Columbia | SIPA

The Wharton School

University of Pennsylvania

Stratford

Managing Director at BDT & Company, LLC

Pendulum seeks to reimagine how great companies are built and redefine who gets to build them.

PENDULUM®

Managing Director

BDT & MSD Partners is a merchant bank with an advisory and investment platform built to serve the distinct needs of business owners and strategic, long-term investors.

BDT & MSD Partners

BDT & Company is a merchant bank that provides advice and long-term capital through its affiliated investment funds to family- and founder-led businesses.

BDT & Company, LLC

• Private equity investment platform for a global multi-family office.  

• Investing $100-200 million equity checks primarily in the global premium consumer and leisure brand, media, entertainment and technology ecosystem.

• Focus on companies with strong brands and market leadership in developed markets while providing unique market access to (i) the Chinese market and (ii) global millennials / digital transformation.

Maris Global Capital, LLC

Managing Partner

A leading European Over-the-top internet video technology platform.

Magine

Board Member

Cirque du Soleil

Board Observer

• Private and public equity international investments and strategic partnerships, with a particular emphasis on leading Fosun’s US and private equity investments with significant China market potential

• Private Equity Funds Managed: $600M Pramerica-Fosun China Opportunity Fund and $1 Billion China Momentum Fund

• Investments include:  Alibaba, St John Knits, BHF-Kleinwort Benson, Cirque du Soleil

Fosun Group

Managing Director, US - Global Investments & Strategies

• Sourced, managed and executed cross-border, emerging market (China, India) M&A and private equity capital raising assignments.

• Led the firm’s China practice, sourcing the firm’s initial Chinese client engagements, private equity investments and in-bound M&A assignments.

• Clients include International Securities Exchange, GDF Suez, Cerberus Capital, The Tata Group, one of India’s largest conglomerates, ChemChina, Taj Hotel and Resorts, CAXA (Chinese PLM software company), Chinese digital media advertising company.

Galileo Global Advisors

• Conducted industry, market and financial analysis and developed strategic plan for monetizing Fox Pan American Sports digital media venture and presented findings to portfolio companies’ senior management and boards.

Hicks Muse Tate & Furst

Summer Associate, Private Equity

• Authored event and theme-driven stock/industry investment research; produced detailed presentations for conferences and CNBC/Fox News commentary. Industries: Media/Telecom, Global Brands.

• Wrote research report that served as the testimony for a U.S. Senate Subcommittee hearing on the Dividend Tax Cut.

Montgomery Asset Management

Research Associate to the Senior Investment Strategist, Global Equities

• Developed strategic relationships with leading financial institutions for internet-based business process startup servicing the commercial lending industry.

LendingInc.com Corporation

Principal, Business Development Group

• Evaluated equity investment and JV partnership opportunities in middle-market consumer product companies by creating valuation, projection and return models to determine suitability, structure and risks of prospective investments.

• Negotiated sales of investment positions to strategic buyers, Keebler, Walt Disney, Coca-Cola and Kellogg.

Next Element, LLC

Principal, Private Equity Investments

• Examined feasibility of principal investments on behalf of the firm which perpetuated the firm’s initial merchant banking investments in MBOs, leverage recapitalizations, growth financings and consolidation plays.

• Constructed financial models, conducted company and industry due diligence and prepared offering memoranda to support M&amp;A and the private placement of equity, mezzanine, subordinated debt and senior debt financing.

Harvey Fine