AS

Andrew Smith

Principal at Oak HC/FT

San Francisco Bay Area

Invests in

  • Min Investment:

    $5,000,000.00
  • Max Investment:

    $50,000,000.00
  • Target Investment:

    $25,000,000.00

Skills

Investment Banking
Bloomberg
Valuation
Financial Modeling
Corporate Finance
Equity Research
Accounting
Marketing
Nonprofits
Venture Capital

Education

Work Experience

  • Principal

    2017

  • Associate

    2015 - 2017

    Provide deal sourcing, partner company operational support, and investment execution.

2013 - 2015

  • Analyst

    2013 - 2015

    •Create financial models to evaluate potential acquisition opportunities and financing alternatives for healthcare services, life sciences and medical device and diagnostics companies •Prepare materials for client discussions, including detailed market and sector updates •Provide LBO, DCF, comparable company, merger consequences and precedent transaction analyses to value potential targets