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Private Equity, Investment Banking, Financial Modeling

Location:
New York, NY
Posted:
October 23, 2023

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Resume:

Stephan Beauge

New York, NY *****

347-***-**** ad0kbc@r.postjobfree.com www.linkedin.com/in/stephan-beauge-6629b8160 Open to Relocation EXPERIENCE

New York, NY

July 2023 – August 2023

• Collaborated with a team of 7 to support raising $1.3B in discretionary assets from endowments and foundations; support team by cold calling CFOs & COOs, researching and streamlining high probability prospects in the acquisition process to source mandates from existing institutional clients

• Select Won Mandates:

o $68M TX-based law school endowment, created pitch book for prospect seeking new discretionary investment manager for additional operational support in endowment management and expertise o $220M TX-based community foundation seeking new OCIO relationship to increase allocation to private capital program allocation

LEADERSHIP

Black History Month Committee

Chair of Committee

Wilton, CT

January 2021 – July 2023

• Organized successful Black History Month conversation on celebration to engage and educate the community. Coordinated successful donation drives to raise $5,000 to benefit local Black-owned businesses

• Spearheaded efforts on Diversity Committee to increase intern pipeline to include diverse and inclusive sources, such as HBCUs and career-oriented organizations.

ADDITIONAL

Technical:

Languages:

Interests:

EDUCATION

Duke University

Bachelor of Science in Neuroscience

Durham, NC

August 2017 – May 2021

• Duke Bass Connections (Program applicant available to 1/1,000 applicants)

• Activities: Duke Investment Club, Duke Private Equity Club, Duke Woman's Basketball Manager, Intramural Basketball, SMART Tutor, Bass Connections Research BLK Capital Management, Corp Analyst Program

Healthcare Equity Research Analyst

Durham, NC

June 2017 – May 2021

• Participated in semester long college program covering fundamentals of value investing, financial modeling and equity research; covered 15 healthcare related stocks developing comprehensive industry research and analysis to identify key opportunities; developed reports detailing valuation (DCF, EV/EBITDA) and create financial modeling charts to monitor key undervalued healthcare stocks.

• Select Recommendations:

o Joint Corp (NAS: JYNT) an expanding franchiser of chiropractic clinic that operates on a cash-based model; created a full discounted cash flow model of JYNT and concluded undervalued by 50% Business Development Analyst June 2021 – June 2023 Commonfund Private Equity

Private Equity Secondaries Intern

• Assisted senior team members in conducting due diligence on over 10 potential LP & GP-led secondary market deals. Conducted research and analysis on various target companies, including financial statements analysis (i.e., DCF, EV/EBITDA), industry trends, and competitive landscape, to evaluate investment potential.

• Highlighted Deal Engagements:

o Project Island

Skillfully crafted a DCF valuation strategy for a prominent PE-backed French bakery enterprise seeking $50 million equity infusion; successfully identified an over-leveraged scenario based on industry median net Debt-to-EBITDA benchmarks.

o Project Wave

Drove the strategic analysis and valuation of a $5 million multi-asset LP-led secondary deal; Proficiently evaluated and assessed the intrinsic value of 7 distinct venture capital entities within the portfolio to forecast a 2.5x MOIC across the entire portfolio. Bloomberg, Capital IQ, Factset, Salesforce, Microsoft Excel, VBA, Excel, Training the Street Haitian Creole (fluent), French (conversational)

2012 OKC Thunder, The Dark Knight, The Intelligent Investor by Benjamin Graham (favorite book)



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