We Seek To Hire:
A Managing Director who will play a critical role in the investment process at CO. .
An individual in this role will source new deals, deliver written and oral analyses of investment opportunities, negotiate and structure investments, participate in the due diligence process, oversee a team of Vice Presidents, Associates, and Analysts during the preparation of diligence materials and financial models, while closely track industry trends. This position will report to the Chief Investment Officer.
New Business Development Opportunities:
•Establish/maintain relationships with venture capital, and private equity firms, as well as venture capital and private equity backed Life Science companies and other sources of business opportunities both in person and by telephone.
•Identify potential new investment prospects, perform initial review of business opportunities and present viable opportunities to the Investment Committee for consideration.
•Identify new Life Science sub-sector investment opportunities and supervise industry and competitive research performed by Principals, Associates, and Analysts.
•Identify new potential financial product offerings to further expand the business.
Negotiating New Business:
•Draft initial term sheets, expressions of interest or letters of intent.
•Represent Client and negotiate with prospective portfolio company management or venture capital investors, as well as other third parties to discuss and finalize a signed term sheet.
Due Diligence and Documentation:
•Lead business due diligence and supervise Vice Presidents, Associates, and Analysts research through interviews with company management, financial sponsors, industry participants, and company customers/clients.
•Oversee Vice Presidents, Associates, and Analysts perform valuation analysis using comparable company data, proprietary Client financial models and, if applicable, DCF.
•Serve as primary interface with management of prospective portfolio company.
•Supervise construction of detailed financial models, including optimal capital structure, purchase price, adjustments and sensitivities to economic conditions.
•Draft investment memorandum for initial and final Investment Committee review and approval while supervising Associates and Analysts in this process.
•Review legal documents to ensure fidelity to deal terms under supervision of Chief Compliance Officer and Chief Financial Officer.
•Monitor and identifying monthly and quarterly trends in business of portfolio companies.
•Supervise Vice Presidents, Associates and Analysts in drafting quarterly credit monitoring reports, and analyzing credit issues and equity opportunities as they arise with portfolio companies.
•Other duties and projects as needed.
Candidates must demonstrate a high-level of achievement in regards to deal origination, deal closes, realized investments, and maintaining as well as cultivating a robust network of contacts. The ideal candidate will have:
•Minimum of seven years of prior work experience (with a Life Science industry focus) in investment banking, venture capital, private equity or leveragedfinance.
•Experience in senior debt, asset-based financing, select equipment-based financing, subordinated or mezzanine debt and leveraged buyout firms.
•Extensive contacts in the private equity, venture capital and/or financial intermediaries' communities.
•Strong analytical capabilities, financial modeling proficiency, excellent written and oral communication skills, a willingness to be proactive in contacting people and learning about new developments.
•Experience in senior management roles (including attending management meetings, involvement with deal structuring, pre and post investment portfolio management, etc.) in the transactions they sponsored or executed.
Hedgefund Experience – Money/Capital from an investor or investors to invest in various financial endeavors.
Focus on Small and Middle Market companies (this is measured by their revenue/assets)
Candidate must bring their book of business and an extensive network.