Briggs Capital Formation

GP Advisory (Placement Agent) Fundraising for GPs - Project management and advisory for emerging GPs (i.e. crafting investor story / messaging, investor materials: presentation, PPM, DDQ etc.)

Accord

- Working directly with Founder (ex-Equistone Partner) on all parts of the investment process, supporting the analysis, financial and operating modelling, financing from co-investors / lenders, and 3rd party CDD (CIL) / FDD (Mazars) workstreams. - UK 3PL business (logistics) - £140m EV - Attempted to raise finance from co-investors (Baupost, AIG Family Office etc)

Kedge Capital

• Tier 1 Family Office ($5bn AuM, Ernesto Bertarelli) • Evaluating and executing top-quartile PE buyout co-investments and fund investments • Preparation/analysis of LBO and operating models, and development of company valuations • Investment thesis preparation through financial analysis and commercial due diligence; drafting of IC papers • Closed 4 fund investments and 3 PE co-investments, invested c.$150m • Selected Transaction Experience: - $20m co-investment with Webster Equity: Cardiovascular Associates of America ($153m EV) - $20m co-investment with Platinum Equity: Buyout of McGraw Hill ($5.2bn EV) - Co-investment alongside WestCap Growth Equity: Series C Blueground (Discontinued) - Fund investments: Stripes Growth Equity VI, Brighton Park Capital II, Alpine Investors VIII, Harren Equity IV

Fiduciary Co-investment Partners LLP

• Evaluating and executing co-investments, closed 2 mid-market PE transactions • Selected Transaction Experience: - Co-investment alongside KKR: $1bn convertible preferred equity investment in distressed beauty co, Coty (Discontinued) - Co-investment alongside Next Wave Partners in Clearway Vacant Property Services Group (£88m EV) - Mid-life investment in Datalink alongside DWS and Blackstone, a Revelstoke Capital Partners PortCo ($363m EV)

Ansor LLP

Micro-cap PE

LGT Private Debt

• Closed 6 sponsor-backed transactions, invested c.£180m • Key responsibilities include: - Arranging and underwriting of UK, Benelux and Germany mid-market sponsor and non-sponsor backed opportunities with tickets ranging from £10m - £150m (including equity co-invest, PIK notes and subordinated debt) - Reviewing due diligence materials (commercial, financial, legal, tax), attending management meetings and input in structuring of transactions (documentation, term sheets etc.) - Building financial models (LBO) and sensitivity analysis, writing papers for a two-stage approval investment committee - Forming new and maintaining existing relationships with UK based mid-market intermediaries and sponsors - Monitoring & administration of investments: ▪ Portfolio company requests including amendments, resets, waivers, and follow-up capital ▪ Preparing quarterly reports and undertaking various analyses on portfolio status and performance • Selected Transaction Experience (sole junior member of the team on below transactions): - Rhubarb: £35m (4.6x) unitranche and £8m capex line, premium international catering company, LBO by Livingbridge - Fishawack: £16m (3.7x) unitranche, medical communications agency, LBO by LDC. Financed 4 further bolt-ons - Exposed to restructuring situation: Debt-for-Equity swap in portfolio company, Sofa.com

Savigny Partners

Marketing and execution of sell-side lower mid-cap M&A deals Luxury Retail M&A 4 man team including myself, working with ex-LVMH M&A Director

HSBC Global Banking and Markets

Real Estate & Hospitality M&A

Rothschild

Debt Advisory & Restructuring

The London School of Economics and Political Science (LSE)