Expert Details
Founder & CEO, Otter Learning
ID: 735562
New York, USA
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2013 | Degree: BA | Subject: Economics Major and Spanish Minor | Institution: Colgate University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2018 to Present | Employer: Undisclosed | Title: Founder & CEO | Department: |
Responsibilities:Expert is the founder and CEO of an early childhood education company focused on acquiring established, best-in-class schools from local founders / owners. His role includes leading all aspects of company, including oversight of schools in coordination with directors, sourcing transactions, and due diligence. Expert is focused on bringing all schools into the digital age with a focus on marketing, online share of voice and technology partners. |
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| Years | Employer | Title | Department |
| Years: 2017 to 2019 | Employer: | Title: Associate | Department: Consumer & Retail Private Equity |
Responsibilities:Lead associate for the Consumer & Retail group at Apax Partners, a private equity firm with over $40bn AUM. My role included supporting all stages of investment process, including sourcing, preparing financial models and valuation analyses, conducting market and company level due diligence, managing third-party advisors, and drafting bid documents such as term sheets and LOIs. Additionally, I worked closely with portfolio company executives to develop financial budgets and long term value creation plans. |
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| Years | Employer | Title | Department |
| Years: 2013 to 2017 | Employer: Goldman Sachs | Title: Associate | Department: Consumer & Retail Investment Banking |
Responsibilities: Broad experience with focus on M&A, LBOs, IPOs, activist defense, and strategic advisory; Ranked at top of associate class Involved in all stages of business development, including pitch presentations and ongoing client service, and deal execution, including marketing material creation, due diligence, valuation, buyer interactions, and client management Managed Analysts on lean project teams to drive live engagements and client service efforts for companies Only Associate member of the C/R/H Group selected to participate in Goldman’s pilot Social Impact Advisory Program Investment Banking Analyst, Consumer / Retail and Healthcare July 2015 – December 2015 Ranked at top of analyst class and received an offer for an accelerated Associate promotion after only ~5 months in the group Investment Banking Analyst, Equity Capital Markets Summer 2012, June 2013 – June 2015 Broad origination and execution experience with IPOs, follow-ons, convertible debt, and private placement transactions Ranked at top of analyst class and received an offer for an accelerated Associate promotion after only ~18 months in the group Executed over 60 transactions and raised ~$26bn in capital via a broad assortment of equity and equity-linked products Selected to represent Equity Capital Markets as a member for the Goldman Sachs Americas Analyst Advisory Council |
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