Sales Management

Patrick Robey

*** ***** *** **, ***. ***, Grand Rapids, MI ● Mobile: 517-***-**** ● *******.*.*****@*****.***

EXPERIENCE

September 2013 – Present

Blackford Capital, Grand Rapids, MI

Analyst, Transaction Team Division

Manage or are intricately involved in each step of multiple middle-market transactions, including IOI stage due diligence, financial

modeling, offering memorandum drafting, and other third party, legal and financial due diligence

Examine industry trends, reports, and data while creating in -depth industry reports for potential investment opportunities

Support portfolio companies through add-on acquisitions, industry analytics, sales strategy research, and other operational support

Managing an extensive investment pipeline of transactions in all stages of the deal process

Selected Transactions

$50 Million Platform Investment in $50M/$12M Revenue/EBITDA Manufacturer of Tube and Hose Assemblies

o Constructed detailed financial model and promotional materials; assisted in third party diligence management

o Developed creative deal and financing structure in order to both meet seller’s requirements and still finance the acquisition

$35 Million Merger of current portfolio company with $40M/$2M Revenue/EBITDA Thermoplastic Composites Manufacturer

o Constructed detailed financial model and other promotional materials; managed all third party diligence

o Established complex legal structure in order to accommodate the merger and recapitalize previous investors

$5 Million Pending Platform Investment in $26M/$1M Revenue/EBITDA Book Manufacturer

o Managed all aspects of the deal process from promotional materials to third party diligence to legal documentation

o Upon target financial performance issues, worked with sellers to successfully recut the transaction creating a very attractive price

and structure for Blackford

Highlighted Portfolio Company Operational Support

Developed competitor sales analysis in order to help a portfolio company successfully seize top competitor sales representatives

Built an in depth industry analysis to illustrate which geographic regions a portfolio company should pursue in order to grow

Constructed detailed quoting model to assist a portfolio company with its quoting process and effectively decreased each quote from

90-120 minutes to 15-25 minutes

Equity Raising Support Activities

Developed an in-depth equity raising process and outreach strategy to support Blackford’s efforts to raise Michigan Prosperity Fund II

Prepare several marketing documents for current and prospective limited partners such as fund overview material, legal

documentation, investor filings, realized and unrealized returns analyses as well as other similar investor materials

May 2013 – August 2013

J.P. Morgan Asset Management, Bloomfield Hills, MI

Analyst, Private Bank

Supported investment solutions team by conducting equities research, investment portfolio analysis, and other investment research

Developed customized financial strategies for existing and prospective clients, whose investable assets totaled between $5-100 million

Lead and completed an in depth investment analysis and presentation to a large private bank client featuring $100M+ of investable assets

May 2012 – May 2013

Bank of Holland, Holland, MI

Credit Analyst, Credit Department

Examined company financials to determine eligibility for loans; loan amounts r anged from $50k to $5.5 million

Evaluated commercial and residential real estate with values between $50k and $10 million in order to determine collateral value for loans

LEADERSHIP ACTIVITIES

January 2013 – December 2014

Business Club, President

September 2013 – April 2014

Hope Republicans, Treasurer/President

ACG West Michigan Undergraduate Valuation Competition, Finalist February 2014

Other Honors and Activities

Co-Founder – Markets & Morality Economic Initiative Dean’s List – five semesters

Steve M. Kupres Business Leadership Award Hope College Basketball Team

Student Congress – Board of Appropriations

Tutor – Public Finance

EDUCATION

Hope College – Holland, MI

Bachelor of Arts, Management and Economics

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