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First Year Resume Book

2006 2007

DUKE BEST, CPA


130 Ivy Drive # 11 Charlottesville, VA 22903 (949) 307-4057 BestD08@Darden.Virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Chapman University
Bachelor of Science, Business Communications, June 1995
EXPERIENCE
2004 - 2006

Charlottesville, VA

Orange, CA

Health Sciences Group, Inc.


Los Angeles, CA
VP Finance / Corporate Controller
A turnaround opportunity with a nutraceutical ingredients and products company
Oversaw nearly every aspect of the company's operations. As Corporate Controller, responsible for
transaction processing and SEC financial reporting. As Vice President of Finance, acted as the
primary contact for the Company's 6,000 shareholders
Directed business model shift from wholesale production to retail distribution
Sourced and hired new staff as well as directed the Company's largest workforce reduction
Daily activities beyond accounting/finance and included writing press releases, negotiating with and
managing vendors, packaging designs and assisting with business plan development

2002 -2004

Acumen & Merit, LLC


Seattle, WA
Consultant / Owner
Post Enron entrepreneurial continuation of accounting and consulting work performed at Arthur Andersen
Provided business management infrastructure and outsourced accounting for growing companies
Developed accounting policies and procedures, chart of accounts, employee role and responsibilities,
organizational structure, production costing and pricing models, and growth planning
Provided business plan analysis and delivered critical path solutions for growth and development

1997 - 2002

Arthur Andersen, LLP


Los Angeles / Orange County, CA
CPA / Consultant
Business Consulting
Performed operational diagnostics to improve process efficiencies, reduce overhead, benchmark results
with industry peers, and prepare business case analysis to build departmental value and increase
profitability. Solutions included: identifying quick win opportunities for cost savings or revenue
enhancement; designing organizational structure changes; business process reengineering; aligning
initiatives with strategic goals; and delivering board presentations
Performed diagnostic analysis and delivered improvement plan with best practice research and
business case analysis for a $33 billion distribution company
Analyzed and delivered cost reduction recommendations for $3 billion medical service provider
Assessed current state and delivered strategic development plan to national non-profit organization
Determined personnel alignment strategy for $30 million property management company
Developed cash burn analysis and presentation for $15 million food supplement manufacturer
Audit & Business Advisor
Responsible for financial statement preparation and analysis as well as improving client business and
management processes for both public and private companies
Management Roles
Managing client expectations and deadlines; understanding and evaluating internal control systems;
developing recommendations for operational improvement; research technical issues; reviewing legal
documents; engagement planning; and developing and managing budgets
Leadership Roles
Regional technology trainer; lead recruiter for college campus; instructor for local, regional and
national training courses; mentor for staff in interns; and active member in both advisor and
consulting Senior Advisory Teams

TIMOTHY DILLON BOSWELL


2102 Arlington Boulevard, Apt. 7 Charlottesville, VA 22903 704-277-6133 BoswellT08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008.
740 GMAT (6 AWA).
Elected Section Honor Representative; Member Darden Private Equity Network, Entrepreneurship &
Venture Capital, Finance, Consulting, and Outdoor clubs.
Davidson College
Davidson, NC
Bachelor of Arts, May 2001.
Double major Economics and Psychology; 3.4 GPA; 1450 SAT (730 Math; 720 Verbal).
Faculty-selected member Omicron Delta Epsilon and Psi Chi honor societies (Economics and
Psychology) and Economics T.A.; Elected President K fraternity; Dean-selected Hall Counselor.
London School of Economics and Political Science
London, United Kingdom
Summer Programme Certificate, International Economics and European Integration, August 1999.
EXPERIENCE
2004-2006

Banc of America Capital Investors


Charlotte, NC
Associate in top-quartile private equity partnership, managing $2B of capital.
RESPONSIBILITIES:
Evaluate 30-40 new investment opportunities annually and communicate findings / recommendations
to partnership and senior executives of Bank of America Corp. (NYSE: BAC), including Treasurer.
Manage due diligence processes: perform and interpret detailed financial analytics; conduct extensive
interviews with management, customers, industry experts; coordinate and analyze findings of legal,
accounting, tax, environmental, supply chain, and strategy advisors; arrange financing sources.
Support portfolio company management and Board of Directors by analyzing M&A opportunities,
developing financial projections, executing refinancings, recapitalizations, and divestitures.
SELECTED TRANSACTION EXPERIENCE:
Executed $350MM leveraged recapitalization ($65MM BACI investment) with Bruckmann Rosser
Sherrill of Eurofresh Inc, leading domestic grower and marketer of hydroponic specialty produce.
Executed $550MM leveraged buyout ($40MM BACI investment) with Investcorp International of
FleetPride Corp., largest independent distributor of aftermarket, heavy-duty truck parts.
Performed due diligence and analysis of $14B leveraged buyout of Univision Communications
(NYSE: UVN), leading U.S. Hispanic media company (largest BACI equity commitment).
SELECTED PORTFOLIO EXPERIENCE:
Managed investment in Worldstrides, educational student travel company. Executed $100MM
refinancing and a subsequent $220MM sale to Charlesbank Capital.
Managed investment in Mattress Giant, leading national mattress retailer. Executed $45MM
refinancing and a subsequent $168MM sale to Freeman Spogli.
Managed $300MM investment in Cumulus Media (NASD: CMLS), leading U.S. radio broadcaster.
Executed $1.2B Susquehanna Media acquisition and $150MM tender offer (partial liquidity event).

2001-2004

Edgeview Partners
Charlotte, NC
First Analyst at middle market M&A boutique formed by former officers of Bowles Hollowell Conner.
Present Edgeview qualifications and recommendations to win sale mandates; perform financial and
valuation analyses; conduct extensive client due diligence; draft marketing materials and investment
memoranda; support management in investor presentations; participate in negotiations and closings.
Executed six private equity divestitures and corporate sales in defense; distribution; foodservice;
industrial materials; plastic packaging; and retail industries. Valuations from $30MM-$150MM.

2000-2001

The Carlyle Group


Charlotte, NC
First Analyst Intern for regional office of leading international private equity sponsor.
Executed buyout of Forged Metals, a platform investment in the turbine engine components industry.

OTHER INTERESTS

NAUI Advanced SCUBA Diver and marine photographer; counselor/mentor for Davidson
Economics majors; Red Cross platelet/blood donor; fourth-generation Chicago Cubs fan.

JONATHAN RICHARD CAUDILL


270 Colonnade Drive #13 Charlottesville, VA 22903 276-340-8608 CaudillJ08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
GMAT: 710 (94th percentile)
Member of Finance Club, Consulting Club, Darden Capital Management, Darden Private Equity
Network, and Media, Sports, and Entertainment Club
Virginia Polytechnic Institute and State University
Blacksburg, VA
B.S. in Business Information Technology, Operations Management option, May 2004
Four-year member of Virginia Tech Corps of Cadets
Commandants List honor roll, Commandants Award, Virginia Tech Corps of Cadets
Deans List honor roll, R.B. Pamplin College of Business
As a senior, selected as commander of Corps unit of 60-plus cadets and resident advisor
Held several leadership positions sophomore and junior years, including selection as one of three
sophomores from my unit to serve on VTCC Training Cadre for incoming freshmen
Recipient of VTCC Emerging Leader Scholarship and R.B. Pamplin College of Business Merit
Scholarship, among others
EXPERIENCE
2004-2006

Stanley Furniture Company, Inc.


Stanleytown, VA
Publicly- traded designer and manufacturer of wooden furniture for bedrooms, home office, home
entertainment, and dining rooms. Sells to independent retailers, department stores, and regional chains.
Regional Credit Manager
Strategy
With the aid of a collection assistant, managed high-volume credit risk for over 900 retailers
in 21 states, the District of Columbia, and Bermuda, facilitating maximization of sales with
minimization of risk of loss
Made decisions to temporarily stop shipments, revoke credit terms, and cancel orders when
retailer risk increased too significantly
Performed damage control in stores that were preparing to close, arranging for our
receivables to be paid and their consumers orders to be filled
Increased responsibility over my tenure, from a smaller territory when I started to the final
amount listed above, which was the largest in the company
Financial Analysis
Researched risk of stores through credit agencies, banks, and contacts within industry
Analyzed store financial statements and performed trend analysis
Received formalized training in advanced financial statement analysis
Communication
Collaborated with retail partners to establish mutually beneficial relationships
Negotiated with retail partners on credit lines, payment trends, outstanding balances, and
obtaining greater means of financial security
Worked with sales force in effectively managing their sales regions, providing constant
feedback on their retail partners while offering credit insights on untapped prospects
Represented company at national meeting of furniture creditors
Gained trust of retail partners, and was often able to review owners personal financial info
in order to accept their guaranty

PERSONAL

Outdoors, sports, and reading enthusiast


Eagle Scout Award, 1999
Reformed and served as president of Eagle Scout Association within Corps of Cadets
Four-year member of Gregory Guard at Virginia Tech, precision rifle drill unit which traveled to
various locations around the country for performances

NICHOLAS G. CHIARELLO
120 Ivy Drive, Apt. #8 Charlottesville, VA 22903 908-419-9685 ChiarelloN08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of the Finance Club, Private Equity Network, and Real Estate Club
Leonard N. Stern School of Business
New York University
Bachelor of Science, Finance and International Business, May 2000
Deans List
Member of the Finance and International Business Clubs
EXPERIENCE
2000-2005

Charlottesville, VA

New York, NY

ING Clarion Capital


New York, NY
Assistant Vice President (2005-2006)
Assistant Portfolio Manager for a $2.2 billion commercial mortgage backed securities (CMBS) portfolio
Identified and evaluated investment opportunities in CMBS and other real estate debt products,
including $700 million in CMBS subordinate positions
Underwrote and analyzed CMBS loan pools, B-notes, and mezzanine loans and made investment
recommendations to the Investment Committee
Performed competitive market analysis for all major property types
Developed detailed underwriting analyses of collateral properties
Conducted comprehensive analysis of property level cash flows, loan level loss estimation, and
collateral value, including the projected timing and severity of potential losses
Modeled various default scenarios on portfolio positions and computed position and portfolio IRRs
Analyzed credit default swaps and other derivative products
Supervised and mentored four asset management analysts
Assisted in the workout of non-performing CMBS loans totaling $40 million
Associate (2004)
Hedged portfolio interest rate risk by short selling US Treasuries
Executed CMBS and US Treasury trades
Coordinated the purchase of $350 million in below investment grade securities (B-pieces) with
investments banks and internal underwriters
Trained new analysts; specifically with regard to real estate analysis
Worked closely with Client Service and Marketing team members on client presentations and
monthly client reports
Senior Analyst (2002-2003)
Prepared a model portfolio for each account containing buy and sell recommendations
Created a credit analysis for all bonds purchased
Performed ongoing surveillance for the all bonds under management
Analyzed property level income statements and rent rolls to determine the assets net cash flow
Analyzed interest only strips with regard to prepayment and credit loss sensitivity
Created an investment memorandum for each bond purchased
Analyst (2000-2001)
Obtained month end pricing levels from various trading desks and priced the portfolio
Prepared the weekly investment meeting presentation packet for the Portfolio Management team
Collected and analyzed monthly bond remittance reports and watch lists
Interacted with Servicers and Trustees
Prepared presentation materials for clients and prospective client

ADDITIONAL QUALIFICATIONS/INTERESTS
Significant Trepp and Argus experience
Enjoy hiking; climbed Lions Head, Cape Town, South Africa

SUNG CHO
52D Barclay Place Court Charlottesville, VA 22901 434-466-2350 ChoS08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May, 2008
Member of Finance Club and Darden Capital Management.
GMAT: 700.

Charlottesville, VA

College of the Holy Cross


Worcester, MA
B.A. in Economics, May, 1998
President of Korean Student Association in the Worcester area, including students from Holy Cross,
Worcester Polytechnic Institute and Clark University.
Active participant in Holy Cross Rugby Football Club (1994-1998).
EXPERIENCE
2004-2006

1998-2004

Lee & Kim Investment Advisors, Inc.


Seoul, Korea
The investment advisory firm manages a $50 million of private fund, investing mainly in blue-chip stocks
on the Korean Stock Exchange.
Assistant Portfolio Manager
Conducted fundamental and technical analyses to generate long term investment ideas by
communicating with senior portfolio managers and sell-side analysts. Team generated annualized
return of 90%.
Created valuation models including DCF and Public Comparable Analysis to evaluate, select and
manage the position in portfolios.
Prepared and communicated financial updates and fund performance with senior management and
investors.
Hyundai Securities (America), Inc.
New York, NY
Equity Proprietary Trader (2001-2004)
Managed and oversaw $20 million Korean multi-strategy book, using ADR arbitrage, pair trading,
long/short equity and event driven strategy.
Selected stock pairs and maintained a market neutral long/short portfolio of several stock pairs;
resulted in 15%~25% annualized return from ADR arbitrage and 10% from pair trading.
Developed financial models using Multi-factor Regression Analysis for trading.
Provided trade ideas and executed for global Hyundai branches and client ADR arbitrage books.
Directly reported to company's top management in Seoul on daily progress of the US market.
Generalist, Equity Capital Market Desk (1998-2001)
Acted as a Book Runner in listing Korean ADRs on the NYSE; significant transactions include:
ADR offering $1 billion (KEPCO) and ADR offering $1 billion (KT&G).
Prepared memorandum and proposals, facilitated investors' meeting with issuers' management, and
planned global road show schedule as a part of Privatization team.
Developed financial models, ratio and trend analysis templates and other analytical tools to audit
financial statements for private placement.
Promoted publicly traded Korean companies to US investors, prepared marketing materials for
private placements, and presented them to prospective investors.
Participated in projects to list a German medical equipment company on NASDAQ.

PERSONAL

Series 7 and Series 63 registered.


Fluent in English and Korean; Functional in Chinese.
CFA Level II candidate (Summer 2007).
Regular weekend volunteer at Habitat for Humanity in Korea, translating for National Director and
leading volunteer groups at the construction site (2004-2005).

SUMEET CHOPRA
111 Harvest Drive Charlottesville, VA 22903 201-696-5948 ChopraS08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, 2008
Member of Finance Club, Darden Private Equity Network

Charlottesville, VA

National Institute of Technology


Durgapur, India
Bachelor of Engineering - Mechanical Engineering, May 2000
Merit scholarship holder; Graduated in top 2% of the class
Won national level paper presentation contest held among top 20 colleges of India
Awarded the Best Project Award for a project on Finite Element Analysis out of 1300 students
Recipient of the Outstanding Mathematics Student award out of 350 students
EXPERIENCE
Cognizant Technology Solutions Limited
Leading IT services provider - Part of NASDAQ 100: CTSH
2003-2006

2002-2003

2000-2002

Teaneck, NJ

Associate - Project Leader for JPMorganChase consulting projects


New York, NY
Leadership and Business Development
Led a 15 person Cognizant team to develop software systems for Shared Technology and
Operations division which resulted in annual operational cost savings of $140,000 and early
compliance with federal regulations for JPMorganChase
Negotiated strategic software licensing agreements on behalf of Cognizant and JPMorganChase with
external vendors which resulted in annual cost savings of $60,000 for JPMorganChase
Published paper on technology strategy for OFAC (Office of Foreign Assets and Control) and AML
(Anti Money Laundering ) operations of financial institutions which guided Cognizants strategy for
such operations and generated new business worth $500,000 for Cognizant
Pitched business to management of JPMorganChase and drafted business proposals which generated
revenues worth $1.2MM
Financial and Business Process Analysis
Transformed financial concepts of business processes to technical specifications which enhanced
process understanding within Cognizants team and increased teams productivity from 64% to 83%
Evaluated Cognizants revenue structure for software projects and improved it by including resource
utilization, productivity and downside risks which boosted project profitability by 12%
Analyzed OFAC and AML operations of JPMorganChase by closely interacting with compliance
group to develop complex software performance tests which boosted system performance by 50%
Client Management
Managed simultaneously 8 projects worth $2.4MM for Institutional Trust Services division to
redesign software systems resulting in savings of $120,000 for JPMorganChase
Innovated new practices for coordination between multicultural JPMorganChase teams in US, UK
and Hong Kong which elevated JPMorganChase satisfaction scores from 70% to 92%
Hired, trained and mentored 20 engineers under Cognizants continuous learning program
Programmer Analyst - Team Leader for JPMorganChase consulting projects
Geneva, Switzerland
Project Initiation and Analysis
Reengineered software systems within Private Banking division to better forecast fees of high net
worth individuals which increased new feature count in software systems from 12 to 30
Architected software systems which boosted software performance by 20% and resulted in cost
savings of $85,000
Drafted reference manuals (16) by analyzing business processes which expanded domain knowledge
of private banking processes within Cognizant
Software Programmer - Cognizant Technology Solutions
Calcutta, India
Developed software products using programming languages ( Java and C++) for banking clients

INTERESTS

Organized IT education initiatives in schools for underprivileged children in New York


Captained Cognizants cricket and table tennis teams

JONATHAN CHOU
261 Colonnade Drive, Apt. #31 Charlottesville, VA 22903 917-579-4877 ChouJ08@Darden.Virginia.Edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Member: Darden Capital Management, Darden Private Equity Network, and Finance Club
Mentor: Darden Undergraduate Mentor Program
GMAT: 700
McIntire School of Commerce
Charlottesville, VA
University of Virginia
Bachelor of Science in Commerce, May 2002
Concentrations in Finance & Marketing, Minor in Spanish
Varsity Men's Tennis: Co-Captain, recipient of Norton Pritchett Memorial and ACC Top VI Awards
Member: Student Athlete Mentor Program, McIntire Young Alumni Council
EXPERIENCE
2004-2006

Gladstone Management Corporation


McLean, VA
Gladstone manages three alternative investment funds (mezzanine debt, private equity, and commercial
real estate), with $700+ million under management
Principal (2005-2006), Associate (2004-2005)
Management and Leadership
Promoted to Principal after 18 months youngest Principal in company history
Coordinated relationships with CEO, CFO, and private equity owners; attended board meetings; and
monitored financial and operating performance of two portfolio companies
Attended industry conferences with Managing Directors to market Gladstones funds
Trained five Associates/Analysts in financial modeling and investment management procedures
Deal and Investment Experience
Underwrote 31 debt and equity transactions totaling $226 million in invested capital
Sourced, evaluated, and structured new investments for subordinated debt and private equity funds
Conducted business, financial, and industry due diligence to make investment recommendations
Analytics
Added new features to and improved existing functions of template transaction model used to
evaluate all investments, including senior and subordinated debt, preferred stock, and common equity
Sensitized complex models for a range of valuation, capital structure, and operating scenarios
Drafted memoranda and presented recommendations to internal investment committee

2002-2004

Citigroup Global Corporate & Investment Bank


New York, NY
Analyst, Consumer & Healthcare Industry
Created pitch materials for $200 million to $6 billion M&A, structured finance, capital market, and
bank transactions
Developed financial models to perform discounted cash flow, sum-of-the-parts, and comparable
company valuation analyses
Wrote internal memoranda to approve underwriting commitments and external offering memoranda
for sell-side engagements
Designed and circulated quarterly tobacco litigation update and weekly corporate bond spread report
for senior risk management

PERSONAL

Managed personal investment account since May 2005


Enjoy tennis, golf, and community service

NELSON V. ERICKSON

107 W. Water St. Apt. 3 Charlottesville, VA 22902 571-218-0482 EricksonN08@darden.virginia.edu


EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Elected Honor Representative.
Club Memberships: Darden Private Equity Network; Entrepreneurship and Venture Capital Club;
Outreach (Community Service) Club.
COLGATE UNIVERSITY
Bachelor of Arts, Political Science, May 2001
One of twelve students selected to study regional security issues at the United Nations.
Student Government Senator (Fall 2001).

Hamilton, NY

EXPERIENCE
2002-2006
2004-2006

OFFICE OF THE SECRETARY OF DEFENSE (OSD)


Washington, DC
Special Assistant to the Under Secretary of Defense (Comptroller and Chief Financial Officer)
Led Department of Defense (DoD) cross-functional teams in the development of strategic communication
materials to support DoD budget requests in excess of $500 billion annually.
Prepared senior-most defense officials to deliver messages on DoD spending and financial management
before the President, Congress and the public.
Analyzed DoD financial trends and management practices in response to Secretary and Deputy Secretary
of Defense questions.
Recommended funding and acquisition strategies for the creation of the first Marine Corps Special
Operations Command. The Secretary of Defense ultimately approved these recommendations.
Developed and implemented legislative strategies, which resulted in new DoD authorities to provide
training and equipment to foreign counterterrorism forces.
Researched innovative business processes in support of Defense Business Board (an independent advisory
board to the Secretary of Defense) recommendations.
Managed all communications activities (media and speeches) of the Under Secretary of Defense
(Comptroller).

2003-2004

Assistant for Chemical and Biological Nonproliferation (OSD Negotiations Policy)


Represented the Secretary of Defense in interagency negotiations with the State Department, National
Security Council, and related agencies regarding U.S. policy towards chemical and biological weapons
proliferation, and in international negotiations regarding the treaties that govern these weapons.
Negotiated bilateral agreements with foreign governments with respect to national implementation of
measures to prevent the proliferation of chemical and biological weapons.
Formulated policy recommendations and advised senior DoD officials on chemical and biological
nonproliferation issues.

2002-2003

Defense Fellow (OSD Special Operations and Low-Intensity Conflict)


Developed policy options for OSD leadership regarding Special Operations Forces (SOF) strategic
employment, coalition warfare, and force structure.
Authored budget justification materials to support the largest funding increase in special operations
history.

2001-2002

SENATE FOREIGN RELATIONS COMMITTEE


Washington, DC
Staff Assistant/Legislative Correspondent
Drafted constituent correspondence. Provided research and other support on national security issues.

AWARDS
Secretary of Defense Medal for Exceptional Public Service, November 2004-March 2006
Office of the Secretary of Defense Award for Excellence, October 2005
Office of the Secretary of Defense Award for Outstanding Achievement, July 2002-January 2003
PERSONAL

Government issued Top Secret/Sensitive Compartmentalized Information (TS/SCI) security clearance.


"Wish-Granter" for the Make-A-Wish Foundation.
Volunteer spokesperson for the National Childhood Cancer Foundation and the Make-A-Wish
Foundation.

JANICE L. FALZON
1796 Sugar Maple Ct. Charlottesville, VA 22903 248-794-3039 falzonj08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Consulting Club, General Management Club, National Association of Women MBAs, Outdoor Club
University of Michigan
Ann Arbor, MI
Bachelor of Science in Industrial & Operations Engineering, December 1999
Honors: Dean's List 1998, 1999
Society of Women Engineers, Institute of Industrial Engineers, Society of Professional Engineers
EXPERIENCE
2002-2006
2004-2006

Robert Bosch Corporation


Farmington Hills, MI
One of the worlds largest private industrial corporations with 251K associates and $51.7B annual sales.
Account Manager
Led three global cross-functional project teams of eight encompassing existing business worth
$25.5MM and new programs worth $19.3MM annually.
Directed three global sales teams of three with primary focus on pricing, strategy, and coordination
of customer responses resulting in acquisition of new business worth $774K annually.
Negotiated and presented price increase proposal for material costs to senior management and
Japanese customer resulting in annual revenue increase of $65.7K.
Coached and audited eight associates on Lean Manufacturing five step (5S) workplace organization
philosophy and guidelines resulting in 10%+ monthly improvement.

2002-2004

Quality Engineer
Facilitated product quality of six components through root cause analysis of product defects,
collaboration of solutions with global manufacturing facilities, and presentation of individualized
weekly reports to US and Asian customers resulting in 50% reduction of reported defects.
Coordinated process to contain defective product and executed 20% cost savings through outsourcing
defect containment.

2000-2002

ArvinMeritor Inc.
Troy, MI
Premier tier one automotive supplier comprised of 31K employees and $8B annual sales.
Quality Engineer
Championed three cross-functional project teams of five focusing on product quality and design
resulting in savings of $150K through execution of advanced statistical problem solving tools and
presentation of recommended solutions to suppliers, customers, and internal management.

2001-2002

2000-2001

Corporate Quality Engineer


Led two internal continuous improvement teams of five to reduce scrap and rework through
execution of Six Sigma problem solving tools and presentation of recommended solutions to senior
management resulting in savings of $125K.
Taught European session of four-week advanced statistical problem solving and avoidance tools (Six
Sigma and Shainin) to 21 students from eight countries.
Supported two Lean Manufacturing Kaizen Events resulting in improved productivity through
implementation of 5S (workplace organization) and 50%+ reduction in change-over times.
Audited and presented recommendations of quality system to senior management at two
manufacturing facilities in preparation for third party audits.
Recruited interns and new graduate hires at the University of Michigan, College of Engineering.

ADDITIONAL

Six Sigma Black Belt (Advanced Statistical Problem Solving Certification) - 2002
Shainin Journeyman (Advanced Statistical Problem Solving Certification) - 2004
Lead Quality Systems Auditor - 2000
Toastmaster's International, Treasurer - 2005-2006
Interests Include: Waterskiing, Wakeboarding, Snowboarding

JENARO CARDONA-FOX
202 Douglas Ave. Apt 2B Charlottesville, VA 22902 917 239 3888 cardona-foxj08@darden.virginia.edu

EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration May 2008
Active member of Darden Private Equity Network
Selected for Consortium for Graduate Study and Management Fellowship
Selected Treasurer of Darden Triathlon Club

Charlottesville

Princeton University
Princeton
A.B. Comparative Literature, June 2000
Granted Class of 1939, Princeton-in-Asia, and Princeton-in-France Fellowships
Captained varsity wrestling, played club lacrosse, and coached Princeton Day School lacrosse
EXPERIENCE
2000-2006 AIG, Inc.
New York
Task Force Member Enterprise Risk Management, Headquarter Office (2005-2006)
Nominated by AIGs Chief Internal Control Officer to be on the three-member team that developed
and coordinated AIGs 2005 corporate Sarbanes-Oxley (SOX) compliance program
Managed team of three Ernst & Young consultants in implementation of SOX plan
Consolidated and analyzed AIGs 2005 $850B balance sheet and $10.5B income statement to ensure
SOX coverage compliance
Presented results of AIGs 2005 SOX coverage to lead PWC partner in preparation for AIGs 10(k)
filing
AIG, Consumer Finance Group, Inc.
Manager Risk Analysis, Headquarter Office (2004-2005)
Managed implementation of Consumer Finance Groups new governance, risk management, and
compliance strategy
Led development and implementation of $500M audit automation software and $300M audit-based
talent development program
Supported Director of Internal Risk Management in development of annual audit plans, monitoring
of plans, and review and remediation of audit findings
Project Coordinator Finance, Europe and Latin America Office (2002-2004)
Prepared and presented acquisition and start-up proposals for senior management review
Coordinated on-site due diligence of one of the largest Mexican mortgage companies
Performed due diligence analysis to support financial modeling and valuation
Worked with regional CFO to develop a range of business strategies for AIGs Poland and Argentina
finance companies
Management Associate Credit & Marketing, Thailand Office (2000-2002)
Bangkok
Supported the launch of a new credit card in the Thai market. Coordinated and wrote master product
and procedures manual, performed market research, developed advertising campaign and
coordinated cross-selling effort with AIG-owned insurance company
Completed a one-year competitive fellowship sponsored by Princeton-in-Asia. Duties included
reporting on distressed debt accounts, developing and implementing a new loan approval system,
and developing a new loan product
1999

United States Embassy in Madagascar


Antananarivo
Intern, Bureau of Political Affairs (1999)
Served as Embassy liaison and translator for Special Forces training mission. Researched and
reported on Malagasy Legislature

SKILLS & ACTIVITIES

Training: AIG sponsored course work in financial statement analysis, accounting, credit and audit
Languages: Fluent in Spanish and French
Athletics: Active triathlete and marathon runner
Service: Junior board member of the Repertorio Espaol; active cancer research fundraiser

GEORGE GAO
2645 Hydraulic Rd. Apt. A Charlottesville, VA 22901 434-825-7201 GaoG08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008.
Member of Finance Club, Darden Capital Management and Private Equity Club.
One of 11 participants in Darden Stock Pitch Competition.
Penn State University
Master of System Engineering, July 2004
Graduated top 10% of class.
Completed degree while working full-time at Lockheed and Boeing.
University of Illinois
Bachelor of Science in Mechanical Engineering, Dec 2000
Founder, President of Lambda Phi Epsilon Fraternity.
EXPERIENCE
2004-2006

Great Valley, PA

Urbana, IL

Lockheed Martin Incorporated


King of Prussia, PA
System Engineer
Conceptualized automated processing strategy for US Coast Guard intelligence system as a part of
$17B Deepwater Program; resulting in two year $3M contract extension.
Performed simulation modeling for maximum vessels screening capacity; presented preliminary and
detailed design reviews to program management team.
Conducted in-depth analysis on the $225M nanotechnology industry for LM market entry strategy.
Received Service Recognition Award for excellent leadership and design of the Deepwater Program.

2001-2004

Boeing Company
Ridley Park, PA
Integration Engineer
Analyzed and developed night vision sensors; successfully implemented Comanche $35M pilot
display system in coordination with U.S. Army and subcontractor engineers.
Designed software algorithm to improve helicopter pilot video imaging quality, resulting in 50%
saving in engineering hours.
Led the technical due-diligence of $3M test equipment procurement; managed the purchase,
installation, and service support for the testing program.
Received Certificate of Recognition for outstanding effort and leadership in completion of Comanche
test flight.

2000-2001

C-bridge Internet Solutions


New York, NY
Technical Consultant
Created and executed hardware/software solutions for Fortune 1000 clients.
Facilitated client information gathering sessions to develop appropriate technology solutions.
Presented recommendations and execution updates to a start-up clients senior management team.
Conducted market studies to identify client needs and solutions in emerging sectors, primarily for
$300M online fashion and textile trading industry.

ADDITIONAL FINANCE COURSEWORK


University of Pennsylvania
Wharton Evening School Finance and Accounting Certificate, August 2003
Completed 4 courses in one summer while working full-time.

Philadelphia, PA

PERSONAL

Language: Chinese Mandarin (Native).


Completed Real Estate Salesperson licensing exams; closed $1M in sales in several transactions.
Volunteered for Junior Achievement and Habitat for Humanity in Philadelphia region.
Possess U.S. government DOD Top Secret and SCI Clearance.

VAIBHAV GUPTA
146 Ivy drive, Apt # 8 Charlottesville, Virginia 22903 434 466 2346 GuptaV08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Active in Darden Private Equity Network club and Finance club
GMAT: 730

Charlottesville, VA

Indian Institute of Technology (IIT)


New Delhi, INDIA
B. Tech. Computer Science & Engineering, May 2002
Ranked in Top 0.1% among 110,000 applicants to IITs
Led Marketing efforts for Tryst02 (IIT Delhi Technical Festival); achieved a 50% year-on-year
increase in sponsorship, amounting to $20K
Awarded Best Coordinator for Infrastructure & Operations management at Rendezvous (IIT-Delhi
Cultural festival); led a team of 60 through one week of activities
EXPERIENCE
2002-2006

2001

PERSONAL

Trilogy
Bangalore, INDIA
One of the largest privately owned Enterprise Technology Solutions firm serving Global 1000 companies
Program Manager (2004-2006)
Leadership
Led product delivery and client relationship on a $2MM customer account
Ranked consistently among Top 10% of consultant pool
Trained clients on Trilogy technologies through lectures and presentations, and was recognized as
The most energetic and inspiring trainer; Trainees achieved 100% qualification rate
Led India office Pre-Sales initiatives of Trilogy Configuration Business Unit (TCBU)
Strategic Analysis/Business Development
Developed a strategic plan to counter the marketing and product innovation challenges facing TCBU
and presented recommendations to the Executive team. A significant portion of the plan was
approved and is under implementation
Evaluated the proposed acquisition of Versata (a maker of business rule development software) for
potential operations and product synergies
Evaluated the market opportunity for licensing of Trilogys IP and its strategic competitive
implications. Provided support, from a technical viewpoint, through the negotiation process
Project & People Management
Managed a team of six consultants tasked with process improvement efforts. This involved all
aspects of project planning including resource allocation, cost accounting and prioritization of work.
The project improved clients lead time by 33% which in turn increased Trilogys margin by 10%
Mentored under-performing consultants as career advisor and oversaw their development into
successful consultants by devising individual development action plans
Consultant (2002-2004)
Led a team of three junior consultants to deliver on clients High End Server product offering;
released a Zero Bug product, enabling client to launch a critical product on time in the market
which in turn helped Trilogy retain a highly profitable account (Gross Annual Profit: $7MM)
Recognized as the premier consultant, on Trilogys anchor product SB Wizard (Annual Revenue:
$10MM), whilst working with enterprises like IBM, Sun Microsystems, Lucent, SGI and NCR
Awarded Trilogy Recruiting Star for leading recruitment efforts in IIT campuses across India;
responsibilities included conducting briefings and interviews, and selecting candidates
Institute National de Recherche Infomatique et Automatique
Sophia Antipolis, FRANCE
Research Assistant, Summer Intern
Developed algorithm to speed up comparison calculation between geometric curves; programmed
proof of concept and established a 10x improvement in calculation time over nave approach

Distinguished as "Flame of Jwalamukhi" highest honor at residence level for demonstrated


leadership and contribution to student life, among 450 students at Jwalamukhi residence, IIT Delhi
Member of IIT Basketball, Badminton, Squash and Cricket teams
Other Interests: Real Estate, Adventure Sports and Traveling

SUSHANT HEGDE
2400 Arlington Blvd #1 Charlottesville, VA 22903 434-825-8602 Hegde08@darden.virgina.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration May 2008
Member - Finance Club and Darden Private Equity Network
GMAT Score: 710 (Q: 95% percentile)

Charlottesville, VA

Shri. G.S. Institute of Technology and Science


Bachelor of Engineer (Computer Engineering), June 1997
EXPERIENCE
2002-2006

Indore, India

GE Aircraft Engines Spare Parts Division ($6Bn Revenues)


Bangalore, India
Rated consistently as a top talent (top 20% firm-wide highest rating) in performance reviews.
Program Manager (2004-2006)
Analyzed the Spare Parts business and implemented Information Technology (IT) solutions to
deliver $8MM productivity benefits.
Evaluated the gross margins and Internal Rate of Return (IRR) for the implementation of an
Enterprise Resource Planning (ERP) platform leading to a $9MM investment.
Tracked financial variances for the IT division and presented corrective measures to the Chief
Information Officer (CIO) to redirect $750K of unspent money.
Developed and presented the annual IT Strategy and Budget plan ($16MM) to the CIO.
Managed and mentored a 15 member team to execute multiple projects; 3 team members were
promoted to Project Managers under my supervision.
Project Manager (2003-2004)
Negotiated contract with IT vendors for the division resulting in savings of $12MM in project costs.
Led a 13-member cross functional team across 11 global service shops to develop an integrated bill
of materials (BOM) digitized solution, which resulted in $7.2MM productivity benefits and $4.1MM
working capital benefits.
Business Analyst (2002-2003)
Implemented a pricing model for small commercial engines resulting in $2MM working capital
savings while reducing the customer turnaround time by 70%.

1999-2001

Universal Software Corporation


Chelmsford, MA
IT Consultant
Directed a team of 6 consultants to build and deploy the Customer Relationship Management (CRM)
product for a client while remaining under budget.
Designed and deployed a quantitative model to calculate monthly production targets for a
manufacturing client, helping senior management to hold plant managers accountable for the plants
production.

1997-1999

Kshema Technologies (Now an EDS company)


Bangalore, India
Associate Systems Engineer
Designed and developed an Account Receivables reporting IT process for a Healthcare client using
Java Technology resulting in an 80% reduction in personnel hours.

AWARDS & CERTIFICATIONS


Received GE Leaders Day Award in 2004 for outstanding contribution to productivity of the Spare
Parts business (One of Ten recipients in Aircraft Engines Business with 17,000 employees)
Received the Management Award in 2003 (Highest Accolade in GE-India).
Six Sigma Green Belt & Project Management Professional (PMP) Certified.
PERSONAL

Played on the Indore University Cricket team from 1994 1997.


Founded the Outdoor Club at GE Bangalore and organized weekend excursions.

JOHN DAVIS HOUSER JR.


1910 Lewis Mountain Road Charlottesville, VA 22903 (404) 229-7668 jdh3h@virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Darden Student Mentor Program
Member of Entrepreneurship and Venture Capital, Finance, Private Equity and Outdoor clubs
University of Virginia
Bachelor of Arts in Economics, May 2001
GPA: 3.3/4.0, Deans List
Kappa Alpha Fraternity
Madison House, Big Brother Program
EXPERIENCE
2004-2006

Charlottesville, VA

Banc of America Securities


New York, NY
Consumer & Retail Investment Banking Group
Analyst
General Responsibilities
Build pro forma financial models projecting operating performance, capital structure, working capital
and free cash flow.
Perform detailed valuation analyses using public comparables, acquisition comparables, leveraged
buyout and discounted cash flow approaches.
Create company-specific presentations detailing industry and capital markets landscapes, financing
alternatives, target acquisition candidates and select divestiture opportunities.
Draft offering memorandums, manage internal approvals and coordinate operational, financial and
industry due diligence throughout deal process.
Selected Transactions
July 19, 2006 Provided advisory services and financing for Berkshire Partners $367 million
acquisition of Vi-John Cumberland Swan, the largest private label producer of personal care
products.
January 5th, 2006 Completed $500 million Senior Notes Offering for Avon Products, Inc.
Proceeds used for general corporate purposes.
December 22nd, 2005 Sold Pacific Sales Kitchen and Bath Centers, Inc., a California home
furnishings and appliances retailer, to Best Buy Company for $410 million.
July 25th, 2005 Completed $110 million Convertible Notes Offering for CSK Auto, Inc. Proceeds
used for Company share repurchase plans (up to $25 million of common stock) and capital structure
improvements.
July 14th, 2005 Completed $400 million Senior Unsecured Notes Offering for Quiksilver, Inc. to
finance its acquisition of Skis Rossignol S.A.

2003-2004

Bank of America Beverage Finance


Atlanta, GA
Analyst
Prepared approvals for beverage wholesaler acquisitions, refinancings, owner buyouts and warehouse
expansions. Deal team partners included foreign exchange, derivatives, treasury management and
syndications.

2001-2003

Banc of America Leasing & Capital


San Francisco, CA / Chicago, IL
Analyst
Provided accounting- and tax-driven financings of medium-term capital for middle market
companies; responsible for the generation of new business among bank and non-bank clients.
Experience across several capital-intensive industries.

PERSONAL

Interests include French, reading, piano, astronomy, squash, tennis and golf.

MATTHEW DAVIDSON JACKSON


2003-A Lewis Mountain Road Charlottesville, VA 22903 (415) 377-0130 JacksonM08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Member: Darden Capital Management, Finance Club, and Darden Private Equity Network
GMAT: 730
Washington & Lee University
Bachelor of Science Degree with Special Attainments in Commerce, June 2000
Major: Accounting / Business Administration
Three-year letter-winner for NCAA Division III basketball team
Elected Secretary: Phi Delta Theta fraternity (1999-2000)

Lexington, VA

Estudio Internacional Sampere


Madrid / El Puerto de Santa Maria, Spain
Spring 1999
Studied Spanish language and culture for six weeks at international university
EXPERIENCE
2001-2006

Banc of America Securities LLC


Equity Research Associate (2003-2006)
New York, NY
Primary Associate for analyst team that ranked second in 2005 and third in 2004 Institutional
Investor All-America Equity Research Surveys
Covered 25+ pharmaceutical services companies, including drug and healthcare product distributors,
pharmacy benefit managers, clinical laboratories, and healthcare IT companies
Provided investment recommendations to institutional investors with respect to valuation, projected
financial performance, strategy, and company and industry catalysts
Spearheaded comprehensive dental industry report detailing industry trends, providing an overview
of companies involved in dental equipment and consumable manufacturing and dental distribution,
and incorporating extensive transcripts from interviews conducted with industry CEOs
Researched and authored company initiation, weekly funds flow, and quarterly earnings and subsector reports
Constructed and updated financial models with historical and projected earnings, EVA analysis, and
discounted cash flow valuation
Participated in company and industry conferences, company marketing meetings with institutional
investors, and quarterly earnings review conference calls with senior management teams
Equity Research Assistant (2001-2003)
San Francisco, CA
Analyst team named Up & Comer in Institutional Investor 2003 Equity Research Survey
Covered six U.S. major pharmaceutical companies
Researched and published weekly and monthly pharmaceutical prescription trend reports
Maintained financial and pharmaceutical product models with historical figures and projections
Surveyed physicians for insight into pharmaceutical development and clinical trials

Fall 2000

PERSONAL

Brisbane Broncos Rugby & Brisbane Bullets Basketball Organizations


Brisbane, Australia
Sales / Marketing
Developed marketing and promotional strategies targeted at expanding teams fan bases
Entertained potential sponsors at athletic events
Utilized statistical analysis to co-author teams media guides

Registered representative with NASD, NYSE, and SEC (Series 7, 63, 86, and 87)
Candidate for CFA Level 1
Basic proficiency in Spanish language
Member: Ledson Wine Club (Sonoma Valley, CA)

NEIL KANSARI
262 Colonnade Dr., Apt.8 Charlottesville, VA 22903 203-940-0183 KansariN08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Charlottesville, VA
Candidate for Master of Business Administration, May 2008
Darden Capital Management, Darden Finance Club, Darden Private Equity Network
University of Virginia
Charlottesville, VA
M.S., Electrical Engineering, May 2002
University of Mumbai (Bombay)
Mumbai, India
B.E., Electronics Engineering, Dec 1996
EXPERIENCE
2002-2006

PRTM (Strategy/Management Consulting Firm)


Waltham, MA
Associate (post-MBA position)
Provided strategic advice to senior management at a $10B pharmaceutical client in
improving its global clinical operations; led multi-functional teams to develop solutions that
would enable on-time delivery of clinical drugs at global sites.
Conducted a competitor analysis project at a $4B division (Intel servers) of a major
technology company; diagnosed the levers of competition by benchmarking key operational
drivers and provided strategic recommendations to management.
Supported a private equity firm in a $1.7B LBO in the aerospace industry; assessed
financial cost-downs and analyzed the redesign of 1200+ FTE supply chain organization.
Led C-level management of a leading cymbal manufacturer through a strategic mfg. and
distribution operational transformation; conducted operational and financial analysis.
Played a lead role in rationalizing the manufacturing and distribution network of a $4 billion
building products manufacturer; identified over $5MM in annual operating cost reductions
through reconfiguration of the network across 23 plants and 14 distribution centers in NA.
Conducted a detailed diagnosis of operations at a $1.5B consumer foods and services
company; provided senior management advice on operational improvement roadmap.
Collaborated with team members at a major Detroit automaker to develop a holistic
approach to resource management.
Analyzed benchmarking data for PRTMs Supply Chain book published by McGraw Hill.

1999-2002

Department of Electrical Engineering, University of Virginia


Charlottesville, VA
Graduate Research Assistant
Conducted a technical & economic study of Next Generation Lithography, a complex
semiconductor process; collaborated with researchers from IBM and Bell Labs.
Coauthored two research papers in major microelectronics publications.

1997-1999

Millennium Solutions; Universal Impex


India
Application Analyst
Conducted requirements analysis for an accounting & inventory management solution.
Designed several modules of a risk management solution based on EPA guidelines.

1996-1997

Mahajan & Aibara - Accountants & Management Consultants; Shah Gupta & Co.
Chartered Accountants, Mumbai
India
Trainee
Performed audit review of manufacturing plant expansion project (approx $10 M) of a PFY
manufacturer on behalf of ICICI, a leading long-term lending and financial institution.
Conducted financial audit at a major steel producer ($ 500 MM).

HONORS, ACTIVITIES & OTHER EXPERIENCES


Recipient of Fellowship & Research Awards awarded by the SEAS, UVa (1999-2002).
Member/Analyst at student-run hedge fund, McIntire Investment Institute, UVa (2000-2002).
Published a market commentary in Indias premier financial portal, valuenotes.com (2002).
Managed personal and family assets ($100K+) through equity market investments.
Organize soccer games for FY Darden students; won several soccer championships in
high-school & college.

DOYOON KIM
2004 Calvary Circle #204 Charlottesville, VA 22911 213-804-8202 KimD08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of Finance and Health Care Club
GMAT : 720
Yonsei University
Master of Science in Biotechnology, February 2003
GPA : 4.0/4.0
Merit-based scholarship recipient for two years

Charlottesville, VA

Seoul, Korea

Yonsei University
Seoul, Korea
Bachelor of Science in Biotechnology and Minor in Computer Science, February 2001
Ranked #1 of 87 (99.5 per centile nationwide) in Admission Exam, with one year Full-Scholarship
Merit-based scholarship recipient for two terms
EXPERIENCE
2005-2006

2001-2005

Yaeyin Ltd.
Seoul, Korea
International Garment Trading Company with $69 M in annual revenue
Manager, Overseas Trade Office
Negotiated $ 12 M trading contracts with eight buyers from U.S, and Czech Republic
Managed supply chain operation of garment factory with 320 employees in Hochimin, Vietnam
Equis Pharmaceutical, Inc.
Seoul, Korea/Los Angeles, CA
Assistant Manager, Strategic Planning Team (2005)
Evaluated market potential of new anti-cancer therapy in negotiation to establish an international
branch in the U.S. Proposed new strategy to strengthen effectiveness of research results and to reduce
R&D costs by 30%
Presented company strategy and plans to three large institutional investors for obtaining an additional
$5 M funding to complete acquisition of Hansol Hightech: Resulted in listing in Korean stock market
Instructor & Counselor, Life Science Department (2003-2005)
Instructed new drug development procedure in life science field in drug discovery education course
to over 200 managers from 22 pharmaceutical company and research centers
Provided technical support for life science material as a counselor in Life Science Department at
Accerlys Inc. and consult on new drug development through Acceryls software
Research Scientist, Research & Development Center (2001-2004)
Analyzed and modeled relationship between drug efficacy and molecular properties. Forecasted and
proposed potential drugs with simulation results based on this statistical methods
Supervised developmental research team of 15 scientists to develop anti-cancer drugs in
collaboration with Genomics Institute of the Novartis Research Foundation
Spearheaded projects totaling $35 M in development of new anti-cancer and anti-stroke drugs with
the Ministry of Health and Welfare and the Ministry of Science and Technology
Developed and patented 30 novel candidate drugs targeting at least six different diseases
Proposed research plans and strategies for anti-cancer project with the Ministry of Health and
Welfare. The data was used as an exemplary case entitled The Importance of Logical Research
Approach in Life Science by Research Institute of Bioinformatics Molecular Design. Seoul, Korea

PERSONAL

Native fluency in Korean


Founder and President of Seo-cho Squash Club and Rafting Club
Enjoy outdoor activities - basketball, golf, skiing, and snowboarding

ROBERT ARTHUR MADDOX, II


2401 Arlington Boulevard #64 Charlottesville, Virginia 22903 803.413.4765 MaddoxR08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Awarded Ernest and Patricia Wuliger Scholarship for academic and professional excellence
Member of Finance Club, Real Estate Club and Darden Private Equity Network
Georgia Institute of Technology
Bachelor of Science, Architecture Major, May 2002
Graduated with Highest Honor
3.74 GPA, Top 10% of class
Ecole d'Architecture de Paris La Villette
French Architecture, Urban History and Culture Studies, 2001-2002
Awarded Franco-American Atelier Prize for best project in Parisian studio
EXPERIENCE
2004-2006

2002-2004

Atlanta, GA

Paris, France

Quackenbush Architects + Planners, LLC


Columbia, SC
Start-up regional full-service architectural design and master planning firm specializing in medium scale
educational, commercial, and institutional projects.
Project Manager
Recruited by former manager to build new architecture firm, growing staff from two to nine
employees and revenues from less than $100M to over $500M within two years of inception.
Analyzed and collaborated with firm owner to forecast cash flows, annual firm budget and profit
goals.
Managed multiple design projects concurrently; valued at over $22MM of construction.
Developed and presented architectural service pitches to potential clients resulting in 85% success
rate and over 90% of top line revenue.
Guided design effort for leasing of 350,000 square foot, 16 story high-rise with responsibility for
usable and rentable gross area calculation and analysis.
Collaborated with clients on acquisition, design and implementation of projects; including
management of hard and soft costs and phasing design consistent with cash flows.
The Boudreaux Group, Inc.
Columbia, SC
Regional full-service architectural design and master planning firm specializing in large scale religious,
educational, and institutional projects.
Team Leader
Given increasing levels of responsibility to become team leader of 25 person comprehensive
architectural and engineering team for $15MM, 120,000 square foot church complex.
Created and implemented information gathering process to gain input from 15 member building
committee and 2,500 member congregation. Quantified, analyzed and presented results.
Led church forum presentations to communicate design proposal to membership resulting in 97%
approval.
Managed daily client interaction while leading building committee in the melding of programmatic
and aesthetic church needs and desires achieving actual construction costs 5% less than client budget.
Built financial models linking building program to hard and soft costs pertinent for client planning.
Coordinated efforts of structural, mechanical, electrical, plumbing, civil and acoustic engineers
ensuring schedule compliance and accurate documentation resulting in completion one month ahead
of schedule and no contractor initiated change orders.

LEADERSHIP AND INVOLVEMENT


Leadership Columbia
Class of 2006
Selected for leadership program focused on development of civic and community leaders.

Columbia, SC

American Institute of Architects (AIA)


Columbia, SC
Treasurer, Greater Columbia Section, 2003-2006
Created and oversaw annual budget exceeding $10M.
Chosen as South Carolina Delegate to AIA Grassroots Leadership and Legislative Conference.
OTHER

Basic French language proficiency


Interests: Modern architecture, national park backpacking, international travel

DANIEL PATRICK MAHONEY


2718 Lake Albemarle Road Charlottesville, VA 22901 434.823.1021 MahoneyD08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Member, General Management & Operations Club, Entrepreneurship & Venture Capital Club, and
Darden Private Equity Network
Elected Section Social Chair
Recipient, William Wooding Sihler Scholarship
GMAT 720
Dartmouth College
Hanover, NH
A.B. in Economics with minor in Government, June 2001
President, Psi Upsilon Fraternity; Co-Founder, Dartmouth Intercollegiate Ice Hockey Club;
Treasurer, Griffin Senior Society
EXPERIENCE
2005-Present

Seven West Ventures LLC


Riverside, CT
A venture capital investment and consulting firm (www.sevenwestventures.com)
Partner
Organized and established firm in January 2005 with four partners
Negotiated and executed leveraged acquisition of The Bagel Basement, a New Hampshire-based
bakery with two retail stores
Source and review potential acquisitions and projects
Engage and coordinate third-party professionals, including attorneys, bankers and accountants
Manage all financial tasks, including capitalization, liquidity, financial reporting and taxes

2003-2006

CRT Capital Group LLC


Stamford, CT
An institutional securities firm focused on the hedge fund community (www.crtllc.com)
Associate and Principal Investment and Merchant Banking
Executed M&A and financing transactions for mid-sized companies and their investors
Evaluated principal investment strategies and specific transactions
Developed complex leveraged buyout, merger, financing and operating models
Led deal teams preparation of financial analyses and offering documents
Coordinated and conducted extensive due diligence activities
Transaction experience includes: sale of Poorman-Douglas Corporation ($115 million); start-up
funding of Intrepid Pictures LLC ($80 million); and public stock offerings (IPO and follow-on)

2001-2003

Lehman Brothers, Inc. Investment Banking Division


New York, NY
Analyst Financial Sponsors and Leveraged Finance
Executed M&A, high yield and leveraged loan transactions as a key team member
Developed actionable transaction ideas for private equity firms and their portfolio companies
Participated actively in analyst recruiting; led 2002 analyst training module
Received offer of promotion to Third-Year Analyst in recognition of top performance

PERSONAL

Founder and Chairman, The Argus Fund, a 501(c)(3) charitable foundation


Secretary and Trustee, Robert & Evelyn Kaiser Education Fund
NASD Registered Representative (Series 7 & 63)
Avid outdoor sportsman (skier, golfer, PADI-certified SCUBA diver)
Eagle Scout

MICHAEL JOSEPH MARINO


216 14th St Apt 102 Charlottesville, VA 22903 434.825.4046 MarinoM08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of Consulting Club, Finance Club, Private Equity Network
Awarded Henry Clay Hofheimer II Fellowship
GMAT: 770

Charlottesville, VA

University of Virginia
Bachelor of Science, Computer Science, May 2001
Minor: Electrical Engineering
Volunteer for big brother program at Madison House

Charlottesville, VA

EXPERIENCE
2006

2004-2005

2002-2004

2002-2004

Capital One Strategy


Mclean, VA
Business Manager / Consultant
Quantified synergies and growth opportunities for $13 BN NorthFork bank acquisition
Created growth opportunity section of the NorthFork bank acquisition board approval and
investor relation decks
Managed two analysts on a post-acquisition project with NorthFork to develop future growth
strategy of combined entity
Drove bank real estate department heads to evaluate future market opportunities for NorthFork
and Hibernia de novo bank branches and develop a site-selection regression model
Worked directly with CEO and SVP of strategy to craft the annual board strategy deck
Presented numerous strategy decks to CEO and executive management
Associate Consultant
Built the branch bank economic model for Hibernia and NorthFork de novo banks
Led post-merger consulting project with Hibernias senior management team to develop future
growth strategy and presented action plan to CEO and executive management
Valued the synergies of the Hibernia acquisition and created a bank target synergy model
Appointed to the role of lead strategy consultant during the $5 BN Hibernia bank acquisition
Worked in an investment banking role to evaluate potential bank acquisition targets, create
pitch books and presented results to SVPs of strategy and corporate development
Evaluated the options for banking in Capital Ones future corporate strategy and presented the
deck to the SVP of strategy, resulting in the decision to acquire a bank
Capital One Financial Corporation
Mclean, VA
Business Analyst
Analyzed the risk impact of customer attrition and retention, the first such analysis to
successfully quantify the value of retention resulting in a redeployment of resources toward
account management
Quantified incremental risk and balance impact associated with offering higher credit lines to
potential customers and designed a highest in wallet test to further assess the value
Conducted risk splitting analyses and designed tests resulting in annual revenue gains of
$50MM
Data Analyst
Led team of 5 on a project that revamped the risk-response framework for upmarket accounts
that had been the cornerstone of Capital Ones business for 10 years
Managed 3 associates during the mid-market expansion project, which resulted in Capital Ones
first successful mid-market roll-out product
Won two Circle of Excellence awards, given to the top 1% of associates

PERSONAL

Volunteered to teach financial education for Capital Ones community service program
Manager / player for competitive softball team which finished 4th in Virginia state tournament
Member of the University of Virginia Beta Theta Pi Alumni Association Board of Directors

JOHN DAVID MASSENGILL


1910 Lewis Mountain Road Charlottesville, VA 22903 917-817-8701 MassengillJ08@Darden.Virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of Darden Private Equity, Finance, and Entrepreneurship & Venture Capital Clubs.
University of Virginia
Bachelor of Commerce, May 2001
Overall GPA: 3.6/4.0
EXPERIENCE
2004-2006

2001-2004

Charlottesville, VA

American Capital Strategies


New York, NY
Associate
General Responsibilities:
Member of a team of 15 investment professionals investing $10 million to $300 million in equity,
mezzanine and senior debt in teams of 3 to 4 investment professionals.
Reviewed nearly 100 transactions and submitted proposals to invest in more than 30 businesses.
Closed three American Capital buyout transactions, two sponsored buyout financings (provided
mezzanine and senior debt in support of other private equity firms buyouts), and two portfolio
company recapitalizations.
Deal Execution Experience: Evaluated potential transactions, presented new potential deals to
investment committee members, built financial models, drafted deal memoranda, managed due
diligence processes, participated in legal documentation, and supported senior professionals during
all phases of sourcing and execution.
Portfolio Management Experience: Participated in quarterly board meetings, assisted chief financial
officers in monthly reporting requirements, and evaluated potential add-on acquisitions, sales,
recapitalizations, and strategic initiatives for eight portfolio companies.
Selected Closed Transactions:
Ranpak Corporation: $284 million equity and debt investment in American Capitals buyout of a
$120 million revenue paper packaging supplier with operations in North America and Europe. This
was the largest investment in American Capitals history at closing.
NPC, Inc.: $30 million equity and debt investment in American Capitals buyout of a $20 million
revenue manufacturer of pipe-to-manhole connectors and sanitary and storm-sewer pipeline system
rehab products.
Schoor DePalma, Inc.: $32.5 million debt financing in support of Trivest Partners buyout of a $100
million revenue design and engineering firm.
Seroyal International, Inc.: $33 million debt financing in support of Bruckmann Rosser & Sherrills
buyout of a $20 million revenue marketer and distributor of nutritional supplements and naturopathic
medicines.
Safemark Systems: $31 million equity and debt investment in American Capitals buyout of a $12
million revenue supplier of in-room safes for the hospitality industry.
Houlihan Lokey Howard & Zukin
Atlanta, GA
Analyst
General Responsibilities:
Primary responsibilities included building financial models, drafting information memoranda and
presentations, managing junior analysts, performing comparable company and transaction valuation
analyses, conducting client due diligence, and researching various industries.
Selected Closed Transactions:
Friede Goldman Halter, Inc.: $195 million sale of four divisions out of Chapter 11 bankruptcy.
Duty Free Americas, Inc.: Refinanced and negotiated the settlement of $115 million of unsecured
bonds.
Offshore Tool and Energy Corp.: Rendered a fairness opinion to common stockholders.

PERSONAL

Interests include golf, tennis, water and snow skiing, running and traveling.

BRIAN W. MATTHEWS
1895 Westview Road Charlottesville, VA 22903 307-690-5993 matthewsb08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Entrepreneur and Venture Capital Club, Darden Private Equity Network
Bowdoin College
Bachelor of Arts in English, May 2002
Captain Mens Lacrosse Team, Two-time All-American
EXPERIENCE
2006

Charlottesville, VA

Brunswick, ME

Montagu Newhall Associates


Baltimore, MD
Leading Venture Capital Fund of Funds
Analyst Team
Composed PPM to launch new CrossOver fund and capital campaign. Screened fund and direct coinvestment opportunities for the allocation of $300 million. Deal evaluations included detailed
financial modeling, baseball analysis, valuations, and industry calls. Conducted meetings between
the General Partners and top potential investments.

2004-2006

StreetAccount LLC
Jackson, WY
Startup Company offering web-based real time market intelligence for institutional investors
Entrepreneur
Product Development, Market Expansion
Created new components and web pages for the site aimed to penetrate the buy-side market.
Contributions included proprietary street-estimate modeling, innovative technology monitoring
solutions, user interface improvements, and company earnings previews. Buy side market
expansions increased revenue 25%.
Operations
Hired, trained, and managed both sales and product employees in an extremely time sensitive
environment. Created competitive efficiencies by performing proccess analysis and delegating
responsibilities. These improvements generated new users and daily recognition from the existing
customer base. Exceeded 150% y/o/y revenue growth.
Sales and Technology
Managed large sell-side accounts on Wall Street for vertical market integration. Worked with
traders, portfolio managers, analysts, and market data personnel on all issues including technology,
contracts, and information sourcing. Advised management on CRM tools, human recourse decisions,
accounting, contracts, and further site improvements.

2003-2004

WorldCast Anglers Ltd.


Jackson, WY
Premier global fly-fishing outfitter
General Manager
Operations
Established international relationships to increase global product offerings. Managed sales, clients,
guides, and trip logistics on a daily basis.

2002-2003

Information Systems Consulting


Denver, CO
Value Added Reseller of Enterprise Technology/Network Solutions
Account Manager
Designed and sold customized information technology solutions to public entities in Colorado.
Partnered with Cisco network engineers to introduce AVVID technology and implement economical
VoIP solutions to rural areas of the state.

PERSONAL

Communication Skills
Avid reader and writer both professionally and personally. Wrote for several publications in the past,
and continue reading and writing on a daily basis.

KEITH THOMAS MAZZA


319 Harvest Drive Charlottesville, Virginia 22903 (202) 257-0030 mazzak08@darden.virginia.edu
EDUCATION

EXPERIENCE
2003 - 2006

2002 - 2003

Darden Graduate School of Business Administration


University of Virginia
Candidate for Master of Business Administration, May 2008
Darden Finance Club
Darden Private Equity Network

Charlottesville, VA

Georgetown University, McDonough School of Business


Bachelor of Science in Business Administration, May 2003
GPA: 3.68, Cum laude
Double major in Finance and Management Technology

Washington, DC

MCG Capital Corporation


Arlington, VA
Mid-market debt and equity principal investor primarily specializing in high yield debt within the Media,
Technology, and Telecommunications industries.
Sponsorship & Underwriting Analyst
Performed quantitative and qualitative analysis on 85 transactions valued over $11.5B, of which
MCG proposed funding $775MM in debt and $50MM in equity.
Underwrote 16 funded transactions originated by MCG or private equity sponsors totaling $319MM
in both debt and equity. Targeted industries included: cable, broadcast TV, radio, publishing,
telecommunications, software, apparel, and education.
Presented investment recommendations and analyses with Managing Directors and Vice Presidents
to MCGs senior management team and the Board of Directors.
Conducted due diligence onsite visits; performed management interviews; created detailed financial
models; determined valuations (DCF, public markets, M&A) and reviewed industry regulations for
proposed transactions.
Analyzed primary and secondary syndicated loan market daily, with intent to purchase a $5MM $10MM position as a member of MCGs first diversified Collateralized Loan Obligation (CLO)
Team. Ultimately underwrote $180MM of a $390MM CLO within a one-year timeframe.
Researched new industries to preserve underwriting standards as MCG diversified its portfolio
beyond its core knowledge.
Maintained MCG portfolio companies compliance files and conducted quarterly reviews. Projected
companys future performance and advised management of required adjustments to avoid potential
defaults.
Authored two articles for MCGs 12/03 and 5/05 Transactions newsletters, which has a circulation
of 3,000 companies.
Led training modules on financial modeling for new hires; mentored new hires through underwriting
procedures.
Salomon Smith Barney
Washington, DC
Financial Consultant Intern
Recommended investment decisions for clients; performed asset allocation/risk analysis and
proposed appropriate investments.
Researched stocks, funds, and companies through third party research, SEC filings, and mutual fund
seminars.

PERSONAL

Darden Mentoring Program - counsel a UVA junior on academic and professional concerns.
MCG Capital and Congressional League softball team member (04-05).
Georgetown Club Ice Hockey Team (99-02): Division III Club National Tournament participant.

MARC HALEY MCAFEE


1605 Oakleaf Lane Charlottesville, Virginia 22903 (229) 881-6155 McAfeeM08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Darden Private Equity Network, Finance Club, General Management / Operations Club
Washington and Lee University
Bachelor of Science with Special Attainments in Commerce, June 2003
Major in Business Administration
Dean's List and Honor Roll Designations

Lexington, VA

EXPERIENCE
2005-2006

Banc of America Securities LLC, Financial Sponsors Group


San Francisco, CA
Senior Investment Banking Analyst
New York, NY
Partnered with senior officers to advise private equity clients and their portfolio companies on
leveraged buyouts as well as equity offering transactions and advisory mandates
Constructed financial models and detailed offering documentation in connection with capital markets
transactions and acquisition advisory assignments for various financial sponsors
Managed key project deliverables through due diligence and internal underwriting approval
processes
Assisted groups idea generation leaders in developing potential transaction opportunities within the
financial sponsor space
Transactions include:
$1.0 billion leveraged buyout of Hawkeye Renewables by Thomas H. Lee Partners
Transaction development coverage of Metro Goldwyn Mayer, Inc., a portfolio company of
Providence Equity Partners, Texas Pacific Group and DLJ Merchant Banking
$5.0 billion initial global offering for KKR PEI LLC, a permanent capital vehicle for Kohlberg,
Kravis, Roberts and Company
$200 million bridge financing package for Nortek, Inc., a portfolio company of Thomas H. Lee
Partners

2003-2005

Banc of America Securities, Leveraged Finance Group


Charlotte, NC
Investment Banking Analyst
Served in full analyst capacity on deal teams specializing in executing leveraged loan and one stop
leveraged loan/high yield bond transactions in league table-leading product group
Constructed detailed cash flow projection models for various types of transactions including
acquisition financings, recapitalizations and restructurings
Prepared deal marketing materials including offering memoranda and investor presentations
Served as key point of contact for both investor queries and client questions throughout active
transactions
Transactions include:
$4.6 billion acquisition financing for Fresenius Medical Care AGs purchase of Renal Care
Group
$475.0 million acquisition financing for Renal Care Groups purchase of National Nephrology
Associates
$1.2 billion refinancing of existing debt concurrent with Fisher Scientific Internationals
acquisition of Apogent Technologies
$600.0 million acquisition financing for J.M. Hubers purchase of CP Kelco ApS

PERSONAL

Volunteer, James S. Brady Therapeutic Riding Program San Francisco, CA 2005


Senior Project Manager, W&L Student Consulting, Washington and Lee University 2001-2003
President, Kathekon Alumni Association, Washington and Lee University 2001-2003
Interests include hunter/equitation riding, polo, snowboarding, and traditional African literature

JOHN ROBERT MCCANN JR.


106 Ivy Drive #9 Charlottesville, VA 22903 303.717.0810 McCannJ08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Elected Section Admissions Representative.
Active member of Darden Energy, Private Equity, Finance, and Consulting Clubs.

Charlottesville, VA

Boston University
Boston, MA
Bachelor of Science in Business Administration, Concentration in Marketing, May 2000
Four-year NCAA scholarship oarsman Mens Varsity Crew; finished top 10 nationally all four years.
Awarded 1998 Capstone Award; Nominated a Boston University Student Ambassador.
EXPERIENCE
2004 - 2006 NERA Economic Consulting, Global Energy Practice
Boulder, CO
An international firm specializing in economic policy, analysis and expert testimony. The Energy Practice is
a leader in valuation, disputes and acquisition advisory services for power generation and fuels.
Analyst (2004 2005); Earned promotion to Senior Analyst (2006)
Projects Included:
Ireland All Island Electric Market Design
Earned Senior Analyst role on NERA project team in Dublin, Ireland; acted as on-site liaison on project
designed to increase efficiency and reduce costs in newly-unified Irish electric generating system.
Partnered with international economists and other global consulting firms to design spark spread models
and load duration curves to simulate system prices and rates.
Constructed and analyzed production cost and pricing models and recommended new price points for
power to the energy commissioners of the Republic of Ireland and Northern Ireland.
$10B Clean Air Act Litigation Support
Established ten-person modeling team responsible for measuring compliance with the Clean Air Act.
Interacted independently with senior economists, client officers and senior counsel to form overall
defense strategy; case heard in Federal District Court and likely to be heard by the US Supreme Court.
Directed design and implementation of software emissions model which incorporated legal strategy,
federal legislation, and historical and forecasted data; analyzed model output to craft expert testimony.
$500MM Damages Arbitration vs. Republic of Turkey
Calculated lost profits and fair market value of $1.2B Turkish coal-fired power plant; recommended
damages estimate presented to World Banks International Centre for Settlement of Investment Disputes.
Collaborated with international economists, senior counsel and client officers to formulate overall case
legal strategy, write and edit expert testimony, and prepare cross examination of opposing experts.
2001 - 2004

AcuPower (formerly e-Acumen), Asset Valuation Practice


Boulder, CO
Energy consulting and advisory services firm, providing US energy markets forecasts and asset valuations.
Consultant
Developed and utilized asset valuation models to place over $500MM of energy debt and recommend bid
prices for successfully financed projects.
Led analyst team in $25.9MM arbitration; calculated damages used at trial for an asset in the PJM market.
Performed energy market price and demand forecasts implemented to client operational strategies.
Authored PowerView Market Reports quarterly regional market study of the US power industry.

PERSONAL
Boulder Triathlon Club
Won 2003 Club National Championship.
Active leader of Try-A-Tri beginner triathlon program.
Lance Armstrong Foundation
Honored with White Jersey status for excellence in cancer research fundraising.
Invited to and competed at Ride for the Roses, Foundations Annual Race and Gala.

MERCEDES DIANE MCLEMORE


1040 Tupelo Court Charlottesville, VA 22903 434-825-5043 McLemoreM08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Recipient, Darden Foundation full merit scholarship

Member, Consortium for Graduate Study in Management


Co-Chair, Discover Darden Diversity Recruiting Weekend
Member, Consulting Club

Charlottesville, VA

California State Polytechnic University


Pomona, CA
Bachelor of Science, Urban and Regional Planning, December 2001
Recipient, American Planning Association Academic Scholarship, (2000)
Lead Mentor, Urban Collaborative Leadership Program, (1999-2001)
Chapter President, Alpha Kappa Alpha Sorority, Inc., Sigma Rho Chapter (2000-2001)
EXPERIENCE
2004-2006

City of Long Beach-Planning and Building Division


Long Beach, CA
Community Planner/Consultant, South East Planning Area
Compiled statistical data, analyzed real estate market trends, and co-wrote two ordinance
amendments that were adopted by Planning Commission and City Council.
Developed planning analysis that was published in the City of Long Beach's 10-year Strategic Plan to
End Homelessness.
Led neighborhood outreach for the City of Long Beach in the South East Planning Area to increase
public participation in updating the General Plan, which sets development guidelines for the entire
city of Long Beach; increased participants in South East Planning Area by 10%.
Responsible for keeping residents up to date on current development proposals in their
neighborhoods; organized and facilitated 8 quarterly workshops to report to groups of 50-100 people
per session.
Launched a monthly planning newsletter for the Southeast Planning Area that was distributed to over
75,000 Long Beach residents and business owners to keep them up to date about upcoming
development in their neighborhood.

2003-2004

City of Fontana--Community Development Department


Fontana, CA
Assistant Planner/Planning Consultant
Responsible for managing cases and completed architectural review for approximately 10-15 clients
simultaneously, ranging from private homeowners to nationwide real estate developers, all of which
were approved by Planning Commission.
Analyzed and presented findings and recommendations for over 1,250 single family residences, one
industrial park, and three commercial shopping centers at Planning Commission hearings, all of
which were approved and constructed in the City of Fontana. .
Researched and evaluated the environmental impacts of proposed developments, and wrote 20-25
environmental reports as required by the California Environmental Quality Act (CEQA).

2001-2002

City of Carson--Development Services Division


Carson, CA
Planning Counter Technician
Consulted clients, reviewed development proposals and performed weekly field inspections to ensure
consistency between approved and actual construction.
Managed document retention and reformatted all department forms for more efficient counter
operation and entitlement processing.

ADDITIONAL INFORMATION
2005-2006 Mathematics Instructor, SCORE! Academic Learning Center
Enjoy playing violin, independent films, yoga, and travel

Long Beach, CA

EUGENE PATRICK MILES


319 Harvest Drive Charlottesville, VA 22903 202-415-4021 milese08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Activities: Finance Club, Darden Private Equity Network

Charlottesville, VA

McDonough School of Business


Washington, D.C.
Georgetown University
Bachelor of Science in Business Administration, May 2003
Finance and International Business (Double Major), Magna Cum Laude, GPA:3.81/4.00
Activities: Georgetown Mens Lacrosse Club (President, Three Years), John Carroll Scholars
Program and Scholarship, Georgetown University Investment Fund, D.C. Schools Tutoring Program,
Habitat for Humanity
Achievements: One of ten freshman Business School students invited into Universitys John Carroll
Scholars Program (Four-year scholarship), Inductee into Beta Gamma Sigma business honor society
EXPERIENCE
2003 - 2006

2002 - 2003

PERSONAL

Raymond James & Associates, Inc.


St. Petersburg, FL
Investment Banking Analyst Consumer Group and Mergers & Acquisitions Group
Senior analyst under five investment bankers in consumer strategic business unit focusing on
restaurants, airlines, retailers, furnishings manufacturers, and leisure/entertainment companies.
Earned Investment Banking departments Michael C. Cherry Memorial Award and partial graduate
school scholarship in recognition and appreciation of performance as a first-year investment banking
analyst.
Created financial models, crafted client specific pitches, performed financial and corporate due
diligence, and composed requisite internal documentation and accompanying selling memoranda for
public and private debt and equity offerings. Participated in 11 completed public offerings and five
completed private placements.
Participated in three completed M&A sale transactions and in three incomplete M&A sale processes.
Advised 170-unit McAlisters Deli in its sale to private equity sponsor Roark Capital as a member of
two-person transaction team. Presented full valuation and leveraged buyout analysis to McAlisters
board, developed information memorandum and requisite cash flow models, researched prospective
buyers, coordinated due diligence during highly competitive auction, evaluated offers, and assisted in
negotiation of the merger agreement.
Advised $400 million building product supplier in its sale to Home Depot, Inc. Sole analyst involved
in the preparation of information memorandum, due diligence coordination, and evaluation of deal
valuation, deal structure, and terms of purchase agreement.
Advised low-fare leisure airline Allegiant Air in a $40 million private equity placement as a member
of three-person transaction team. Developed information memorandum, identified prospective
investors, facilitated due diligence, and assisted in closing.
Appointed head of analyst training and coordinated four-week training program for incoming
investment banking analysts.
Washington Real Estate Investment Trust (WRIT)
Washington, D.C.
Analyst (Intern)
Assisted acquisition department throughout acquisition process including the screening and valuation
of potential property investments, due diligence and the preparation of requisite documentation for
internal committee approval.
Interacted with senior management in monitoring Companys portfolio exposure to various industry
sectors and property types and in tracking WRITs financial performance versus the Companys
competitors in the REIT market.

Big Brothers Big Sisters of Tampa Bay (Big Brother to seven-year old child of a single parent
home)
Teacher of business and economic principles at Academy Prep, a community-sponsored school for
promising students from low-income families

CONOR C. MURPHY
1505A Rugby Avenue Charlottesville, VA 22903 (571) 334-1480 murphyc08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
GMAT: 700
Member of Business Technology Club, Darden Private Equity Network, Finance Club
University of Virginia
Charlottesville, VA
Bachelor of Arts in Economics, May 2000
Dean's List: Fall 1998 - Spring 2000
Worked part time (20 hours per week) in addition to maintaining full course load
EXPERIENCE
2003-2006

Accolade Partners
Washington, DC
Venture capital fund of funds investing in technology and healthcare with $260MM under management
Investment Analyst
Financial and Analytical
Performed comprehensive quarterly review of portfolio investments and fund performance
Compiled quarterly financial statements in conjunction with outside accountants and prepared
performance report for investors
Conducted due diligence on ten investments totaling $63MM in committed capital
Designed and built database to track and analyze performance of over 500 privately-held companies
in the portfolio
Leadership and Business Operations
Managed all daily operations of the firm, including accounting functions, banking and cash
management, IT infrastructure, regulatory filings and legal issues
Developed marketing materials and made formal presentations to prospective investors in support of
successful $150MM fundraising endeavor
Served as primary investor relations point of contact; coordinated all communications with investors,
maintained account records of investor contributions and distributions, and fielded questions from
investors and prospective investors

2002-2003

Investor Responsibility Research Center


Washington, DC
Corporate governance research firm providing analytical reports and studies to institutional investors
Research Analyst
Researched corporate governance issues affecting public U.S. companies
Prepared detailed reports for institutional investor clients on proposals subject to shareholder vote
Trained 15 interns on corporate governance principles and report writing methodology, and
supervised report production of three interns

2000-2001

Foley & Lardner


Washington, DC
Hedge fund consulting practice within a national law firm
Economic Analyst
Evaluated regulatory impediments to the completion of over 30 public company mergers and
acquisitions, with focus on antitrust implications
Analyzed market structure, market definition, competitor concentration and barriers to entry in
numerous industries including manufacturing, consumer products, technology and financial services
Drafted summary reports of issues pertaining to deal completion risk for 15 hedge fund clients and
responded to client inquiries for additional information

PERSONAL

Interests include barbeque cooking, golf, skiing, and biking

MICHAEL J. MUSSIO
109 Shasta Court Charlottesville, Virginia 22903 (301) 213-7843 MussioM08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, Virginia
University of Virginia
Candidate for Master of Business Administration, May 2008
Member: Finance Club, Darden Capital Management, Darden Private Equity Network
Elected: Section Review Coordinator, planned and designed course review sessions for peers
Ohio University
Bachelor of Business Administration, June 2000
Majors: Finance, Marketing, Business Pre-Law
Elected: President and Captain, Ohio University Men's Crew Team, 1998 - 2000
EXPERIENCE
2000-2006

SUMMER
1999

Athens, Ohio

Charles Schwab & Company


Gaithersburg, Maryland
Financial Consultant
Business Development
Developed practice consisting of 370 households, $340MM in assets, and $1.2MM in annual revenue.
Retained 98% of client relationships annually, from 2003 through 2005.
Cultivated and maintained strong internal and external relationships with other financial service
professionals, increasing annualized referred assets fivefold over a two year period.
Analysis
Researched stocks, bonds and mutual funds and their impact on client portfolios based on diverse
investment policies and risk tolerances.
Forecasted retirement and education funding analysis for clients to identify strengths and weaknesses
in their financial plans.
Analyzed and recommended customized investment and banking products and services to clients.
Communication
Consulted with high net worth clients and small businesses daily through various communication
channels. Learned to tailor discussions based on client knowledge level, interest, and experience.
Coordinated quarterly client reviews to articulate portfolio progress, changes in the economic
environment, and subsequent tactical asset allocation adjustments.
Presented quarterly investor education seminars to clients. Topics varied from researching stocks to
planning for retirement.
Leadership
Ranked in the top 10% among national peer group.
Created monthly speaker series for clients featuring regional financial experts. Designed to provide
investor education, resulting in increased assets under management and fee based revenue.
Initiated an extended learning group within associate class. Organized monthly conference calls with
industry experts to assist in the further market and company education of colleagues.
The Ohio Department of Development
Columbus, Ohio
Marketing/Special Projects Intern
Spearheaded and organized the Governor's exhibit for the 1999 Ohio State Fair. Event resulted in
over 18,000 visitors attending the exhibit.
Supported the International Trade Division in planning a month long visit from a political delegation
representing one of Ohio's sister-states, Hubei Province, China.
Organized layout of and assisted project manager in planning Resource Ohio", the State of Ohio's
guide for business incentive programs, distributed to over 2,000 small businesses.

ADDITIONAL QUALIFICATIONS
Certified Financial Planner, May 2005
Accredited Asset Management Specialist, December 2002
Series 7 and 66 Licensed
PERSONAL
Volunteered as a Montgomery County High School Guest Speaker through Achievement Counts,
presented to incoming freshmen three to four times a year, 2001-2004
Enjoy golf, basketball, wood working, managing personal investments

THOMAS N. OBASEKI
202 Douglas Ave Suite 3F Charlottesville, VA 22902 (512) 913-8846 ObasekiT08@darden.virgini.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008

Awarded Consortium for Graduate Study in Management Fellowship receiving a full scholarship.

One of five elected Section Representatives for the Darden MBA Class of 2008 (340 person class).

Active member of Darden Finance Club and Military Association, Black Business Student Forum.

Charlottesville, VA

United States Military Academy (West Point)


West Point, NY
B.S. Engineering Management minor in Environmental Engineering, June 2001

Commander of 100 Cadets for 6 six-week field training essential to Cadets introduction to the Army branches.

3-Year letterman and team leading scorer in soccer; 2-time All Conference award winner;
EXPERIENCE
2001-2006

United States Army


Army Officer
Battalion Adjutant (2005-2006) Human Resources Officer
Strategic Planning / Analysis

Analyzed and recreated the units annual and semi-annual evaluation process; resulted in a 93% success rate for
the units evaluation based on Department of the Army statistics, highest among at all of Fort Hood.

Created a new system used to track soldier readiness. Increased the units personnel strength readiness by 20%
Leadership

Rated as the #1 officer out 40 fellow captains and lieutenants in 2006 annual review.

Led 25- man human resources management team providing support for a 600-man unit.

As Equal Opportunity officer decrease EO incidents 25% in the unit by implementing strict training plan.
Battalion Operations Officer (2004-2005)
Baghdad, Iraq (Largest motorized combat unit in Baghdad during US Occupation)
Analysis

Developed plan addressing counter-terrorism operations, security, supplies and logistics for the security mission
for our sector in Baghdad during the Iraqi elections. Successful election, 100% mission accomplishment.
Implemented plan resulted 0 insurgent attacks in eight mile our sector during election, best record in Baghdad,
Served as the command and control of daily combat operations for a 650 soldier unit during operations in Iraq.
Gave direct orders to units based on quick analysis with limited time and resources.
Prepared daily synchronization briefings and Operation orders using military intelligence data, unit strength
numbers, logistics input and insurgent trends.

Battery Executive Officer (2004-2004, 8 months)


Baghdad, Iraq
Leadership and Analysis

Served as the commander of a 105 man unit in Baghdad leading up to the Iraqi elections.

Personally led over 50 combat patrols through Baghdad on Airport Blvd, most dangerous terrain in Iraqi.

Asset Management in excess of 100 million dollars; increase equipment utilization 50% with maintenance
program
Platoon Leader (2001-2004) Group Leader
Leadership and Management

Managed assets valued in excess of 25 million dollars.

Selected ahead of peers based on superior evaluations to serve as the officer in charge of Air Defenses site in
Washington D.C. with the mission of guarding the entire Capital Region from any air attack.

Mentored, developed and trained 22 soldiers into a cohesive unit capable of deploying and providing rocket and
missile artillery fires for the division.
AWARDS / PERSONAL

Bronze Star Medal for valorous service in combat during Operation Iraqi Freedom.
Meritorious Service Medal second highest peace time award given in the U.S Armed Forces
Certified Master Fitness Trainer; Volunteered for several Special Olympics; Youth soccer coach.
Member of Darden Soccer Team; Enjoy basketball, football and soccer; Possessed a secret security clearance.

Killeen, TX

MICHAEL S. O'BRIEN
1009 Huntwood Lane Charlottesville, VA 22901 434.295.6301 obrienm08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Awarded $20,000 Lewis merit scholarship, a faculty-nominated award given to one student in 335
Active member of Entrepreneurship & Venture Capital, General Management & Operations, Energy,
and Business Technology Clubs
GMAT 760
University of Virginia
Charlottesville, VA
Bachelor of Science, Electrical Engineering, May 2002
Awarded $20,000 T. E. Grove merit scholarship, given to one student from over 400 applicants
Graduated as a University of Virginia Rodman Scholar with High Honors (summa cum laude)
EXPERIENCE
2005-2006

2002-2005

Energetics Inc.
Columbia, MD
A technology consulting firm focusing on energy, infrastructure, and strategic partnership development
Research Analyst
Managed development and launch of new corporate intranet, leading a team of seven geographically
dispersed staff utilizing voice of the customer and effective product launch marketing. Achieved
30% access level on launch date, 80% access within first week
Solely authored 40-page case study of security activities in the electric power industry for report to
Congress. Added breakthrough statistical research on critical infrastructure ownership to advise
national development of public-private partnerships for security and risk management
Co-published a national energy technology roadmap being used to direct collaborative public-private
R&D priorities at national labs. Oversaw content and layout edits for project team of senior
coworkers, collaborating directly with senior vice president
Facilitated four consecutive workshop sessions of 12 energy industry and government security
managers, guiding participants from security challenges and barriers to practical action plans,
providing participants with raw data, R&D budgeting priorities, and 3-, 5-, and 10-year milestone
Earned accolades as a strong visual storyteller by providing clients, coworkers, and senior managers
with business graphics and company-wide presentations that identified contract cost problem
sources, led strategic website redesign, and launched a new intranet through multimedia promotions
Coalition for Christian Outreach
Shippensburg, PA
A Pittsburgh-based non-profit with a mission to transform college students to transform the world
Campus Minister
Launched and directed new collaborative partnership between regional non-profit organization and
local student development program. Built lasting program with over 70 students actively involved
annually, sustained new-student commitments each year, and fully-trained successor
Conceived, designed, generated funding for, and managed $10,000 building renovation project with
25 project team members. Increased property utilization by over 30%
Created and supervised several cross-functional project teams to execute $2,000 fundraising event,
short-term and week-long community development projects, and annual student conference events
Produced Standards of Corporate Communication for the CCO by performing corporate and external
interviews, internet research and analysis, and qualitative data analysis
Authored and published monthly print and web newsletter to achieve $50,000 of financial
development and build donor relationships. One recipient organization created new CCO partnership
Regularly presented for audiences of 150-400, with annual total audiences of 1500, to motivate
student leadership and enhance buy-in for partnership

PERSONAL NOTES

Author a blog on innovation, venture capital, new energy technology, urban design, and social
entrepreneurship (dolechester.mbablogs.businessweek.com), over 1,000 unique visitors each month
Managed teams for development projects in Brazil (10 days/7 people), Bolivia (7 weeks/11 people)
Led project/house teams for Habitat for Humanity; coached tournament-winning youth soccer team

ERIC THOMAS OLSON


495 Lyman Hills Drive Charlottesville, VA 22902 (434) 566-7226 OlsonE08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Clubs: Finance, Health Care, Private Equity
New York University
New York, NY
Master of Science, Cellular and Molecular Biology, September 2006
Overall GPA: 3.8; select coursework: Biochemistry I & II, General & Endocrine Physiology
Master's Thesis: HSP90 Inhibitors - A Novel Therapy in the Systemic Treatment of Cancer
Connecticut College
New London, CT
Bachelor of Arts, Zoology, May 1997
Commencement Honors, Deans Honors
Mens Varsity Swimming & Diving; Mens Varsity Crew
EXPERIENCE
2001-2006

1997-2001

Benedetto, Gartland & Company


New York, NY; Westport, CT
Benedetto, Gartland & Company is an investment banking boutique that specializes in the placement
of institutional investor capital with select private equity and hedge funds.
Investment Banking Analyst & Associate
Capital Raising & Marketing
Partnered with senior firm officers in the raising of institutional capital, representing transaction
offerings in excess of $2BB, for various financial sponsors, including a health care venture capital
firm, numerous leveraged buyout firms, a mezzanine finance desk within a captive financial services
firm, and a technology hedge fund firm.
Drafted detailed offering documentation, marketing presentations, and limited partnership
agreements.
Managed key relationships with sophisticated institutional investors, such as university endowments,
private foundations, pension funds and high net-worth families.
Spearheaded the design and execution of an automated distribution system for client communications
to potential investors using the implementation of financial services and database software.
Financial & Returns Analysis
Conducted extensive client due diligence, including the calculation and interpretation of financial
analytics (e.g., IRRs, RORs, and financial projections) for inclusion in clients' offering materials.
Assisted senior firm officers in the analysis of potential transaction opportunities, including a
comprehensive effort to identify and win sales mandates for financial sponsors principally operating
in the health care sectors.
Performed due diligence on biotechnology and pharmaceutical investment strategies for a client.
Yale University School of Medicine
New Haven, CT
Research Assistant
Research Design, Execution, and Analysis
Conducted research projects to better understand the underlying molecular mechanisms of vascular
and endocrine disease states.
Developed and standardized analytical methods to detect and quantify cellular biomarkers involved
important intracellular signaling pathways.
Co-authored more than 20 peer-reviewed manuscripts and abstracts in scientific publications (e.g.,
Journal of Cellular Biochemistry).
Laboratory & Project Management
Trained new laboratory personnel, including post-doctoral fellows, medical residents, graduate
students and attending physicians; also responsible for the maintenance of laboratory budgets.
Presented findings to laboratory supervisors and personnel during weekly presentations.

PERSONAL

Registered representative with NASD (Series 7 and 63).


Memberships: New York Academy of Sciences, Yale University Pharmaceutical and Biotechnology
Society.
Hobbies: Lifelong surfer and snowboarder; cyclist and rock climber.

PIYUSH B. PARIKH
104-6 Ivy Drive Charlottesville, Virginia 22903 865-405-8470 parikhp08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of Private Equity Network; Entrepreneurship Club; Business Technology Club
Elected Student Review Coordinator for Darden Coursework

EXPERIENCE
1999-2006

1996 - 1999

Michigan Technological University


M.S. Chemical Engineering, November 1996
Recipient: Graduate Research Assistantship

Houghton, MI

Michigan Technological University


B.S. Chemical Engineering, May 1994
Recipient: International Student Scholarship

Houghton, MI

ABS Consulting
Knoxville, TN
A leading independent provider of Risk Management Services that combines industry experts, risk
modeling, practical engineering and technology based solutions.
Team Leader
Led a group of software engineers to develop, market, and support a commercially available risk
analysis software package HazardReview Leader.
Managed a team of senior engineers on a multi-year, $200,000 project to evaluate the risks at a large
resin manufacturing facility and to select the best alternatives to reduce the risks.
Business Line Manager
Implemented a software maintenance program that increased revenue by $100,000 annually
Authored several winning proposals, as part of the business development team, that resulted in
securing $500,000 worth of additional consulting services.
Instructor
Conducted a security analysis course for 15 senior analysts at the Panama Canal Authority.
Co-instructed risk analysis courses at the Process Safety Institute on topics such as
ReliabilityCentered Maintenance and Quantitative Risk Analysis (QRA).
Risk Analyst
Collaborated with the US Coast Guard (USCG) to develop a system to help USCG managers
optimize activities using a risk-based approach. Presented the results to the highest ranking
Commander in the Atlantic region of the USCG.
Four Elements Inc.
Columbus, OH
A risk management company specializing in quantitative risk analysis and financial risk assessments.
Risk Analyst
Evaluated the financial impact of accidents at chemical facilities using QRA techniques.
Assessed safety and environmental risks of refineries in Singapore and Japan using computer
simulation models.
Assisted engineers in applying the appropriate computer models for consequence analysis and
developed several in-house software tools to increase engineer productivity.

ADDITIONAL QUALIFICATIONS
Recipient of Outstanding Achievement award (2003) and Professional Initiative award (2001) at
ABS Consulting
Senior member of AIChE (American Institute Of Chemical Engineers) (1990 - present)
Registered Engineer-in-Training, Ohio (1998)
Vice President, India Students Association, Houghton, MI (1992-1994)
Authorized to work in the US (Permanent Resident)

DANIEL W. PAYNE, CFA


1760 Webland View Charlottesville, VA 22901 (972) 375-7446 payned08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of the Darden Finance Club, Darden Private Equity Network, and Darden Capital
Management
Austin College
Bachelors in Business Administration, May 2002

Sherman, Texas

EXPERIENCE
2006-Present DWP Consulting
Charlottesville,
VA
Owner; Sole Proprietorship.
Provide personal consultation services, focusing on customized financial education, analysis
and recommendations to individuals.
Founded as a spin-off of the predecessor company Gregory & Payne, Inc. (2004-2006).
Created website to provide company information: www.dwpconsulting.net.
2002-2006

Bank of America
Global Wealth & Investment Management, Private Bank

Dallas, Texas

Portfolio Manager (2004-2006)


Managed over $500 million in assets, invested in individual equities and fixed-income
instruments, mutual funds, and hard assets.
Formulated and implemented strategic and tactical asset allocation models to meet
investment objectives.
Advised and presented to high net worth clientele to provide investment expertise, derive a
risk/return objective, and discuss specific portfolio constraints.
Portfolio Management Assistant (2003-2004)
Recommended strategic and tactical asset allocation models to senior portfolio managers.
Communicated with high net worth clientele and senior portfolio managers regarding clientspecific investment needs, performance and proper asset allocation.
Researched and analyzed the effects of available investment solutions for clients portfolios.
Created client presentation materials, proposal reports, and account performance analysis.
Designed and created a manual performance report application for accounts outside of the
proprietary performance measurement systems.
Securities Analyst (2002-2003)
Quality Assurance & Management Reporting
Worked directly with senior management to provide analysis, reporting documentation, and
presentation materials.
Assisted in the analysis and redesign of the process to more efficiently open new accounts
by applying Lean and Manage by Fact methodologies.
Asset Funding
Responsible for marshalling investment portfolios from external investment institutions into
Bank of America.
Researched and interpreted legal documentation and guidelines surrounding asset transfers
for various agent capacities.
Six Sigma Greenbelt Project:
Designed and created a multiple spreadsheet database for transfer cycle time data
collection.
Generated management reports concerning analysts performance.
PERSONAL

Member of the CFA Institute and CFA charterholder


Enjoy playing guitar, basketball, outdoor activities, and traveling

RAHUL PRABHU
103 Ivy Drive Apt. #3 Charlottesville, VA 22903 434-825-5513 PrabhuR08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of Finance Club, Darden Capital Management and Darden Private Equity Network.
GMAT: 700
T.A. Pai Management Institute
Master of Business Management (Finance), March 2002
St. Joseph's College of Commerce (Top 10 Commerce School in India)
Bachelor of Commerce, May 2000
Top 1% in Class
Academics & Good Conduct Award 1997-2000
EXPERIENCE
2003-2006

Manipal, India
Bangalore, India

G.E. Capital
Bangalore, India
Assistant Manager
Promoted from Business Analyst to Assistant Manager in 18 months and rated an A1 player
(highest employee performance rating at G.E.) for 3 consecutive years (2003-2006).
Received the G.E. Risk Leadership Award 2005 from the Chief Risk Officer (CRO) of G.E.
Equipment Services (a G.E. Capital business).
Managed the credit risk of a leasing portfolio by approving capital investment of up to $50 million
for each new client and continuously tracking portfolio performance.
Instrumental in integrating G.E.'s $1.2 billion acquisition of CitiCapital's fleet financing arm, with
particular focus on evaluating and quantifying the risk in CitiCapital's portfolio.
Led a cross functional, cross border project team to develop a new risk reporting standard, across
four G.E. Capital businesses managing $ 8 billion in assets, to enhance managerial reporting and stay
ahead of regulatory requirements; managed client relationships with CROs and senior risk managers.
Business Analyst
Evaluated companies for capital investment by analyzing their financial statements, debt structure,
collections history, profitability drivers and industry challenges.
Selected for a prestigious G.E. corporate leadership program The Foundations of Leadership.
Received the G.E. Team Award for exemplary team performance and operational excellence at the
work place.

2002-2003

Avendus Advisors
Bangalore, India
India based investment bank offering M&A, private equity syndication and fixed income services
Analyst
Focused on M&A and private equity financing for middle market technology companies, with
emphasis on cross border deals.
Created information memorandums, built valuation models, and executed corporate due diligence.
Facilitated the cross border acquisition of an IT company, NRIT Limited, India by Aviana Global
Tech. Inc, CA, from origination to closure.
Developed research tools to analyze emerging sectors in the Indian market for use by the M&A team.
Published a research report on the engineering design services market in India, which featured in a
leading financial daily The Economic Times dated 05/15/2003.

PERSONAL

Founding member, vocalist & guitarist of a classic rock band Quasar (www.quasarindia.com).
Actively involved with G.E.s community outreach program Elfun and elected Vice President of
the public speaking forum Toastmasters Club in G.E. Capital.
Certified Financial Risk Manager (FRM) from the Global Association of Risk Professionals
(www.garp.com).

JAYSON MICHAEL RIEGER


3388 Turnberry Circle Charlottesville, VA 22911 434-531-1739 jayson@riegers.net
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008 (Executive MBA Program)
University of Virginia
Charlottesville, VA
Ph.D. Chemistry, August 2002
September 2001-September 2002: ACS Pre-doctoral Medicinal Chemistry Fellowship (One of five
international awards to Ph.D. Chemistry candidates, 1st recipient in UVAs history); August 1997August 2000: University of Virginia Pratt Fellowship for Graduate Research
Rollins College
Winter Park, FL
B.A.; Chemistry, May 1997
Graduated with Honors, Cum Laude; August 1993-1997: Donald J. Cram Fellow Scholarship; May
1996: ACS Undergraduate Award in Analytical Chemistry; May 1996: POLYED National
Scholarship Program 1st runner up; May 1994-1997: Archibald Granville Bush Award in Science
and Mathematics
EXPERIENCE
2002- Current

Adenosine Therapeutics (ATL)


Charlottesville, VA
Program Manager (January 2005- present)
Group Leader (July 2002- January 2005)
Invented and developed novel compounds for key inflammation programs
Run companys computational and metabolism departments
Consult on analytical and CMC (chemical manufacturing) support for clinical development
Managed and reviewed company patent portfolio of over fifty issued/pending patents
Principal or Co-investigator for ATLs grant program, wrote and reviewed ten NIH grant
applications resulting in over $5 million of direct company funding
Oversee the relationship with co-investigators for many of these projects
Direct collaboration with major device company on development of key new product
Assist VP of Chemistry in efficiently running company labs
Supervise time and efforts of other laboratory scientists (Bachelors, Masters, and Ph.D.s)
Significant Program/Career Accomplishments (Role on Project)
Co-inventor on 16 issued or pending patent applications
22 peer-reviewed publications in major scientific journals
One compound in Phase III clinical trials (lead chemist)
One compound completing Phase I clinical trials (lead chemist)
Drug candidate (project manager/lead chemist on project for COPD, co-inventor)
Drug candidates (project manager/lead chemist on projects for chronic inflammation (arthritis, coinventor)
Advanced lead compounds (collaboration project for Diabetes/Asthma, co-inventor)
Advanced lead compounds (Project Manager, collaboration project for Parkinsons disease, coinventor)

JOSEPH RICHMOND RIOFF


730 Walker Square, Unit 3A Charlottesville, VA 22903 617-549-7560 RioffJ08@darden.virginia.com
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of Finance Club
Member of Private Equity Network Club
Member of Darden Capital Management

Charlottesville, VA

CFA Institute
Successive completion of Level 1 and Level 2 exams (12/05 and 6/06)
Connecticut College
New London, CT
Bachelor of Arts in Economics and Hispanic Studies, May 2000
Cum Laude with Distinction in both majors
Selected as Toor Cummings Center Scholar in International Studies and the Liberal Arts
Interned at Adidas Corporacin de Venezuela
Recipient of Economics Department Fellowship for research in Vietnam
Varsity Athlete, Connecticut College Men's Basketball Team
EXPERIENCE
2001-2006

2000-2001

Brockhouse Cooper International


Boston, MA
Institutional investment consultant and securities dealer. Consulting services focus strictly on investment
manager research, evaluation and selection.
Consultant (2005-2006)
Research Analyst (2001-2005)
Named youngest consultant in the firms history in recognition of strong research capability,
leadership initiative and interpersonal skills.
Consulted to clients with $250MM to $9.5B in plan assets to establish a tailored investment
preference set used to specify investment manager search criteria.
Conducted due diligence meetings with several hundred investment management firms in order to
evaluate their organizational structures, compensation schemes, investment processes, investment
team qualities and risk/return characteristics.
Drafted manager assessment reports on long-only international and domestic equity products which
included an analysis of a holdings-based Style and Risk software program.
Authored investment manager search reports and presented the most suitable candidates to clients
Led manager selection decision for new US equity fund of funds product for Brockhouse Coopers
asset management company.
Co-led business development efforts across the US plan sponsor market resulting in over 300% client
growth over the last three years.
The Calvert Group
Bethesda, MD
$12B mutual fund family specializing in the management of socially responsible investment products.
Broker Operations Representative
Responded to financial advisor inquiries regarding pricing, commissions and investment strategies of
Calvert Group money market and mutual funds.
Processed account transactions on Calvert Group investment products.

ADDITIONAL BACKGROUND

American Council on the Teaching of Foreign Languages certified Intermediate High oral
proficiency in Spanish (2000)
Class of 2000 Team Leader, Connecticut College Annual Fund

DANIEL JOSEPH RIPP


1001 East Market Street Unit 7 Charlottesville, VA 22902 203.858.2583 rippd08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Finance Club, Darden Private Equity Network, Darden Capital Management
Boston College
B.S. Business Management with a concentration in Marketing, May 2002
Varsity Lacrosse - Team Captain, 4 year varsity member
Leadership Award 2001 BC Men's Varsity Lacrosse Team

Charlottesville, VA

Chestnut Hill, MA

Lorenzo de'Medici University


Florence Italy
Study Abroad, fall 2000
Classes included International Business, Italian Language, Art History and Architecture
EXPERIENCE
2001 - 2006

Capgemini
New York, NY
Led and worked on wide range of projects primarily within the Finance & Employee Transformation
service line for clients within Capgeminis Media & Entertainment sector.
Conducted business process assessments including opportunity identification and business case
analysis.
Managed client relationships including the assessment of client expectations, issues, and financials.
Researched and created presentations for new business opportunities.
Founded New York Area Team with the goal of community building within the Capgemini NY
offices.

2005 - 2006

Senior Consultant
Presented inventory SKU rationalization analysis to leading medical book publishers senior
management team. Analysis identified potential cost savings of $5.0 - $6.5 MM.
Identified areas to improve the efficiency and cycle time of the leading cable TV providers monthly
financial close/reporting process by six days.

2002 2005

Consultant
Coordinated the clean-up effort for over 250,000+ subscribers data and their individual high speed
data devices in over 10 regional markets for a leading cable TV provider. Efforts minimized
customer service interruptions, limited post migration data discrepancies and identified lost revenue.
Developed and streamlined company-wide planning and forecasting process for a global content and
information provider in order to improve reliability, integrity, and accuracy.
Managed benchmark analysis for a global content and information provider to define new finance
support models with a centralized organization to perform transaction processing functions and
provide decision support analysis to market groups and business units.
Led the migration of two division's payroll systems (a combined 770 employees) from division
locations into a shared services environment for a leading cable TV provider.
Developed and implemented performance standards and metrics to evaluate individuals and
department performances within the accounts payable department for a leading cable TV provider.

Summer 2001

Internship
Internship within the Strategy & Transformation service line of CGE&Ys Telecom, Media &
Entertainment sector. My success during this summer internship led to an offer by CGE&Y the
following summer.

INTERESTS

golf, running, skiing, travel

CORY PATSNER ROSENBERG


921 Catalpa Terrace Charlottesville, VA 22903 732-996-6210 PatsnerRosenbergC08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of the Consortium for Graduate Study in Management
Finance Club, Darden Private Equity Network (DPEN), Darden Capital Management (DCM)
Registering for financial modeling seminar with Training the Street in January 2007
Union College
Bachelor of Arts in Managerial Economics, June 2002
Study Abroad: Florence, Italy
EXPERIENCE
2005-2006

Schenectady, NY

Genpact (formerly GE Capital International Services)


New York, NY
Global Business Process Outsourcing Leader
Corporate Analyst/Paralegal
Conducted in-house research on BPO deal level financials and market specifics targeting areas best
suited for client growth, helping to facilitate the companies drive towards $1 billion revenue mark
Prepared attorneys for customer discussions and negotiations by identifying areas of contention in
BPO material agreements with Fortune 500 companies, resulting in new client engagements
Issued and prepared employee stock options under the 2006 plan
Ensured regulatory compliance of all Genpact US entities (taxes and corporate affairs)
Successfully completed global name change in accordance with re-branding effort

2004-2005

Wilmer Hale (Wilmer Cutler Pickering Hale and Dorr LLP)


New York, NY
Corporate Paralegal
Prepared and completed due diligence requests and assisted in drafting sessions with multi-million
dollar transactions, including the $250MM Thermo Electron IPO and Barrier Therapeutics $84.3MM
Follow-On Public Offering
Coordinated and maintained virtual and physical data rooms for buy-side and sell-side M&A
transactions; deals included the $1.1 billion sale of DoubleClick and the $935MM acquisition of
Eyetech Pharmaceuticals
Prepared and reviewed SEC filings with attorneys for large public companies, typically more than
10/quarter
Managed high profile domestic and international trademark portfolios for Fortune 100
Pharmaceutical companies, including Pfizer and Eyetech Pharmaceuticals

2004-2005

CurrentOfferings.com
New York, NY
Online IPO Advisory Platform
Research Analyst and Contributing Columnist (in addition to full-time job)
Performed market valuation such as company comparables and acquisition comparable analyses to
determine objective valuation of IPO candidates
Published six articles for use by institutional and individual investors; "UAP Holdings Seeing
Green", "OptionsXpress: In the Express Lane", "Emageon the Possibilities" and Arlington Tankers
Braces for IPO"
Published quarterly company-specific and general industry reports detailing deals in the Health Care,
Energy, Shipping and Agriculture industries

2002-2003

Silverberg, Stonehill & Goldsmith, P.C.


New York, NY
Corporate Legal Assistant
Implemented and integrated electronic trademark management system, saving the company more
than $100,000 annually in client fees and administrative costs
Presented several proposals to the management team on improving firm services
Trained new hires (two of which were trained at a consulting rate after my departure) using
streamlined and all-encompassing Paralegal training manual that I developed

ADDITIONAL

National Multiple Sclerosis Society - Volunteer and organizer since 2004: Organized team and
participated in annual MS Walks, raising over $3,500
Mentor undergraduate students
Played a remarkable round at St Andrews, Scotland

CHRISTOPHER SANDS
136 Ivy Dr. #4 Charlottesville, VA 22903 774.266.0555 sandsc08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of Finance and Private Equity clubs
Admissions Host
Undergraduate Career Mentor
GMAT: 710

Charlottesville, VA

Lehigh University
Bethlehem, PA
Bachelor of Science, May 2005
Majors - Accounting, Finance, Economics; Minors - Political Science, International Relations
President - Chi Phi Fraternity; Also held Treasurer and New Member Educator positions
Vice President - Interfraternity Council; Also served as Secretary
Chairman of the Board of Directors - Fraternity Management Association; Also served as Secretary
Dreyfus Portfolio Manager - Collaborated with five other students to manage a $300K portfolio
Awards
2005 - Who's Who Among Students in American Colleges and Universities
2004 - Greek Career Achievement Award; Class of 1904 Prize
2003 - Outstanding Greek Man of the Year; Silver Family Scholarship Recipient; Eric A. Stiefel
Memorial Scholarship Recipient
EXPERIENCE
2005-2006

PricewaterhouseCoopers LLP
Boston, MA
Transaction Services Associate
Performed pre-acquisition tax due diligence for financial sponsors and strategic buyers
Reviewed offering memorandums, financial statements, and tax returns of target companies
Built models to perform 338(h)(10) analyses to determine the benefit of treating a qualified stock
purchase as an asset acquisition
Analyzed the net operating losses of target companies to determine if they would be limited under
382
Calculated tax rates for LBO and DCF models to ensure accurate cash flow projections
Worked with a manager and partner to advise a client on a tax efficient deal structure
Created reports on the diligence performed that served as the deliverables to clients
Participated actively in the recruiting efforts of the firm
Financial Services Tax Compliance Associate
Prepared tax returns for the private equity funds of Bain Capital and TA Associates
Identified the potential tax implications of the funds operations by interpreting and applying the tax
code
Created spreadsheets in Excel to import financial data into tax return preparation software

2004

PricewaterhouseCoopers LLP
Boston, MA
Financial Services Assurance Intern
Prepared and audited financial statements for State Street Global Advisors pool funds
Researched accounting trends in the real estate industry and prepared a report for a manager
Assisted in the 10-Q audit of the OneBeacon Insurance Group
Used Bloomberg to verify the accuracy of financial information

PERSONAL

Junior Achievement Volunteer Taught Economics of Success program to a class of 30 sixth


graders
Lehigh University Alumni Admissions Outreach Program Volunteer Interview prospective students
and represent the University at college fairs
Enjoy playing golf, tennis, basketball, and guitar

DAMIEN M. SCHMITZ, CFA


312 4th St SE Apt #31 Charlottesville, VA 22902 202-258-3903 SchmitzD08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of Darden Opportunity Consultants, Inc., Consulting Club, and Finance Club
GMAT: 710
Wake Forest University
Winston-Salem, NC
Bachelor of Science in Business Administration, May 2000
Graduated cum laude; GPA: 3.5/4.0; Deans List all semesters
Department of Campus Recreation; named Supervisor of the Year (2000) and Official of the
Year (2000)
EXPERIENCE
2000-2006

Cambridge Associates, LLC


Arlington, VA
Private investment consulting firm primarily to global endowed institutions, family trusts, and pensions.
Manager, Product Development (June 2004 July 2006)
Supervised all product development and implementation for firm's performance reporting group
which assisted clients in developing asset allocation strategies and in monitoring investment returns.
Analyzed application requirements, diagnosed problems, and coordinated development to meet
release schedules for a reporting system and output display conversion of 500 clients representing
70% of CAs total client base; achieved zero client attrition.
Assessed viability, strategic goals, and business ramifications for partnership with upstart web-based
vendor resulting in a no-go recommendation.
Launched five new quantitative exhibit modules nearly tripling volume of prior four years.
Directed staff of ten analysts to ensure service levels and products met emerging client needs.
Resource Analyst (June 2003 June 2004)
Led and trained staff of 32 analysts responsible for 480 client relationships.
Overhauled two week training programs workshop sessions and casebook materials.
Created business rules and software requirements for firm's global fixed income and derivative
analytics program to provide comprehensive statistics on 300 portfolios totaling over $40 billion in
assets.
Initiated professional development series to address staff retention and knowledge gaps yielding a
35% per annum reduction in analyst departures.
Authored hedge fund research report to define performance and valuation metrics for the asset class;
distributed to over 200 employees and integrated into CAs best practices.
Analyst (March 2002 June 2003)
Presented endowment results, attribution of returns, portfolio analysis, and capital market conditions
to CA consulting staff and client investment office for 14 clients with assets from $52MM - $7B.
Elected to cross-functional team charged with identifying and remedying inefficiencies in the
performance reporting department as CA coped with 20% yearly growth; efforts improved the
performance reporting process, inter-group working relationships, and in-house knowledge capture.
Associate/Senior Associate (September 2000 March 2002)
Managed team of four associates; conducted formal performance reviews on a quarterly basis.
Turned around team performance from 11th to 5th as ranked by department quality standards.
Recruited, interviewed, and evaluated new associate candidates.

PERSONAL

Awarded Chartered Financial Analyst designation (2004)


Member, Washington Society of Investment Analysts (2004 Present)
Eagle Scout; high-adventure weeks to Algonquin Provincial Park and Appalachian mountains
Interests: international cuisine, golf, ACC basketball

WILLIAM HARRY SCHWARZSCHILD, IV (ADAM)


301 Harvest Drive Charlottesville, VA 22903 404-441-2313 schwarzschildw08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of Darden Finance, Private Equity, and Media Clubs
University of North Carolina, Chapel Hill
Bachelor of Arts in Economics, May 2002
EXPERIENCE
2003-2006

Charlottesville, VA

Chapel Hill, NC

CNN
Atlanta, GA
Associate Producer
Honored with Peabody Award for excellence in journalism for Hurricane Katrina coverage
LEADERSHIP
Led filming projects in Israel, Syria, Turkey, Egypt, Italy, and Greece, managing teams of up to eight
people in field production of CNN feature documentaries
Managed the overall production process for individual television programs that aired globally
Established the vision and direction for some of the highest rated programs on CNN, such as profiles
on Tony Blair, Abu Musab al-Zarqawi, Pope John Paul II, and Martha Stewart
Guided editors and created television programs that met the highest production standards
EXECUTION
Successfully completed projects under challenging conditions in the Middle East, North Africa,
Europe, and the United States
Negotiated with foreign government officials to obtain critical filming permission agreements and to
establish licensing fees
Interviewed and hired local personnel to complete projects all over the world
Delivered quality television programming, always meeting deadlines in a time sensitive environment
Managed the finances of individual television programs, operating within budgets of up to $500K
Designed the logistics for field projects, resulting in consistently successful project execution
COMMUNICATION
Researched, analyzed, and developed story ideas and then structured them in a way easily
communicable to a global audience
Pitched story ideas to senior management that resulted in on-air programming
Wrote the scripts and copy read by anchors and correspondents
Worked with anchors and correspondents, coaching them on interview questions and script reading
Conducted on-camera interviews with celebrities, politicians, and functional experts

2002-2003

Cartoon Network Latin America


Atlanta, GA
Programming Assistant
Analyzed audience research and ratings information and presented findings to senior management
Maintained database of the programs televised by the network for scheduling and operations
planning
Reviewed programming to ensure that the networks standards and values were maintained

2001-2002

Blackshield Productions, LLC


Chapel Hill, NC
President
Founded and led a film production company to produce a documentary on a 1950s soul band
Established a partnership with the band to sell the documentary as part of their merchandise
Negotiated contracts with concert venues and promoters to obtain filming permissions

PERSONAL

LANGUAGE SKILLS: Studied Chinese for 3 years; Proficient in French


COMMUNITY SERVICE: Sandy Springs ESL - taught English as a second language, 2002-2003
INTERESTS: Fishing, boating, and avid reader

MAUREEN E. SINGER
134-2 Ivy Drive Charlottesville, VA 22903 914-841-6245 SingerM08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Awarded D.W. and G.B. Richardson Scholarship for academic merit
Elected to Student Admissions Committee
Member of Darden Capital Management (DCM) Participated in DCM Stock Pitch 9/06
Bowdoin College
Bachelor of Arts, Economics, May 2001
Dean's List
NCAA All-American (5-time) - Springboard Diving
Lucy L. Shulman Award for Outstanding Female Athlete
EXPERIENCE
2001-2006

Brunswick, ME

PricewaterhouseCoopers, LLP
New York, NY
Senior Associate Promoted through two Associate levels in three years
Risk Management & Valuation
Regional Electric & Gas Utility
Developed detailed business requirements to facilitate the design and implementation of a frontto-back office gas trading and risk management system including development of a new module
to strengthen FAS 133 derivative accounting processes
Created detailed market and credit risk reporting frameworks enabling the client to better
understand and proactively manage the risks inherent in their portfolio
Executed first-phase of system design successfully resulting in clients purchase of over $1MM
of additional implementation and risk management consulting services
Fortune 500 Energy Marketing & Trading Company
Valued energy transactions for natural gas, power, and other commodities that were unwound,
auctioned, or negotiated under the court appointed bankruptcy settlement process
Designed methodology for the validation of 40+ coal and emissions forward curves that was
adopted by the valuation team
Guided client through the curve validation and revision process for power, coal, and emissions in
order to ensure an appropriate revaluation
Post-Merger Integration
US Electric and Gas Utility Merger with a UK Power Company
Validated valuation models for gas storage, transportation and other structured transactions with
mark-to-market values over $100MM in order to support attestation of financial statement
conversion from US GAAP to UK GAAP
Analyzed goodwill impairment charges through review and reperformance of company
valuations to account for differences in accounting methodologies between merging entities
Leadership Development Program Genesis Park 5 month Tour
Executed global strategic projects including the development of a framework to ensure
consistency of Advisory engagements and the design of a tactical approach to addressing
resource constraints in PwC China
Presented strategic projects to US Firm leadership and had significant interaction with PwC
Global Leadership Team through attendance at global leadership conferences.

COMMUNITY INVOLVEMENT
Brooklyn Charter School (2005-Present)
New York, NY
Elected to Board of Directors Finance Committee
Developed internal control structure necessary to ensure school charter renewal
Responsible for monthly review of budget-to-actual performance and oversight of financial reporting
Global Vision International (Summer 2006)
Pokhara, Nepal
Taught English and served as a mentor to 22 students in a Nepalese boarding school
Consulted with the Board to continue to develop and refine curriculum and teaching methodology

VIPIN KUMAR SINGH


111 Harvest Drive Charlottesville, VA 22903 434.242.3883 SinghV08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of Finance Club, Darden Private Equity Network and Darden Capital Management
QS Symonds Scholarship recipient. 7 awardees chosen from a worldwide pool of applicants based on
leadership experiences
GMAT : 720
Institute of Hotel Management
Hospitality Management, June 1999
Graduated amongst top 5 % of the class
Gold Medal in 4x100 meter race in collegiate-level athletic meet
EXPERIENCE
2004-2006

New Delhi, India

Scholastic, Inc. ($2.3B educational media company)


New Delhi, India
Relationship Manager
Client Relationship Management
Exceeded revenue goal of $200,000 by 10% through targeting of frequent buyers
Analyzed and identified opportunities of growth for the business in Europe, India, Bermuda and
Virgin Islands leading to one of the best sales performance amongst all international territories
Allocated global territories and ensured equitable distribution of customer portfolio amongst all
regional managers
Recruited sales team for the organization by correlating manpower deployment with strategic focus
of the business unit

2002-2004

Teleperformance ($1.45B CRM Company)


New Delhi, India
Senior Assistant Branch Manager
Project Management
Surpassed the forecasted revenue target of $2M per year through projections based resource
allocation, management of existing client relationships and expansion of client base
Restructured performance linked compensation algorithm which improved employee motivation
doubling employee productivity and reducing attrition rate by more than 50% within one quarter
Managed cross functional teams of more than 180 people with service level and revenue goals
Conducted due diligence meetings to evaluate future business opportunities representing operations
and quality assurance functions
Started companys first 24x7 customer service business, migrated from client site in Irvine, CA

1999-2002

GE Capital
New Delhi, India
Process Associate
Accounts Receivable Management
Launched GE Auto Financial Services businesses in India and managed corporate receivables for GE
Medical Systems after migrating the business from Milwaukee, WI
Managed accounts receivable portfolio of $6M and reduced outstanding receivables by 50% within 6
months of launch of operations
Awarded CEO recognition for cost cutting initiatives leading to $10,000 annualized savings and
achieving consistent top performance
Negotiated with CFO(s)/Financial Controllers and other stake holders while reconciling account
receivable portfolios at health establishments in the US

ACTIVITIES

Trained in mountaineering with a personal height record of 16,500 feet above sea level
Ran 2 half marathons in New Delhi, India in 2005
Goal Keeper for Dardens soccer team
Consulting for Opportunities Consultant, Inc. at Darden

MATTHEW T. SOBIERALSKI
861 Catalpa Court Charlottesville, VA 22903 (215) 630-1165 SobieralskiM08@darden.virginia.edu

EDUCATION:
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Elected Section Career Development Center Representative
Member of Darden Private Equity Network and Finance Club
The Pennsylvania State University
Bachelor of Science in Finance, May 2001
Overall GPA: 3.6

Charlottesville, VA

University Park, PA

EXPERIENCE:
2002-2006
SSG Capital Advisors, L.P.
Philadelphia, PA
SSG is a middle market investment banking firm focused on advising and restructuring
distressed businesses. The firm was acquired by National City Banks Capital Markets Group
in August 2006.
Investment Banking Associate
Advised distressed/special situation clients in Mergers & Acquisitions, Financings, and
Restructurings across multiple industries including; energy, information technology,
manufacturing, real estate, retail, and transportation, among others.
Completed 15 M&A transactions $380 million in total consideration.
Completed 3 restructuring and financing assignments $540 million in total consideration.
Executed transactions in the United States and Europe.
Lead investor calls, due diligence meetings, and management presentations.
Investment Banking Analyst
Performed valuation analyses including; comparable transaction analysis, comparable
public company analysis, leveraged buyout modeling, and discounted cash flow analysis.
Prepared offering/financing memoranda, detailed pitchbook material, management
presentations, and comprehensive industry research.
Contacted potential strategic and financial investors on behalf of clients.
Promoted to Associate in December 2003.
2001-2001

Friedman, Billings, Ramsey, Inc.


Investment Banking Analyst
Concentrated on both publicly traded and start-up software companies.
Researched proprietary databases to identify potential merger candidates.
Acquired knowledge of the private placement and IPO processes.

Arlington, VA

Summer 2000 Friedman, Billings, Ramsey, Inc.


Arlington, VA
Investment Banking Internship
Focused on Mergers & Acquisitions in the Technology Group.
Built merger models, created comparable transaction analyses, and attended client meetings.
Developed M&A pitchbook for future business pipeline.
PROFESSIONAL DEVELOPMENT:
Licenses: NASD Series 7 and NASD Series 63
Volunteer: Venable Elementary School Tutor, MS 150 Bike Tour
Interests include: Traveling and cycling

ALAN CHRISTOPHER WELCH JR.


120 Minor Road Charlottesville, VA 22903 804.432.3318 welcha08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of Darden Private Equity Network and Finance Club
Member of Darden Capital Management
University of South Carolina
Business Administration - Finance and Marketing, May 2001
GPA: 3.7
Funded 100% of college tuition with scholarships and employment
Deans List all semesters
EXPERIENCE
2004-2006

2001-2004

PERSONAL

Charlottesville, VA

Columbia, SC

Arcapita
Atlanta, GA
Global private equity firm that acquires controlling equity interests in middle market companies with
transaction values between $100 million and $1 billion.
Associate
Evaluated investment opportunities, and provided recommendations to partners, across a variety of
industries, including healthcare, restaurants, logistics and transportation, and consumer products.
Transactions include:
$400 million purchase of Churchs Chicken: 3rd largest fast food chicken concept in the world.
$160 million sale leaseback of real estate.
$155 million issuance of high yield notes.
$200 million purchase of TLC Health Care Services: 2nd largest home nursing company in U.S.
Completed two follow-on acquisitions (total of $70 million), funded entirely with debt.
Refinanced credit facility to more attractive first and second lien institutional markets.
$75 million funding to Meridian Surgical Partners: Startup surgery center consolidator.
Collaborated with management to develop a buy and build acquisition strategy.
Purchased four surgery centers within first six months.
Integral member of two- or three-person deal teams with active participation in all aspects of deal
execution, including diligence and legal and financial negotiation and documentation.
Directed meetings with CEOs and CFOs to develop budgets and five year strategic operating plans.
Solicited financing sources for transactions from a variety of financial institutions, collaborating with
traditional banks, mezzanine funds, hedge funds, and real estate investment companies.
Provided post-acquisition support to portfolio companies including board level participation,
consulting on key initiatives, and long-term strategic planning.
One of two professionals who developed a new sector focus (now adopted by the firm) to target the
logistics and transportation industry for investment opportunities.
Assessed venture capital as new business line and played integral role in assisting firm in raising
$250 million venture capital fund, the largest in the Southeast United States.
BB&T Capital Markets Investment Banking Division
Richmond, VA
Full-service, middle-market focused investment bank raising capital and providing M&A advisory
services to public and private companies and financial sponsors.
Investment Banking Analyst
Closed $1.5 billion of transactions including capital raises, mergers and acquisitions, and other buyside and sell-side advisory services.
Analyzed companies using leveraged buyout, discounted cash flow, accretion/dilution, comparable
public company, and comparable transaction analyses.
Partnered with management teams to develop financial projections and offering memoranda.
Developed investor lists, contacted potential buyers, and functioned as liaison between parties.

Board member of Atlanta Metro Fellowship of Christian Athletes


Youth league baseball coach for two years in Atlanta
Enjoy golf, basketball, fishing, and camping

ADAM SMOKER YOXTHEIMER


148 Ivy Drive Apt #5 Charlottesville, VA 22903 571.331.7711 YoxtheimerA08@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration
Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2008
Member of the Darden Consulting Club and the Darden Entrepreneurship & Venture Club
Leader for International Innovation Challenge Competition Team
GMAT Score: 750
University of Virginia
Master of Engineering, Systems and Information Engineering, May 2006
Member of the Omega Rho International Honor Society
Princeton University
Bachelor of Science, Electrical Engineering, May 2002
Operations Research and Financial Engineering (Certificate), May 2002
Princeton Varsity Football Team, 1998-1999
EXPERIENCE
2004-2006

2002-2004

Lockheed Martin Corporation


Senior Systems Engineer, Intelligence Programs

Charlottesville, VA

Princeton, NJ

Washington, DC

Recipient of the Lockheed Martin Individual Service Recognition Award (2005): presented each year
to the top 5% of employee performers in the Intelligence Programs business unit.

Managed a six-person team in a computer system design and implementation project for a U.S.
Government client; system designed to serve over 10,000 users from multiple agencies for purposes
of information sharing; successfully met all project milestones within budget and time constraints.

Designed and recommended an innovative computer system to the Intelligence Community Chief
Information Officers staff; proposal resulted in over $2 MM in new business for Lockheed Martin.

Performed detailed quantitative and qualitative analysis of a U.S. Government agencys operations;
authored findings report that was sent to the U.S. Senate; report submission led to a 100% increase in
agencys operating budget for the following fiscal year.

Negotiated with supplier to obtain a 50% discount below U.S. Governments General Services
Administration pricing on an enterprise software purchase; resulted in over $500 K in savings,
ensuring that the project was performed under budget.

BAE Systems Corporation, North America


Systems Engineer, Integrated Systems

Reston, VA

Led commercial technology evaluation activities while functioning as Deputy to the Chief
Technology Officer; prepared and delivered recommendations directly to senior management.

Led product evaluation and selection of $15 MM software package for a U.S. Government client.

Co-founded the NetForce Laboratory (an early stage internal R&D laboratory) to facilitate
technology evaluation, acquisition, and deployment.

Co-authored contract proposal and performed technical studies as member of the winning team for a
multi-billion dollar contract competed by the National Geospatial-Intelligence Agency.

Designed and implemented a database management application for a major U.S. military client to
increase agency awareness of supplier relations.

Group leader for several youth community service trips (Nicaragua, Mexico, and Colorado).
Leader of class-wide review sessions for Decision Analysis and Operations at the Darden School.
Personal interests: International backpacking/hiking, boating, traveling, U.S. Civil War history.
Hold an active, full-scope Top Secret U.S. Government security clearance.

PERSONAL

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