Aakash Patel

Bachelor's

Accounting

Finance

Edgemont Capital Partners

Investment Banking Senior Analyst

- Third Year Analyst with a track record of successfully executing several buy-side and sell-side M&A transactions, totaling $100+ million of enterprise value within the healthcare services industry - Build operating models and valuation analyses to analyze the implications of various operating scenarios, economic trends, industry dynamics and capital structures on existing and prospective clients - Construct presentations for clients providing financial and strategic advice that addresses company-specific concerns, including M&A opportunities - Selected Transaction Experience - Exclusive financial advisor to True Dermatology in its partnership with Aqua Dermatology (jointly owned by Gryphon Investors and GTCR - Built financial model to analyze and assess valuation ranges and implied multiples by sensitizing and forecasting operating performance (revenue, EBITDA and FCF) and exit assumptions (multiple, time period and buyer's costs of capital - Participated in negotiations of key transaction terms including purchase price, earnouts, exclusivity, and working capital pegs - Oversaw first-year analyst's work product including the creation of marketing materials (CIM & Teaser), financial data packs and data room - Exclusive financial advisor for Early Autism Services' carveout and Autism Learning Collaborative's sale to Apara Autism Center (majority owned by Havencrest Capital Management - Analyzed IOI and LOI deal terms to create comprehensive waterfall models and summaries to assess different outcomes of the return of proceeds to the existing shareholder base - Created and managed the distribution of marketing materials and NDAs to prospective acquirers while being point-of-contact for diligence queries - Other select transaction experience: Clinical research services company (ongoing sell-side M&A under LOI), MedTech consulting company (ongoing sell-side M&A under LOI), Physician services company (ongoing sell-side M&A under LOI - Produced football fields and valuation support via DCF & LBO models, comparable transactions, and precedent transactions to highlight valuation - Identified, tiered and managed outreach to the most logical strategics, PE-backed strategics and financial sponsors in order to maximize value