Private Equity Analyst

XAVIER ROBERTSON TANNER

New York, NY M: 615-***-**** linkedin.com/in/xaviertanner Email: *.*.******@*******.*** PROFESSIONAL EXPERIENCE

Dioun Health New York, NY

Private Equity Analyst January 2025 – Present

• Primary point of contact for acquisition prospects; leads initial conversations, relationship management, and pre-LOI diligence

• Coordinates drafting and distribution of key documents, including executive summaries, NDAs, and LOIs; manages timelines for signatures and negotiations

• Leads ongoing communication and follow-up efforts with prospective sellers, ensuring consistent pipeline momentum

• Collects and organizes seller-provided documentation, including P&Ls, tax returns, and operational data, for pre-modeling evaluation and deal screening

• Works with investment team and President to prioritize targets, track pipeline status, and synthesize findings into weekly internal reports and pipeline calls

• Helps refine sourcing strategy, identifying bottlenecks in conversations, and recommending improvements to outreach cadence and pitch positioning

• Builds models for potential deals and presents findings in weekly internal IC/analyst meetings to support acquisition decisions Delonia Software Madrid, Spain

Financial Data Analyst Intern June 2023 – August 2023

• Analyzed UK mobile insurance sales, identifying cross-sell opportunities driving $70K+ monthly revenue potential

• Built Excel-based premium optimization model by device type, improving pricing strategy for firm's largest client

• Led AI workflow project that enhanced internal training and deliverable production for non-English-speaking teams Freightwise, LLC Brentwood, TN

Data Consolidation and Operations Intern August 2023 – October 2023

• Consolidated 450+ client profiles from a $100MM acquisition; created a unified Excel dashboard for portfolio categorization

• Analyzed client investment data to support retention strategy and identify high-value accounts post-acquisition NDI, LLC Nashville, TN

Independent Data Sales Contractor June 2018 – August 2018

• Built and sold location data sets to Hopper and Expedia; earned $1K+ per market through geo-targeted data monetization

• Leveraged proprietary software to identify high-value regions and validate geo-code accuracy across global markets LEADERSHIP & ACTIVITIES

University of Alabama AAU Div. 1 Hockey Team Tuscaloosa, AL Student-Athlete (Starter) September 2022 – May 2024

• Played key role on #9 and #11 nationally ranked teams Theta Chi Fraternity – Alpha Phi Chapter Tuscaloosa, AL Assistant Recruitment Chair June 2022 – May 2024

• Managed 5-figure budget

Father Ryan Varsity Hockey Team Nashville, TN

Captain September 2016 – May 2020

• Elected by teammates and coaches

EDUCATION

The University of Alabama Tuscaloosa, AL

Bachelor of Science, Consumer Sciences Minor: Business Graduated, May 2024

• Achievements & Honors: Deans List, Fall 2020 (3.94 GPA); ACT: 34

• Accepted into Culverhouse College of Business as a Finance major before transitioning to the College of HES to pursue a Consumer Sciences degree. The comprehensive four-year program focused on building business acumen and consumer behavior awareness through rigorous coursework and weekly presentations at the University of Alabama

• Relevant Coursework: Statistical Data Analysis, Financial Spreadsheets, Honors Accounting, Honors Micro/Macro economics

• Activities:/Involvement: Hockey Club Starter (AAU Division 1), Theta Chi Fraternity – Alpha Phi Chapter (Asst. Rush Chair) SKILLS/INTERESTS

Computer Skills: MS Excel, Word, and PowerPoint; Adobe CC; conducted AI research in-class at UA and during Delonia internship Interests: Golf, exercise, foreign cultures, market trends, Tennessee Titans, Alabama Crimson Tide, trying new things,

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