Roman Leifer
roman.leifer.wg12@wharton.upenn.edu University of Toronto, Toronto, ON B.A.S., High Distinction, Engineering Science with concentration in Electrical Engineering, 2007
Oscar Lin
oscar.lin.wg12@
wharton.upenn.edu University of British Columbia, Vancouver, BC B.A., Biochemistry, 2005 University of Toronto, Toronto, ON Master of Biotechnology, 2007
Gillian L. Marcott
gillian.marcott.wg12@
wharton.upenn.edu University of Virginia, McIntire School of Commerce, Charlottesville, VA B.S., Beta Gamma Sigma, Commerce, with Finance and Marketing Concentrations, 2005
An opportunity in principal investing.
CPPIB, Toronto, Canada Summer Associate, Summer 2010 Evaluated $100M-$1B Private Investments in Public Equity (PIPEs). Conducted in-depth due diligence on a potential $500M PIPE to enable a transformational international acquisi- tion in the engineering and construc- tion sector. Developed business plan and evaluated deal economics for the Maple consortium’s bid to acquire the Toronto Stock Exchange (TSX) for $3.8B. Led CPPIB team’s emerging markets strategy for investments in Asia and Latin America.
Oliver Wyman, Toronto, Canada Consultant, 2009-2010 Analyst, 2007-2009 Developed strategies for global firms and conducted commercial diligence to support transactions by both private equity and strategic investors. Advised a top pharmaceutical company on in-licensing and acquisitions and developed the intellectual capital into a licensing platform. Managed the divestiture of the defense division of a leader in global logistics; worked with the CFO to create a detailed financial model and coordinated the transac- tion process. Conducted diligence on a $300M energy services company with over 20 lines of business for a PE investor.
Value investing across the healthcare sector in domestic and international public equities.
Earnest Partners, Atlanta, GA Investment Intern, Summer 2011 Analysed equities and served as member of investment committee. Recommended shorting Conmed (CNMD) against bullish surgery volume rebound; stock subsequently fell 16% on Q2 miss. Recommended long positions in global pharma and CPG on variant perception to Street views; correction expected in 12 months with 30-40% returns. Researched Becton Dickinson and identified upside in pharmaceutical systems and diagnos- tics segments, culminating in firm tak- ing sizable position. Researched names in healthcare REIT, hospitals, and CPG.
Nycomed, Oakville, ON Business Development Manager, 2007-2010 Originated and executed in-licensing deals, closing 3 deals and conducting due diligence on 10. Proposed and implemented oncology palliative care business, estimated to generate $30M annually. Sourced $250M cross-border partnership and co-led negotiation to final term sheet. Served as product manager for allergy vaccine. Received Top 1% rating in 2008 and 2009.
GlaxoSmithKline, Oakville, ON Business Operations Associate Intern, 2006-2007 Implemented operational excellence program, developed lean sigma project management office, and created balanced scorecard.
An opportunity to help identify and drive long term value for healthcare services businesses.
Medco Health Solutions, Franklin Lakes, NJ Summer Associate, Summer 2011 Analyzed purchase, prescription, and other demographic data to identify highest value group of customers for the Medco Health Store. Led strategic growth initiative targeting diabetic patients and formulated recommenda- tions on pricing, products and market- ing to increase revenue and profit margins. Presented findings to group leaders, leading to planned launch of diabetes CRM program.
Intellectual Ventures, Bellevue, WA Analyst, 2009-2010 Intellectual Ventures is a $5B fund that creates, acquires, and licenses technol- ogy inventions. Built 15+ acquisition models to determine bid values for target portfolios. Created business plans for key initiatives, forecasted group revenues and operating budgets, and defined group and client strategy. Researched 5 target industries and identified new areas for investment.
Jefferies & Company, New York, NY Investment Banking Associate/Analyst, Healthcare Group, 2005-2008 Executed M&A and financing transac- tions for companies across the health- care industry. Performed complex valuations, interacted directly with clients and managed due diligence processes. Participated in Jefferies Finance rotation, focusing on credit analysis, underwriting and syndicating senior loans.
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