July 13, 2016 | Author: Kang-Li Cheng | Category: N/A
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 Center Director Center for Private Equity and Entrepreneurship
[email protected] 603.646.3160
Fred Wainwright Executive Director Center for Private Equity and Entrepreneurship
[email protected] 603.646.0107
David Browne Co-Chair Student Private Equity Club
[email protected] 603.643.4614
Jordan Karp Co-Chair Student Private Equity Club
[email protected] 603.643.3835
Adam Marcus Co-Chair Student Private Equity Club
[email protected] 617.413.6125
Michael Sinclair Co-Chair Student Private Equity Club
[email protected] 802.299.2039
Jonathan Masland Senior Associate Director Career Development Office
[email protected] 603.646.2461
2nd 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 industries and monitored four portfolio companies, including two restructurings
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
2nd 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 & CoFounder); 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 investments in Northern New England
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; Conducted financial modeling/analysis for portfolio companies.
1st 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.
1st 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 7th to 2nd national 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). • Implemented more than $32 millions of telecommunication projects.
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.
2nd Year Resumes
2nd Year Students- Buyout
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
CFA INSTITUTE Awarded the Chartered Financial Analyst designation.
Charlottesville, VA
1998-2002
UNIVERSITY OF VIRGINIA B.S. with Distinction from McIntire Commerce School, GPA 3.7 Concentrations: Management, Marketing. Minor: Psychology.
Charlottesville, VA
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
2002-2005
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. 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. Haitian Missionary: taught at a Christian school in Port au Prince, Haiti, and worked at an orphanage (August 2003).
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, II LLC
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 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 Management of personal stock portfolio
Sewanee, TN
AARON M. BURGAMY
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. Interests include skiing, SCUBA diving, hiking, golf, and jazz.
CHRISTOPHER M. HERBERT 241 Poverty Lane, Unit 3 • Lebanon, New Hampshire 03766 • 203.895.9614 •
[email protected] EDUCATION 2005-Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate 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
MIDDLEBURY COLLEGE
2000
NEW YORK UNIVERSITY
Hanover, NH
Middlebury, VT Bachelor 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) Madrid, Spain
Summer program, cultural immersion, Spanish-language courses EXPERIENCE Summer 2006 STRATEGIC DECISIONS GROUP New York, NY Summer 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
BRIDGEPORT BLUEFISH PROFESSIONAL BASEBALL CLUB
Bridgeport, CT
Director of Restructuring • • •
2002 - 2005
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
KROLL ZOLFO COOPER Associate 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
BRIDGEPORT BLUEFISH PROFESSIONAL BASEBALL CLUB
Bridgeport, CT
Ticketing 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 Creator of MBA humor site: www.tuckprofit.com
Jingwen Huang 708 Byrne Hall ● Hanover, NH 03755 ●
[email protected] ● (603) 252-8669
EDUCATION 2005-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2007 Investment Club, Finance Club, Tuck Volunteers, Tennis Club, Ski Club 1998-2001
JINAN UNIVERSITY
Guangzhou, China
Master of Economics in Finance, June 2001 Awarded Outstanding Graduate by the Provincial Education Administration 1989-1993
CHONGQING UNIVERSITY
Chongqing, China
Bachelor of Science in Biomedical Engineering and Instruments, June 1993 Awarded Excellent Student Leader of the Student Union
EXPERIENCE Summer 2006 PRUDENTIAL FINANCIAL
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
GUANGZHOU SECURITIES CO. 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
GUANGZHOU OVERSEAS CHINESE HOSPITAL
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 Enjoying tennis and traveling; destinations including Mount Everest Base Camp in Tibet
GARY J. HUNTER 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
2002 - 2005
RESOURCE SYSTEMS GROUP, INC.
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.
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. 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.
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 • Urban Land Institute (ULI) Student Member
YONGCHEN LU 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 Interests include watching Soccer/NBA, playing badminton, golf, and traveling
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 • • •
2004-2005
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.
DATICON, INC.
Norwich, CT
Director of Special Projects • • •
2002-2004
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.
THOMA CRESSEY EQUITY PARTNERS
San Francisco, CA
Associate • • •
2000-2002
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.
TICONDEROGA CAPITAL
Wellesley, MA
Associate • • •
1998-2000
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.
ADAMS HARKNESS
Boston, MA
Financial Analyst •
PERSONAL
•
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.
• •
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. Secretary of Mexican-Australian Alumni 1999-2004
MELANIE J. MITCHELL, CFA 713 Byrne Hall • Hanover, NH 03755 • (212) 628-7842 •
[email protected]
EDUCATION 2005 - Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2007 Activities: TuckStuff Management, Private Equity Club, Volleyball Club Co-Chair, Women in Business 1996 - 1998
UNIVERSITY OF MINNESOTA
Minneapolis, MN
Bachelor of Science in Business Administration, June 1998 Activities: Honors Association Emerging Leadership Program, Alpha Kappa Psi, Mentorship Program 1994 - 1996
UNIVERSITY OF SOUTH DAKOTA
Vermillion, SD
UBS INVESTMENT BANK
New York, NY
EXPERIENCE Summer 2006
Capital Introduction, Prime Brokerage Services • Contributed to meetings with hedge fund managers and institutional investors. Secured meeting with a targeted, difficult-to-reach investment consultant. • Researched hedge fund investment activity of targeted U.S. endowments and foundations. • Gained exposure across Prime Brokerage to understand firm platform, including: sales, relationship management, domestic stock loan, fixed income, risk management, FX, and exchange-traded derivatives. 2004 - 2005
HARDT GROUP ADVISORS, INC.
New York, NY
Start-up alternative investment firm founded by senior management of HVB Alternatives Associate Director, Marketing and Client Service • Day-one employee invited to develop U.S. marketing effort targeting investment consultants for the firm’s $900 million hedge fund of funds. • Designed tools and processes to track sales pipeline, client-at-risk metrics, and assets under management. • Given the firm’s start-up status, took on additional responsibilities including: writing fund profiles and website content, and working with in-house and outside legal counsel to draft relevant disclaimers. 2003 - 2004
HVB ALTERNATIVE ADVISORS, INC.
New York, NY
Associate Director, Marketing and Client Service • Sole marketer responsible for U.S. business development efforts of the firm’s $1.5 billion hedge fund of funds platform. Established relationships with prospective investors and investment consultants. • Drafted a competitive analysis and global outlook on the hedge fund industry. Management used findings to determine prospective growth opportunities by region and client type. 2000 - 2003
CREDIT SUISSE ASSET MANAGEMENT, LLC
New York, NY
Assistant Vice President (2003), Associate (2000-2002) • Served as primary and back-up Relationship Manager to 40 institutional clients and their consultants on $4.5 billion in assets. Account base consisted of corporate, public, and non-profit clients. • Attained status as youngest person in the Institutional Marketing department with sole responsibility for 13 accounts with over $100 million in total assets. • Developed departmental-wide communications including a large cap equity product profile, small cap value prospecting note, and equity hedging letter targeted at clients with under-funded pension liabilities. 1999 - 2000
BANC OF AMERICA SECURITIES, LLC
New York, NY
Research Assistant, Investment Management Consulting (IMC) • Identified and analyzed institutional investment managers for $2 billion IMC program. Monitored and evaluated IMC manager performance and adherence to their investment mandate. • Authored quarterly investment reviews on manager performance, portfolio strategy, and market outlook.
ADDITIONAL
• •
Professional: Awarded CFA charter in 2003; Formerly Series 3, 7, 63, 65 licensed Activities: Competitive volleyball player; ASPCA Volunteer; University of Minnesota Alumni Association NY Chapter Co-President (‘00-‘02), Member (’98-‘05)
Richard P. Mumby 713 Byrne Hall • Hanover, NH 03755 • (646) 621-4117 •
[email protected] EDUCATION 2005-present
1997-2001
EXPERIENCE Summer 2006
2001-2005
TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration degree, June 2007 Merit-Scholarship Recipient Editor of the Tuck Times, Ski Team Captain, TuckMasters, Finance Club
Hanover, NH
UNIVERSITY OF MICHIGAN Ann Arbor, MI Bachelor of Arts - Economics Honors academic study abroad program: Collegium Hiernymi Pragensis, Prague, Czech Republic BAIN & COMPANY New York, NY Summer Associate Advised an international reinsurance brokerage firm on a United States growth strategy. • Constructed a historical market share and profitability analysis across prioritized geographies • Identified 20% organic growth opportunity, achieved by adjusting services in key client segments, acquiring talent in under-penetrated markets, and reallocating existing resources AMERICAN EXPRESS New York, NY Establishment Services, Manager: Regional Marketing Strategy (2004-2005) Developed and implemented $3MM destination marketing strategy across North America to increase charge volume and improve merchant satisfaction. Deployed strategic plan to field sales force. • Managed 25 person cross-functional team to create and execute 18-market ski industry initiative; developed award-winning marketing framework; increased charge volume +20%; reduced merchant suppression by -15%; achieved ROI +75%, 8 months before similar programs • Built and utilized model to target key growth segments in top 25 US and 10 Canadian urban markets; identified opportunities across regions, industries, and Cardmember segments; strategically invested over 40% of organization’s marketing funds in key growth opportunities • Initiated and executed merchant promotion, negotiating 35 Cardmember-exclusive offers to generate over 10MM customer impressions for participating merchants Establishment Services, Analyst: Business Development (2002-2004) Created and implemented strategies to address cross-industry business opportunities based on charge volume, industry trends, economic projections, and merchant segmentation analyses. • Developed and utilized share analysis to evaluate American Express performance at 30 key merchants across 8 industries; discovered $525MM annual retail share loss; constructed marketing framework resulting in +8.4% industry charge volume growth • Activated 45% of 30,000 Card-suppressing merchant businesses through new incentive strategy; migrated merchants from discount rate fee-structure to monthly flat fee, resulting in $5,000 average monthly charges within six months of conducting direct mail effort • Evaluated corporate and personal charge volume trends across 10 industry segments; determined key internal and external drivers of charge volume; identified prime growth segments; delivered recommendations to senior management to redirect marketing investments Investments & Businesses Development, Analyst (2001) Participated in final stages of investing and incubation within corporate venture capital group. Hired through MBA recruiting process as first undergraduate employee. • Created evaluation process to screen potential new ventures • Evaluated potential strategic partners to assist in the development of a new spin-off company; analyzed assets, brand equity, and financial status of potential partners
PERSONAL
• •
2005: Alzheimer’s Association Junior Committee Fundraising Chair (30% increase); Anti-Violence Project pro-bono project leader Interests include offshore sailing, downhill skiing, and long-distance running
Shelly Rastogi 718 Byrne Hall ● Hanover, NH 03755 ● (603) 667-0773 ●
[email protected]
EDUCATION 2005 – Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2007 Recipient of Tuck Scholarship Research Fellow, Tuck Center for Private Equity and Entrepreneurship Member of Private Equity, Investment and Finance Clubs 1996 – 2000
RICHARD IVEY SCHOOL OF BUSINESS
London, Canada
BA, Honors Business Administration Recipient of Student Award of Merit – awarded for positive overall contribution to student life Vice President of Finance for the HBA Association (Ivey student government)
EXPERIENCE Summer 2006
AMARANTH ADVISORS (CANADA) ULC
Toronto, Canada
Summer Associate • Evaluated public companies to determine appropriate investment strategies for multi-strategy hedge fund using various fundamental valuation methods and in-depth research Reviewed numerous investment opportunities with a focus on the mining, media and technology industries 2003 – 2005
EDGESTONE CAPITAL PARTNERS
Toronto, Canada
Associate, Mezzanine Fund • Evaluated new transactions across numerous industries for a private equity firm with C$1.4 billion in AUM Performed financial modeling, underwriting, and due diligence on a $20 million investment to support the leveraged buyout of a NASDAQ-listed public company in the print management industry Conducted due diligence and monitored a C$19.2 million investment in a syndicate of subordinated debt lenders to facilitate the buyout of a Tier 1.5 auto parts manufacturer by a prominent U.S. equity sponsor Assisted in the structuring and financial engineering of potential transactions • Monitored four portfolio company investments, including business and financial review, to track impacts on return expectations at time of exit Maximized the Fund’s recovery in a distressed portfolio company, operating in the equipment rental industry, through financial and operational analysis Conducted analysis of conglomerate portfolio company to identify problem areas and to determine necessary solutions to remedy problems and improve financial performance • Developed and maintained individual investment and Mezzanine Fund returns, while tracking potential cash flow implications to individual Limited Partners 2000 – 2002
CREDIT SUISSE FIRST BOSTON
Los Angeles, CA
Analyst, Financial Institutions Group • Analyzed transactions using valuation and analytical techniques such as merger modeling, discounted cash flow and comparable company analysis (equity, M&A and debt) • Conducted business due diligence, drafted offering memoranda for private placements and sell-side advisory engagements and created management presentations for investor/strategic partner/rating agency meetings • M&A transaction experience includes participation in the following deals: Exclusive sell-side advisor to SierraCities.com on its $105 million sale to American Express Exclusive buy-side advisor to City National on the acquisition of Civic BanCorp for $113 million Exclusive sell-side advisor to Paymap Inc. on its sale to First Data Corp. • Financing transaction experience includes participation in the following deals: Lead-managed $300 million subordinated capital debenture offering for Western Financial Bank Lead-managed two equity offerings for Thornburg Mortgage, raising proceeds of $150 million
PERSONAL
• • • •
Enjoy participating in athletics: golf, soccer, football, hockey, squash, running and skiing Extensive international travel experience – have visited 26 countries across 3 continents Co-head of Tuck Rounders Club Proficient in French; Knowledge of Hindi
Nathaniel Beau Robinson 718 Byrne Hall, Dartmouth (Tuck) • Hanover, NH 03755-9000 • (617) 407-0105 •
[email protected]
EDUCATION 2004 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration degree, June 2007
Hanover, NH
Awarded full Tuck Merit Scholarship and selected a Toigo Fellow. 2007 Tuck PE Conference Co-Chair, Center for Private Equity Research Fellow, and Private Equity Finance Teaching Assistant. Member of Hockey Club, Private Equity Club, Technology Club, and Tuck African American Business Association.
2004 - Present HARVARD UNIVERSITY KENNEDY SCHOOL OF GOVERNMENT Candidate for Master of Public Policy degree, June 2007
Cambridge, MA
Focused on the impact public policy has on the performance of private equity firms and the business decisions of firms.
1994 - 1998
DREXEL UNIVERSITY Bachelor of Science in Business Administration
Philadelphia, PA
Dual concentration in Finance and Accounting Honors: AICPA Accounting Award, Ernst & Young Accounting Award, A.J. Drexel Honors Program
EXPERIENCE Summer 2006 MORGAN STANLEY Summer Associate, Investment Banking – Technology M&A Group
Menlo Park, CA
Advised leading technology clients on public and private buy-side/ sell-side transactions. • Played leadership role in development of valuation materials, coordination of due diligence, and day-today client communications on various M&A engagements. • Served as sole Associate on team advising Brocade in its $713MM acquisition of storage-switching competitor McData.
2001 - 2004
COMMERCE CAPITAL MARKETS, INC. Vice President, Investment Banking
Philadelphia, PA
Counseled public and private companies across a wide variety of industries on acquisitions, exit strategies, and capital raising alternatives. Sectors included technology, business services, and industrials. • Handled client relationships, supervised transactions, and provided leadership and guidance to less experienced staff members. • Advised FTI Consulting in its divestiture of the Applied Sciences Division and Neoware in its purchase of England-based Pericom Plc.
1998 - 2001
JANNEY MONTGOMERY SCOTT LLC Assistant Vice President, Investment Banking
Philadelphia, PA/ Tel Aviv, Israel
Executed 30+ deals involving companies based in the U.S. and Israel. Transaction types encompassed M&A, public offerings, and VC placements. Principal sectors included technology, FIG, and industrials. • Co-led Israel business practice and completed eight transactions. Managed Israel-based e-Sponsor’s merger with London-based Intuwave and simultaneous $10 million VC investment led by 3i. • Drafted proxies, prospectuses, and private placement memorandums, modeled financial transactions, prepared and presented fairness opinions, and performed due diligence.
COMMUNITY 2002 - Present PHILLYCARSHARE, INC. Co-founder and Chairman
Philadelphia, PA
Started nonprofit car-sharing organization to provide affordable mobility options for Philadelphians and to promote the social, environmental, and economic advantages of urban living. • Initially responsible for a broad array of start-up activities, including the creation of a business plan and financial model, business and corporate development, grant writing, marketing and outreach. • Developed strategic plan for 2006 to assess new business opportunities and to prepare for market entry by several VC-backed competitors.
PERSONAL
•
Enjoy playing golf and squash, skiing, trekking, and traveling.
SCOTT M. ROMAN 718 Byrne Hall • Hanover, NH 03755 • (917) 273-4898 •
[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, Consulting Club, B-Team Hockey, Triathlon Club, Outdoor Club 1996-2000
BOWDOIN COLLEGE Brunswick, ME Bachelor of Arts, magna cum laude, Double Major: Economics and Computer Science Sarah & James Bowdoin Scholar Award for academic excellence, Dean’s List • Student Representative / Endowment Investment Committee – Sole student with full voting privileges. This committee of trustees decides the investment strategy for the college’s $500 million endowment. • Team Captain / Bowdoin College Varsity Football Team – NESCAC All-Academic. Three-year starter. • Chairman of Administrative Oversight & Student Life Committees / Student Executive Board Member – One of nine elected by student body. Board liaisons between students, trustees and faculty, and is the policy making body for student government. • Vice President / Alpha Kappa Sigma Fraternity
EXPERIENCE Summer 2006 BOOZ ALLEN HAMILTON
McLean, VA Summer Associate – World Commercial Practice Member of a team advising global energy clients • Evaluated and modeled strategic options to expand a North African country’s electricity generation capacity. Insights from the model were used extensively in the final presentation. • Analyzed the potential market opportunity of a new clean coal electricity generation technology for a public US electric utility.
2004-2005
PUTNAM INVESTMENTS Boston, MA Assistant Vice President – Strategy & Corporate Development Analyzed potential M&A targets, developed firm strategy, and provided support to other divisions within the company. • Assessed investment performance, valuation and potential strategic fit for acquisition and partnership opportunities including equity, fixed income, fund of hedge fund, and real estate private equity firms. • Developed and presented strategy to combine Putnam’s defined contribution retirement business with Mercer Consulting’s human resources outsourcing business. Resulted in the formation of Mercer HR Outsourcing, a new subsidiary of Marsh & McLennan that will generate approximately $500 million in annual revenue. • Wrote memoranda for the CEOs of both Putnam and Putnam’s parent company Marsh & McLennan on potential acquisitions and joint ventures. • Presented valuation analysis and acquisition recommendations directly to CEO, COO and CIO of Putnam’s alternative asset management division. Assisted in due diligence of potential acquisitions.
2003-2004
Assistant Vice President – Business Analyst / International Business Unit Assisted in managing the sales, client service, marketing, and product management activities for Putnam’s non-U.S. institutional and retail businesses. • Worked closely with senior management internationally on multiple issues in their respective markets. • Provided senior management with daily updates on market timing and late trading allegations.
2000-2002
LEHMAN BROTHERS PRIVATE EQUITY New York, NY Analyst / Merchant Banking Group Evaluated, executed, and monitored leveraged buyout and growth capital investments on behalf of Lehman Brothers’ $2.0 billion institutional private equity fund. • Collaborated with team to close a minority equity investment in RSI Holding Corporation, a bathroom vanity manufacturer (~$60 million total equity). • Member of a team that completed two equity investments in Consort Resources, a UK oil and gas company as part of the portfolio company’s follow-on acquisition strategy (~$20 million total equity). • Employed various valuation techniques and conducted business, accounting and legal due diligence on investment targets and portfolio companies.
OTHER
Volunteer: Class Agent / Bowdoin College Alumni Fund • Salvation Army • Habitat for Humanity • WTC Relief Effort Interests Include: Football • Biking • Triathlons • Snowboarding • Sculpture • Golf
JAMES G. SCANLAN, JR. 719 Byrne Hall • Hanover, NH 03755 •
[email protected] • Fax: (703) 804-8107
Education 2005 - Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Joint Degree Candidate for the Master of Business Administration, June 2007 • MBA Fellow, Center for International Business • Private Equity-Venture, Healthcare, Tennis (Co-Chair), and Glen Tuck clubs 2003 - Present
SAIS AT JOHNS HOPKINS UNIVERSITY Washington, DC Joint Degree Candidate for the Master of Arts, Distinction in International Relations, June 2007 • Concentrations: International Economics, Conflict Management, completed in December 2004 • Dean Robert Osgood Memorial Fellowship
1996 - 2000
DAVIDSON COLLEGE
Davidson, NC Bachelor of Arts Degree, cum laude with Honors in Political Science, May 2000 • Honors Thesis: political risk and foreign direct investment in Caspian Sea oil pipelines • Dean Rusk Award for International Studies, Smith-Richardson Fellowship • Syracuse University, Strasbourg, France, Spring 1999, LSE, London, UK, Summer 1998
Experience BRITISH VITA 2006-present
Restructuring Analyst - Office of the Chief Executive High Point, NC/London, UK Currently hold ongoing role with Texas Pacific Group-owned, international chemical and polymers company of 7,500 employees during Chief Executive’s turnaround effort • Drove creation of growth strategy for $50m US nonwoven fiber business unit. Identified critical changes in specific market segment, supported business case for reopening idle factory, retargeted sales force on highest value potential accounts, differentiated selling proposition. • Conducted strategic and operational due diligence and built financial models for current divestment/acquisition of operating asset(s)/business unit(s) of approximately €50m in total value • Developed 3-6 month plan for new procurement function, established commodity priorities and outlined new function’s organizational structure, targeting run-rate savings of €10 to 14m
MCKINSEY & COMPANY 2005
Junior Engagement Manager, Senior Associate London, UK Spent almost four years in consultant and manager roles in the USA and the UK. Engagements spanned across diverse industries and functions (e.g., strategy, operations, organization) including • Manager of 15 person strategy task force for ₤600m revenue UK academic medical center. Constructed outline for £250m strategic business case, guided establishment of clinical and R&D priorities in cancer. Contributed to broad, multi-year hospital performance transformation • Junior manager of 19 person lean operations team for hospital emergency department. Reduced number of patients waiting over 4 hours by 90%, reduced time for referral to admission by 50% • Rating in top 5% of class, assuming full engagement management role
2002 - 2003 2000 - 2002
Senior Business Analyst - Operations Practice London, UK Business Analyst Charlotte, NC • Junior manager of 28 person task force that redesigned procurement function and changed HR strategies during merger of public transportation entity, saving organization over £22m per year and changing policies for approximately 1000 roles • Junior manager of 23 person operations task force, saving $11m. Helped to create transportation client’s new strategic sourcing function that has now contributed over $100m in annual savings • Assuming senior associate and junior manager roles in 2001
WORLD BANK GROUP 2004
Short-term Consultant - Organizational Effectiveness Task Force Washington, DC Held full-time, six-month role on Task Force reporting to 16 MDs/VPs of IDA and IBRD • Led analysis, problem-solving, and communications for over twenty members of the Task Force to improve client service delivery, managerial incentives, and organizational culture
Additional information Interested in competitive sailing, kneeboarding, chamber singing, international travel, Italian cooking Intern: U.S. Senate Foreign Relations Committee, CSIS, Europe Social Development Fund, CQ
Kyle J. Schroeder 719 Byrne Hall | Hanover, NH 03755 | (603)-646-7421 |
[email protected]
EDUCATION 2005-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2007 Finance Club, Investment Club, Entrepreneurship Club, Private Equity Club, Tuck Golf 1996-2000
DARTMOUTH COLLEGE
Hanover, NH
Bachelor of Arts in Economics, June 2000 Captain, Varsity Football Team, All-Ivy Football 1998, 99, N.C.S.A. All-American, Dragon Senior Honorary Society, Dartmouth Community Outreach, President, Granite of New Hampshire Investment Club, Social Chair, GDX Fraternity
EXPERIENCE Summer 2006
MORGAN STANLEY
New York, NY
Associate- Investment Banking Division • Valued companies utilizing previous transaction, public comparable, DCF & LBO techniques • Advised on counterparty universe for strategic transactions • Conducted due diligence on company financials • Led team in creating and articulating a defense strategy and value enhancing plan for Tekelec, a high performance network applications company 2005
ENERNOC, INC.
Boston, MA
VC-Funded Energy Technology Start-up Operations Associate • Built Demand Response Protocol, the company’s most central operating procedure, for California demand response events; trained operations and engineering teams in California demand response event protocol and managed California demand response events • Created model and led data analysis of customer energy usage during demand response events in California • Successfully tested and built non-network communication protocol from scratch including; broadcast emailing, faxing and tailored voice response system for over 150 customers and 250 client locations • Negotiated upgrades and reduced annual voice broadcast response cost by approximately $23,000 per year • Scheduled, tested and analyzed 56 Albertson’s client sites and summarized findings; results led to a directive to enroll an additional 280 Albertson’s customer sites 2003-2005
TRILLIUM TRADING, LLC.
Boston, MA
US leader in proprietary trading, automated trading, and hedge fund money management Manager / Senior Equities Trader (2004-2005) • Developed equities filter consisting of stochastics, moving averages, Bollinger Bands, RSI and Schonsite proprietary variables to recognize and act upon profitable trading opportunities • Managed and trained junior traders on utilization of Schonsite proprietary market dissemination and filtering platform. Increased utilization of Schonsite from zero to approximately 90% office wide Traders’ Representative / Trader (2003-2004) New York, NY • Led trader discussions on potential platform improvements: presented recommendations to Director of Trading resulting in multiple order execution innovations • Managed and executed NASDAQ and NYSE trades via Schonex platform within an equities portfolio in excess of $600,000 daily. Generated greater than a 30% gross return within 8 months 2000-2003
HEARTLAND SECURITIES
New York, NY
US leader in proprietary trading, automated trading, and hedge fund money management Manager / Trader • Conceived and led development of “Wire Market Order” which improved firm’s rate and speed of execution and composed over 8% of firm’s executed trades • Managed and executed NASDAQ and NYSE trades via Watcher trading platform within an equities portfolio in excess of $500,000 daily; generated over a 150% return within 33 months. Ranked in top 20 of over 200 traders in net revenue within fourth month of employment
PERSONAL
• • • •
XFL, Defensive Tackle, Birmingham Thunderbolts 2001 Arena Football League II, Captain, Offensive/Defensive Lineman, Jacksonville Tomcats 2002 Eagle Scout, Order of the Arrow, Congressional Medal of Merit for Life Saving 760 GMAT, 98% math, 99% verbal
Michael D. Sinclair, CFA 40 Heather Drive, Unit 1C • White River Junction, VT 05001 • (802) 299-2039 •
[email protected]
EDUCATION 2005-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH Hanover, NH Candidate for Master of Business Administration degree, June 2007. • Private Equity/VC Club (Elected Co-Chair); Tuck Ski Team; Teaching Assistant for Private Equity Finance • Fellowships: Center for Private Equity and Entrepreneurship; Career Development Office
1993-1997
BOWDOIN COLLEGE
Brunswick, ME A.B. in Biology with an Economics minor. • Elected President of the Bowdoin Rugby Football Club and the Alpha Kappa Sigma Fraternity • Division One Alpine Ski Team (Varsity Letter Winner)
EXPERIENCE Summer 2006
LEERINK SWANN & COMPANY Boston, MA Investment banking firm focused on healthcare. Summer Associate • Completed valuation models, pitch books, and industry due diligence for a $30 million private placement and a sell-side M&A engagement. Leerink was selected as sole agent and a finalist on the respective deals. • Authored the Commitment Committee Memo and participated in S-1 drafting sessions for a $75 million medical device IPO.
2002-2005
SILICON VALLEY BANK Newton, MA Full-service bank focused on technology and life sciences companies. Vice President • Originated, structured, negotiated and monitored credit transactions and equity warrant positions, including a $60 million term loan for LTX Corp. • Managed relationships with senior executives of over 60 public and venture-backed technology companies, comprising over $160 million in credit exposure and $12 million in estimated equity warrant value. • Sold a wide variety of financial instruments to sophisticated corporate clients. • Mentored three Associates, and instructed an internal course in credit analysis.
2000-2002
TSG EQUITY PARTNERS, LLC Stow, MA Private equity firm founded by a Managing Director of Thomas H. Lee Partners. Associate • Sourced, evaluated, structured and negotiated new investments. • Served on the Board of Directors of an international manufacturing and services company. Contributed to revenue growth of over 70% in two years. • Oversaw seven portfolio companies in consumer products, manufacturing, software, services and media, and managed portfolio company restructurings including the merger of aMedia with Click2Asia. • Completed ten new and follow-on financings totaling $5.5 million in invested capital. • Acted as the primary liaison to TSG’s 54 Limited Partners for capital calls and quarterly fund updates. • Played a key role in preparing the Private Placement Memorandum for a targeted $75 million fund.
1997-2000
BANKBOSTON, N.A. / FLEETBOSTON FINANCIAL
ADDITIONAL
Boston, MA Associate - Corporate and Investment Banking Division (1999-2000) • Analyzed and evaluated hardware, software, telecom, and service companies through financial modeling, management interviews, and industry research. • Prepared detailed credit write-ups and assisted senior bankers with monitoring and structuring loans. • Graduated in the top 10% of the Credit Associate Program. Analyst (1997-1999) • Created financial models and performed comparable analyses and industry research for over 50 corporate credit and leveraged finance transactions representing over $1.4 billion in commitments.
• Member of the Association for Corporate Growth and The Boston Security Analysts Society • Teaching Assistant for the Tuck Business Bridge Program (Summer 2005) • Interests include Tae Kwon Do (Blue Belt), alpine skiing, scuba diving, both saltwater and freshwater fishing, and an occasional round of golf
STEVEN M. VARNEY
226 Woodhaven Drive, #8L • White River Junction, VT 05001 • (917) 453-6566 •
[email protected]
EDUCATION 2005 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2007 • Elected treasurer of real estate club. Member of finance and private equity clubs.
1996 - 2000
DARTMOUTH COLLEGE
Hanover, NH
Bachelor of Arts in Applied Mathematics, June 2000 • Dartmouth Football − Received 1999 Hewitt Award for excellence in athletics and academics. − Selected to 1999 Pre-Season and Post-Season Season All-Ivy and N.E. Sportswriters All New England teams. − Awarded with 1998 Kenneth T. Young Award and selected to All-Ivy Second Team.
EXPERIENCE Summer 2006 BEACON CAPITAL PARTNERS, LLC
Boston, MA
Intern, Capital Planning, Tracking and Monitoring Project • Collaborated with acquisitions and asset management teams to develop a process for evaluating, budgeting, tracking and monitoring capital improvement projects from due diligence through disposition. • Performed site visits to properties owned in Boston, New York and Washington, D.C. • Participated in due diligence of potential acquisition in New York.
2004-2005
BEAR STEARNS ASSET MANAGEMENT INC.
New York, NY
Associate, Private Equity Advisors Group • Completed the sale of $75 million of private equity interests to three private equity secondary funds. • Structured and modeled the first hybrid private equity and hedge fund-of-funds structured as a split capital trust listed on the London Stock Exchange with an initial capitalization of $60 million. • Designed an analytical program used to obtain Standard & Poor’s ratings of private equity securitizations. • Negotiated a $300 million multi-party securitization of 40 private equity interests. • Examined the investment opportunities of alternative investment business lines.
2002-2004
BDC FINANCIAL, INC.
Boston, MA
Financial Analyst, Private Equity Fund-of-Funds Group • Modeled cashflows and returns for different tranches of a $500 million securitization of private equity interests. • Reviewed and selected private equity funds based on the investment team’s previous experience, continuity, and investment philosophy, performance of prior investments, and underlying portfolio companies. • Created diversified pools of private equity funds with respect to vintage, style, industry focus and percent funded. • Serviced and monitored two $30 million fund-of-funds that purchased secondary interests in 15 private equity funds. • Led six professionals in the redesign and enhancement of a database used to capture information provided in funds’ offering memoranda, limited partnership agreements, quarterly reports and capital call and distribution notices. • Presented BDC Financial’s modeling capabilities to Bear Stearns senior management prior to Bear Stearns’ acquisition of BDC.
2000-2002
LEHMAN BROTHERS INC.
New York, NY
Analyst, Healthcare Investment Banking Group • Provided strategic and financial advisory services to senior management of healthcare companies as a member of client coverage teams. • Valued public and private companies through comparable company, discounted cash flow and precedent transaction analyses. • Conducted due diligence investigations with corporate management teams, wrote sales and internal committee memoranda, drafted prospectuses and participated in roadshow presentations for financings. • Refinanced Extendicare Health Services, Inc. with the issuance of a $150 million senior unsecured note and the establishment of a new $105 million senior secured revolving credit facility. • Completed the first initial public offering after the September 11th tragedy raising $60 million for Israel-based Given Imaging Ltd.
PERSONAL
• •
Enjoy golfing, fishing, and skiing. Avid Boston Red Sox and New England Patriots fan.
Michael H. Wang 723 Byrne ● Hanover, NH 03755 ● 832.264.4000 ●
[email protected]
EDUCATION 2005-present
Hanover, NH Candidate for Master of Business Administration, June 2007 Leonard E. Morrissey Jr. Scholarship recipient (merit based) Designing a new integrative strategy course in conjunction with Dean David Pyke and various professors Tuck Admissions Associate, Head Tuck Ambassador for Texas, Tuck Stuff Student Owner, Safe Rides Chair Homebrew Club Co-founder, Glen Tuck Club, Golf Club, Hockey Club
1996-2001
THE UNIVERSITY OF TEXAS AT AUSTIN
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Austin, TX
Masters in Accounting, May 2001 Bachelor of Business Administration in Accounting, May 2001 Bachelor of Arts in Government and Economics, December 2000 Texaco Foundation Scholarship recipient (merit based)
EXPERIENCE Summer 2006
BAIN & COMPANY, INC.
2002-2005
Houston, TX Financial and energy commodity operations consulting practice focusing on large energy trading and financial institutions. Specializing in reducing the capital at risk, optimizing portfolio performance and increasing operational efficiency. Senior Consultant (2003-2005); Consultant (2002-2003) Strategy • Directed $500,000 project, reviewing operational efficiency of securitizing and selling mortgage backed securities and determining the maximization price for the instruments, increasing profits by 1.5%. • Developed strategy to manage price risk, by reducing the open position at daily close for a $250 million portfolio, reducing the value at risk by 5%. • Constructed framework to promote effectiveness and efficiency in energy commodity trading by providing guidelines on transaction procedures and eliminating redundancies. Reduced transaction time by 25%, reporting period by 33%, and costs by 5%. Operations • Formulated and implemented financial reporting standards arising from industry reform to maximize synergies, reducing preparation time by 20% and increasing automation by 15%. • Managed team of twelve in evaluating effectiveness of commodity hedges and valuation of derivatives. Increased hedge effectiveness by 2%, saving the company $100,000 annually. Professional Development • Developed and led peer mentor system for new hires, added to the organizational development plan for all staff. Received outstanding reviews from the managing partner and all participants. • Led the recruiting efforts at the University of Texas, undergraduate and MBA programs, increasing acceptance percentages by 75%.
2001-2002
ARTHUR ANDERSEN, LLP
PERSONAL
Dallas, TX Summer Associate Member of a team advising a $31B major defense diversified company, focusing on future operations strategy resulting in approximately $400M in savings • Analyzed operation efficiencies to increase productivity by 35% through internal benchmarking • Reduced work-in-progress inventory by 25% through establishing operating standards
ERNST & YOUNG, LLP
Houston, TX Consultant (2001-2002) • Improved client’s operational efficiency by 4% for daily calculations of key earnings and management values by reducing redundancies and determining the appropriate sequence of calculations.
• • •
CPA Licensed (Texas), Passed CFA Level I Fluent in Mandarin Chinese Texas Longhorn sports fanatic, golf enthusiast, and world explorer (over 25 countries)
2nd Year Students- Venture Capital
T. GREGORY AMES, III 701 Byrne Hall • Hanover, New Hampshire 03755 • 603-643-1465 •
[email protected] EDUCATION 2005 - Present Tuck School of Business at Dartmouth Candidate for Master of Business Administration, June 2007 • Co-chair, Entrepreneurship Club; Co-chair, Habitat by Tuck; Chair, Flying Club • Member of Private Equity and Technology Clubs 1986 - 1990
Dartmouth College Bachelor of Arts, Computer Science, June 1990
Hanover, NH
Hanover, NH
EXPERIENCE Summer, 2006 Vertica Systems Andover, MA Summer MBA Intern Performed numerous projects for the CEO, marketing, and business development teams at a venture-backed software startup. Reported directly to CEO. • Wrote portions of the business plan, including analyzing competitive landscape. • Developed several presentations detailing benchmark performance. Presentations were critical to second-round funding. • Developed pricing analysis model spreadsheet to establish software licensing structure. • Analyzed/debugged business model spreadsheet. 2000 - 2005 Cisco Systems Boxborough, MA Key team member of Cisco’s content switching team after Cisco’s acquisition of ArrowPoint Communications. Significant responsibilities included:
1997 - 2000
Engineering Manager (2002 – 2005) Software Engineer IV (2000 – 2002) • Managed four engineers working on three software projects for the Cisco 11000/11500 Content Services Switches (CSS) and Cisco 4491 Global Site Selector (GSS). • Established multi-site development program for the Cisco 11500 CSS. • Served as project manager for several CSS software releases (2 feature/6 maintenance). Responsible for resource allocation and scheduling, bug assignment, etc. All releases delivered on time/under budget. Each maintenance release included over 100 bug fixes. • Assisted in architecting third-generation CSS. Led infrastructure/bringup. Performed scheduling/resource assignment as well as coding. Project completed on schedule. • Evaluated external chip designs, supplied feedback and design suggestions to vendors. Arrowpoint Communications Founding engineering team member of web-switching startup. ArrowPoint invented URL switching, balancing web traffic between multiple servers based on specific content requested, and allowing large server farms to be built for high traffic websites with little impact on web site developers and users. Continue to maintain close ties with former ArrowPoint engineers and executives.
Acton, MA
Company went public March 2000, was acquired by Cisco Systems June 2000 ($5.7B). Founding Engineer, Principal Software Engineer Scheduled, designed, implemented, and debugged L2 switching fastpath code. Directed day-to-day activities of engineers developing simulation framework for unit testing. Completed on schedule, with no bugs reported in SQA or in the field. • Scheduled, designed, implemented, and debugged several key system software subsystems and operating system components. No bugs reported in SQA or in the field. Ascom Nexion – Member of Technical Staff at ATM networking startup Acton, MA Stratus Computer – Software Engineer Marlborough, MA Cyclone Microsystems – Software Engineer at industrial computer startup New Haven, CT •
1994 - 1997 1993 - 1994 1989 - 1993 PERSONAL
•
Private Pilot
JILL M. BRANCA, CPA 702 Byrne Hall • Hanover, NH 03755 •
[email protected] • (617) 285-0516
Education 2005 - Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH Hanover, NH Candidate for the Master of Business Administration degree, June 2007 • Awarded Tuck Merit Scholarship • Clubs: Healthcare, Private Equity, Women in Business, Hockey, Golf and Wine Clubs
2001
UNIVERSITY OF SOUTHERN CALIFORNIA Los Angeles, CA Intensive Accounting Program • Completed four semester equivalent courses in an eight week intensive accounting program
1997 - 2001
DARTMOUTH COLLEGE
Hanover, NH
Bachelor of Arts in Genetics, minor in Financial Economics, Cum Laude, June 2001 • Participated in the Women in Science Program
Experience GENENTECH, INC.
2006
South San Francisco, CA MBA Summer Intern, Market Development • Led and executed a strategic project to understand patient dynamics and the marketplace in anticipation of launch in a new indication for Avastin. • Identified primary research goals, selected a vendor, developed discussion guides, managed the research and presented recommendations to senior management within the Commercial organization. • Assessed the incremental value of a clinical trial in the neoadjuvant breast cancer population.
2001 - 2005
PRICEWATERHOUSECOOPERS Boston, MA Senior Associate 2003-2005, Associate 2001-2003, Technology Assurance Services Responsibilities: • Performed various accounting and audit-related services including annual audits, quarterly reviews, SEC filings (e.g. 10-K and S-4), and attestation work related to Section 404 of the Sarbanes-Oxley Act. • Led teams of up to ten members in the performance of audit procedures primarily for public companies with SEC reporting responsibilities and with annual revenues of up to $20 billion. • Specialized in life sciences clients including Genzyme, Dyax and ArQule. • Managed budgets of up to $1 million, consistently completing projects profitably. Specific Accomplishments: • Promoted to Senior Associate in two years, as compared to the company standard of three years. • Selected by senior management for a special assignment in PwC’s Entrepreneurial Services Center. Met with entrepreneurs in technology markets to assist in developing business plans and market research to help them determine the most appropriate method to secure financing. • Other special assignments included audit services related to several acquisitions, two carve-out audits, a debt offering, and an IPO, which subsequently turned into an acquisition. • Selected by senior management to lead training for new Senior Associates, as well as a two week training course in PwC audit methodology and technology for new hires nationwide.
2000
GENZYME CORPORATION Framingham, MA Research Assistant, Summer Internship • Studied the therapeutic value of various anti-angiogenic compounds. • Performed cellular and molecular assays; developed skills in aseptic and cell culture techniques, preparation of immunohistochemistry and enzyme activity experiments, and image analysis.
Personal
• • •
Certified Public Accountant, Licensed in 2005 Avid outdoor enthusiast-enjoy downhill skiing, golf, running, scuba diving and softball Other interests include travel and Boston sports teams
Jason V. Coloma 703 Byrne Hall • Hanover, NH 03755 • 925-577-0687 •
[email protected] EDUCATION 2005-Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH COLLEGE Hanover, NH Candidate for Master of Business Administration Degree, June 2007 Co-Chair Entrepreneurship Club; Private Equity Fellow; Member of the Healthcare and Technology Clubs
1999-2001
UNIVERSITY OF CALIFORNIA, BERKELEY MPH in Infectious Diseases & Immunity, School of Public Health • Thesis topic: Encouraging the Development of Drugs for Neglected Diseases
Berkeley, CA
1993-1997
UNIVERSITY OF SAN FRANCISCO San Francisco, CA BS in Biology, Cum Laude, Dean’s List • University Scholar: Full-tuition scholarship given for leadership and academic performance • Alpha Sigma Nu National Jesuit Honor Society (top 5% of graduating class)
EXPERIENCE Summer 2006 AMGEN Thousand Oaks, CA Fortune 500 company and the largest global biotechnology company. Finance and Strategy Intern • Developed deal readiness model by using internal and external data to create market launch investment benchmarks of Amgen and non-Amgen drugs to validate corporate development acquisition assumptions. • Conducted license buyout analysis to develop a comprehensive business case for re-acquiring product licenses held by partners. • Performed valuation, determination of synergies, and due diligence on active acquisition targets. Summer 2005
SINGULEX Berkeley, CA Start-up medical diagnostics company developing ultra-sensitive proteomics detection technology. Business Development Associate • Analyzed in vitro diagnostic tool market, leading to new corporate growth strategy focused on proteomic research and tailored patient therapy. • Led studies on market sizing, segmentation and competitive landscapes that enabled company to shift marketing efforts from infectious diseases to oncology and cardiovascular therapeutic areas. • Conducted market opportunity analysis for business plan, enabling $10MM Series C funding.
2002-2005
CYTOKINETICS San Francisco, CA Second most successful biotech IPO in 2004 with focus on small molecule drug discovery. Project Manager • Conducted strategic analysis of drug delivery marketplace and analyzed company's therapeutic portfolio to identify strategic partnership, IP-transfer, and acquisition targets. • Performed financial analysis of transaction opportunities, including development of pro-formas, valuations, and risk analyses, contributing to development of 10-year strategic plan. • Managed team assessing market changes, shifts, and advances in cellular imaging technologies that presented threat to competitive positioning. Research Analyst • Reengineered alliance management metrics and practices resulting in alliance budget reallocation by department and development of internal alliance-function organizational chart.
OTHER
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Glycofi: Performed valuation for business development team (purchased by Merck for $400 MM in 2006). Genzyme: Winner of the 2006 Case Competition – Joint Venture Analysis, Strategy, and Deal Structure Recommendations. Booz Allen Hamilton: One of 35 selected from over 900 students for the 2006 Booz Allen CEO challenge. Personal: Studied in Spain, backpacked through over 20 countries, and lived in Philippines. Interests include struggling at golf and cheering for Bay Area sports teams.
Clancy Si France 55 Drake Lane • West Lebanon, NH 03784 • (603) 667-5388 •
[email protected]
EDUCATION 2002 - Present DARTMOUTH MEDICAL SCHOOL
Hanover, NH
Candidate for Medical Doctorate degree, June 2007. Delegate to American Association of Medical Colleges—Congressional Relations Representative, Student Government, DMS Curriculum Committee, Rural Health Scholars, Montana Health Education Project
2005 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2007. National MD/MBA Conference Committee, Tuck Healthcare Club, Tuck Hockey, Work/Life Symposium
2000 - 2001
HARVARD UNIVERSITY HEALTH CAREERS PROGRAM
Cambridge, MA
Premedical Studies Program, June 2001.
1995 - 1999
UNIVERSITY OF PUGET SOUND
Tacoma, WA
BA in Business Leadership, Minors in Government and Economics, Magna Cum Laude, May 1999. Quarterback—Varsity Football, President—Phi Delta Theta fraternity, Phi Kappa Phi (top 5%), National Football Foundation Scholar-Athlete of the Year, Werbisky Scholar-Athlete Award, Small Business Institute Consultant, Greek Athlete of the Year, Track & Field, Theater Arts
EXPERIENCE Summer 2006 POLARIS VENTURE PARTNERS
Waltham, MA
Early and growth stage investment firm focused on life sciences and technology. $3.2B under management.
Summer Associate • • • • •
Winter 2007
MCKINSEY & COMPANY Winter Associate •
Spring 2006
Evaluated over 50 life science businesses—reviewed plans and met with executive teams. Identified and consulted over 30 experts in medicine, biochemistry, agriculture, and drug development. Developed product concept pipeline for early stage medical composite company. Evaluated medical, agriculture, and veterinary markets for early stage nanotechnology company. Conducted acquisition analysis for growth equity healthcare company.
Florham Park, NJ
Anticipated engagements include strategic analyses for pharmaceutical clients.
BOREALIS VENTURES
Hanover, NH
Early stage venture capital firm focused on life sciences and high technology investments in New England.
Student Associate • •
2001 - 2002
BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON Clinical Trial Coordinator • • •
1999 - 2000
PERSONAL
Part-time associate during academic year. Evaluated early stage life science opportunities, including business plan review, executive interviews, finding and contacting expert consultants, market assessment, team and technology evaluation.
Seattle, WA
Developed and managed a strategic five-state network of diabetes clinics to serve as regional screening and information sites for diabetes research. Improved or replaced low performing sites. Presented research updates to audiences of up to 200 physicians and nurses at professional conferences. Organized screening campaigns at diabetes events—hiring lab technicians, managing information tables.
DEPARTMENT OF THE INTERIOR Washington, DC Congressional and Public Relations Assistant, National Indian Gaming Commission • •
Initiated quarterly newsletter campaign to Congressional offices and tribal leaders. Coordinated correspondence with Congressional staff to promote acceptance of gaming policies.
• • •
Medical service in Honduras, Cambridge, MA, and Washington, DC. English teacher in rural Japan. Fly-fishing for Pacific salmon, steelhead and trout. Backpacking, skiing and road-biking.
ROBERT C. HALL 708 Byrne Hall • Tuck School of Business • Hanover, NH 03755 • 415-819-8942 •
[email protected]
EDUCATION 2005 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration, June 2007 Member, Venture Capital, Entrepreneurship, & Technology Club; Snowboarding and Triathlon Clubs; Toastmasters
1992 - 1996
PRINCETON UNIVERSITY
Princeton, NJ
AB, History, June 1996 National Collegiate Champion, Heavyweight Crew, 1996 (set course record); Best Freshman Rower Award, 1993
EXPERIENCE SUMMER 2006 MIKE HOMER/OPEN MEDIA FOUNDATION San Francisco, CA Consultant to veteran Silicon Valley technology executive and angel investor • Developed investment strategies in online video advertising and mobile business services for serial entrepreneur.
•
2000 - 2005
Evaluated companies, technologies and business models integral to market development. Presented to related corporations, angel forums, and venture capital firms. Findings informed corporate and VC investment strategies.
MAHI NETWORKS, INC.
Petaluma, CA
Communications systems company developing core hardware & software for global network operators Product Manager (2003-2005) • Key marketing team member who developed and commercialized carrier switching platform installed in three US telecom networks. Covered all areas of strategy and marketing. Helped win multiple tier-one carrier RFP’s totaling >$400M, acquire competitor on favorable terms, and build foundation for $15M bookings in 2005. • Initiated and managed product interoperability strategy required for integration into carrier networks. Defined solution features, established business models, evaluated and selected 3rd-party partners and aligned organization around programs. Saved 60%+ vs. competitor alternatives. Established five vendor alliances. • Designed and managed critical feature implementation. Analyzed customer requirements and devised solution requiring 1/3 the man-hours. Managed severe personnel, budget and time constraints to complete project. Manager of Corporate Marketing and Business Development (2001-2003) • Spearheaded product launch of industry-first optical data switch to establish position in emerging $1B market. Managed $1M budget and inter-disciplinary team of direct reports, peers and contractors. Developed branding, positioning, and promotion materials. Won three industry analyst awards and company’s top-1% “MVP Award.” • Developed and launched corporate alliance initiatives to establish key distribution channels. Devised pricing, comarketing and manufacturing terms for key Fortune 100 OEM partner. Secured additional 3rd-party partnership that reduced product pricing by ~25% and contributed to three major RFP wins. • Supported two CEOs through three fundraising cycles, providing analysis, marketing, and due diligence support. Market Analyst (2000-2001) •
1999 - 2000
Responsible for market, industry, and competitive analysis. Created materials and trained sales/marketing teams.
CORRIDOR MANAGEMENT
San Francisco, CA
Founder and Principal, Startup Strategy Consulting Boutique • •
1998 - 1999
Developed business plan for Chinese mobile phone software/services market leader. Created pricing model, designed market entry strategy, and helped company target Chinese network operators. Now NASDAQ-listed. Founded and served as Director of Business Development for web/mobile concierge services company. Conceived business plan and signed key partners. Recruited and led seven-member development team and fivemember advisory board. Raised $500K in seed funding and secured $100K in trial customer commitments.
PALO ALTO VENTURES
Palo Alto, CA
Associate, Corporate Strategy and Venture Capital Group of Philips Electronics •
1997 - 1998
Devised and executed new product strategies for Philips. Reviewed 100+ investment opportunities and assessed markets, business models and strategic fit. Work helped trigger low-cost manufacturing shift in $5B display unit.
MENATEP INVESTMENT BANKING
Moscow, Russia
Financial Analyst, Media and Telecommunications; banking unit of Russia’s largest financial-industrial concern •
PERSONAL Volunteering: Interests:
Evaluated 50+ investments in emerging companies and multinational joint ventures. Managed five-company portfolio. Created business plans, financial projections, and valuation models to pitch investment team.
Buoniconti Fund to Cure Paralysis • Fundraiser, Tuck GIVES, Phillips Academy and Princeton University Olympic triathlon • Brazilian jiu-jitsu • Snowboarding • Investor in Chinese mobile phone infrastructure start-ups
JORDAN D. KARP 711 Byrne Hall • Hanover, NH 03755 • (603) 643-3835 •
[email protected]
EDUCATION 2005 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration, June 2007 • Center For Private Equity Host Fellow • Co-Chair Venture Capital/Private Equity Club, Co-Chair Tuck Jewish Association, Golf Club • Teaching Assistant for Corporate Finance
1992 - 1995
VANDERBILT UNIVERSITY
Nashville, TN
B.S. Economics, May 1995 • Resident Advisor, Alternative Spring Break, Dean’s List, Junior Semester Abroad (London)
EXPERIENCE Summer 2006 CEI COMMUNITY VENTURES
Portland, ME
Summer Associate CEI Community Ventures is an SBA licensed New Markets Venture Fund that focuses its investments in Northern New England. • Developed with the management team of The Natural Pasta Company (portfolio company) a go-forward business plan to lead to Series B fundraising • Conducted market analysis (including sizing, landscape, and key players) for several clean technologies • Sourced several potential investment opportunities
2001 - 2004
RXCROSSROADS
Louisville, KY
President/Co-Founder RxCrossroads develops and manages product support programs for pharmaceutical, biotech, and medical device manufacturers. The company provides pharmacy services, reimbursement assistance, and patient management. Responsible for building team, developing financial plan, creating the marketing strategy, and managing company’s rapid growth. • Grew company from no revenue to an annual run rate of $25 million • Achieved 25% EBIT Margins and company was cash flow positive in 15 months • Company sold to Omnicare (NYSE: OCR) in July of 2005 for $235 million
1996 - 2001
MDI
Louisville, KY
Vice President of Operations Directed the operations of a family owned third-party logistics provider to the health care industry. MDI stored and distributed biologics valued over $350 million. Areas of responsibility included management of the warehouse, the facilities, and the customer service department. • Rebuilt entire management team • Launched new enterprise software system and RF/barcode technology in warehouse • Implemented ISO 9002 and cGMP Quality Systems in warehouse operations and customer service
1995 - 1996
HCA
Nashville, TN
Logistics Analyst HCA is the largest for-profit hospital corporation in the United States. In charge of providing labor and cost analysis of implementing consolidated distribution centers (CDCs) in major metropolitan areas across the United States. • Launched CDCs in Denver, Louisville, and Dallas that led to FTE reduction and significant cost savings • Worked closely with the CFOs of two other major markets that considered implementing CDCs
PERSONAL CIVIC BOARDS: Louisville Ballet Board (Vice President and Treasurer) 2001-2005 Kentucky Country Day Alumni Board (President) 1997-2003
ACTIVITIES: Golf, Fishing, SEC Football/Big East Basketball Fan, Habitat for Humanity, and Travel
Casey McCullar 713 Byrne Hall • Hanover, New Hampshire 03755 • 214-642-6151 •
[email protected] EDUCATION 2005 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration, June 2007 Honors: Tuck Merit Scholarship Recipient, Tuck Ambassador, Cohen Leadership Fellow Clubs: Tripod Hockey, Outdoor Club, Consulting Club (Recruiting Chair) 1999 - 2002
UNIVERSITY OF TEXAS AT DALLAS Master of Science in Geographic Information Systems, May 2002 Specialization in Spatial Analysis, Statistics, and GIS Implementation
1995 - 1999
Bachelor of Arts in Interdisciplinary Studies, May 1999 Concentrations in Global Concerns, Economics, and Management Presidential Scholarship for Academic Excellence Study Abroad in Guanajuato, Mexico
Hanover, NH
Dallas, TX
EXPERIENCE Summer 2006 NORTH ATLANTIC CAPITAL / FITLINXX Strategy Consulting Intern
Stamford, CT
North Atlantic Capital is a venture capital firm with $160MM under management, investing in established and growing companies in the area of technology-enabled business services. FitLinxx is an 80-person, $13MM portfolio company that uses technology to help members maintain an active and healthy lifestyle.
1999 - 2005
•
Strategy – Worked closely with CEO, COO, CFO, and CMO to refine company’s mission and vision. Assessed business opportunities, benchmarked competitors, and segmented market to develop business plan to support $4MM investment.
•
Product Development – Planned development of interactive interface, increasing functionality to improve value of system for end user.
•
Marketing – Authored and managed RFP process to engage marketing consulting firms, and selected firm to lead re-branding and re-positioning of product offering.
METAPATH SOFTWARE INTERNATIONAL (MSI) Geodata Department – Project Leader
Richardson, TX
MSI is a provider of wireless network planning software and consulting services. In a fast-paced production environment, the Geodata Department creates data to drive MSI’s proprietary mobile phone network planning software. •
Advancement - Earned four promotions, two during a hiring / promotion freeze.
•
Project Management - Led outsourcing of largest project in department history, supervising 35-member production team in India and quality control staff in Oregon. Delivered 5-month project on time, under budget, and above customer specifications.
•
Production Management - Accelerated production process by devising new standards for production and delivery of all projects through automation and process standardization. Increased output with 50% smaller department.
•
Team Leadership - Expanded within position to become lead customer-facing liaison for technical team and to assume certain managerial functions within the group.
•
Board Member, Twin Pines Housing Trust (affordable housing for low-income families) Interests include downhill skiing, shipwreck diving, traverse backpacking, short fiction Ambassador of Texas music and Tex-Mex cuisine to New England
PERSONAL • •
Alan Operman 215 Brookhollow Condominiums · Hanover, NH 03755 · (603)-232-9128 ·
[email protected]
EDUCATION 2005-Present
Hanover, NH
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Candidate for Master of Business Administration degree, June 2007 Tuck Merit Scholarship; President of Jewish Students Association; Member of Finance and Armed Forces Alumni Clubs 1994-1998
New York, NY
YESHIVA UNIVERSITY BA in Economics with a minor in Business Management, May 1998 Elected VP of Welfare Society; Member, Joint Business Society
PROFESSIONAL EXPERIENCE Summer 2006
CIBC WORLD MARKETS- TECHNOLOGY & TELECOM INVESTMENT BANKING
New York, NY
Summer Associate • Performed valuation analysis, research and strategic evaluation for IPO and M&A situations. • Spearheaded research of new industry and co-led pitch which resulted in a lead IPO mandate. • Responsible for weekly client updates regarding key developments within the CLEC industry. • Member of IPO due diligence committee for live deal; attended all pre-IPO org meetings and worked with the CEO and CFO. 1999-2002, 2005
GIZA VENTURE CAPITAL
Tel Aviv, Israel
An early-stage technology investment fund with $450 million under management. Investment Associate (2002, 2005) • Performed research, due diligence and negotiations for multi-million dollar investments in software and medical device companies. • Traveled extensively to generate deal flow in Israel and the US resulting in a 25% increase in companies screened and three investments. • Coordinated capital raising activities in the US, successfully bringing tier one investors to the fund and exceeding the targeted fund size by 41%. Business Development Analyst (1999-2001) • Designed deal flow management system that tracks thousands of companies. • Developed strategies and advised portfolio companies in identifying potential customers and markets.
2003-Present
ISRAEL DEFENSE FORCES (IDF)
Israel
Field Artillery and Light Infantry • Graduated the IDF Field Artillery and the Light Infantry and Urban Warfare Schools. • Served as Deputy Crew Commander and Gunner on Israel’s most advanced self-propelled howitzer. • Conducted infantry/jeep borne patrols and ambushes to thwart infiltrations and other hostile activities. • Awarded Certificate of Recognition citing “unique contributions” to combat missions. • Active in the Reserves and veteran of Second Lebanon War (Summer 2006). 1998-1999
YUSSR
Minsk, Belarus & Jerusalem, Israel
A government and foundation sponsored nonprofit organization in the former Soviet Union and Israel. Overseas Director • Managed Jewish community centers in multiple countries catering to thousands of people. • Responsible for allocating a budget of five hundred thousand dollars. • Trained and supervised local personnel to operate educational facilities and lead social welfare activities. • Spearheaded expansion of organization’s activities to include Israel and established the Jerusalem office.
PERSONAL • • •
Active fundraiser and former board member for YUSSR; Volunteer- Israel’s Department of Immigration. Languages: English, Hebrew, Russian and Yiddish. Dual USA and Israeli citizen. Enjoy travel (30+ countries), mountain biking, language study and history.
Henry J. Robinson 718 Byrne Hall ● Hanover, NH 03755 ● 603-667-6086 ●
[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 Extracurricular Leadership: Tuck African American Business Association Chair ’06-‘07 Other Clubs: Entrepreneurship Club, Consulting Club, Toastmasters, Frosty Jester Consulting Projects: Partnering Strategy for Solar Energy Startup, Commercialization strategy for new cancer prognosis tool developed at a leading research institution.
Fall 2006
IESE BUSINESS SCHOOL UNIVERSITY OF NAVARRA Exchange student at top rated European MBA program
1999-2001
PURDUE UNIVERSITY West Lafayette, IN Master of Science in Mechanical Engineering December 2000 National Consortium for Graduate Degrees for Minorities in Engineering Fellowship Burton D. Morgan Entrepreneurial Competition Semi-Finalist
1994-1999
PURDUE UNIVERSITY Bachelor of Science in Mechanical Engineering December 1998 Founded NSBE Purdue Grand-Prix Racing Team
EXPERIENCE Summer 2006
2001-2005
Barcelona, Spain
West Lafayette, IN
eBay Inc San Jose, CA eBay Summer Intern—Marketplaces Strategy (6/2006 – 8/2006) Developed overall strategy for new eBay motors business model Analyzed quantitative marketing data and conducted interviews/focus groups Initiated a relationship with two strategic partners share data and cross promote services Segmented eBay motors top spenders via phone interviews and quantitative data Recommended site changes based on customer segmentation and benchmarking Presented strategic plan to VP level eBay executive management team General Motors Corporation Warren, MI Lead Compartment Integration Engineer (9/2002 – 4/2005) Led team of 5 engineers in vehicle interior development Prioritized and planned financial, technical, and aesthetic requirements. Presented trade studies, design concepts, and recommendations to GM executives. Directed 60+ person cross-functional, semi-weekly meetings between marketing, engineering, manufacturing/operations and creative design. Key Accomplishments Promoted to Lead Compartment Integration Engineer in one-fourth the typical amount of time Led successful development of innovative tonneau cover, air duct, sunroof and seat concepts Co-founded young GM employees’ network Improved employee morale by initiating and leading GM Tech Center’s first “ride and drive” enthusiasm event Compartment Integration Engineer (1/2002 – 9/2002); College Graduate in Training Rotational Program (2/2001 – 1/2002)
PERSONAL
Frosty Jester: performed stand up comedy for charity; AWIM: taught a weekly science and engineering module to Detroit elementary school students; Nightclub “DJ”: Specialty is electronic dance music
ANN D. SCHIFF 719 Byrne Hall • Hanover, NH 03755 •
[email protected] • (202) 997-2342
Education 2005 - Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for the Master of Business Administration degree, June 2007 • MBA Fellow 2006-7, Center for Private Equity and Entrepreneurship • Tuck Venture Capital Investment Competition team, 2006 • Private Equity/Venture Capital Club, Recruiting Ambassador for Italy, ESL Teacher 2004 - Present
SCHOOL OF ADVANCED INTERNATIONAL STUDIES (SAIS) AT JOHNS HOPKINS UNIVERSITY
Washington, DC Bologna, Italy
Candidate for Master of Arts, International Relations, June 2007 • Concentrations: International Economics & Strategic Studies • Founding member, Finance & Development Student Group (Bologna) 1994 - 1998
HARVARD UNIVERSITY
Cambridge, MA
Bachelor of Arts, magna cum laude in Physics and Astronomy & Astrophysics
Experience NATIONAL BANK OF GEORGIA
Summer 2006
Tbilisi, Republic of Georgia Central bank of former Soviet Republic. Summer Associate, Monetary Policy Operations • Establish securities market for implementing monetary policy to combat inflation • Planned terms of marketable certificates of deposit for Vice President of bank • Managed bidding process for market software platform to be used for Bank’s currency trading Independent Consultant, US AID & Georgian Government Business Investment Center • Researched and wrote industry analysis on Telecom and Real Estate Development in Georgia, to be used by investors considering investment in Georgia
Summer 2005
WESTLB London, UK European commercial bank, with assets of €286 billion. Summer Analyst, Asset-Backed Securitization Team • Prepared benchmark deal comparisons for UK securitization • Drafted recommendations for proposed investments in entertainment and insurance sectors • Researched proposed securitization deals in Europe and global emerging markets
2000 - 2004
ICLUBCENTRAL, INC. Cambridge, MA Director of Finance & Operations Co-founder of profitable software company. Grew company to 35 employees, total customer base of over 100,000 members and consistent annual profitability. Responsibilities included the following: • Collaborated in setting business strategy and growth • Led financial due diligence on 10 completed acquisitions, including in Canada and UK • Administered bridge note and Series A venture capital financing, raising over $1M • Produced corporate financial projections for existing and new business lines • Controlled multi-million dollar corporate budget • Oversaw human resources, including recruiting, hiring, out-sourcing engagements • Managed seven accounting and operations staff, plus engagements with corporate lawyers in three countries • Negotiated co-marketing relationships with national stock brokerages, including TD Waterhouse
Personal
• • •
Travel writer; publications include: Let’s Go travel guides, Metro newspaper, Away.com website Taught English to teenagers in Indonesia, researched crab processing history for museum Languages: Proficient Spanish, conversational Hebrew & Italian, basic Indonesian & Russian
Alexander R. Tatum 720 Byrne Hall • Hanover, NH 03755 • 781.799.3887 •
[email protected]
EDUCATION 2005 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration, June 2007 • Private Equity Club, Investment Club, Ice Hockey Team • Consulting Experience: executed client project on product line extensions in the plastic tank / storage markets.
1997 - 2001
BOWDOIN COLLEGE
Brunswick, ME
Bachelor of Arts Degree in Economics • Varsity Hockey: Captain, Four year letterman, Awarded Team MVP Prize and Coach’s Award. • Varsity Football: Three year letterman.
EXPERIENCE Summer 2006 TUDOR VENTURES, INC. Summer Associate, Private Equity / Venture Capital - $500mm Under Management • • • • •
2003 - 2005
Boston, MA
Member of eight person growth equity team focused on services and technology investments. Researched / contacted 400+ names in the financial technology, software, and online advertising industries. Evaluated potential investment opportunities, business plans and industry sectors. Conducted financial modeling and analysis for portfolio companies / investment opportunities. Attended investment meetings; gained valuable deal structure exposure.
GOLDMAN SACHS & CO, INC.
Boston, MA
Financial Analyst, Private Wealth Management • •
2001 - 2003
Member of the firm’s largest PWM team in terms of assets ($11+/- bil.), revenues and professionals. Significant Client Experience: • Developed detailed financial model quantifying client’s concentrated risk with the potential placement of 60% of a $65mm portfolio in the private equity asset class solely. Built recommended alternative asset allocation model based on return, capital call and distribution assumptions. • Performed analysis on prospect’s $225mm hedge fund portfolio. Documented proposed diversification benefits across the four hedge fund sectors and other asset classes. Analyzed expected returns and corresponding portfolio volatility. • Researched, collected and presented performance data on client’s $125mm private equity portfolio (included 15 different PE funds). Built model illustrating individual fund / total portfolio performance.
SUNTRUST ROBINSON HUMPHREY
Boston, MA
Analyst, Investment Banking Division
PERSONAL
• • •
Provided advisory services to clients in the retail & consumer and business & technology services industries. Conducted extensive industry research, build sector databases and attended strategic / financial client meetings. Significant Transaction / Execution Experience: • Lead-managed a 4.6 million share initial public offering for Providence Services Corporation, a leading provider of government sponsored social services. Performed financial and operational due-diligence. Built initial financial projections and prepared internal investment committee and marketing memorandum. • Co-managed a $78 million secondary offering for Ultimate Electronics, a retailer of consumer electronics. Built initial financial projections and prepared internal investment committee and marketing memorandum. • Lead-managed a $16 million private investment in a public entity (PIPE) for NuCo2, the leading national distributor of bulk CO2 systems for the dispensing fountain beverages market. Aided in preparation of private placement memorandum.
• • • •
Belmont Hill School, Belmont, MA, graduate (1997). Avid golfer – approximate handicap of 12. Enjoy fly-fishing, downhill skiing and running. Completed road races include: Falmouth Road Race and Mt. Hood to Coast.
1st Year Resumes
1st Year Students- Buyout
ROBERT B. ALBRO, JR., CFA 801 Byrne Hall • Hanover, New Hampshire 03755 • 603-555-1212 •
[email protected] EDUCATION 2006 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration, June 2008 Investment Club, Finance Club, Flying Club, Hockey Club, Golf Club 1995 - 1999
LEHIGH UNIVERSITY Bachelor of Arts, with honors in Economics, May 1999 Minor in Political Science
Hanover, NH
Bethlehem, PA
EXPERIENCE 2002 - 2006 LONGFELLOW INVESTMENT MANAGEMENT COMPANY Boston, MA Analyst/Trader/Assistant Portfolio Manager • Managed distressed debt portion of risk arbitrage hedge fund. Duties included research, trading, and overall management of a $35 million portfolio. • Worked closely with partner/portfolio manager in management of $875 million of short and intermediate duration fixed income portfolios. • Performed detailed credit analysis of corporate bonds and structured debt products through various proprietary quantitative models, company reports, and analyst conversations. • Met with clients/consultants of existing and prospective accounts to discuss results and future goals. 2001 - 2002
DEUTSCHE ASSET MANAGEMENT- SCUDDER INVESTMENTS Neutral Control Associate • Monitored daily cash flows, transactions, and foreign currency balances for international, domestic, fixed income, and equity portfolios. • Provided monthly portfolio statistics to clients and/or third party consultants, including transaction and geographical performance summaries, and customized reports. • Examined derivatives to ensure all margins and contracts are reflected correctly.
Boston, MA
2000 - 2001
PIONEER INVESTMENT MANAGEMENT Global Custody and Settlement Analyst • Computed daily cash balances for all of Pioneer’s international and domestic funds. • Communicated balances to traders, chief investment officer, analysts, and portfolio managers. • Assisted in third party foreign exchanges with custodian banks. Calculated daily gains/losses and monitored margin requirements on all open futures contracts for domestic/international portfolios.
Boston, MA
1999 - 2000
KEYSTONE RESORT- VAIL RESORTS Assistant Property Manager (1999-2000) • Managed 80 employees and four supervisors for long and short-term operation of 300 condominium units. • Oversaw operations of four individual homeowner associations, including budget implementation and homeowner relations. Operations Supervisor (1999-1999) • Supervised 80 employees in daily operation of 300 condominium units. Coordinated housekeepers, inspectors, and maintenance personnel in upkeep of buildings and condominiums.
PERSONAL • • • •
Member: CFA Institute, Boston Security Analyst Society, University Club of Boston Avid skier and golfer as well as general sports enthusiast Private Pilot Nominated for and serve on the Renbrook School Alumnae/i Executive Committee
Keystone, CO
BRIAN D. ALLEN 801 Byrne Hall ● Hanover, NH 03755 ● 301-524-2808 ●
[email protected]
_____________________________________________________________________________________ EDUCATION 2006 – Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Hanover, NH • Candidate for Master of Business Administration, June 2008 • Consortium for Graduate Study in Management Fellow. • Member of Clubs: Private Equity, Investments, Tri-pod Hockey, HASA.
1997 – 2001
TRINITY COLLEGE
Hartford, CT
• Bachelor of Arts, Economics, June 2001 • Study abroad at Queen Mary and Westfield College - London, England. • Member of the Investment Club.
_____________________________________________________________________________________ EXPERIENCE 2003 – 2006 LIBERTY MUTUAL GROUP Boston, MA Senior Investment Associate, Private Equity Group Sourced, analyzed, recommended, and monitored U.S.-based venture capital, leveraged buyout, and secondary limited partnerships for Liberty Mutual’s $2.2B private equity portfolio. • Completed quantitative and qualitative due diligence leading to the investment execution of ten private equity limited partnerships representing over $260M in committed capital. • Researched industry trends and developed presentations to aid senior level management in portfolio construction, capital allocation, and investment decisions. • Constructed models to analyze sensitivity of portfolio performance versus benchmarks. • Evaluated offering memoranda from over 200 private equity funds. • Recipient of Bravo Award for analysis of discretionary write-downs within Liberty Mutual’s venture capital limited partnerships. Results used in annual presentation to CEO and Investment Committee. • Promoted twice during tenure and responsible for training new Associates. 2001 – 2003
Everett, MA Trust Specialist, Global Securities Services Resolved NAV accounting errors for institutional trust accounts. • Worked with various internal trust accounting teams to ensure proper daily and monthly valuations for clients. • Designed macros for accounting system to increase efficiency and reduce errors. • Performed reconciliation of asset holdings, accruals, pending trades and cash balances.
MELLON FINANCIAL CORPORATION
SUMMER 2000 MORGAN STANLEY DEAN WITTER Chevy Chase, MD Summer Intern • Investigated cost-basis analysis for missing securities through MSDW client database. • Operated computer system for marketing program used in business development initiatives.
_____________________________________________________________________________________ PERSONAL • Candidate for Level III of CFA Exam.
• • • •
Mentor for Big Brothers of Massachusetts Bay. Eagle Scout. Member of the Boston Security Analysts Society. Interests include snowboarding, financial markets, and non-fiction reading.
YVAN BAKER 802 Byrne Hall • Hanover, NH 03755 •
[email protected] • (603) 646-7511
Education 2006 - Present
1996 - 2000
TUCK SCHOOL OF BUSINESS AT DARTMOUTH Hanover, NH Candidate for the Master of Business Administration degree, June 2008 • Private Equity Club, Finance Club, Tuck Student Consulting Services, “Tuck Masters” public speaking group, Sustainable Business Club SCHULICH SCHOOL OF BUSINESS AT YORK UNIVERSITY
Toronto, ON
Honors Bachelor of Business Administration • Dean’s Honor List • Double Major in Finance and Marketing 1992 - 1996
Toronto French School - International Baccalaureate diploma (I.B.) • Valedictorian
Experience 2004 - 2006
HOUSE OF COMMONS
2001 - 2004
BANK OF NOVA SCOTIA (BNS) Vaughan, ON Relationship Manager, Commercial Banking • Grew client loan portfolio by 88% and deposit portfolio by 25% in first full year as a Relationship Manager, surpassing all major sales targets with loan growth goals exceeded by 350% while preserving credit quality. • Performed financial and risk analysis on companies across a variety of industries, managing credit risk on loan portfolio of $35 million. • Established three new commercial banking client relationships in first full year as a Relationship Manager, generating new business for the bank. • Awarded Scotiabank's Commercial Banking Achievement Award as an “Outstanding Commercial Banker” in October 2003 by the Vice President for outstanding achievement and contribution to the Commercial Banking Team.
2000 - 2001
DONBAK HOLDINGS INC.
Toronto, ON Executive Assistant to a Member of Parliament - Borys Wrzesnewskyj, M.P. • Planned and arranged meetings between Canada’s Ministers of Finance and Health and community and opinion leaders, resulting in progress on a variety of issues such as foreign direct investment, corporate taxation and bank mergers. • Led a volunteer body of 17 opinion leaders and supporters in fundraising, preparing for elections and strengthening the M.P.’s ties into the constituency. • Oversaw the establishment of the M.P.’s Toronto office and trained and managed staff that processed over one hundred daily requests and inquiries. • Represented the M.P. with voters in his absence by regularly speaking at functions on his behalf. • Composed correspondence, speeches and press releases for the M.P. • Advised the M.P. on policy issues, community relations and election readiness.
Toronto, ON Business Analyst, Angel Investing Firm • Performed financial and business analysis on speculative, entrepreneurial investments to make investment recommendations. • Negotiated alongside management with target companies to ensure that capital invested would be safely recovered and that adequate return on those investments would be generated.
Personal Fluent in English, French and Ukrainian. Conversational Russian. Participate regularly in public speaking through Toastmasters International and other engagements. Enjoy travel, ballroom dancing and baseball. Regular organizer of political campaigns – executive on several campaigns and delegate to numerous party conventions.
David C. Byrne
802 Byrne Hall • Hanover, NH 03755 • (617) 470-8721 •
[email protected]
EDUCATION 2006-Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008 • Private Equity Club, Finance Club, Investment Club, Founding member of the Kampai Club 1994-1999
TUFTS UNIVERSITY
Medford, MA
B.A. in Economics • Member of the Leonard Carmichael Volunteer Society; Social Chair of the Alpha Tau Omega Fraternity
EXPERIENCE 2003-2006
STONEBRIDGE ASSOCIATES, LLC
Boston, MA
Boutique investment banking firm which provides services to middle-market and emerging growth clients. Analyst • Completed three M&A transactions, two private placements and eight financial advisory assignments, which ranged in size from $10M to $250M, for clients in the manufacturing, energy, technology, consumer products, and financial services industries • Prepared valuation analyses including: comparable company, comparable transaction, discounted cash flow, and leveraged buyout analyses for both engaged and prospective clients • Created financial models detailing hypothetical acquisition activity, debt schedules, capital expenditure needs and other general industry assumptions, and developed capital structure optimization analyses • Interacted with the senior management of client companies throughout all phases of each transaction • Assisted in drafting offering memoranda and management presentations, contacted potential buyers and investors, and managed due diligence processes • Analyzed industry trends and dynamics for purposes of strategic positioning and financial analyses • Mentored junior analysts Specific Deal Experience: Raised $20M in equity capital for an insolvent fabless semiconductor company after first restructuring the company’s debt and freeing its encumbered intellectual property. The firm avoided bankruptcy and the private equity firm invested the capital at a pre-money equity valuation of $30M. 2001-2003
FLEETBOSTON FINANCIAL
Boston, MA
Assistant Vice President, Portfolio Manager Commercial Banking Group • Managed a loan portfolio in the healthcare services sector, which consisted of commercial loans, taxexempt bond financings and derivative financial instruments ranging in size from $2M - $150M • Structured unique loan transactions to maximize leverage and minimize equity investment by the borrower in order to increase return on equity to the customer while protecting the Bank’s capital • Monitored the financial performance of clients in order to assess their credit risk profile • Prepared written credit analyses of current and prospective clients • Constructed detailed financial models to assess appropriate capitalization structure for clients 1999-2001
FIDELITY INVESTMENTS
Boston, MA
Investment Administrator • Calculated and reported cash available for investment to traders and portfolio managers • Monitored trade executions and settlements • Prepared and reviewed monthly, annual and ad hoc regulatory reports
PERSONAL
• • •
Serve as a mentor for undergraduates through Tufts Career Services, volunteer at several Boston area non-profit organizations Avid reader and traveler (spent a year living abroad in the Czech Republic, Spain and Norway) Enjoy skiing, playing tennis and occasionally hacking up the golf course
DAVID K. CHIN 803 Byrne Hall • Hanover, NH 03755 • (917) 699-0903 •
[email protected] EDUCATION Class of 2008
Hanover, NH TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration degree, June 2008 Private Equity, Entertainment & Media, Investment Management, Outdoors, and Running & Cycling Clubs
Class of 2000
DARTMOUTH COLLEGE Bachelor of Arts in Economics Alumni Fund Scholar, Alpha Chi Alpha Fraternity, Research Assistant to a Tuck Professor
Class of 1996
STUYVESANT HIGH SCHOOL
Hanover, NH
New York, NY
EXPERIENCE Summer 2006
New York, NY DLJ MERCHANT BANKING PARTNERS Summer Intern • Participated in the sourcing, structuring, and execution of various private equity transactions • Met with target management teams, investment bankers, legal counsel, tax/accounting advisors, and consultants as part of sourcing and due diligence efforts • Built operating and LBO models; authored investment committee memoranda • Transactions include the pending $755MM LBO of a publicly-traded U.S. specialty finance company
2002 – 2006
New York, NY CREDIT SUISSE SECURITIES (USA) LLC Associate (Class of 2003) – Leveraged Investments Group (Alternative Investments Division) The Leveraged Investments Group manages several credit-oriented investment funds (CDO, hedge fund, separate account) with $10 billion in total AUM • Served as credit analyst responsible for coverage of the food and beverage, consumer products, and tobacco sectors • Evaluated senior (first- and second-lien), high yield, and mezzanine debt investment/trading opportunities in the new issue and secondary markets (par and distressed) • Conducted fundamental credit analysis based on modeling and analysis of cash flows, capital structure, valuation, and relative value • Joined creditor committees in financial restructurings of companies in portfolios • Assisted in business development activities including fund raising and investor meetings
2000 – 2002
New York, NY BANC OF AMERICA SECURITIES LLC Analyst – Media & Telecommunications Group (Investment Banking Division) • Participated in the sourcing, structuring, and execution of various M&A and corporate finance transactions of clients in the media & telecommunications industries • Built various financial models (DCF, comparable companies, comparable transaction, M&A , and LBO) • Drafted public offering documents and selling memoranda, participated in due diligence sessions, and created roadshow presentations • Transactions include four high yield offerings, one IPO, one M&A transaction • Ranked in top tier of analyst class; one of selected analysts in the group offered a third-year position
Summer 1999
New York, NY FIRST DOMINION CAPITAL, LLC Summer Analyst • Participated in the sourcing, structuring, and execution of various senior debt, mezzanine debt, and equity investments in middle-market companies • Assisted in financial analysis, due diligence, and drafting of investment committee memoranda • Only one of three summer analysts to receive full-time offer
PERSONAL • •
Big Brothers/Big Sisters of New York, Dartmouth Alumni Interviewer Enjoy running (completed the NYC Marathon), cycling, weight training, skiing, and traveling
WILLIAM DAVID CHRIST 15-1 Heritage Lane • Norwich, Vermont • 05055 • (603) 236-9339 •
[email protected] EDUCATION Tuck School of Business at Dartmouth - Hanover, New Hampshire Candidate for Master of Business Administration degree, June 2008 • Private Equity club, Investment club, Wine club
2006-Present
Washington and Lee University - Lexington, Virginia 1997-2001 The Williams School of Commerce, Bachelor of Science with Special Attainments in Business Administration • Phi Beta Kappa, Summa Cum Laude • GPA: 3.96/4.00 - Top ranking student in the Business School, overall class rank of 4/405 • Varsity Baseball Team - Starting/relief pitcher and All Old Dominion Athletic Conference Academic Team • Williams Investment Society - Selected to manage a $1,000,000 all equity fund that is part of the University endowment • Study Abroad - The University of New South Wales, Sydney, Australia – Spring semester 2000 EXPERIENCE TA Associates, Inc. - Boston, Massachusetts 2003-2006 Private Equity Associate - Consumer and Services Group • Investment professional focused on leveraged recapitalizations, buyouts and growth capital transactions in consumer products, financial services and business services industries for a leading private equity firm with $10 billion under management. • Active in entire investment process, including financing negotiations, documentation and business due diligence. • Identified investment ideas through industry research, publications, investment bankers and trade shows. • Marketed and sold TA as a value-added partner to potential investment targets through extensive, proactive cold-calling of over 400 companies per year. • Group representative for recruiting process. Screened, interviewed and helped select incoming candidates. • Major transaction experience: − Sourced and executed a $42 million growth equity investment in Microban International, Ltd., the largest built-in antimicrobial protection company in the world. − Sourced and partially executed a pending $350 million equity investment in a rapidly growing retailer. − Other transaction experience (unclosed): $10 billion value equity manager, outdoor sporting goods retailer, EBT transaction processing company, rapidly growing portable storage and moving company, high volume casual restaurant. Lehman Brothers, Inc. - New York, New York 2001-2003 Investment Banking Analyst - Global Real Estate Group • Conducted investment banking advisory analyses including: discounted cash flow, leveraged buyout, comparable company, comparable transaction, and accretion/dilution. • Prepared commitment committee and sales memorandums, created pitches, performed company due diligence, attended drafting sessions, and interacted with management of multiple companies. • Major transaction experience: − Exclusive financial advisor to FBR Asset Investment Corporation in merger with Friedman, Billings, Ramsey Group, Inc. Private Equity Analyst - Lehman Brothers Real Estate Partners • Participated in all aspects of the investment process from deal screening to creation of investment committee memoranda including: internal rate of return and implied capitalization rate analyses; replacement cost analysis; market analysis; and legal and property level due diligence. • Major transaction experience: − Hawaii and California Multifamily Complexes: Separate acquisitions of a 406-unit low income apartment complex in Oahu, Hawaii and a 636-unit apartment complex in Citrus Heights, California. − California Single-Family Residential Community: Mezzanine loan investment on a 192 single-family residential community situated on a golf course in Sacramento, California. Lehman Brothers, Inc. - New York, New York Summer 2000 Investment Banking Summer Analyst - Global Consumer Products / Retail Group • Focused on the divestiture of Riddell Sports from Varsity Spirit (purchased by Lincolnshire Management for $61 million). INTERESTS • Attending professional and college sporting events, coaching youth soccer and baseball, Syracuse University athletics, reading, wakeboarding, alpine skiing, golf and travel.
JULIE W. CUMMING Tuck School of Business • 803 Byrne Hall • Hanover, NH 03755 •
[email protected] • (671) 947-4157
Education 2006 - Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH Hanover, NH Candidate for Master of Business Administration, June 2008 Merit Scholarship Recipient Clubs: Private Equity, Consulting, Women in Business, Sustainable Business, Tuck Volunteers and Wine
Winter 2003
HARVARD EXTENSION SCHOOL
Cambridge, MA
Graduate level semester study of Microsoft Excel including modeling and macros June 2002
DARTMOUTH COLLEGE
Hanover, NH
Bachelor of Arts in Economics modified with Mathematics Chief Financial Officer of student investment club Study abroad in Barcelona, Spain
Experience 2004 - 2006
GAP, INC – OLD NAVY ONLINE
2002 - 2004
CITIZENS CAPITAL, INC
Spring 2001
DARTMOUTH COLLEGE
Fall 2000
BANC OF AMERICA SECURITIES
Personal
San Francisco, CA Merchandise Planner • Grew Girls Department by 18%, meeting financial goals through careful analysis of historical and current trends. • Produced detailed quarterly plans at the product level and presented high-level results to Senior Management prior to inventory purchase. • Analyzed daily sales performance to make time-sensitive inventory decisions in order to maximize sales opportunities and manage risk according to recent trends and divisional performance. • Developed and enhanced the financial models used by the Online team to achieve financial goals. • Established a strong and productive relationship with the Girls Merchandising Department in order to synergize the financial goals of the division with the creative and fashion-oriented side of the business. Boston, MA Senior Associate • Promoted twice from Analyst to Senior Associate at the $500M private equity subsidiary of Citizens Bank. Portfolio included mezzanine, later stage, venture, and fund investments. • Worked closely with Partners on new mezzanine capital investments, including due diligence, financial modeling, deal structure and reports for presentation to Senior Management. • Monitored the performance of five portfolio investments. Responsibilities included quarterly analysis of financial performance, investment valuation exercises and attendance at board meetings. • Evaluated and maintained a diverse portfolio of 36 buyout and venture funds. • Examined a wide-range of industries, including consumer products, general manufacturing, supplychain management, and government contracting. • Managed an innovative Bank initiative that allowed the top 20 executives to attract new top-tier customers and implemented a database to efficiently manage these clients. • Completed the Citizens Bank formal credit and financial analysis training program.
Hanover, NH Research Assistant to Economics Professor (part-time) • Conducted preliminary econometric analysis of global temperature trends using 300-year data set. San Francisco, CA Share Repurchase Program Assistant • Executed performance analysis and reconciliation of client accounts, as well as managing incoming communications for the president and vice president of the stock repurchase program.
• •
Interests include: sailing, running (half marathons, relays), Boston Sports, travel and volunteering Proficient in Spanish
SHAUN F. FITZGIBBON, CFA 806 Byrne Hall • Hanover, NH 03755 • 860-670-8982 •
[email protected] EDUCATION 2006 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration, June 2008 Member of the Private Equity, Investment, Tuck Soccer, Golf, and Ski Clubs 1997 - 2001
Hanover, NH
BABSON COLLEGE Wellesley, MA Bachelor of Science, magna cum laude, Business Administration with Finance Concentration, June 2001 Babson Men’s Soccer – Captain, Two-time All-New England Team, Three-time All-Conference Team Presidential Scholar Babson Scholar Athlete of the Year – 2001 Who’s Who Among Students in American Universities and Colleges
EXPERIENCE 2002 - 2006 LANDMARK PARTNERS, INC. A Private Equity and Real Estate investment firm specializing in secondary funds.
Boston, MA
Associate – Direct Investment Group (2004 – 2006) Led the raising of an $11.5M senior credit facility for a national sign manufacturer. Managed banker relationships and advised senior management during 120 day process. • Co-negotiated and structured a $17.5M leveraged recapitalization of a third-party logistics portfolio company. Modeled various proposals received from banks and presented findings to a member of the Board of Directors of the company. The recapitalization returned 1.6x invested capital in less than eighteen months post-investment. • Led the diligence efforts on a $3.0M investment in a labor friendly financial services firm. Conducted management interviews, industry and competitive landscape analysis, financial modeling, reference checks, background searches, and prepared the investment memorandum. • Managed team of three analysts during Landmark’s largest ($1.0B) secondary portfolio purchase. • Screened incoming investment opportunities and conducted initial diligence reviews. • Aided in sourcing, structuring, and negotiating potential investment opportunities. •
Analyst – Secondary Private Equity Group (2002 - 2003) Simsbury, CT • Completed investment due diligence on potential secondary portfolio transactions. • Monitored existing partnership investments for the firm. Prepared quarterly status reports to investors, participated on investor conference calls, worked with financial models to evaluate partnership performance, and tracked cash flow activity of various Landmark funds. 2001 - 2002
STANDARD & POOR’S CORPORATE VALUE CONSULTING Boston, MA Associate • Engaged in purchase price allocations and intangible asset valuations resulting from merger and acquisition activity. • Created valuation models for fairness opinions, acquisition targets, impairment charges, and business divestitures. • Led the top rated (out of 15) associate team during a month-long training program.
PERSONAL • • • • • • •
Chartered Financial Analyst – AIMR member since 2003 Connecticut Society of Financial Analysts – Member since 2003 Youth Soccer Coach – Coach for an under-eight boy’s and under-fourteen girls’ teams Boston Marathon – 2002 and 2003 Wampanoag Road Runners – Member since 1998 Computer Skills – Microsoft Office, with extensive excel modeling, Bloomberg, and CapitalIQ Enjoy hiking and camping in New England, competitive soccer, and traveling with my wife Amber.
Brian P. Fleming 36 West Wheelock Street, Apartment 8 Hanover, NH 03755 (617) 429-5154
[email protected]
Education 2006-Present
Tuck School of Business at Dartmouth
Hanover, NH
Candidate for the Master of Business Administration degree, June 2008 1994-1998
Dartmouth College
Hanover, NH
A.B., Cum Laude, Economics, Minor in Government Varsity Ice Hockey Chi Heorot Fraternity, Vice-President Dragon Senior Society
Experience 2005-2006
ACCION USA
2000-2005
Boston Ventures Management, Inc.
1998-2000
Bear, Stearns & Co. Inc.
Boston, MA Operations Associate Non-profit microlender that has provided over $130 million to 14,300 low-income entrepreneurs Played a key role in expansion of lending activity from four states to entire domestic United States through development of new Internet loan product Coached entrepreneurs on business plan development for start-up restaurants and retail firms Analyzed potential acquisitions of other microlenders’ portfolios and opportunities Isolated determinants of risk in historical loans to create a risk-adjusted pricing model for future loans Boston, MA Associate Private equity firm with $2.6 billion invested across six funds in the media and entertainment sectors Screened transaction opportunities, conducted extensive due diligence, and built internal case for investment Identified sources of senior capital and negotiated credit agreements with prospective lenders Negotiated purchase and operating agreements with management teams of three acquired businesses Drafted white papers on the cable television, recorded music, television broadcasting, and travel industries Served on the Board of SSI Holdings, LLC and was a board observer for several other portfolio companies Selected portfolio companies and their respective transactions: SSI Holdings, LLC: Leveraged buyout of provider of online and telephone samples for use in market, political, and academic research. Purchased for $90 million and sold in two years for $360 million Rave Reviews Cinemas, LLC: Start-up financing for domestic movie theater exhibitor that opened 18 cinemas and grew to approximately $140 million in revenues NorthStar Travel Media, LLC: $66 million leveraged buyout of trade publisher for the travel industry Estimation Holdings, Inc.: $20 million buyout and growth financing for software firm focused on the mechanical and electrical sub-trades of the construction industry New York, NY Financial Analyst, Corporate Finance, General Industry Group Developed company valuations based on discounted cash flow, comparable company, precedent transaction, and sum-of-the-parts analyses Created leveraged recapitalization/buyout and merger models to evaluate the pro forma effects of potential transactions on corporate earnings, capital structure, credit statistics, and ownership Selected transactions: Trivest, Inc.: Advised on $278 million leveraged buyout of WinsLoew Furniture, Inc. WinsLoew Furniture, Inc.: Lead-managed $105 million offering of senior subordinated notes Bear Stearns Venture Partners, L.P.: $150 million venture capital fund of funds Armor Holdings, Inc.: Joint lead-managed $67 million follow-on equity offering
Personal Volunteer youth athletic coach for Hill House and big brother for Big Brothers of Massachusetts Bay Dartmouth College alumni interviewer Interests include hockey, soccer, and squash
JUSTIN S. HARVEY
808 Byrne Hall • Hanover, NH 03755 • (617) 275-6474 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008. • Private Equity Club, Finance Club, Real Estate Club, General Management Club 1995-1999
COLBY COLLEGE
Waterville, ME
B.A. International Studies with a concentration in Latin America and International Economic Policy. • Graduated cum laude with Distinction in major. Dean`s List six out of seven semesters. • Selected as a research assistant by professor Patrice Franko to conduct research for her textbook on Latin American Economic Policy. • Varsity men’s lacrosse team. 1997
SCHOOL FOR INTERNATIONAL TRAINING
Quito, Ecuador
Semester-long language and culture emersion program.
EXPERIENCE 2004-2006
FLAG CAPITAL MANAGEMENT, LLC
Boston, MA
Private equity fund-of-funds with $3.5B under management in 15 funds across three strategies. Investment Associate • Met with prospective private equity and venture capital managers to evaluate their candidacy for investment. Conducted extensive due diligence during the evaluation process including track record attribution analyses, performance benchmarking, and reference calls, which were essential to FLAG’s investment decision-making process. • Monitored activities of fund managers on a company-by-company basis. • Researched industry trends in private equity fundraising, deal volume, deal pricing, and credit markets. • Initiated and led the restructuring and streamlining of firm-wide quarterly reporting processes. • Researched and wrote a quarterly “Insights” white paper on credit markets and their impact on the leveraged buy-out market. Paper was distributed to hundreds of investors and posted on the company website. 2002-2004
STONEBRIDGE ASSOCIATES, LLC
Boston, MA
Middle-market and emerging growth investment banking firm. Financial Analyst • Completed several M&A and private placement deals ranging in size from $10M to $200M. • Performed corporate and securities valuation analyses and built detailed financial models incorporating multiple capital structures, as well as debt repayment and internal rate of return analyses. • Built a fully-functional financial model for the CFO of a public company to use in monitoring the cash flows of a multi-divisional manufacturing conglomerate. • Drafted business development materials, offering memoranda, and management presentations. • Conducted industry research analyzing market trends and competitive dynamics, and identifying key market competitors. 2001
KENDALL STRATEGIES, INC.
Cambridge, MA
Management consulting firm specializing in healthcare technology. Research Intern • Compiled, organized, and analyzed industry and product information for project teams. • Aided in the preparation of client presentations. • Assisted consultants with market analysis and forecasting. 1999-2001
PERSONAL
GOODWIN PROCTER, LLP Boston, MA Case Assistant, Corporate Department • Assisted corporate attorneys with a range of legal matters including transaction structuring, entity formation and maintenance, corporate governance, due diligence review, and document drafting. • Worked extensively with the Private Equity, M&A, Banking, and Real Estate groups. • •
Big brother to a 13 year-old Dorchester boy through Big Brothers of Massachusetts Bay. Enjoy golf, alpine and cross-country skiing, tennis, sea kayaking, sailing, and fly fishing.
Alexander F. Koepnick 811 Byrne Hall • Hanover, NH 03755 • +1 (603) 270-0216 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008. Private Equity Club, Finance Club, Student Consulting Services, General Management Club 2003-2006
CFA (CHARTERED FINANCIAL ANALYST)
Munich, Germany
(Passed all three exams. Anticipated granting of Charter: Fall 2006) 1999-2001
BUSINESS SCHOOL LAUSANNE
Lausanne, Switzerland
Bachelor of Business Administration, September 2001, Summa cum Laude Best student of the class of 2001
EXPERIENCE 2002-2006
SIEMENS AG Munich, Germany Portfolio Manager • Managed together with eight other portfolio managers the Siemens Pension Trust (€12bn) • Government bonds, corporate bonds, currency overlay management, lending & money market • Improved and developed quantitative forecasting models and tools to monitor risk. These models were •
included in the investment making process of all portfoliomanagers Consulted the CFO concerning global pension management and investment management
2001-2002
KOEPNICK & LANG HAUSVERWALTUNG • Learned from my father and grandfather how to manage the family assets • Sold apartment buildings in Vienna, Austria
Munich, Germany
1999
SIEMENS PLC. • Supported the SAP R/3 Team in developing new tools
1998
ALPENPARK GMBH Munich, Praha & Dresden, Europe • Coordinated the workflow between the three subsidiaries • Implemented different network tools between subsidiaries and banks
1998
SIEMENS K.K. • Set-up SAP R/3 in different divisions and locations
1995-1998
LUDWIGSGYMNASIUM (HEAD OF STUDENTS COUNCIL) Munich, Germany • After being representative of my class for many years I was elected head of the student’s council for
London, UK
Tokyo, Japan
three consecutive years (representing more than 1000 students).
PERSONAL
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High-tech: PCs, PDAs, mobiles, VoIP, information technology, new media, communication technology Sport: Golf, ski, tennis, volleyball, boat driver's license, scuba diving license, hunting license Art: From impressionism to today. Strong interest in expressionism art Culture: Asia (Japan & China), Reading (Classics), Traveling
Byron H. LaMotte III 812 Byrne Hall • Hanover, NH 03755 • (603) 646-7959 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008 Private Equity Club, General Management Club, Entrepreneurship Club 1999-2003
GEORGETOWN UNIVERSITY
Washington, DC
Bachelor of Arts, Economics; Minor, Italian Varsity Sailing Team: Captain 2001-2003, Team Race National Champions 2001 Georgetown University Student Investment Fund, Student-Athlete Leadership Advisory Council
EXPERIENCE 2003-2006
THE DIRECTORSHIP SEARCH GROUP
Greenwich, CT
Boutique executive recruiting firm specializing in corporate governance and director recruiting Senior Associate (2004-2006) Member of a dynamic ten-person recruiting and consulting team working with clients across the United States ranging from FORTUNE 50 to start-up companies • Performed corporate board composition analysis and helped set strategy for board recruiting objectives. Our completion rate for board searches was 100% • Set strategy and executed searches for CEOs and other executives at privately held companies utilizing a 70,000-person database as well as direct sourcing and networking • Communicated directly with clients on both business development and project management fronts • Sourced, identified, interviewed and presented candidates for both director and executive searches • Negotiated final offers for candidates and counseled clients on how to effectively recruit
•
Associate (2003-2004) Designed and created the primary sales pitch presentation for director and executive searches used for all prospective clients • Conducted research and prepared presentations for corporate governance consulting projects including director compensation and board effectiveness • Served as Assistant Controller assembling cash position and billing reports, posting accounts payable, billing clients and helping transition to a new accounting platform
•
2002
MERRILL LYNCH
Washington, DC
Financial Advisory Partnership Intern (Fall) • Measured the success of the group by analyzing client acquisition, client retention and profitability • Researched prospective clients online to determine background information • Distributed marketing materials and research reports to prospective and current clients Administrative Management Intern (Summer) Reduced technology costs by updating workstation and software information Created specialized profit and loss statements for client portfolios Performed inquiries into trade errors to identify problems
• • • 2001
EDGARTOWN YACHT CLUB
Edgartown, MA
Racing Coach (Summer) • Coordinated practices and travel schedule to events including the National Championship • Coached a team of ten sailors on all aspects of racing and sportsmanship
PERSONAL
• •
Brunswick School varsity sailing coach, 2004-2006 Interests include sailing, golf, tennis, squash, skiing and travel
Lisle A. Leonard 812 Byrne Hall • Hanover, NH 03755 • (207) 632-7836 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008. Clubs: Private Equity, Finance, Nonprofit and Women in Business.
1996-2000
BOWDOIN COLLEGE
Brunswick, ME
Bachelor of Arts, Double Major: Economics and Spanish with a concentration in Latin American Studies. Dean’s List, 1997-2000; Sarah and James Bowdoin Scholar, 1999-2000. Summer internship at Merrill Lynch in Madrid, Spain, 1999.
Fall 1998
LA UNIVERSIDAD CATOLICA DE VALPARAISO
Valparaiso, Chile
Intensive semester-long study of Latin American economics and history.
EXPERIENCE 2003-2006
AMERIQUEST MORTGAGE COMPANY
New York, NY
Ameriquest is the nation’s largest sub-prime mortgage lender and issuer of asset-backed securities. Director, Capital Markets (2006) • Devised the execution strategy for all mortgage originations, totaling $40B, determining the best capital structure using two proprietary structuring models developed in-house. • Supervised the growth of the New York office from one employee to 20 in the span of two years. Responsible for all hiring and training of employees. • Implemented the securitization of new products, including IO, 40yr and Alt-A mortgages. • Created and applied Sarbanes-Oxley compliant policies and procedures for Capital Markets. • Managed relationships with Freddie Mac and FNMA, representing over $30B in sales annually. Head of Transactions, AVP, Capital Markets (2005) Managed over 150 transactions valued in excess of $150B off of four SEC shelves. Streamlined securitization process, saving both one week and approximately $1M per deal. Coordinated contact with over 250 existing institutional investors from five continents via international road shows and conferences. • Executed all derivative, residual and bond trades. • Awarded Associate of the Year, 2005, Ameriquest’s highest honor.
• • •
Associate, Capital Markets (2003-2004) Recruited as the Company’s first employee in the New York office. Primary liaison between the Company’s headquarters in California and the New York investment banks. • Developed and maintained all relationships with syndicate group, rating agencies, accountants, attorneys, derivative counterparties, insurers and other third-party vendors.
•
2000-2003
NOMURA SECURITIES INTERNATIONAL
New York, NY
Analyst, Fixed Income • Participated in deal execution for mortgage-backed securities, including maintaining relationships with counterparties, preparing computational materials and presenting to sales force. • Selected as only analyst to assist Whole Loan trading desk with monitoring of positions and hedges. • Researched trends and tracked collateral in agency and non-agency transactions.
PERSONAL
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Proficient in written and conversational Spanish. Appointed New York Ambassador to Ameriquest’s League of Volunteers. Volunteer, God’s Love We Deliver, delivering meals to terminally ill patients, 2001-2006. 2 time Boston Marathon qualifier and 5 time marathon finisher raising over $15K for charity. Passionate citizen of Red Sox Nation.
NEERAJ MAHAJAN Tuck School of Business • 813 Byrne Hall • Hanover, NH 03755 • 510-682-3940 •
[email protected]
EDUCATION 2006 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration, June 2008 Member Private Equity club, Investment Management club, and Outdoor Activities club.
2004 - 2005
BOSTON UNIVERSITY
Boston, MA
Master of Science, Investment Management, High Honors, May 2005 Member Beta Gamma Sigma, an Honor Society; Recipient Dean’s Scholarship Member Investment Fund and made recommendations on AAR Corp (AIR) and Akamai Technologies (AKAM)
1993 - 1997
PONDICHERRY UNIVERSITY
Pondicherry, India
Bachelor of Technology, Electrical Engineering, May 1997
EXPERIENCE 2005 - 2006
FORTIS INVESTMENTS
Boston, MA
Quantitative Analyst, US Fixed Income • Designed and developed a regression-based credit scoring and screening model to help managers and analysts select bonds and take company bets using instruments like credit default swaps. • Constructed an Excel-based surveillance application that helped analysts capture critical fundaments/credit information about various companies in a robust SQL database. This information was then used by CIO and portfolio managers for monitoring credits and also for making presentations in road shows. • Collaborated with portfolio managers to manage risks in various fixed income portfolios. This required detailed analysis of portfolio measures like spread and effective duration, quality, and sector analysis. • Contributed in quantitative research efforts for $2 B structured credit products.
2001- 2005
FIDELITY INVESTMENTS
Boston, MA
Data Analyst/Consultant Software Engineer, FMR Co. • Assumed role of a data analyst researching time sensitive vendor information for accuracy. This data was then fed into Fidelity’s reference database which supported trading and accounting applications. • Aided in setting the strategic technical direction for reference database system and trained senior programmers with significant experience in newer technologies. • Volunteered for crucial 24/7 support for more than three months in order to get a thorough understanding of the applications. The usual support period is one week. • Consistently rated an “Outstanding Employee” and promoted twice in 30 months, less than half the average time.
2000 - 2001
eFORCE INC.
Hayward, CA
eForce is a software solutions and services provider specializing in enterprise applications. Software Engineer • Investigated for 36 hours straight to resolve extremely critical website performance issue for Avaya, Inc, without which the project would have been in jeopardy. • Programmed a complex algorithm for matching air routes to provide fastest and cheapest way to ship cargo for eCargoService.com, an air logistics firm.
1997 - 2000
DSQ SOFTWARE INC.
Chennai, India/ London, U.K/Hayward, CA
DSQ, now Scandent Corp, is a software solutions provider specializing in offshore development model. Software Engineer • Youngest programmer and first in a group of 60 to be selected to implement software solution at client site in London for Nippon Express. • Revamped accounts receivable aging application for Exel Global Logistics Inc. in record time that resulted in substantial client savings and helped win more projects for DSQ.
PERSONAL • • • •
Passed CFA Level III exam. Expect to receive CFA Charter by November 2006. Member CFA Institute, Boston Security Analysts Society. Fluent in 5 languages: English, Hindi, Punjabi, Urdu, and Dogri. Global politics enthusiast.
JAMES C. MARTIN JR. 813 Byrne Hall • Hanover, NH 03755 • 603-646-7429 •
[email protected]
EDUCATION 2006-Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration, June 2008 Tuck Merit Scholarship, Finance Club, Private Equity Club, Triathlon Club 1998-2002
DUKE UNIVERSITY
Durham, NC
Bachelor of Science in Economics, May 2002 Spanish Minor, Markets & Management Certificate Dean’s List (1999-2001) Duke-In-Spain study abroad program, Mac Anderson Foreign Language Scholarship Teaching Assistant for Corporate Finance and Basic Finance & Investments, Best Economics T.A. Award Varsity Letters in Cross Country and Track & Field, Captain of Track & Field Team
EXPERIENCE 2003-2006
WACHOVIA CAPITAL MARKETS, LLC
Charlotte, NC
Associate (2006)/Analyst (2004-2005), Fixed Income Division – Structured Principal Finance • Founded Structured Principal Finance group with four senior bankers. • Analyzed, valued, structured, executed and/or monitored debt and equity investments backed by residential mortgages, international maritime containers, oil and natural gas, domestic containers and chassis, mobile storage units, auto loans and leases, aircraft, intellectual property, and skilled nursing facilities. • Constructed complex, proprietary models to project asset performance, evaluate risks and determine whether investments presented attractive risk/reward opportunities. • Prepared internal investment memoranda and participated in presentation of recommendations to Global Capital Markets Capital Commitment Committee. • Assisted in negotiation and execution of definitive agreements. • Received “5” rating (highest/top 10%). Representative Transactions: • Developed detailed projections, assisted in designing executive incentive contracts and coordinated integration team for $83M strategic acquisition of AmNet Mortgage, Inc. (Nasdaq: AMNT). • Led on-site due diligence teams of bankers, consultants, accountants and attorneys in evaluating and valuing exit strategies for $150M principal investment in Gateway Container’s 170K-unit, securitized container fleet. • Constructed financial model adopted by Odyssey Energy Services LLC, a natural gas marketing and trading start-up and joint venture. Analyst (2003-2004), Fixed Income Division – Special Situations Group • Managed $1.1B of Corporate and Investment Bank’s distressed debt and equity exposure to 12 companies, five of which operated under Chapter 11 bankruptcy protection. • Conducted extensive industry analysis, prepared comprehensive valuations and developed hold/sell recommendations for exposure to public and private companies in wide range of industries, including consumer products and retail, telecom, energy and power, chemicals and specialty products, and staffing. • Assisted in generating consensus among bank group participants during negotiations of restructuring documents, sale agreements and amendments to credit agreements. Representative Transaction: • Provided Board of American Household, Inc. (f.k.a. Sunbeam Corporation) valuation analyses based on comparable company, precedent transaction, discounted cash flow and break-up methodologies. Recommended tax election alternatives to maximize value of net operating losses. Analyses enabled Board to make strategic decisions critical to increasing enterprise value by $60-$260M between 4Q02 filing of Disclosure Statement with Bankruptcy Court and 1Q05 sale of company, thereby allowing Wachovia to realize a recovery of $125M. 2002-2003
DUKE CAPITAL PARTNERS, LLC
Charlotte, NC
Analyst, Power & Energy Infrastructure Representative Transaction: • Performed complex modeling, drafted offering memorandum and identified potential financial bidders during syndication of $20M subordinated debt and warrants investment in Mogas Energy, LLC. Syndication resulted in 150 bps of syndication income, despite public knowledge that DCP was liquidating $350M portfolio.
PERSONAL
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CFA Level III Candidate. NASD Series 7 and 66 Registered Representative. Youth Group Leader, Myers Park United Methodist Church, Charlotte, NC (2002-2006). Elite triathlete. As member of Team Charlotte, placed Top 5 in six North Carolina Triathlon Series events. Hobbies include windsurfing, sailboat racing, surfing, scuba diving, skiing, backpacking and rock climbing.
BENNETT J. MORGAN 7 Drake Lane • West Lebanon, New Hampshire 03784 • 512-970-9492 •
[email protected] EDUCATION 2006 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration, June 2008 Awarded Tuck Merit Scholarship. Private Equity Club. Hockey A Team. 1997 - 1999
UNIVERSITY OF TEXAS AT AUSTIN Bachelor of Arts, summa cum laude, Economics, December 1999
Hanover, NH
Austin, TX
EXPERIENCE 2001 - 2006 Citigroup (Citibank Service Center) San Antonio, TX Vice President – MIS Director (2005-2006) • Spearheaded strategic plan development and implementation to predict sales opportunities that played a key role in increasing annual revenue from $60MM to over $250MM. • Provided sales strategy planning and implementation in Eastern Europe (Hungary and Poland), Western Europe (Germany and Spain), and Latin America (Colombia). • Managed a technical and analytical group of 2 managers and 10 analysts. Assistant Vice President - Senior Business Analyst (2003-2005) • Developed customer interaction standard for evaluating quality of phone agents. Contributed to a 5% increase in customer satisfaction and became a global best practice. Manager - Business Analyst (2001-2003) • Created balanced performance evaluation tool combining productivity, quality and sales that changed the basis for performance appraisal and enabled developing variable compensation programs. 1999 - 2001
AIM Technologies Start-up that developed and operated online and offline fan loyalty programs with over 100 professional and collegiate sports teams. Senior Business Analyst (2000-2001) Conducted financial projections and secondary research on pilot programs with existing clients that generated over $500,000 in revenue. • Developed eCommerce model to expand current clients’ web presence with a single Commerce Service Provider by leveraging fixed costs across multiple clients. •
Regional Operations Manager (2000) • Developed and implemented standardized campaign management strategies centered on intelligent design of survey questions asked of fans to strengthen market research possibilities across lines of sport and teams. • Managed three interns and three stadium managers along with 13 team programs. Operations Manager (1999-2000) • Implemented first on demand video and wireless applications for in stadium use. Sales Specialist (1999) • Established title sponsorship relationships through cold calls with Fogdog.com, an online sports retailer, and Planet Hollywood, a global restaurant chain. Sponsorships increased revenue over 30% and $100,000 per year.
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Habitat for Humanity - Family Selection Committee chairman - One of 13 selected to represent Citigroup at 2005 Jimmy Carter Work Project in Detroit United Way Stewardship Committee member (five years) Motorcycle Racing Enthusiast
Austin, TX
Kelsey M. Morgan 23 West Wheelock St, Apt D • Hanover, NH 03755 • 617-780-9778 •
[email protected] EDUCATION 2006 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration, June 2008
Hanover, NH
1998 - 2002
Hanover, NH
DARTMOUTH COLLEGE Bachelor of Arts, cum laude, Mathematics & Physics (Double Major), June 2002 • Dartmouth College Sailing Team: Commodore, Recipient of Yachtsmen’s’ Trophy; Psi Upsilon Fraternity
EXPERIENCE 2004 - 2006 NAUTIC PARTNERS Providence, RI Middle market private equity firm focusing on investment in the business services, healthcare, manufacturing and telecom sectors with $1.8B under management Associate, Due Diligence and Portfolio Management Practice • Developed and managed due diligence plans for six platform and two add-on acquisitions to validate key investment assumptions regarding market and competitive positioning • Assisted senior management teams in evaluating market opportunities and developing strategic plans • Analyzed three industries and identified 20-50 priority acquisition targets in each industry from a universe of over 1,000 • Created a quantitative model to forecast value creation over a three-year time period for the firm’s portfolio of approximately 25 investments • Conducted detailed regression analysis on the RV, manufactured housing, and ATV / UTV markets using linear and non-linear models to forecast annual unit shipments • Analyzed SKU level data to identify product lifecycle characteristics and trends in pricing and volume 2002 - 2004
INVESTOR GROUP SERVICES Boston, MA Private equity consulting firm specializing in the analysis of market and strategic issues Senior Associate (June 2003 to July 2004) Associate (September 2002 to June 2003) • Completed approximately 35 projects across a broad array of industries and strategic issues including: − Strategic issues: Add-on acquisition screening, product line introduction, pricing trends, realization strategy − Industries Researched (sample): Building materials, nutritional supplements, debt collection, medical imaging, synthetic wine corks • Promoted to Senior Associate after one year, a full year ahead of the traditional twoyear track • Designed and built detailed market models to forecast industry growth rates and analyzed competitor market share trends based on data gathered through primary and secondary research • Managed teams of up to nine in-house contractors, providing performance feedback and monitoring team productivity and data quality. • Redesigned and deployed a quantitative training module for new associates to incorporate actual case examples
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Volunteer as advisor to Sales Outsource Group, a start-up outsourced-sales business, providing analysis and advice on a variety of strategic and financial topics Sail Solings competitively in regional and national events; Ski recreationally at Sugarbush; Enjoy backpacking, overnight canoe trips and the outdoors
SCOTT D. ORLECK Tuck School of Business, 319 Byrne Hall • Hanover, NH 03755 • 781-789-0466 •
[email protected] EDUCATION 2006 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration, June 2008
Hanover, NH
1998-2002
Durham, NC
DUKE UNIVERSITY Bachelor of Arts with Major in Economics and Minor in Religion • •
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Graduated summa cum laude and Phi Beta Kappa with a 3.93 cumulative GPA Published senior thesis entitled “Why Private Equity Varies Across Countries and Time” which was awarded High Distinction and presented at a national undergraduate economics conference Served as undergraduate teaching assistant in Macro and Microeconomics for three years
EXPERIENCE 2005 - 2006 THE PARTHENON GROUP Principal •
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2002 – 2005
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Boston, MA
Big Brother volunteer for past three years to a 12 year old whose family emigrated from Belarus Served as chair of a volunteer committee responsible for community outreach and recruiting
COMBINED JEWISH PHILANTHROPY (CJP) •
2004-2006
New York, NY
Assisted in the structuring of collateralized mortgage obligations (CMOs)
JEWISH BIG BROTHER & BIG SISTER OF GREATER BOSTON (JBBS) •
2005-2006
Responsible for executing research and financial analysis to support project team Built financial model to quantify the value of cost and revenue synergies from a potential merger between two regional laundry services businesses Analyzed tickets sales data to develop pricing strategy for Boston sports franchise which created 40% increase in potential ticket revenue
GOLDMAN SACHS Summer Intern, Fixed Income Currencies & Commodities •
PERSONAL 2003-Present
Advised range of clients as a Principal, a post-MBA level consultant, for The Parthenon Group, a boutique strategic advisory firm Led the development of project hypothesis and team workplans Managed case teams consisting of two to three Associates as well as maintained relationships with key client contacts Worked extensively in both Parthenon’s Private Equity and Corporate Strategy Practices, with significant sector experience in private equity, education, entertainment, retail, and healthcare Evaluated the relevant market size, segmentation, growth prospects, and acquisition candidates within the Contract Research Market in order to development a new strategy and market prioritization for a global pharmaceutical services provider Led a team of Associates in conducting due diligence for potential PE acquisitions Managed an organizational redesign task force that identified over $2.5M in cost savings for a global entertainment and confectionary company
Associate / Senior Associate •
Summer 2001
Boston, MA
Boston, MA
Participated in CJP’s Kadimah program, a yearlong leadership development program to educate emerging leaders on ways of contributing to Boston’s Jewish community
INSPIRE! VOLUNTEER CONSULTING / CHARLESTOWN LACROSSE
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Boston, MA Volunteered as case-team leader for independent non-profit organization offering volunteer consulting services to youth-focused non-profits under the umbrella of strategy consulting firms Led five person team in six moth project to develop a strategic plan for Charlestown Lacrosse & Learning Center which resulted in new organizational focus and improved fundraising strategy Joined CLLC’s Board of Directors to oversee the implementation of our recommendations
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Traveling, cycling, running, reading, Jewish literature, baseball, the RedSox, Duke Basketball
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INTERESTS
Robert E. Pennington III 329 Byrne Hall • Hanover, NH 03755 • (646) 245-0351 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008 Tuck Merit Scholarship, Private Equity Club, Entrepreneurship Club 1997-2001
UNIVERSITY OF VIRGINIA
Charlottesville, VA
Bachelor of Arts with Distinction, Environmental Sciences and Economics Majors Fulfilled all requirements in pre-medical curriculum, Intermediate Honors, Dean's List (7 semesters)
EXPERIENCE 2003-2006
CONWAY, DEL GENIO, GRIES & CO. L.L.C.
New York, NY
Distressed advisory firm of approximately 35 professionals providing three primary services: (i) representing debtors and creditors in financial restructurings, (ii) advising mid-market companies on acquisitions, and (iii) providing interim management in distressed companies Associate (2005 - 2006), Analyst (2003 - 2004) • Participated in over 10 successful financial restructurings, operational turnarounds, acquisitions and business plan reviews • Performed numerous valuation, debt capacity, and liquidation analyses used to frame the restructuring of capital obligations • Undertook comprehensive assessments of business operations and created financial statement and cash flow forecasts utilized in advising investors in troubled companies • Extensive interaction with senior management on every engagement • Led multiple aspects of the bankruptcy process, including creating Key Employee Retention Plans, heading contract review processes, building detailed financial models, creating presentations for meetings with stakeholders, and coordinating due diligence for creditors Selected experiences include: • As part of a team of two, reviewed business plan, management and internal controls of a private equity portfolio company and recommended actions to the Board of Directors • Part of four person team that assumed management of a bus manufacturer and restored the company to cash flow breakeven • Designed and implemented cash flow forecasting process at eight contract manufacturing plants to improve forecasting ability and allow corporate managers better visibility into daily operations of the plants and created methodology to assess customer profitability for use in customer renegotiations • Managed the two separate Chapter 11 asset sales, identifying and contacting potential financial and strategic acquirers, leading creation of sale offering materials, coordinating due diligence process with interested parties, and negotiating purchase agreements 2001-2003
DEUTSCHE BANK SECURITIES INC.
New York, NY
Investment Banking Analyst, Global Industrials Group (2001 - 2003) • Prepared analyses used in structuring and valuing capital market transactions, including equity, equitylinked and debt securities offerings • Constructed financial models for evaluating merger and acquisition transactions • Performed due diligence, participated in drafting sessions, created roadshow presentations, and coordinated internal commitment processes in connection with securities issuances or acquisitions • Created numerous pitches and investor presentations • Selected transaction experience including: Buy-side advisor to Kansas City Southern announced acquisition of TFM SA de CV (Mexico’s largest railroad company); Lead-manager of J.B. Hunt Transportation follow-on stock offering; Co-manager on Pacer International IPO; Secured commitment in several credit facilities and coordinated multiple credit facility amendments as agent bank
PERSONAL
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Proficient in German Avid golf, tennis, and soccer player. Interests in science and environmental issues, specifically pertaining to business and public policy
RYAN C. RICHARDS Tuck School of Business • 818 Byrne Hall • Hanover, NH 03755 • 773-330-3415 •
[email protected]
EDUCATION 2006 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008 Awarded merit-based Tuck Scholarship Member: Private Equity, Investment Management, Finance, and Ski Clubs
1997 - 2001
WAKE FOREST UNIVERSITY
Winston-Salem, NC
Bachelor of Science in Business and Minor in Spanish Summa cum laude, Phi Beta Kappa Honor Society, Beta Gamma Sigma Honor Society Freshman Advisor (1999-2000), Calloway Undergraduate Business School Advisor (2000-2001)
EXPERIENCE 2004 - 2006
QUAKER TROPICANA GATORADE, A DIVISION OF PEPSICO
Chicago, IL
Senior Strategy Analyst, Strategy & Financial Planning Analyzed and evaluated broad range of critical issues for $7 billion division •
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2001 - 2004
Supported acquisition efforts within PepsiCo’s food and juice portfolios o Led cross-functional team in evaluating juice market white space to identify expansion opportunities and high potential targets o Conducted initial due diligence, including valuation, synergy identification, and competitive positioning, for select acquisition opportunities with values ranging from $50M to $1B Optimized 500-person in-store sales and merchandising initiative resulting in potential $10M value creation o Quantified value of potential merchandiser activities to focus efforts on most effective actions o Created comprehensive training and communications program for merchandising team o Designed and implemented new variable compensation program to reinforce desired activities Developed proprietary beverage market models essential to financial planning and competitor tracking Evaluated current beverages go-to-market model and analyzed feasibility and full potential economics of optimal go-to-market structure; findings used in CEO presentation to key bottling partner Advanced Strategy & Financial Planning team improvement initiatives by developing and administering team pulse survey, leading reorganization of computer drive system, and participating in recruiting activities
LINCOLN INTERNATIONAL LLC
Chicago, IL
Analyst and Associate, Mergers & Acquisitions Supported and executed middle market M&A and private capital raising mandates •
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Integral member of small deal teams that completed 12 transactions; select transactions included: o Advisor to Sun Capital Partners in $43M sale of Celebrity, Inc. (OTC) to KRG Capital Partners o Advisor to Industrial Growth Partners in sale of Breeze Industrial Products to Wind Point Partners o Advisor to SPX Corp. (NYSE) in divestiture of Sunflower Manufacturing to AGCO Corp. (NYSE) Led new business analyses, including performing company valuations, identifying potential acquirers, and summarizing industry and competitor trends Interacted extensively with company executives throughout initial seller due diligence, including reviewing business plans, preparing financial analyses, and developing marketing strategies Authored information memoranda and management presentations detailing company positioning, growth strategies, and cost reduction initiatives Facilitated potential acquirer due diligence by leading management teams in assembling comprehensive data rooms, coordinating facility visits, and managing information flow Co-authored potential acquirer research training modules and developed new business presentation template Analyzed potential acquisition for Riverlake Partners, Lincoln International’s private equity fund affiliate Promoted to Associate at time of departure
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Community: Tuck Volunteer Club; Chicago Public Schools mentor; Clearbrook Residential Services volunteer Interests: Enjoy football, basketball, and skiing; avid ACC college basketball fan
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PERSONAL
Benjamin H. Russell Jr. 818 Byrne Hall • Hanover, NH 03755 • (303) 887-5754 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008. • Private Equity Club, Finance Club, Soccer Club and Tripod Hockey
1998-2002
MIDDLEBURY COLLEGE
Middlebury, VT
Bachelor of Arts in Economics; Minor in Political Science; Dean’s List Scholar • Men’s Varsity Soccer Team, 1998-2002; NESCAC Champions 2000; ECAC Champions 1999 • Comprehensive Fee Committee 1998-2000: Six-person committee responsible for proposing annual increases in the College’s tuition to the Board of Trustees of the College.
EXPERIENCE 2003-2006
GEORGE K. BAUM & CO
Denver, CO
GKB is recognized as an industry leader in structuring, underwriting and marketing municipal securities. Assistant Vice President – Higher Education and Non-Profit Finance Group (2006) • Closed nineteen transactions with total issuance over $700M (including Georgia State University, University of Delaware, Phillips Academy Andover and Lakes Region General Hospital). • Prepared and presented pitch books and credit analysis packages to lenders and rating agencies to achieve the lowest cost of capital for our clients. • Manipulated current and pro forma capital structures to analyze the optimal debt and equity levels for financings across the higher education and non-profit industries. • Conducted trade group and client presentations to solicit new and continuing relationships. Associate – Higher Education and Non-Profit Finance Group (2005) • Identified suitable investors for a diversified client base through collaboration with the institutional and retail sales forces. • Drafted 15-30 page disclosure documents for investor offering statements including defining characteristics of the organization, historical and pro forma financials, and MD&A. Analyst – Higher Education and Non-Profit Finance Group (2003-2004) • Structured quantitative analysis of fixed rate and variable rate bond financings including the use of an assortment of derivative products. • Developed in-depth financial analysis of clients, including pro forma cash flow analysis to determine debt capacity and establish development budget and operating budget requirements.
2002-2003
VAIL MOUNTAIN SCHOOL
Vail, CO
VMS is an independent K-12 college preparatory school serving 350 students. • Hired to play a key role in the issuance of $20M in tax-exempt bonds to finance a school reconstruction and to help establish a custody account for the School’s new endowment. Assistant Business Manager • Prepared school disclosure document and developed financial models to demonstrate the school’s ability to cover debt service on the bond issue. • Collaborated extensively in establishing a $25M capital campaign account at a leading investment firm. Also advised School on the establishment of an investment strategy and portfolio allocation. • Created yearly budget models for all divisions within the school as well as forecasting costs associated with the campus expansion.
2001
BROWN BROTHERS HARRIMAN
Boston, MA
Summer Intern • Collected, analyzed and developed reporting requirements for internal operations group. • Assisted in identifying and developing training needs based on the analysis of inquiry trends and patterns with the goal of improving client service.
PERSONAL
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Young Alumni Committee of the Middlebury College Alumni Association Interests include alpine and telemark skiing, fresh water fly-fishing, golf, reading 20th century American history, and squash
Charles Henry Schilling 5 Maple Street, Apt. 2 • Hanover, NH 03755 • (917) 703-0450 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration degree, June 2008 • Member, Private Equity, Media & Entertainment, Hockey and Squash Clubs
Hanover, NH
1996-2000
GEORGETOWN UNIVERSITY Washington, DC Bachelor of Arts in American Government, Minor in History, May 2000 • Member, Division 1 Varsity Sailing Team; Business Manager and Member, The Georgetown Chimes
1999
UNIVERSIDAD DE BUENOS AIRES Buenos Aires, Argentina • Completed courses in Economics, Government and History taught entirely in Spanish
EXPERIENCE 2005-2006
JEFFERIES & CO., INC. New York, NY Associate, Media and Communications Group, Investment Banking Division • Core member of a seven person team hired to increase profitability in the media and communications sector • Directed day-to-day deal execution and client management, serving as primary contact for numerous clients • Conducted all stages of public equity and debt offerings including initial idea pitching to clients, due diligence, drafting, preparing sales memoranda and road show efforts Lead-managed $650 million Convertible Senior Secured Notes Offering for ICO North America Prepared complex fairness opinion for ICO North America regarding employee option valuation Managed hostile M&A takeover assignment for Lions Gate Entertainment • Performed valuation analyses including discounted cash flow, comparable company and precedent transaction and constructed pro forma operating and merger consequences models • Selected by Group Head to manage group P&L and coordinate group administration and staffing • Captained Georgetown recruiting team; actively involved in Associate and Analyst training
2002-2005
SG COWEN & CO. New York, NY Associate, Media and Communications Group, Investment Banking Division (2003-2005) • Sole Associate on 12 lead-managed transactions in two years including initial public offerings (IPOs), follow-on offerings, private placements, convertible debt offerings and mergers & acquisitions. Selected assignments include: Entertainment sector: Completed five lead-managed equity and convertible debt assignments raising $500 million for Lions Gate Entertainment. Co-manager on $900 million IPO for Dreamworks Animation. Completed $30 million equity private placement for Wild Brain, Inc., an animation studio Communications sector: Completed lead-managed equity and convertible debt transactions raising $200 million for Equinix, a $44 million lead-managed equity offering for Terremark and a $60 million leadmanaged equity offering for Internap Internet sector: Completed lead-managed $50 million IPO for PlanetOut Analyst, Media and Communications Group, Investment Banking Division (2002-2003) • Key member of team recruited from Robertson Stephens to establish new industry coverage group • One of two Analysts firm-wide directly promoted to Associate
2000-2002
ROBERTSON STEPHENS, INC. Analyst, Media and Communications Group, Investment Banking Division • Built strong transaction execution, financial modeling and valuation skills
1997-2000
OFFICE OF UNITED STATES SENATOR SLADE GORTON Washington, DC Systems Administrator / Communications Aide • Promoted from internship to paid staff position. Worked 30+ hours per week in addition to course load • Managed constituent correspondence effort and led development and implementation of the U.S. Senate’s first mechanism for efficiently receiving and responding to constituent email
PERSONAL
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Community: Founding Board Member and Volunteer, Wall Street Volunteers Language: Proficient in Spanish Licenses: Series 7, 63 Interests: Avid golfer, sailor, skier, squash player and international traveler
New York, NY
JOAQUIN P. VILLARREAL 822 Byrne Hall • Hanover, New Hampshire 03755 • (603) 646-7456•
[email protected] EDUCATION 2006 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration, June 2008 • Investment club, Private equity club, Soccer club, Rugby club, Wine Society. • Analyst for The Tuck Fund ($300K endowment) 2006
SAP Consultant certification
1998 - 2003
UNIVERSIDAD NACIONAL DE LA PLATA, ARGENTINA BIE, Bachelor of Industrial Engineering. December 2003.
Hanover, NH
Buenos Aires, ARG La Plata, ARG
EXPERIENCE 2006 ACCENTURE Buenos Aires, ARG SAP Consultant/Analyst • Managed and analyzed over 15 improvement projects for the leading global manufacturer and supplier of seamless steel pipe products. • Was awarded a 100% scholarship for an official SAP Academy Certification program. • Interfaced directly with plant managers and users from Brazil, Italy and Mexico for problem definition, scope and type of the solution to be delivered. • Responsible for the implementation of 10 small-sized, full cycle implementations. • Supervised five ABAP programmers and personally tested the finished solutions. • Trained national and international SAP users on the solutions created. 2004 – 2005
DUXCO S.A. La Plata, ARG Founder and President • Successfully guided the company through its first venture, the construction of a public school in a Buenos Aires suburb: • Sole legal responsibility for the timely conclusion of the project. • Managed the financial administration of the $800K development. • Collected each official payment from the Provincial government. • Supervised 35 full time construction workers and personally dealt with construction worker’s union representatives. • Monitored work progress through contract control duties. • Acquired all needed materials and sub-contracted labor. • Directed the company’s second project, the production of an illustrated children’s book, “The Aces”©. Written and illustrated under Duxco’s copyright.
2003 – 2004
FIDEICOMISOS Y DESARROLLOS S.A. Project Analyst • Participated in the selection and start-up stages of two important urbanization projects: One hundred land lots valued at $2M, and an industrial park valued at $5M. • Supervised contract control duties on both projects, and reported directly to the company’s board.
La Plata, ARG
2002
THOL S.A. Intern Assisted in contract control for the construction of four private houses, a $600K construction project, under the direct supervision of company’s CEO.
La Plata, ARG
PERSONAL • •
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Native Spanish speaker. Conversational French and Portuguese. Competitive rugby player for Club San Luis, Argentina, participating in the national league as well as in international tours. Also enjoy soccer, tennis and squash. Actively involved in an informal venture to create a handcrafted sports vehicle with commercial aspirations. An industrial designer, two mechanical technicians and a plastics specialist are currently participating in the project.
Tadashi Yoshioka
35 Drake Lane • West Lebanon, NH 03784 • (603) 359-4139 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008. 1993-1997
KEIO UNIVERSITY
Tokyo, Japan
Faculty of Law, Bachelor of Laws • Elected as a representative of the civil law seminar under guidance of Prof. Uchiike. • Captain of Keio Kyudo (Traditional Samurai Archery) club, ranked 2nd in the national inter-college tournament.
EXPERIENCE 2004-2006
THE CARLYLE GROUP
Tokyo, Japan
One of the world’s largest private equity firms with $40B under management. Senior Associate (Promoted in 2006), Japan Leveraged Buyout Group • Evaluated, executed and managed corporate LBO for Carlyle’s total $25M funds dedicated to opportunities in Japan. • Analyzed attractiveness, risks and returns of investments by utilizing models and detailed research. • Led advisors including business consultants, accountants, and lawyers in executing due diligence. • Negotiated and executed documents related to stock purchase and operational transaction agreements. • Observed board meetings at portfolio companies, supported management in strategic decision making. Selected Transaction Experience: • Willcom: Executed and monitored $2.2B LBO of one of the leading Japanese wireless telecom operators with $1.8B revenues and 3.0M customers. One of the largest LBO transactions in Japan (2004 Japan Deal of the Year by IFR) and a global investment among three Carlyle funds. Played a key role in conducting due diligence, post merger 100-day task, new CEO hire support, and new HR plan. • Omron Colin: Completed $100M trade sale of a Carlyle portfolio company to Omron Health Care, a Japanese blue chip company. Generated successful return to fund with IRR of 160%, representing one of Carlyle’s highest returning buyout transactions . Negotiated key legal documents. Led seller side due diligence involving extensive interactions with senior management of portfolio company.
1997-2004
MIZUHO FINANCIAL GROUP
Tokyo, Japan
One of the Japan’s largest commercial banks merged from three banks including the Industrial Bank of Japan Corporate Account Officer, Mizuho Corporate Bank – Corporate Banking Division (2002-2004) • Managed the $500M loan portfolio of Hitachi Group, the largest electronics conglomerate in Japan, and one of the most important clients of the bank. Planning Officer, Mizuho Holdings – Corporate Business Coordinate Division (2001-2002) Executed the merger of three Japanese mega-banks to create world’s largest bank with assets of $1.4T. Planned, negotiated, and implemented new bank’s organizational structure to report directly to senior president of the bank. Appointed as the youngest member of task-force designated for merger. • Established new customer database and achieved smooth transition of database during merger.
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Credit Analyst, the Industrial Bank of Japan – Credit Risk Management Division (1998-2001) • Analyzed, evaluated, and reported 30 portfolio companies’ long-term credit risks. Youngest member of over 50 professionals to manage non-performing loans. • Monitored a $1.5B of loan portfolio mainly concentrated in the electronics industry. • Consulted with senior management of underperforming companies for revitalization plans. Junior Account Officer, the Industrial Bank of Japan – Nagoya Branch (1997-1998) Covered regional mid size companies by providing loans, derivatives, and other financial products.
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Coach of Keio Kyudo (Traditional Samurai Archery) club (1999-2004), led students to the championship in East Japan (2001). Financial advisor to family-owned apparel company. Qualified CMA (Similar to the CFA designation in Japan).
1st Year Students- Venture Capital
TIMOTHY L. CARPENTER 803 Byrne Hall • Hanover, New Hampshire 03755 • 617-780-7007•
[email protected] EDUCATION 2006 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Hanover, NH Candidate for Master of Business Administration, June 2008 • Tuck Scholarship recipient • Finance Club, Investment Management Club, Private Equity Club, Wine Society and Outing Club 1997 - 2001
DARTMOUTH COLLEGE Hanover, NH Bachelor of Arts, Government, June 2001 • Dartmouth Crew. Grand Finalist, 1998 EARC Eastern Sprints and IRA National Championships • Hopkins Center Woodshop Student Instructor, Dartmouth Outing Club Trip Leader, Dartmouth Skiway National Ski Patroller, Dartmouth Physical Plant Steering Committee Appointed Member
EXPERIENCE 2001 - 2006 KEYNOTE SYSTEMS, INC. Cambridge, MA Senior Analyst & Consultant, Keynote WebExcellence (formerly a division of Watchfire.and Gomez, Inc.) A NASDAQ-listed company providing research and advisory services to financial institutions seeking to improve online channel business results. Project and Engagement Leader • Advised over 25 financial services clients through research, consulting and retainer-based relationships, including JPMorgan, UBS, Charles Schwab, State Farm and Progressive Insurance. • Served as practice leader, managing three and four-person Scorecard teams that benchmarked the online delivery of products and services in the discount brokerage, full-service brokerage and insurance carrier sectors. • Worked closely with executives and online business directors at over 60 financial institutions to identify trends and validate findings communicated in syndicated research studies. • Authored over 50 briefs reviewing best practices, strategy and trends in the online channel. • Led consulting engagements and presented competitive analysis findings benchmarking customer experience and product development to key executives. • Participated actively in revenue forecasting and pre-sales activity including pitches and scope management. • Managed projects represented over 30% of all WebExcellence business unit revenue. • Grew revenues and client base for syndicated research products by over 70% in 23 months as practice leader for brokerage and insurance. • Hired as Research Analyst after completing two internships. Promoted from Research Analyst to Analyst within 18 months, promoted from Analyst to Senior Analyst within 12 months; appointed to practice leader within six months – all promotions ahead of schedule. Industry Expert • Served as expert source for over 30 media outlets. Representative citations include The New York Times, Los Angeles Times, Barron's, Registered Rep, American Banker, CNNfn, CBSMarketWatch. • Authored monthly by-line for online edition of Insurance & Technology. • Addressed regional and national industry conferences on online financial services topics. PERSONAL
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Dartmouth Admissions Alumni Interviewer, Dragon Alumni Society Board of Directors, member of South End/Lower Roxbury Open Space Land Trust, volunteer at The Food Project. Enjoy downhill skiing, woodwork, foreign policy studies, camping and hiking.
Michael J. Errecart 805 Byrne Hall • Hanover, NH 03755 • (802) 233-9502 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008 • Recipient of a Tuck merit scholarship • Private Equity Club, Entrepreneurship Club, Business Sustainability Club, and Wine Club 1997-2001
PRINCETON UNIVERSITY
Princeton, NJ
Bachelor of Science and Engineering in Computer Science, June 2001 • Taught leadership, group dynamics, facilitation, first aid, and wilderness skills to other students as an outdoor club leader trainer and executive committee member; received Leader of the Year award in 2001
EXPERIENCE 2003-2005
MCKINSEY & COMPANY
Florham Park, NJ
Business Analyst • Worked as a member of client service teams to actively identify issues, design and conduct analyses, synthesize conclusions, and communicate with senior management • Analyzed Gillette’s future growth potential in Europe and developing markets as well as overall synergies with P&G; provided critical input to the valuation of Gillette that resulted in its $57B acquisition by P&G • Created portfolio, R&D, and geographic strategy for two billion-dollar brands in a post-merger environment to maximize growth and consumer value and to capture competitive profits • Generated pricing and brand portfolio strategy for a leading consumer goods company resulting in reestablishment of price leadership and turnaround of market share loss • Built a business case for a major consumer goods company to adopt a new distribution model that would align sales incentives, reduce stock outs, improve merchandizing and price compliance, and cut costs • Formulated Information Technology strategy for a large employee benefits company and negotiated a $250M outsourcing contract to reduce costs by 25% while improving service • Synthesized the results of a survey of 40 of the largest U.S. packaged goods companies and compared corporate activities with market performance to identify customer and channel management best practices
2001-2003
GOLITE
Boulder, CO
Manufacturer of high-quality, lightweight outdoor apparel and equipment founded in 1999 Marketing Manager (2002-2003) • Initiated a reformulation of brand position based on equity analysis to enhance awareness and adoption • Implemented a new brand position through company presentations and by formalizing interdepartmental communication processes resulting in internal strategic alignment and superior decision-making • Developed corporate strategy focusing on sales to key accounts that doubled revenues in 2002 and increased 2003 revenues by 90% compared with overall industry growth of about 2% • Managed ad agencies, production houses, and printers to ensure timely and on-budget deliverables • Coordinated, styled, and photographed still and action shoots for consumer catalogs, websites, and advertisements, reducing costs by 30% while improving image quality Data & Technology Manager (2001-2003) Designed and managed six company websites achieving online sales growth of 93% from 2002 to 2003 Conducted a company-wide requirements assessment and implemented new order entry and fulfillment system that streamlined order processing and integrated online sales • Operated the desktop, server, and network infrastructure for two sites, minimizing system downtime
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PERSONAL
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Technology director in 2006 for Folks For Freudenthal, the Governor of Wyoming’s reelection campaign; developed the technology strategy and website to connect the governor with Wyoming’s rural population Extensive backpacking, mountaineering, climbing, and wilderness first aid experience in the U.S., New Zealand, France, Scotland, Ecuador, Peru, South Africa, and Laos Volunteered with Robin Hood and a Bronx technology nonprofit in 2005 to create a five-year strategic plan Interests include photography, international travel, wine, and soccer Proficient in Spanish and spent a summer studying the language in León, Spain
BENNY FINZI 806 Byrne Hall • Hanover, NH 03755 •
[email protected] • (603) 359-5944
Education 2006 – 2008
TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for the Master of Business Administration degree, June 2008 • Consulting Club, Private Equity Club, Soccer Club and Ambassador Program
Hanover, NH
FUNDACAO GETULIO VARGAS
Sao Paulo, Brazil
2001 - 2004
Post-Graduation in Business Administration (Part-time certificate)
1996 - 1999
Bachelor in Business Administration • Student Honors’ Board in 8th semester – Top 10 students with the best grades in the semester • Best Entrepreneurial Project (Click-Pizza)
Experience 2002 - 2006
ACCENTURE
2000 - 2002
Analyst at the Products Market Unit • Fiscal Projects – several projects of new processes and systems upgrades to attend the fiscal legislation. o Identified and gathered user requirements, proposed solutions and created functional documents as an input to application design, avoiding risks of more than 10% of gross sales (US$ 300 million) • Out-of-Stock - provided a balance between right stock level and adequate products substitutes. o Implemented the new processes (replenishment, storage layout, analysis of stock out reasons, among others) in one region, with best results from all regions • Business Plan – created a business plan for the launch of a website for a multinational consumer goods manufacturer o Prepared a comprehensive market assessment, with market segmentation, identifying opportunities and evaluating the competitors o Developed a business case, including risk and sensitivity analysis • Supply Chain Planning – helped a multinational consumer goods manufacturer to create the Supply Chain Planning processes with the implementation of the Manugistics system (Supply Chain Management tool)
Sao Paulo, Brazil Consultant at the Products Market Unit • Pricing – helped a multinational retailer group to create a centralized pricing area, defining new processes, roles and new system in Brazil with total benefits exceeding US$50 million. The project turned into a global benchmark and it is being implemented in all countries. Elected the best retail project by one of the most important magazines in Brazil (Info Exame). o As primary contact with the client, supervised the implementation of the new processes and system o Supported the implementation of the new processes and system in Argentina, Colombia and Turkey o Led three consulting and eight software factory personnel during system development and implementation • Fulfill Demand – structured the area, designed new processes and a new system of a multinational retailer. The scope of the project ranged from sales forecasting to order management o Led a team of three consultants and supervised other work fronts to assure quality and consistency in all materials delivered to the client • Loss Prevention – developed a Loss Prevention Program in a multinational retailer, reducing losses by 50% and improving competitiveness and bottom-line results (US$50 million direct benefits). The Brazilian business unit became standard for the group o Supervised training program and coordinated teams of implementation in supermarket stores o Designed procedures and developed training course to implement loss prevention Cashier Management
Personal Community Work - Financial advisor of my condominium, managing a budget of US$300K - 2004/2006 Language Skills - Portuguese (fluent); English (fluent); German (basic); Spanish (basic) Entrepreneurial Experience - Partner at Bucks Bordados (embroidery firm) - Jan/99 – Present Dual Citizenship: Brazilian and German
Allison M. FitzGerald 5 Maple Street, Apt. 1• Hanover, NH 03755 • (508) 472-0747 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008 1996-2000
HARVARD UNIVERSITY
Cambridge, MA
Cum laude A.B. in Economics, June 2000 Harvard Crimson Editor, Varsity Volleyball and Track, President Winthrop House Committee, Neighborhood Development Club, lifetime elected seat on the 2000 Class Committee Summer 1999
LONDON SCHOOL OF ECONOMICS
London, England
Summer business program encompassing entrepreneurship, cost accounting and marketing
EXPERIENCE 2002-2006
PUTNAM INVESTMENTS
Boston, MA
Healthcare Equity Analyst (June 2004-May 2006) Conducted fundamental analysis of 15 companies in the Pharmacy Benefit and Life Science Tools sectors. Advised portfolio managers on healthcare positioning in Putnam large capitalization funds; actively selected stocks for $1B Putnam Research Fund and $2B Health Sciences Trust fund.
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Ranked 3rd best stockpicker of 53 equity analysts in 2005; 8th of 53 from June 2004-May 2006 Average excess return per equity recommendation of 769 basis points from June 2004-May 2006
Healthcare Investment Associate (February 2002-May 2004) Supported the large capitalization US pharmaceuticals and healthcare services analysts. Developed modeling skills, conducted market research, built healthcare industry expertise. •
2000-2002
First Investment Associate promoted to Equity Analyst without an advanced degree
YAHOO!, INC.
Santa Monica, CA
Account Manager (July 2001-February 2002) Managed client relationships and the execution of advertising programs; e.g. multimedia campaigns in the $15-100K range such as a Sony PlayStation sponsorship of the Launch Concert Series and an online campaign by Toyota. Brainstormed pitch ideas and gave sales presentations.
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Designed a communication plan between Yahoo and Launch personnel that ensured a seamless client experience during Launch’s acquisition
LAUNCH MEDIA (acquired by Yahoo!, Inc. July 2001) Business Development Analyst (August 2000-June 2001) Syndicated online content to other websites and pursued revenue-generating business to business partnerships. Handled cost/benefit analyses, pricing, contract negotiation, lead generation and client relationship management. •
1996-2000
Closed a syndication contract with a cold called client worth approximately $12K annually
HARVARD DEVELOPMENT OFFICE
Cambridge, MA
Student Manager (September 1997-May 2000) Managed 50 student employees of the Harvard College Fund.
PERSONAL
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Devised and implemented strategies that increased Fiscal Year 1999 fund income by approximately 100% over Fiscal Year 1998
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Outdoor enthusiast with particular love of canoeing/camping in remote areas Radcliffe Mentor Program, MassPEP high school mentor, Junior Achievement volunteer
Abhijit Abhay Gurjal 1 Moody Lane • Etna, NH 03750 • (603) 643-2064 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008. Private Equity Club, Entrepreneurship Club, Technology Club, General Management Club. 1997-2001
HARVARD UNIVERSITY
Cambridge, MA
SM in Computer Science. Coursework focused on Internet technologies. AB cum laude in Computer Science. Deans List all semesters. Harvard College Scholarship.
EXPERIENCE 2004-2006
MERCER OLIVER WYMAN
New York, NY
Consultant • Structured and executed select project modules. Provided guidance to junior consulting team members in planning analyses and research, and distilling findings and recommendations. Managed day-to-day client interaction. Supported senior job managers and directors. • Selected casework includes: US P&C Insurer: helped create a micro-segmented, granular, pricing structure for the personal lines. National Health Carrier: formulated a distribution strategy for the small group market in key states. Dental Carrier: helped conduct a strategy review that identified $75M in potential gains and savings. Securities Custodian: designed credit rating tools as part of a Basel II compliance effort. Large Regional Bank: contributed to crafting a growth-optimized pricing strategy in the retail deposit business. 2001-2004
NERA ECONOMIC CONSULTING
New York, NY; White Plains, NY; London, UK
Analyst (2002-2004) • Created approaches for research and analysis, drafted proposals and reports, assigned work to and supervised junior researchers. • Selected casework includes: Assisted in the design and running of the Latvian UMTS/GSM Auction of 3G cellular spectrum. Created valuation models to price a slice of bandwidth on XM Radio’s satellite network. Helped develop a spectrum license-trading model for the U.K.’s Radiocommunications Agency. Provided strategic advise to bidders in various auctions including the FCC spectrum auctions. • Promoted to Senior Analyst in January 2004. Associate Analyst (2001-2002) • Built and used spreadsheet models, analyzed industry trends, drafted memos and presentation materials. • Selected casework includes: Helped run the NJ Basic Generation Service auction that procured 17,000 MW / $4B of electricity. Built models to quantify market power in the merger of Conoco Inc. and Philips Petroleum Co. Analyzed customer sales and marketing data in the merger of ADP and ProBusiness. 2000
LUMINANT WORLDWIDE
San Francisco, CA
Summer Programmer • Posted a leading provider of online retirement advice, to quickly accommodate a new client. • Helped translate the business requirements of the new client into technical specifications and then implemented them; cited for leadership skills and programming proficiency.
PERSONAL • •
Avid backcountry camper and hiker; have hiked in Yosemite, Glacier, the White Cascades, and Hawaii. Current interests include cooking and learning to snowboard.
TAYLOR A. HENRICKS 808 Byrne Hall • Hanover, NH 03755 • (646) 785-9663 •
[email protected] EDUCATION 2006 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration, June 2008 • Finance Club, Private Equity Club, and Technology Club 1999 - 2003
Hanover, NH
PRINCETON UNIVERSITY Princeton, NJ Bachelor of Science in Engineering, cum laude • Major: Operations Research and Financial Engineering • Thesis: “Optimal Initial and Seasoned Equity Offering Strategies for Technology Firms in the 1990s” • Certificates: Finance; Engineering and Management Systems
EXPERIENCE 2003 - 2006 COWEN AND COMPANY, LLC New York, NY Analyst, Technology Investment Banking • Ranked #1 analyst three consecutive years in the 17 person class of 2003. • Promoted to third-year analyst in the Technology, Media, and Telecommunications Group. • Led management roadshows, drafting sessions, due diligence processes, and served as primary point of contact for co-managers, attorneys, and auditors. • Created sector-specific roadmaps detailing the competitive landscape, industry growth drivers, and emerging business development opportunities for the business services, financial technology, and display technology markets. • Responsible for modeling and valuation analyses utilizing discounted cash flow, comparable public company, precedent transaction, and LBO methodologies. • Produced quarterly newsletter distributed to over 1,100 clients describing IPO, M&A, and private equity market activity. • Interviewed over 75 investment banking analyst and summer analyst applicants. Transaction Experience • Lead managed IPO for Cambridge Display Technology, the earliest stage technology company to successfully complete an IPO since 2001 from a revenue perspective. • Lead managed IPO for PeopleSupport, Inc. and lead managed follow-on for LeCroy Corp. • Exclusive M&A sell-side advisor to: Sandburst, Inc. in the $77 million sale to Broadcom Corp.; Sand Video in the $78 million sale to Broadcom Corp.; SMaL Camera Technologies in the $43 million sale to Cypress Semiconductor Corp.; NITON LLC in the $41 million sale to Thermo Electron Corp.; and Three-Five Systems, Inc. in the divestiture of assets including a 363(B) bankruptcy sale of a subsidiary. • Sole advisor in private placements for Luminus Devices, Inc. and Sandburst, Inc. • Co-managed IPOs for MasterCard, Inc., DealerTrack Holdings, Inc., and Telvent GIT. 2002
SG COWEN & CO., LLC Summer Analyst, Technology Investment Banking • Produced presentation materials including: deal analyses, sector and market overviews, marketing, positioning, and corporate profiles. • Generated acquisition and strategic partnering ideas.
2001 and 2000 INTERWOVEN, INC. Summer Intern, Corporate and Alliance Marketing • Created, tested, and launched partner extranet, on-time and under budget. • Collaborated with marketing, sales, and finance teams on internal product launch. PERSONAL • • •
Avid fly fisherman with adventures in Alaska, Canada, Peru, and Australia. Other interests include skiing, fantasy sports and magic. Four-year youth basketball coach.
New York, NY
Sunnyvale, CA
YONG S. JONG 810 Byrne Hall • Hanover, NH 03755 • 401-935-0409 •
[email protected]
EDUCATION 2006 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration, June 2008
1991 - 1996
BROWN UNIVERSITY
Providence, RI
Doctor of Philosophy in Medical Science, May 1996 Thesis: “Development of Controlled Release Systems for Plasmid Based Gene Transfer” Elected full member Sigma Xi
1987 - 1991
BROWN UNIVERSITY Bachelor of Science in Electrical Engineering, May 1991
Providence, RI
EXPERIENCE 1999 - 2005
SPHERICS INC. Lincoln, RI An emerging biotechnology startup developing oral drug delivery platforms for life cycle management and novel therapeutics. Manager, Biologics Development (2003-2005) • Provided strategic and technical direction for the biologics program. Handled the operational responsibilities for implementation and execution by coordinating teams across multiple functional groups. • Managed client relationships as primary liaison to develop budgets, milestones, timelines, and deliverables in joint ventures with industry partners. • Performed opportunity assessment and evaluation of technical merit, functioning as the technical spokesperson for the company’s biopharmaceutical capabilities. • Recruited potential partners and consultants to identify and pursue government funding opportunities. Senior Scientist, Formulations (2000-2003) • Directed pre-clinical R&D for biologics development including process scale-up, prototype testing, and animal efficacy studies. • Conceived and authored three Small Business Innovative Research grants as co-principle investigator generating over $1 million in NIH funding. • Ensured compliance of both in-house and contract research facilities to federal regulations as appointed Chairman of the Institutional Animal Care & Use Committee. Scientist, Formulations (1999-2000) • Hired as employee number one. • Recruited and hired personnel, procured capital equipment, and designed laboratory layout. • Managed research collaborations with Roswell Park Cancer Institute, University of Connecticut, Harvard, and Brown University.
1996 - 1999
PERSONAL
BROWN UNIVERSITY Providence, RI Postdoctoral Research Associate • Worked with a virtual CEO as part of the founding team to develop the business plan leading to $4 million first round funding for a biotech startup, Spherics Inc. • Performed biotechnology research generating a portfolio of core intellectual property as co-inventor.
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Inventor of 10 issued patents and author of over 14 publications in scientific journals and books. Appointed Adjunct Assistant Professor of Medical Science at Brown University (1999-2006) to give lectures and serve as a graduate student advisor in the Artificial Organs Laboratory. Served as a volunteer RI licensed Emergency Medical Technician (A/D) for five years. Enjoy surfing, golfing, and traveling.
MARTIN W. KECK II 811 Byrne Hall • Hanover, NH 03755 • (650) 269-9901 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration, June 2008. • Member, Entrepreneurship Club, Private Equity Club, Outdoors Club: Tuck Merit Scholar 1998-2002
AMHERST COLLEGE
Amherst, MA
Bachelor of Arts, magna cum laude, in Economics and History • Received Hamilton Prize for excellence in Economics • Founder, Amherst College Pre-Business Seminar • Member, Amherst College Cross Country, Indoor Track, & Track • Director of Operations, Amherst College Emergency Medical Services
EXPERIENCE 2004-2006
SILVER LAKE PARTNERS
Menlo Park, CA
$5.8 Billion, Technology-Focused Private Equity Firm Private Equity Analyst • Investment Evaluation & Sourcing: Performed industry, company, and financial analysis of leading technology companies. Identified and sourced investment opportunities. Analyzed financial and operational performance, valuation, and LBO model returns for proposed transactions. ─ Identified and led preliminary investment review of $250M software company. ─ Led industry due diligence process for proposed carve-out of $600M telecom equipment business. • Investment Execution: Worked with consultants, industry analysts, and management to perform extensive industry, customer, product, and IP due diligence. Prepared and delivered investment committee presentations and co-investor materials. ─ Managed investment committee process and confirmatory customer, pipeline, and product due diligence for $2.66 Billion carve-out of Agilent’s Semiconductor Group. • Portfolio Activities: Assisted in carve-out activities, M&A strategy, and portfolio monitoring activities. ─ Participated in portfolio review process and liquidity planning for investments in UGS, a leading PLM software company, and Gartner, Inc., a leading IT research firm.
2002-2004
NEEDHAM & COMPANY, INC.
Menlo Park, CA
Technology Focused Investment Bank Investment Banking Analyst / Corp Fin /M&A • Executed over 25 completed M&A transactions and Equity Offerings worth over $2.0 Billion for companies in the communications, semiconductor, and software sectors. • Performed valuation analysis and M&A transaction modeling, and prepared fairness opinions for Ceradyne, Inc.’s Acquisition of ESK Ceramics ($136M) and Genus, Inc.’s sale to AIXTRON ($143M) • Prepared commitment committee memoranda, and drafted prospectuses and investor presentations for Equity Offering clients including: Bell Micro ($38M), OmniVision ($125M), and NETGEAR ($78M) • Managed extensive interaction with client management teams in the execution of transactions including; leading drafting sessions, conducting due diligence, and preparing roadshow presentations. • Selected as first analyst to join Needham’s dedicated Mergers & Acquisitions group; Ranked at top of analyst class. Offered accelerated promotion to associate level. • Provided leadership role among analysts; Recruited, trained, and managed new analysts.
Summer 2000 FOCUS VENTURES
Palo Alto, CA
Leading Expansion-Stage Venture Capital Firm Summer Analyst • Participated in Investment Decision Making and Due Diligence Process: including calls to Customers, Research Analysts, and Strategic Partners; and meetings with Management.
PERSONAL
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Completed pro-bono consulting projects with Harvard Business School Community Partners of Northern California – clients included: Peninsula Bridge, Save the Redwoods and Muir Heritage Land Trust. Avid rock climber and mountaineer – Completed three of the “Seven Summits”. Other interests include cycling, running, cross-country skiing; and American history and archaeology.
Chenkai Ling 243 Byrne Hall • Hanover, NH 03755-9000 • (603)643-4768 •
[email protected]
EDUCATION 2006 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH • • •
1998 - 2000
Hanover, NH
Candidate for Master of Business Administration, June 2008 Tuck Merit Scholarship Member of Private Equity Club, Consulting Club, and Asia Business Club
TONGJI UNIVERSITY
Shanghai, China
Master of Management Science & Engineering, June 2000
1994 - 1998
UNIVERSITY OF SHANGHAI FOR SCIENCE AND TECHNOLOGY
Shanghai, China
Bachelor of System Engineering, June 1998
EXPERIENCE 2002 - 2006
SHANGHAI LINKBIZ TECHNOLOGY CO., LTD.
Shanghai, China
Startup that provides Enterprise Resource Planning (ERP) software customization and implementation Co-founder and CEO • Self-funded the venture and grew revenue from zero to more than 7 million RMB ($900,000+). • Successfully built a four-member management team and increased staff from two to 30+. • Expanded clients to five different industries including media, logistics, textile, high technology and public sector. • Successfully controlled the turnover rate under 5% by launching several internal policies such as mentoring. • Used limited budget to market the company by publishing articles in some websites and magazines, closely cooperated with local media such as “Xinmin Evening News”, one of the largest newspaper in China. • Controlled account receivable and successful avoided several financial crises. • Led to build a knowledge database inside the company, including the business proposals, support documents and source codes, which greatly improved efficiency both for the company operation and for the projects. • Led and participated in 10+ ERP design and implementation projects, one of which was highly regarded by the local Economic Relation and Trade Commission and was introduced as a model to other companies in the same industry.
2000 - 2002
MICROSOFT CORPORATION
Shanghai, China
Engineer • • • •
Provided technical support and solutions for Microsoft Windows users in North America and Asia. Provided solutions to Microsoft BackOffice Server users in Asia. Got 150+ positive customer feedbacks. Customer satisfaction rate always rank top three in the team. Created the “Customer Satisfaction Leveling” program in the Windows Platform Support Division; improved employee satisfaction and increased customer satisfaction by 9%. Initialized and led team-wide tech-talk, a type of technical trainings by team members, which increases the case-handling volume by 20%. As a member of Microsoft global Windows Platform Technical Support Service Coordination Group, performed service quality analysis within Microsoft and provided advice for service and process improvement.
PERSONAL • •
• • •
Native speaker of Mandarin Chinese; Fluent in English Permanent Resident in Australia Co-founder of a community for domestic entrepreneurs working at small and medium size companies Instructed elderly people within the community in computer literacy Enjoy soccer, travel and Chinese chess
Bo Lu 249 Byrne Hall • Hanover, NH 03755-9000 • (603)643-4768 •
[email protected] EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008. Recipient of Tuck merit based academic scholarship. Consulting Club, Marketing Club and General Management Club. 1998-2000
TONGJI UNIVERSITY (Top School in China)
Shanghai, China
Master of Management Science & Engineering in MIS. Waived entrance examination because of academic excellence. 1995-1998
TONGJI UNIVERSITY (Top School in China)
Shanghai, China
Bachelor of Internet Business, in the honor class of Tongji University. Completed the 4-year program in 3 years. Waived entrance examination because of academic excellent (Always in top 3). Recipient of merit based academic scholarship.
EXPERIENCE 2002-2006
SKY WEEKLY
Shanghai, China
A renowned entertainment newspaper published in Shanghai, China. Vice President (2006), Marketing & Circulation Director (2002-2006), Co-founder (2002) Successfully built a well-known newspaper brand in Shanghai by leading a 15-member team. • Increased 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. • Established a stable sale and circulation system, and a comprehensive subscription system. • Developed marketing strategy, and achieved marketing objectives by the minimal budgets using creative ideas. Some of the creative ideas have been used as the pilots in the Chinese media market. • Built strong partner relationships with 50+ major companies inside and outside the media industry. • Led the team to execute marketing research projects together with hundreds of part-time employees to track the market performance. • Introduced advanced management ideas such as performance review system into the company, which helped to successfully build a cohesive team. • Developed a new business model combining Internet and traditional media to sell standard products.
2001-2002
BEARINGPOINT, INC (FORMERLY KPMG CONSULTING)
Shanghai, China
IT Strategic Consultant Engaged in both IT and business strategic projects. • Wrote 20+ new business proposals and work closely with senior managers to successfully pitch projects. • Projects mainly focus on government, airport and insurance industries. • Initialed and developed an expense report system to help finance team tracking reimbursement expenses.
2000-2001
MICROSOFT
Shanghai, China
Engineer • Awarded the “Microsoft Best Player” for top performance. • Delivered 1000+ technical solutions for US customers and 100+ technical solutions for Asia customers. • Customer satisfaction rate were always within top 3 in the team. • Augmented 1000+ customer and technical support documents, and led to establish Microsoft Chinese Technical Knowledge Base. • Led to establish an English newsletter to help improving English level. • Built an internal discussion website to make team members’ cooperation more efficiently.
PERSONAL
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Founder of “Women Health Club”, a club appealing women to care for women’s’ health. Native Chinese, Fluent English. Chinese Citizen, Australia Permanent Resident. Enjoy reading.
SATISH B. MENON 49 Drake Lane • West Lebanon, NH 03784 • (781) 475-8589 •
[email protected]
EDUCATION 2006 - Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for the Master of Business Administration degree, June 2008 Private Equity, Entrepreneurship, Technology, Soccer and Outdoor clubs. 1997 - 1999
THE JOHNS HOPKINS UNIVERSITY Baltimore, MD Master of Science in Engineering [Computer Science] • Co-managed 20 Teaching Assistants as supervising TA for computer science course (300 students). • Founding member of Graduate Student Placement [GRASP].
1991 - 1995
UNIVERSITY OF MUMBAI
Mumbai, India Bachelor of Engineering [Electronics] • Selected by faculty for the best all-round student of the year award three years in a row 1991-1994. • Runner-up for first two years and winner in junior year at intra-college badminton championships.
EXPERIENCE 2005 - 2006 ACCENTURE
Wellesley, MA Senior Consultant, Communications and High Tech practice. • Managed diverse virtual teams of consultants, engineers and financial analysts to transition, validate and integrate sales hierarchy, territory and other financial data to new information system developed for world’s largest manufacturer of content storage solutions. • Fashioned business development opportunity with a startup network tool vendor to develop cost revenue model for telecom providers and successfully introduced vendor into several key accounts. • Coordinated team that defined next generation network architecture for digital broadcast TV and implemented migration strategies for the largest cable television company on US east coast. • Disseminated voice, video and data network related knowledge capital among multiple Accenture and client teams through weekly white board discussions and technology seminars. • Hand picked for promotion to engagement manager level.
2000 - 2005
AVICI SYSTEMS INC.
1999 - 2000
NORTEL NETWORKS INC.
1995 - 1997
MAFATLAL CONSULTANCY SERVICES (MCS) LTD.
PERSONAL
North Billerica, MA Senior Software Engineer & Technical Lead • Led team to build the Non-Stop Routing (NSR) paradigm - a first in the telecomm industry. NSR based zero impact fail-over solution generated additional $40M in revenue. • Prioritized deliverables for development team of 15 engineers and managed product tradeoffs. Set/managed customer expectations. Team delivered over 80 software features. • Selected and led engineering teams from across Avici in real-time problem solving. Established and mentored sustaining engineering organization. • Conducted technology and competitive analysis and interviewed customers and Avici architects to define opportunity. Presented strategic and tactical recommendations to executive management.
Billerica, MA Software Engineer • “Rapid Response” team member responsible for mission-critical network deployments worth $55M at Nortel’s largest financial and airline customers. • Authored and taught 2-day network management and technical problem solving course to over 70 engineers in India and in the U.S. Video selected for Nortel’s global training library. Mumbai, India Systems Executive • Led team of seven engineers that developed net-banking solution raising annual revenues by 30%. • •
Motivated and trained ten-person team (including self) to run Marine Corps Marathon raising over $26,000 for projects supporting education of underprivileged children. Certified skydiver, avid photographer recording a photo journal of world cultures, white water rafter, hiker and soccer player.
Michael J. Picek 816 Byrne Hall • Hanover, NH 03755 • (310) 625-3028 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH • Candidate for Master of Business Administration degree, June 2008 • Private Equity Club, Entrepreneurship Club, Healthcare Club, Basketball Club
Hanover, NH
1998-2002
UNIVERSITY OF CALIFORNIA AT LOS ANGELES Los Angeles, CA • Bachelor of Science in Psychobiology • Provost’s Honors List • UC Education Abroad Program in Madrid, Spain for academic year 2000-2001 • Selected from over 100 candidates to give presentation on living abroad and act as sole advisor to all incoming University of California students participating in Spain semester abroad program
EXPERIENCE 2003-2006
INTENDIS INC./BERLEX LABORATORIES
Los Angeles, CA
Pharmaceutical Sales Representative Sales/Marketing • Ranked 1st nationally in sales with 131% quota attainment in market share for 2006 • Ranked 1st nationally in sales with a 10.1% market share increase for 2005 • Ranked 16th nationally in sales in market share in 2004 • Ranked 9th nationally in sales with 23% market share for Finacea in 2003 • Awarded 5 Bravo awards for contributing beyond job requirements and for benefiting the company • Launched new products, Finacea, in March of 2003, and Binora in March of 2006. Elevated Finacea to market share leader in my territory after only 10 months from launch Employee Training • Promoted to District Trainer in 2005 • Led district from 7th to 2nd place national ranking in 2005 with creation of visual aid, education of sales representatives, and implementation of self-developed sales strategy • Developed product reference sheets and ROI analysis that were used nationwide • Created 51-page study guide that was used nationwide for 2006 launch of new product Managed Care • Won 1st place in managed care contest designed by Healthcare Alliance Division by developing the greatest number of new customers covered by 2 designated formulary plans • Created managed care presentations to give to a Kaiser Healthcare Board for formulary acceptance
2002-2002
NATIONAL DERMATOPATHOLOGY LABORATORY
Van Nuys, CA
Physician Services Representative • Created new clientele base through participation in medical conventions, internet marketing and field sales, as well as maintained existing relationships • Created marketing materials and sales strategies for the company
1999-2002
UCLA DEPARTMENT OF BEHAVIORAL NEUROSCIENCE
Los Angeles, CA
Research Assistant • Developed, designed, and carried out individual and concerted research projects regarding neuroelectrical and neurochemical communication • Compiled and analyzed scientific data for presentation • Implemented new, intricate intracellular method for projects
PERSONAL
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Conversational Spanish, Youth Mentoring Programs, Population Genetics, Physiological Science Enjoy Basketball, Weight Lifting, Tennis, and Golf
VIKRAM (VIK) RANA 818 Byrne Hall • Hanover, NH 03755 •
[email protected] • (339) 223-0496
Education 2006 - Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH Hanover, NH Candidate for Master of Business Administration degree, June 2008 • Habitat by Tuck Volunteer, Entrepreneurship Club, Business Sustainability Club, Tennis Club • GMAT—760/800
1993 - 1996
UNIVERSITY OF VIRGINIA Charlottesville, VA Master of Science in Electrical Engineering • UVA School of Engineering and Applied Science Fellow • Thesis: “Application of FDDI as the Network in a Real-Time Distributed Control System”
1988 - 1993
UNIVERSITY OF FLORIDA
Gainesville, FL
Bachelor of Science in Electrical Engineering with Honors • Dean Wayne Chen Scholar, Wentworth Scholar, UF Honors Program • Cooperative education program – Florida Power & Light Co.
Experience VESTMARK, INC.
2005-2006
Wakefield, MA Staff Software Engineer • Developed account security restrictions that led to winning R.W. Baird Co. account • Built “generic securities” software that led to multi-million dollar revenue gain from LPL • Led development of business application components that secured $1M from early-stage investors
2002 - 2004
DENOVIS, INC. Lexington, MA Senior Software Engineer • Led delivery of healthcare software that helped deNovis secure $40M in VC funding • Defined and built software that established HIPAA compliance for claims processing platform • Spearheaded five man eXtreme Programming project pilot that was adopted across 50 man team
1999 - 2001
BOWSTREET, INC.
Lynnfield, MA Technical Lead, Professional Services Group • Managed five consultants on Cisco presales engagement and won $5M in new-license revenue • Led web services warehouse engagement at MetLife netting $1.5M in revenue • “Employee of the Quarter”, Professional Services Group, Q1 2000 Technical Consultant, Professional Services Group • Created proof-of-concept at GE Financial Assurance that led to $1 M in new license revenue • Turned around failing engagement at OrbisOnline, retaining $750K in revenue
1998 - 1999
KPMG CONSULTING, LLP
Boston, MA
E-Commerce Consultant 1996 - 1998
HARRIS CORPORATION
Melbourne, FL
Software/Systems Engineer
Personal • • • •
Project Impact Boston – Mentor to a high school student and raised corporate contribution for annual fundraiser Rajput Association of North America (RANA) – Strategic advisor to President on women’s literacy initiative Interests include Sanskrit/Vedic philosophy, international travel, wildlife photography; kayaking, surfing, and scuba Basic Proficiency in Hindi
ARNALDO LUIZ ROMERA 10 Field Road • West Lebanon, New Hampshire 03784 • 603-276-0179 •
[email protected] EDUCATION 2006 - Present TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration, June 2008. Member of Private Equity Club, Consulting Club, and Volleyball Club. 1997 - 2000
Hanover, NH
EAESP – FUNDAÇÃO GETÚLIO VARGAS Sao Paulo, Brazil Bachelor in Business Administration, with Majors in Finance and Economics. Founding Member of the Center of Studies of Private Equity and Venture Capital: FGV-CEPE. Conducted academic research projects (paper sponsored by the Strategy Research Group). Volleyball player from 1997 to 2000 and Sports director of the volleyball team in 1999 and 2000.
EXPERIENCE 2003 - 2006 VALUE PARTNERS MANAGEMENT CONSULTANTS Brazil / Italy / Peru Associate, Leading Italian management consulting firm with offices in Europe, Asia, and Latin America. Organizational restructurings • Defined and managed, for a Telecom group, the launch of a new organizational structure using business process redesign for four regional operators, reducing costs by 30%. • Coordinated, for a Brazilian company, their Corporate Governance process to assure compliance within the Sarbanes-Oxley Act (SOX), preserving US$ 5 billion in market value. Strategic evaluations • Advised Private Equity firm and a potential foreign player during its entry strategy plan in the infrastructure and telecom market; evaluated companies in the industry for M&A opportunities. • Reviewed, for two mobile operators in Latin America, strategic positioning and business development objectives; prepared and launched the implementation plan aimed at repositioning and strengthening the commercial channels. Turnarounds • Realized, for a distressed company, a deep economic-operational evaluation, assessing strategic options and defining medium-long term plan, resulting in a clear financial recovery (~27% and ~67% increase in revenues and EBITDA, respectively) and solid market improvement (increased market share to ~54%). • Structured, for a Latin American operator, a Crash Program to recover and protect its business from a new player’s market entry, resulting in the shaping of the new player’s original strategy and culminating in a merge between the two companies in a deal valued at €400 millions. Industry research • Developed, in 2006 with FGV-CEPE, a research report on the Brazilian Private Equity and Venture Capital industry focused on the following theme: “Strategic management of portfolio companies”. 1999 - 2003
PROMON GROUP Sao Paulo, Brazil Administrator, Brazilian company focused on managing complex solutions for key infrastructure sectors. Strategic Planning and Corporate Finance • Assessed the structure of the budgeting process and supported the development of the medium-term strategic plan. • Executed activities in planning and control, project finance and Venture Capital fund launching. M&A • Joined the group responsible for the e-Learning Business Plan and the acquisition of Inteligens, an elearning company, concluded in 2001. Led the administrative-financial post-merger integration. Business Development • Performed in-depth analysis (marketing assessments of business plans and financial models) for the Mobile Internet, Telecom, Energy and Corporate Education industries.
PERSONAL • •
Language skills: Portuguese (native), English (fluent), Spanish (basic). Exchange program in 1995 (University of Northern Colorado). Enjoy volleyball and guitar playing.
DARRYL W. SEET 21 Haddock Lane • West Lebanon, NH 03784 • (603) 296-5612 •
[email protected]
Education 2006 - Present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
Candidate for Master of Business Administration degree, June 2008 • Finance, Private Equity, and Investment Management clubs • Tuck Ambassador, Tripod Hockey, Skiing and Riding and International clubs 2000 - 2002
NATIONAL UNIVERSITY OF SINGAPORE
Singapore
Master of Computing, June 2002 1994 - 1998
CARNEGIE MELLON UNIVERSITY
Pittsburgh, PA
Bachelor of Science, Electrical and Computer Engineering and Japanese, May 1998 • Singapore Students Association, Nippon House (Japan Club), Ski Club • Summer program in Japanese at International Christian University, Tokyo, 1996
Experience 2004 - 2006
DELOITTE CONSULTING Singapore Consultant, Strategy & Operations (Consumer Business) • E-commerce. Developed framework to assess client and competitor e-commerce offerings. Analyzed customer needs, internal processes, and organizational alignment to e-commerce goals. Devised recommendations to increase e-commerce uplift across Asia Pacific. • Customer Relationship Management (CRM). Created maturity model to evaluate CRM capabilities for courier express leader in five countries. Developed strategy to improve customer experience, resulting in increased revenues, increased cost savings, and reduced customer churn. • Customer Segmentation. Analyzed contact center customers to determine existing and potential sources of customer value in six countries. Segmented customers by value to enable contact centers to provide differentiated customer service for each segment, resulting in improved service levels and higher customer retention.
2001 - 2004
ACCENTURE Singapore Analyst, Technology (Government) • Led five-member teams to develop customized software for Singapore Government to streamline work permit application process and ensure consistent handling of 50,000 transactions each month. • Implemented internal processes to standardize software development across seven teams in two countries, minimizing overall implementation effort. • Pre-empted potential problems, analyzed and resolved reported issues, and presented critical concerns and recommendations to client and Accenture senior management at project update meetings. Implemented solutions reduced problem resolution effort by 50%. • Directed nine-member team to conduct client acceptance testing. Managed issue resolution process with client, resulting in successful system deployment despite aggressive deadlines.
1998 - 2001
REPUBLIC OF SINGAPORE ARMED FORCES Singapore Corporal, Military Police (National Service) • Led 15-member team of military policemen to provide security for the Ministry of Defense. • Maintained discipline and unity in diverse group of soldiers of varying ages and education levels.
Personal
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Attended high school in Japan. Conversant in Japanese and Mandarin, basic knowledge of French Accenture Golf Club and Recreation Club Committee, Carnegie Mellon Admission Council Enjoy backcountry snowboarding, golf, water sports, pizza, and investing in Asian stocks
GURDIP SINGH HANS 819 Byrne Hall • Hanover, NH 03755 • (603) 643-7461 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH Candidate for Master of Business Administration, June 2008
Hanover, NH
1991-1995
UNIVERSITI PERTANIAN MALAYSIA Bachelor of Engineering in Electronics and Computer Engineering
KL, Malaysia
The fourth best university in Malaysia Scholarship from Yaysan Sarawak
EXPERIENCE 1995-2006
MAXIS COMMUNICATION
KL, Malaysia
Largest mobile operator and ninth largest companies in Malaysia with sales exceeding $1.5B. Assistant Principal Engineer, Transmission Engineer Project Management Designed, implemented, commissioned and tested, Maxis core network of fiber optics in addition to preparing tender, budget and business cases for future network expansion to the higher management. • Implemented $30M worth of Telecommunication projects from proposal stage right up to bringing the system into service. • Managed the roll-out of $2M synchronization network nation wide. • Contributed technically and project managed the implementation of the state of the art $7.5M GMPLS network which serves as Maxis national network backbone. • Established and enforced technical standards for Telecommunication network performance that exceeded ITU (International Telecommunication Union) standards by 1.9%. Leadership Initiated projects which benefited Maxis. • Managed to convince the higher management to replace existing synchronization network with a better design and redundancy by developing, presenting a compelling business case. • Saved company $100K during the Asian Financial Crises by training technicians to perform all the installation, testing and commissioning of equipment in house. Quality Management Set up an internal quality section in the department to improve the core network quality and established quality standards. • Managed the implementation of new quality regimes into group work practices which resulted in improvement of the SDH network quality by a factor of 200%. Outsourcing Managed and led the outsourcing of network roll-out. • Involved and supervised outsourcing projects that increased productivities by 400% while reducing cost by 20% without increasing Transmission Engineering department’s headcount. . Strategic Network Planning Joined Maxis when it was just a start-up. • Assisted in developing company’s core network strategies for growth and implemented them.
PERSONAL
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Speak Punjabi, Malaysian Language, Indonesia Language and Sarawak Language. A member of Institute of Engineering Malaysia (IEM). Climbed the highest peak in South East Asia & Swam with sharks in Singapore Marine centre. Certified Open Water Diver (PADI). Treasurer for KLH Apartment committee and volunteer teacher at Shelter Home.
Jeffrey S. Young 825 Byrne Hall • Hanover, NH 03755 • (603) 646-7404 •
[email protected]
EDUCATION 2006-present
TUCK SCHOOL OF BUSINESS AT DARTMOUTH Hanover, NH Candidate for Master of Business Administration degree, June 2008 Investment Management, Outdoors, Private Equity, Skiing, Sustainable Business Clubs, and Tuckmasters
1995-1999
UNIVERSITY OF TEXAS AT AUSTIN Bachelor of Business Administration, Major in Finance Financial Analyst Program, University Honors
Austin, TX
EXPERIENCE 2004-2006
WALMART.COM Brisbane, CA Financial Analyst – Financial Planning & Analysis • Led cross-functional taskforce consisting of eight logistics, fulfillment, customer service, and merchandising operational executives that addressed cost overages and recommended changes to the firm’s customer restitution policy • Spearheaded the development of a new customer service strategy that resulted in a 50% increase in the budget to elevate the quality of Walmart.com’s customer service experience • Developed and led all aspects of financial planning including budgets, long-range strategic plans, forecasts and decision support for three P&L lines with operating budget of over $25M • Provided thought leadership and analytical support for business decisions through advanced operational, quantitative and strategic analyses including call center forecasting (over 4M contacts per year) • Recommended, financially justified, and led purchase evaluation of $350K call center software solution • Drove adoption of workforce management call center scheduling by identifying a key data problem, developing and advocating the solution, and improving the scheduling process • Performed cross functional projects including $80MM real estate acquisition analysis • Led 2005 and 2006 Rebuilding Together projects; organizing 100+ volunteers to rebuild a community center and preschool
2003-2004
SG COWEN & CO., LLC San Francisco, CA Analyst (3rd Year) – Technology Investment Banking • Executed two M&A transactions by conducting due diligence, preparing marketing materials and coordinating activities related to buy and sell-side transactions • Executed three public equity offerings including development of client positioning and selling materials
2002-2003
BRIAR SYSTEMS, INC. San Jose, CA Nascent security software start-up Consultant • Assisted established entrepreneurs with security software business plan and model • Analyzed and compiled data relating to the competitive environment, industry trends, and market sizing
1999-2001
SG COWEN SECURITIES CORPORATION San Francisco, CA Analyst – Technology Mergers & Acquisitions • Executed nine M&A transactions with total value exceeding $1B • Performed valuation analyses utilizing a range of techniques including comparable company analysis, related transaction analysis, discounted cash flow analysis, accretion/dilution analysis and pro forma combined company operating models • Created financial models that analyze the accretion/dilution of a potential transaction on the client’s and combined company’s earnings, discounted value of future operating statistics, collar/exchange ratio, pro forma ownership and acquisition capacity of potential acquirers • Prepared confidential information memoranda for sell-side advisory assignments by collecting and summarizing company and industry data
PERSONAL
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American Alpine Institute’s 24-day Alpine Mountaineering and Technical Leadership Program Completed Level I of the CFA Program Hobbies: Hiking, Mountaineering, Mountain Biking, Rock Climbing and Skiing Travel: Argentina, Australia, Bolivia, Costa Rica, Europe, Fiji, New Zealand, Peru, and Thailand