CFA Institute

University of Alberta

Senior Associate at Franvest Capital Partners

Franvest Capital Partners is a family office that invests in small to medium sized privately held companies with a focus on franchising, technology, fitness and healthy living. In the last 20 years, Franvest has invested in companies in the retail, manufacturing, software and hospitality industries. Our primary investment today is Orangetheory Fitness. My position, as Senior Associate, is to gather, analyze and extract relevant information from company financials. In addition, I oversee company valuations, due diligence and post acquisition integration. My role plays a key part in portfolio company operations as well and I have build a number of operational systems still in effect today. RESPONSIBILITIES: •	Analysis of investment opportunities including financial modeling, valuation and return analysis•	Market and industry research•	Due diligence on companies, management, customers, competitors and industries•	Preparation of term sheets and letters of intent and review of transaction documentation•	Monitoring of select portfolio companies and quarterly portfolio valuation analysis

Franvest Capital Partners Inc

Senior Associate

- Project return analysis (NPV, IRR, Breakeven)- Secure schedule I debt for capital intensive projects- Maintain borrowing margins on secured inventory- Analyze and fund private debt for external builder/developers

Rohit Group Of Companies

Financial Analyst

- Prepared IPS statements for funds under stewardship of the crown- Performed duration analysis on fixed income securities within the Alberta Heritage Savings Trust Fund- Helped prepare material for annual and quarterly reporting- Created and maintained quick lookup dashboard for asset allocation within funds- Reviewed performance of external fund managers against stated benchmarks

Matt Walsh