Ted Holzman

Board Member

2022

Chief Financial Officer

2021

Board Observer

2023

Managing Director

2013 - 2021

• Work directly with a co-founder of Home Depot analyzing investment opportunities for his multi-billion dollar family office • Portfolio Manager for the family office investing in public equities • Pursue investments in impactful and high growth opportunities via daily meetings with both public and private companies who are seeking capital • Lead and execute core responsibilities across the entire life cycle of an investment, including deal generation, deal execution, portfolio management oversight, and ultimately investment realization • Guide prospective investments through Invemed’s investment process • Lead research driven investment thesis formation for both public and private investments • Provide investment analysis, financial due diligence, and structure deal terms for multi-million dollar venture capital investments • Develop detailed valuation and business operating models • Engage and build relationships with sell side analysts and senior management teams • Support portfolio companies through the development of business plans and strategic initiatives, including mergers and acquisitions and capital raises • Monitor and report on investment performance • Responsible for deal process and restructuring of a portfolio company in the medical technology space • Responsible for the strategy and oversight of a commercial real estate building

Principal

2012 - 2013

• Conducted research and created financial models for the portfolio manager • Provided in depth research, analysis, and structured deal terms for private equity investments • Created financial valuation models using multiple techniques including: discounted cash flow, comparable companies, and precedent transactions to assist in evaluating investment opportunities • Coordinated the restructuring of a grocery store • Created additional value in the portfolio through the sale of weekly equity options

Vice President

2008 - 2012

• Worked under a partner and head of the broker-dealer equity research group • Coverage included the publicly traded investment banks, money center banks, and trust banks • With an award winning team conducted research and analysis to produce research reports on companies under coverage, which were distributed for investment guidance to institutional investors globally • Built and maintained extensive earnings and balance sheet models on publicly traded companies in the capital markets space • Provided quantitative analyses to identify both company specific and industry trends • Created and maintained marketing presentations with the purpose of clearly articulating research ideas to clients • Established earnings estimates, price targets, and investment ratings • Built and maintained relationships with industry contacts • Communicated real time information directly to trading desks, institutional clients, a sales force, and company management in a time sensitive environment • Promoted to Vice President in January 2010

Summer Analyst

2005 - 2005

• Performed valuation analyses including industry research, discounted cash flow, comparable companies, and precedent transactions for pitch books and live merger and acquisition opportunities • Interacted with bankers, economists, and politicians brought for presentations as part of the internship program

Summer Analyst

2004 - 2004

• Conducted research and financial modeling directly for the portfolio manager in a $1 billion equity hedge fund • Responsible for reviewing daily institutional research and identifying the most relevant reports