Vice President of M&A

Martin T. Pick

***********@*****.*** www.linkedin.com/in/marty-pick 515-***-****

Accomplished M&A Leader and Investment Manager

Summary

Experienced M&A professional with expertise in leading all aspects of buy-side and sell-side M&A processes, as well as debt financing. Skilled in portfolio and investment management for operating companies. Passionate about leading teams and driving projects to successful completion. Highly productive in a competitive yet collaborative environment that fosters teamwork to achieve shared goals.

• Mergers & Acquisitions • Business Development • Project Management

• Portfolio Management • Debt Financing • Financial Analysis Professional Experience

Self Employed Durham, NC

M&A Advisory September 2024 – Present

• Provided M&A advisory services to small business owners, guiding them through the sale process, including business valuation, financial analysis, and preparation for potential buyers.

• Created detailed investment memos and pitch decks to present to prospective buyers, highlighting key financial and operational metrics.

Milestone Education Remote

VP of Development February 2024 – August 2024

• Oversaw the M&A process from target identification all the way to funding and closing of the transaction for a startup fund

• Initiated 15 new opportunities in 6 months totaling over $40 million of added value to the firm

• Reviewed and updated the firm’s due diligence process to make it more efficient improving the due diligence review period by 15 days

• Underwrote over 100 deals to be reviewed internally by the investment committee

• Created intricate financial models for 3rd party lenders to fund operational and real estate transactions

SixSails Durham, NC

Chief of Staff April 2019 – February 2024

• Managed a portfolio of +20 operating companies with $200M in revenue and $20M in EBITDA with a CAGR of 5% for revenue and 12% for EBITDA

• Operated as Interim-CEO and Interim-CFO for 3 different operating companies where a leadership change happened and lead recruitment for new leaders

• Implemented financial planning & analysis reporting package for all operating companies to help standardize monthly financial review while creating financial dashboards

• Reviewed and approved payroll and AP runs for operating companies to ensure timely and effective payment while managing operating cash for businesses daily

• Supervised commercial banking relationships with 3 different banks for all operating companies and conducted constant transaction reviews with treasury team

• Oversaw 3 relationships with 3rd party lenders to confirm compliancy on financial covenants and reporting

SixSails Durham, NC

VP of M&A January 2018 – April 2019

• Led 5 sell-side deal processes to divest operating companies with deal sizes between $20M to $50M in numerous industries including Corporate Social Responsibility, Market Research, and Healthcare Compliance

• Reviewed over 15 buy-side M&A opportunities with business unit leaders to assess investment opportunities and inorganic growth in various industries

• Presented to investment committee at ultimate parent company to make financial and investment decisions to create strategic plans for all operating companies for over 15 deals

• Closed 3 separate 3rd party debt financing deals generating over $25M of additional cash flow SixSails Durham, NC

M&A Associate April 2015 – January 2018

• Directed all parts of M&A process for 4 different portfolios including target identification, pro forma analysis, deal structuring and negotiation, due diligence, legal document review, cash flow projections, and deal closing/funding

• Oversaw a team of 5 Associates on projects across various portfolios, focusing on industries including Healthcare, Finance, and Corporate Social Responsibility

• Initiated and completed over 20 acquisitions, totaling valuations of $466M, revenue of $240M, and Pro-Forma EBITDA of $49.6M

• Analyzed corporate development of M&A team to work with new hires during onboarding and implemented process innovation to expand M&A team from 3 to 9 countries SixSails Durham, NC

M&A Analyst February 2014 – April 2015

• Sourced over 100 buy-side acquisition targets and lead process until execution of an LOI

• Built financial models with a global team and performed valuation analyses on over 100 acquisition targets using various methodologies such as discounted cash flow and comparable company analysis

• Prepared investment memos and LOIs to be presented to investment committee for over 25 deals

• Completed 4 acquisitions in healthcare software space totaling valuations of $56M, revenue of

$26M, and Pro-Forma EBITDA of $8M

• Conducted market research on 4 specific industries to understand opportunity for investment Education

UNIVERSITY OF NORTH CAROLINA, Kenan-Flagler Business School Chapel Hill, NC Master of Business Administration (MBA), Executive Program October 2020 UNIVERSITY OF IOWA, Henry B. Tippie College of Business Iowa City, IA Bachelor of Business Administration, Finance & Marketing December 2013

Contact this candidate