ROBERT DAVIS
******.*******@*****.*** +1-347-***-**** 525 W 28th Street, Apt. 1262 New York New York U.S.A. 10001 PROFESSIONAL & LEADERSHIP EXPERIENCE
Whitehaven Partners (New York, U.S.A.) 2016 – Present Growth Equity Senior Associate – Peterson Partners Portfolio Company www.petersonpartners.com
Late stage industrial mineral +$500mm development company located in the Dominican Republic, Cayman, and the US
Mining, Logistics and Manufacturing company that has raised $6.2mm in growth equity capital from Peterson Partners
Responsible for managing capital raising, finance, product development, engineering, logistics, HR, and IT work-streams
Seeking construction funding to build $100mm US based manufacturing facility and bring product to market by 2018 Fir Tree Partners (New York, U.S.A.) 2012 – 2016
Private Equity Associate – Titan Grove Holdings www.titangrove.com
Permanent capital vehicle focused on control-oriented strategic investments in middle market companies, employing an operationally engaged, value-oriented investment strategy to buy, build and hold growth equity and distressed platforms
First hire and only mid-level professional working directly with Jeff Tannenbaum and the Managing Partner to build-out the firm’s private equity investment platform in a highly entrepreneurial, and family-office oriented environment
Investment professional who sourced and evaluated acquisition opportunities, performed deal selection, conducted industry and detailed transaction due diligence, constructed detailed financial and operating models, drafted investment committee memos and strategic turnaround plans, management incentive plans, quarterbacked financial and legal third party advisors, coordinated transaction execution, and collaborated with portfolio company management teams Selected Transaction Experience:
SPower – $40mm Equitized Distressed Senior Secured Investment www.spower.com Invested 2013
Largest privately-held Independent Power Producer and utility-scale renewable energy project developers in the US
Initial DIP loan structure was equitized to acquire distressed solar project developer with over 700 MW project pipeline CIG Wireless – $44mm Participating Preferred Investment Invested 2013
Publicly traded independent owner and operator of wireless communications infrastructure assets in the US
Provided capital to complete the transformative acquisitions of three tower portfolios and recapitalize the business CIG Wireless (CIGW) – $150mm Sale to Vertical Bridge (50% IRR 2.0x MOIC) www.verticalbridge.com Exited 2015
Full transaction public to private sale process with go-shop period to a strategic acquirer Ironshore – $32mm Minority Investment Portfolio Management www.ironshore.com Exited 2015
Portfolio management of legacy private equity investment in start-up P&C insurer acquired by Fosun for $2.2bn Goldman, Sachs & Co. (New York, U.S.A.) 2008 - 2012 Investment Banking Associate – Industrials Group
Obtained broad transaction M&A, corporate finance, and restructuring experience within the diverse industrials industry
Constructed merger models, SOTP, DCF, LBO, Leveraged ESOP and NAV analyses to derive company valuation Investment Banking Analyst – High Yield Fixed Income Derivatives Group
Structured and executed fixed income derivative strategies to mitigate interest rate, foreign exchange and credit risk
Received an accelerated promotion from Analyst to Associate after working within the group for only two years Selected Transaction Experience:
High Yield Debt Restructuring – HD Supply $2.5bn Debt Restructuring (IFR 2012 Award Winner) Closed 2012
Investment Grade Bond Issuance – FedEx (FDX) $2.0bn Bond Issuance Closed 2012
Buy Side Advisory Transaction – Forestar (FOR) $146mm Acquisition of Credo Petroleum (CRED) Closed 2012
Sell Side Advisory Transaction – Ichor Systems $200mm Sponsor Sale to Francisco Partners Closed 2011
Collateralized Loan & CDS Trade – TXU $2.0bn Structured Loan Derivative Closed 2011 LEADER Project (Ethiopia, Haiti, India, Macedonia, Nepal, Russia, Serbia & Ukraine) 2006 – Present Advisory Board Co-Chairman & Former Executive Director www.leaderproject.com
Elected as first ever undergraduate student to lead and execute an economic development program that delivers a $60K entrepreneurial focused project to over 300 students across 8 universities in 4 continents globally each year
Launched sustainable endowment fund in 2008 with $50,000 and have overseen its growth to over $130,000 presently EDUCATION
The Richard Ivey School of Business at the University of Western Ontario (London, Canada) 2004 – 2008 Bachelor of Arts – Honours Business Administration Degree (Psychology Minor Track)
Dean’s Honour List: 2004-2008, Ivey Scholar, Pre-accepted to Ivey from high school, GPA: 3.9/4.0
Peer selected as the JJ Wettlaufer Award for community involvement; Fred W.P. Jones Finance Award for highest marks