Zachary Koenig

•Ran deal model and tracked key diligence issues, playing key role in the closing of the $1 billion acquisition of Lumara Health, the $700 million acquisition of Cord Blood Registry, and the Velo Bio option deal. •Interfaced with target companies, internal company management, and bankers. •Developed financial models and product forecasts to create a business case for deal opportunities. •Profiled companies and conducted industry research for the purpose of compiling an initial assessment. •Presented projects to senior management and answered key diligence questions, facilitated initial kickoff meetings and diligence check-in meetings. •Completed deal updates and company strategy slides presented to the Board of Directors.

•Contributed to over 50 pitches and over 30 active deals through the creation of buyer lists, buyer profiles, industry research, comp valuations, and buyer outreach. •Sourced and qualified 100s of new strategic and private equity buyers and maintained relationships with them to better match their criteria with Provident deal flow. •Ran and organized buyer calls and attended buyer meetings with clients through the signing of an LOI. •Interacted directly with clients to facilitate answering preliminary questions and to provide feedback. •Produced research reports in multiple healthcare verticals, including: behavioral health, distribution, RCM/HIT, CROs, medical vehicle manufacturing, and outsourced services. •Attended several Association of Corporate Growth meetings in Boston and discussed M&A opportunities with private equity groups.

• Created lists of over 500 potential clients in Israel, over 40 potential financial buyers, and over 500 strategic buyers by utilizing Capital IQ. • Received training and achieved an “A” on tests of: box profiles, financial statements, public comps, M&A precedents, discounted cash flows, summary valuations, buyout modeling, and cap table/waterfall analysis. • Attended deal update meetings, client meetings, WebEx meetings, and pitches. • Prepared pitches, management presentations, financial models, and valuation materials for use in live deals.

• Researched relevant comps and transactions in the energy, manufacturing, and media industries. • Advised an energy company on sale of business; prepared pitch documents; developed list of buyers; contacted more than 300 companies with 10% signing an NDA; received six indications of interest. • Developed investment theses for takeover targets, focus on $40M, $20M, and $5M revenue-generating media B2B magazine companies. • Performed in-depth financial analysis and comprehensive valuations to determine equity distributions to new investors for a vending machine manufacturer startup and multiple parenting media publications.

• Conducted buy-side search for a large international company yielding 50 investment opportunities for the company to expand into renewable energy. • Assisted senior team members in creating marketing materials for sell-side deals, such as teasers and confidential descriptive memoranda. • Pioneered use of Salesforce.com database; established Vertical Response mass mail system; provided assistance and training in Salesforce.com and Vertical Response for all employees. • Evaluated qualifications and suitability of potential buyers for sell-side deals by speaking with interested managers and business owners.