERSONAL
• Legal to work in the U.S. full-time (OPT)
• Passed level I of the CFA examination
• Chinese Certified Public Accountant (CPA)
• Languages: native Mandarin, fluent in English and Cantonese
• Established a non-profit organization to improve educational opportunities for children from low-income families
G
ARY
J.
H
UNTER
708 Byrne Hall • Hanover, NH 03755 • [email protected] • (603)-490-5061
EDUCATION
2005–Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH HANOVER,NH
Candidate for the Master of Business Administration, June 2007
• Clubs: Real Estate, Private Equity, Captain - Tuck ‘A’ Hockey Team
• Dartmouth Real Estate Office Independent Study
1998–2002 DARTMOUTH COLLEGE HANOVER,NH
Bachelor of Arts: Economics and Environmental Studies
• NCAA Division One Men’s Varsity Hockey Team; Four-time recipient All-Academic Team
• Study Abroad program - Université de Lyon, France
EXPERIENCE
2006 PEMBROKE REAL ESTATE BOSTON,MA
A Fidelity Investments Company - A full-service real estate investment and development firm.
MBA Summer Intern, Investment Associate
• Analyzed and underwrote the winning bid for an $80 million residential redevelopment investment deal in Tokyo, Japan. Prepared and presented internal investment memoranda to senior management.
• Analyzed best-use scenario for development project in Boston, MA. Gathered cost data, defined construction and financing assumptions, and built financial models to evaluate strategic and economic implications in going forward with each of the three project scenarios.
• Performed early-stage analysis across several North American markets for firm’s next market selection.
• Researched and updated market outlook reports, including current fundamentals and market drivers, for the Quarterly Board Book.
2002 - 2005 RESOURCE SYSTEMS GROUP,INC. WHITE RIVER JUNCTION,VT
International Transportation Planning, Market Research & Consulting firm. Clients Included: Various State Departments of Transportation, John Deere, Motorola, Princeton Review and United Airlines
Associate Consultant
Project Management
• Lead a 30+ person team for a travel-choice consumer research project for the New York MTA.
• Managed annual University transportation and parking research project focused on improving future urban design considerations and general planning issues.
• Managed the continuous design and implementation of a online product-trial feedback tool that increased quality assurance for Motorola.
Market/Consumer Research
• Implemented a multi-modal survey approach to understand household travel patterns for an international media ratings firm looking to develop a new ratings product for their clients.
• Worked with United Airlines to test customer reactions for new revenue-generating concepts.
• Conducted numerous international qualitative and quantitative research projects for Motorola to evaluate new product competitive positioning, product value proposition consumer value.
• Evaluated advertisement effectiveness for college entrance test-preparation firm.
2001 THE HANOVER COMPANY HOUSTON,TX
Real estate commercial development company specializing in high-end multi-family projects.
Associate, Summer Intern
• Developed Marketing Materials: Amassed aerials, floor/site plans, market, and submarket research, property-specific information for land developments, property sales, and building leases/sub-leases.
• Assisted in developing cash flow analysis for development projects using ARGUS.
PERSONAL
• Founded a program for Hanover Youth Hockey aimed to develop the fundamental skills required to succeed at hockey. Increased program size 300% over a three-year period.
• Volunteer Coach for Hanover High Boy’s Hockey Team (Division 1 State Champions, 2003 & 2005)
• Co-Founded annual fund-raising golf tournament
Y
ONGCHEN
L
U
712 Byrne Hall
•Hanover, NH
•03755
•(603) 219-4796
•[email protected]
EDUCATION
2005-present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Hanover, NH
Candidate for Master of Business Administration degree, June 2007 Tuck merit scholarship, GMAT: 750 (99%)
Marketing Club, General Management Club, Asia Business Club, Golf Club, and Outdoor Club
1995-1999 AETNA BUSINESS SCHOOL AT SHANGHAI JIAOTONG UNIVERSITY Shanghai, China Bachelor of Economics in International Finance
“Shanghai Excellent Graduate,” “Excellent Leader of Student Union,” merit scholarships each year
EXPERIENCE
2006 AVERY WEIGH-TRONIX Birmingham, United Kingdom
Worldwide leader in the design, manufacture, marketing and servicing of weighing products and solutions Strategic Analysis Intern
• Worked for the CEO on 100 Day Plan during transition from one private equity firm to another
• Led a cross functional team to analyze root causes, identify $8 million working capital reduction opportunity, and propose a systematic approach to realizing the savings within 6 months
• Established a financial model to assess the feasibility of setting up a manufacturing facility in China. The model boosted top management confidence and sped the process to start production in 6 months
• Proposed a sales force restructuring plan that better aligned with the company’s strategic transformation from “Boxes to solution” and vertical marketing focus. Set up a new product line rationalization process
2001-2005 GENERAL ELECTRIC - LIGHTING Shanghai, China
Asia Product Manager – Indoor Fixtures (2003-2005)
• Took full ownership of indoor fixtures product line ($10+ million in sales) for whole Asia Pacific region, achieving profitable growth year over year, through collaboration with all functions, including
technology, quality, sourcing, supply chain, marketing and sales, finance, and HR
• Reset the product line platform for further profitable growth by launching 10+ major new products
• Developed three-year strategic plan, one-year operational plan, and multi-generational product
development plan for the product line, which were well received by the top management and sales teams
• Marketed products throughout Asia by supporting sales in product introduction and training, price negotiation, promotion proposal, project bidding, and product seminar and tradeshows
Six Sigma Master Black Belt - Commercial (2002-2003)
• Managed China Commercial Six Sigma team serving as an internal change agent by continuously improving business processes, marketing and sales effectiveness, and customer relationship
• Mentored over 100 projects, and conducted a variety of Six Sigma trainings to different audiences, including employees, customers, and suppliers
Six Sigma Black Belt – Finance, IT, HR, Supply Chain / Asia Repeatable Process Leader (2001-2002)
• Chaired a nine-person committee to establish a system to track, analyze and improve the performance of customer-oriented metrics – Product/Price Delivery, Order Management and Billing Quality
• Assisted Asia Pacific CFO in restructuring the finance team, reduced headcounts by 28% yet increased the operation efficiency and provided better finance service
• Achieved 100% Green Belt certification for responsible functions
1999-2001 GENERAL ELECTRIC –LIGHTING/CAPITAL/PLASTICS Shanghai, Dalian China/Singapore
Financial Management Program Trainee
• Developed strong adaptability and network via four rotations (six months each) in three businesses in the following cities - Shanghai, Dalian, and Singapore
• Set up a solid foundation of finance by rotating through different aspects of the business, including Financial Planning & Analysis, General Accounting, Commercial Finance and Manufacturing Finance
PERSONAL Native Chinese Mandarin Speaker, Fluent in English
SCOTT A. MARTIN
221 Brook Hollow
•
Hanover, NH 03755•
(603) 643-4157•
[email protected]EDUCATION
2005-present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Hanover, NH Candidate for Master of Business Administration degree, June 2007, Tuck Merit Scholarship.
Activities: Private Equity Club; Finance Club; Soccer Club; Golf Club. Center for Private Equity & Entrepreneurship: Host Fellow
1994-1998 DARTMOUTH COLLEGE Hanover, NH
A.B. Government
Activities: Men’s Varsity Soccer; Research Assistant to Professor David Kang; Native American House.
EXPERIENCE
Summer 2006 ABS VENTURES Waltham, MA
Summer Intern
• Performed financial analysis, strategic research and customer calls for potential software, communications and technology-enabled business services investments.
• Completed due diligence and financial analysis on potential secondary portfolio purchases.
• Helped expand ABS Ventures’ network of business intermediaries, potential investment opportunities and private equity / venture capital contacts.
2004-2005 DATICON, INC. Norwich, CT
Director of Special Projects
• Led acquisition and corporate development initiatives by analyzing potential acquisition targets and/or partnership opportunities and extending contacts.
• Tasked with enhancing internal controls, financial reporting, cost accounting and pricing analysis.
• Acted as interim CFO in charge of accounting department, liaison to senior lender and equity sponsor (Thoma Cressey Equity Partners) and recruited fulltime replacement.
2002-2004 THOMA CRESSEY EQUITY PARTNERS San Francisco, CA Associate
• Reviewed and sourced new buyout and equity investment opportunities within select verticals. Established a broad set of contacts and developed appropriate financial and strategic analyses for investment purposes. • Facilitated and performed all aspects of due diligence for both potential investments and portfolio company
acquisitions, including interacting with lenders, bankers, attorneys, accountants, senior management, board members, consultants and Thoma Cressey Advisory Council members.
• Helped close first “take private” transaction completed by Thoma Cressey / GTCR fund. Prepared financial analysis, preformed due diligence, placed industry calls and customer reference checks and worked with senior lenders, bankers, attorneys, the SEC and accountants.
2000-2002 TICONDEROGA CAPITAL Wellesley, MA
Associate
• Performed valuation analyses, strategic/industry analyses and other due diligence assignments for new investment opportunities and existing portfolio companies.
• Contacted senior executives and evaluated investment opportunities based on telephone conversations, business plans, industry research and meetings with management teams.
• Prepared SBIC license documentation for Ticonderoga Capital. Worked with accountants and attorneys to develop materials and presentation necessary to gain SBA lending status.
1998-2000 ADAMS HARKNESS Boston, MA
Financial Analyst
• Completed a broad range of advisory transactions including seven equity offerings, four sell-side and two buy-side M&A transactions and two private placements.
• Conducted research and developed financial analyses within the IT Services and Software industries.
PERSONAL
• Activities: Assistant Coach of Upper Valley Lightning U14 Boys soccer team. • Interests: soccer, golf, reading, running and mountain biking.
EDUARDO MEDINA
713 Byrne Hall • Hanover, New Hampshire 03755 • 603-653-8116 • [email protected] EDUCATION
2005 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Hanover, NH
Candidate for Master of Business Administration, June 2007
Tuck Merit Scholarship, Elected Judicial Board Member, and Co-Founder of Competition Club
Finance Club, Investment Management Club, Private Equity Club, Golf Club, Skiing Club and Outdoor Club
1995 - 1999 IBEROAMERICANA UNIVERSITY Mexico City, Mexico
Bachelor of Science in civil engineering, Summa Cum Laude, April 2000
American Concrete Institute-Schwing Fellowship for best civil engineering student in Mexico, Jan 1999 Semester abroad, University of Canberra, Australia, fall 1998
EXPERIENCE
2006 ROCKWOOD HOLDINGS, L.P. Greenwich, CT
Private equity group focused on industrial and railroad test and measurement services.
Business Development Intern
• Turned around Mexico City portfolio company operations by restructuring service contract pricing resulting in
net margin improvement of 650%
• Created a management incentive program, resulting in increased management retention and improved alignment
with corporate goals. Established accounting and legal controls to limit risk exposure
• Negotiated exclusivity agreement with a major vendor, resulting in the creation of a barrier of entry for
competitors in the marketplace
2005 TRAPECIO VENTURE PARTNERS, L.P. Mexico City, Mexico
$50M Venture capital fund focused on social and environmental endeavors in Mexico. Business Development Intern
• Created operational standards and processes for its for-profit education portfolio companies
• Conducted due diligence on three for-profit education businesses resulting in a $10M acquisition with a 60% IRR
2003 - 2005 CENTRO ELEIA Mexico City, Mexico
Leading private university focused on undergraduate, graduate and PHD programs in Psychology in Mexico City. Chief Executive Officer
• Altered pricing and repositioned the company in a new business segment, updated brand image and marketing
materials, and reinforced promotion channels, resulting in 100% revenue growth over 2 years
• Created and implemented a business plan to open a second campus in 2004 with a $250k investment. Started
operations of the new campus one year ahead of schedule by shortening project development lead time from 18 months to 9 months, resulting in IRR of over 100% and break even after 5 months of operations
2001 - 2003 THE BOSTON CONSULTING GROUP Mexico City and Monterrey, Mexico
Worldwide Management Consulting Firm Senior Associate
• Developed a retail financial / leverage benchmark that resulted in a net savings of $10M over 5 years
• Created a long-term strategic plan , which included developing a financial terms agreement with an international
liquor distributor resulting in a $1B in royalties over 10 years
• Performed a cost reduction logistics project for a Mexican juice company, resulting in savings of $75M • Implemented new direct-store-distribution model for new market segments, increasing sales by $10M
2000 eSYNAPTICA Mexico City, Mexico
Health company dedicated to developing a personal medical electronic record for the Mexican Healthcare system Founder and President
• Left McKinsey & Co. after 6 months as Business Analyst to participate in “emprendedor2000” a Business Plan
competition organized by the consulting firm. The business plan was recognized as one of the best 10 business ideas out of 223 nationwide.
PERSONAL
• Winner of three photo competitions in Mexico and Australia
• Trekked in the Himalayas, South America, Scotland, and Australia / NZ. Traveled to over 25 countries • Study abroad – Scotland 1 year, Australia 1 semester.