Samantha E. Avila samantha.avila.wg10@wharton.upenn.edu


University of Oregon, Eugene, OR B.S., Magna Cum Laude, Accounting, 1999


J. Grant Bechtold grant.bechtold.wg10@wharton.upenn.edu


University of California – Los Angeles, Los Angeles, CA B.S., Psychobiology, 2002


Brian S. Berkin brian.berkin.wg10@wharton.upenn.edu


University of Michigan, Ann Arbor, MI B.B.A. with Distinction, Finance and Accounting, 2002


Expand access to medical devices in emerging and developed markets.


Medtronic, Inc., Minneapolis, MN Market Development Summer Associate, Summer 2009


Evaluated market opportunity for implantable device patient management software in China. Conducted field interviews with KOLs, physicians and local software vendors to understand customer expectations, market adoption, product pricing and support require- ments. Created toolkit to analyze and prioritize product’s expansion into additional international markets.


Lighthouse Capital Partners LLP, Menlo Park, CA


Life Sciences Associate, 2007-2008 Life Sciences Investment Analyst, 2004-2007 Senior Fund Accountant, 2002-2004 Co-sponsored investments of $100M and $130M during 2007 and 2006 respectively as a member of an 8-person investment team. Actively managed portfolio of 20 medical device and biotechnology companies spanning 3 venture funds. Completed due diligence for promising opportunities by connecting with senior management teams, venture capitalists and industry experts.


KPMG, LLP, Sacramento, CA Senior Audit Associate, 2001-2002 Directed staff of 4 on the audit of a publicly traded specialty retailer with revenues exceeding $1B.


PricewaterhouseCoopers, LLP, San Jose, CA


Audit Associate, 2000-2001


A financial leadership role in the health care industry.


Onyx Pharmaceuticals, Emeryville, CA Intern, Financial Planning and Analysis, Summer 2009


Researched 20 comparable companies to develop benchmarks for valuation multiples, margins, operating expenses, cash balances and WACC used by Executive Committee in strategic plan financial model. Analyzed market reactions to biopharmaceutical M&A and licensing transactions. Modeled cash flow projections and provided valuation predictions across corporate development scenarios. Compared Onyx valuation methodologies across analyst models and provided recom- mendations to CFO for communicating value.


Triage Consulting Group, San Francisco, CA


Senior Associate, 2003-2008


Managed 6 hospital reimbursement review projects and identified revenue cycle inefficiencies leading to recovery of $15M in unrealized managed care revenue. Developed project plans, set profitability and resource allocation goals, and assisted contracting staff with health plan negotiations. Supervised, trained and guided professional development of 25 Associates. Selected to Knowledge Group Leadership Committee, serving as Transplant reimbursement expert.


University of California – Los Angeles Los Angeles, CA Emergency Medical Technician, 2000-2003 Provided 911 response ambulance services near UCLA Campus. Led training sessions, evaluated staff and participated in program development sessions with Medical Director.


An opportunity at a healthcare-focused private equity firm.


Sterling Partners, Chicago, IL Summer Associate, Summer 2009 Evaluated investments across allied health education industry, entering letters of intent for multiple platforms after meeting with management teams and conducting due diligence. Presented diagnostic lab services roll-up investment opportunity to internal approval committee. Delivered 100-day plan for acquisition of consumer product company to implement new management’s operating strategy.


RoundTable Healthcare Partners, Lake Forest, IL Associate, 2006-2008


Managed all aspects of investment process: evaluated acquisition candi- dates, performed valuation analyses, coordinated due diligence activities, wrote investment committee memo- randa, structured transactions and negotiated term sheets. Actively man- aged portfolio companies: monitored financial results and liquidity, worked closely with management to develop strategic plans, evaluated add-ons and raised follow-on capital.


Credit Suisse First Boston, Chicago, IL Analyst, 2003-2006


Involved in all phases of transaction process including financial modeling, due diligence and deal execution. Developed extensive transaction experience evaluating M&A transactions, leveraged buyouts, refinancings and IPOs in global industries.


Bear, Stearns & Co., Chicago, IL Analyst, 2002-2003


Supported M&A and financing trans- actions for food and drug retail com- panies.


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