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Management Company

Location:
San Francisco, CA
Posted:
December 19, 2014

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Resume:

David L. Haas

**** ****** ***, ***************, ** 22911 Home Phone: 434-***-****

**********@*****.*** Mobile Phone: 434-***-****

Experience

University of Virginia Investment Management Company (UVIMCO)

2010 – 2014

Charlottesville, VA

Senior Associate

UVIMCO provides investment management services to the University of Virginia and is responsible for

evaluating, implementing, and monitoring investment strategies for a $7.0 billion investment pool across a

diversified portfolio of assets.

Led due diligence, modeling, legal document and terms negotiation, and closing efforts for primary

fund commitments, co-investment opportunities, and secondary transactions across UVIMCO’s private

equity, venture capital, and mezzanine debt portfolios.

Prepared and presented investment recommendation memoranda to UVIMCO’s CIO and internal

investment committee.

Monitored existing investments through the review of quarterly reports and financial statements,

regular communication with fund managers, attendance at annual meetings, participation in advisory

board meetings and calls, and due diligence on underlying portfolio companies.

Researched, identified, and evaluated potential managers, strategies, and geographies for investment.

Recruited, managed, and mentored analysts and interns.

Researched and prepared a report and delivered a corresponding presentation to UVIMCO’s board that

analyzed historical performance in private equity and venture capital across multiple metrics.

Florida Capital Partners, Inc. (FCP)

1998 – 2009

Tampa, FL

Principal, Vice President, Associate, Analyst

FCP is a private equity firm specializing in leveraged recapitalizations, management buyouts, and

management buy-ins of lower middle market companies in the U.S. valued at under $100 million.

Participated in 17 platform acquisitions and 39 add-on acquisitions representing over $130 million of

equity capital invested and over $400 million in combined transaction value.

Conducted, coordinated, and led extensive company, industry, competitive, legal, and financial due

diligence on new platform investments and add-on acquisitions, including company site visits,

preparation of investment memorandums, and building detailed valuation models for presentation to

FCP’s Investment Committee and potential cash flow lenders.

Planned and executed transaction, credit, and legal structuring, negotiation, and documentation for new

platform investments and add-on acquisitions.

Voted on all key investment decisions as a member of FCP’s Investment Committee.

Served on the board of directors of five portfolio companies.

Worked closely with portfolio company senior management teams to develop budgets, implement

strategic plans, and assess financing alternatives.

Produced quarterly investment review reports and quarterly and annual financial statements for review

by limited partners. Generated internal monthly portfolio company financial performance reports.

Recruited, managed, and mentored associates, analysts, and interns.

Developed offering memorandum and marketing materials for potential limited partners in the $150

million FCP Investors VI, L.P.

Education

University of Virginia, McIntire School of Commerce

Bachelor of Science in Commerce with Distinction, May 1998, GPA: 3.75



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