Aries Partners, IncVice President
Jan. 1998 - May. 2000Industry: Private Equity Determined valuation of insurance and financial services companies based on return's analysis criteria including: discounted cash flow, internal rate of return, comparable price to earnings, price to book and macro economic data. Reviewed and summarized hundreds of business proposals from carriers, brokers, agents, and application service providers. Created pitch books, business plans, slide shows, and investment proposal memoranda. Compiled industry market data and peer group analysis. Administered capital call and distribution reconciliations. Developed models to determine feasibility of financial structures involving options, warrants, debt, common equity and convertible preferreds. Participated in negotiations with senior level client executives and portfolio companies regarding deal structure, budgeting, forecasting, planning and due diligence.