1 mike shur resume

1
MICHAEL SHUR www.linkedin.com/in/mikeshurpdx EDUCATION Address 736 SW Norman Ct, Gresham, OR 97080 ROCHESTER INSTITUTE OF TECHNOLOGY – Rochester, NY Mobile 917.597.2778 Email [email protected] B.S. in Business Administration; Finance major / Economics minor ADDITIONAL INFORMATION & INTERESTS Conversational Russian fluency; interests include adventure travel & exploration, ancient civilizations, reading, and hiking FINANCIAL PROFESSIONAL. TACTICAL STRATEGIST. I-BANKER. ENTREPRENEURIAL MARKETER. PROBLEM SOLVER. MANAGEMENT CONSULTANT. I excel at time-sensitive, quick-ramping value projects and operational efficiency. My strongest attribute is doing the most with the least. A natural leader, I thrive along-side self-motivated teams and working collaboratively. I launched two startups, driving them both to positive revenue with bare resources. My passion to find simple solutions for complex problems is complemented by my broad, deep strategy & business background, bridging consumer products, marketing, digital media, product design, finance, sales, logistics and operations. Creatively analytical, I deliver fast, meaningful results to today’s market leading enterprises by leveraging upon my experiences serving startups, growth companies, SMBs, and large private firms. EXPERTISE & SPECIALIZATION Online marketing, financial analysis, investment banking, marketing strategy & business development, corporate finance & strategic planning, financial planning & analysis, credit analysis, start-up consulting & entrepreneurship, digital & social media strategy, logistics and operations implementation. 10+ years corporate finance, investment banking, private equity and venture investing, corporate & business development, including corporate ventures & strategic investments, as well as startup operations; industries served include but not limited to business services, eCommerce, healthcare, technology & software, sustainability, consumer goods and products, food & beverage, and lifestyle Experienced in varied and complex, time-sensitive and detail-oriented projects for public and private company clients with strong capabilities in growth oriented strategy consulting, marketing and brand positioning, leadership & team-building, mentorship & communication Financial advisory, business & corporate development, mergers & acquisitions, licensings, partnerships & collaborations, strategy development & execution, buy- and sell-side corporate advisory, business valuation, and capital raising execution for early-stage & middle-market companies Extensive technical and business writing; credit & financial statement analysis; financial planning & analysis, Excel modeling including, forecasting, budgeting, merger analysis, accretion / dilution, DCF and LBO; fundamental and relative valuation; and portfolio analysis Robust Microsoft Office: Excel, Powerpoint, Word, Access and Outlook, various financial databases & platforms, and CRM, ERP systems PROFESSIONAL EXPERIENCE MANAGING PARTNER – STRATEGIC CONSULTING November 2009 – Present KAPOOSTA PARTNERS LLC – Portland, OR Strategic advisory & virtual consultancy practice for lifestyle consumer brands in food, drink, CPG, fitness & wellness spaces. Launched firm, scouted & secured talent, procured clients, inked partnerships, formed strategy, and executed client deliverables. CEO & FOUNDER – ECOMMERCE STARTUP January 2010 – Present SHURKY JURKY INC – Portland, OR Wellness brand revolutionizing sustainable snacks supportive of local farmers & ranchers fueling active & healthy lifestyles. Incepted idea, developed product, created & executed branding, self-funded & raised angel capital, sourced and formed strategic production relationships, secured national & local distribution, and increased sales 5x YoY SENIOR ASSOCIATE – BUSINESS AND CORPORATE DEVELOPMENT May 2012 – October 2012 CAMBIA HEALTH SOLUTIONS – Portland, OR (Direct Health Solutions, counterpart division to Regence BlueCross BlueShield) Non-profit health services company offering wellness and insurance solutions in the Pacific NW. Direct Health Solutions is the VC arm. Vetted / analyzed innovative direct investment and acquisition opportunities in healthcare focused on consumer and provider enabled high- tech solutions including HCIT, mHealth / telehealth, personalized medicine, accountable care, data analytics, direct primary care, and wellness Assessed strategic options and implemented strategic initiatives for portfolio companies; performed deep dive market research and competitive intelligence for new investment considerations; liaised with cross-departmental executives on internal initiatives and projects ASSOCIATE – HEALTHCARE INVESTMENT BANKING September 2010 – April 2012 MORGAN JOSEPH TRIARTISAN – New York, NY Full-service investment banking firm serving middle-market companies in healthcare, technology, media, consumer and industrial industries. Independently assisted senior professionals on advisory and financing initiatives for technology, life science, HCIT and healthcare service companies, with focus on M&A and strategic alternatives, including licensing transactions, partnerships and collaborations, and financing transactions involving private placements and public offerings, as well as advisory assignments Managed and provided transaction execution processes support for live deals; executed deal sourcing opportunities by pursuing new client relationships; oversaw capital markets database; managed analysts on mandates and projects; hired and mentored graduate intern associates ANALYST – HEALTHCARE INVESTMENT BANKING March 2007 – November 2009 SUSQUEHANNA INTERNATIONAL GROUP – New York, NY Healthcare Investment Banking Group provided advisory services to life science, medical technology and healthcare service companies. Public offerings and strategic M&A mandates for biotechnology, specialty pharmaceutical and medical technology/device companies; assisted senior team members in evaluating clients’ corporate finance needs, offering solutions reflecting industry and capital markets conditions; robust financial modeling, preparation of analyses and presentations for equity offerings, and M&A advisories Developed strategic ideas for prospects; conducted due diligence, generated industry overviews, prepared board and roadshow presentations, and internal committee memos; developed engagement pitches to client BODs & executive leadership ANALYST – MERGERS & ACQUISITIONS March 2006 – March 2007 RJ EASTON – New York, NY Boutique M&A advisory firm serving companies in technology, distribution, consumer products, financial and mortgage industries. Supported senior professionals on pitches and client engagements; interfaced with managing owners on mandates for web lead-generation, financial software, advertising and digital imaging, home goods, and commercial equipment companies; managed firm’s IT services

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Page 1: 1 MIKE SHUR Resume

MICHAEL SHUR www.linkedin.com/in/mikeshurpdx EDUCATION

Address 736 SW Norman Ct, Gresham, OR 97080 ROCHESTER INSTITUTE OF TECHNOLOGY – Rochester, NY

Mobile 917.597.2778 � Email [email protected] B.S. in Business Administration; Finance major / Economics minor

ADDITIONAL INFORMATION & INTERESTS

• Conversational Russian fluency; interests include adventure travel & exploration, ancient civilizations, reading, and hiking

FINANCIAL PROFESSIONAL. TACTICAL STRATEGIST. I-BANKER. ENTREPRENEURIAL MARKETER. PROBLEM SOLVER. MANAGEMENT CONSULTANT.

I excel at time-sensitive, quick-ramping value projects and operational efficiency. My strongest attribute is doing the most with the least. A natural

leader, I thrive along-side self-motivated teams and working collaboratively. I launched two startups, driving them both to positive revenue with bare

resources. My passion to find simple solutions for complex problems is complemented by my broad, deep strategy & business background, bridging

consumer products, marketing, digital media, product design, finance, sales, logistics and operations. Creatively analytical, I deliver fast, meaningful

results to today’s market leading enterprises by leveraging upon my experiences serving startups, growth companies, SMBs, and large private firms.

EXPERTISE & SPECIALIZATION

Online marketing, financial analysis, investment banking, marketing strategy & business development, corporate finance & strategic planning, financial

planning & analysis, credit analysis, start-up consulting & entrepreneurship, digital & social media strategy, logistics and operations implementation.

• 10+ years corporate finance, investment banking, private equity and venture investing, corporate & business development, including corporate

ventures & strategic investments, as well as startup operations; industries served include but not limited to business services, eCommerce,

healthcare, technology & software, sustainability, consumer goods and products, food & beverage, and lifestyle

• Experienced in varied and complex, time-sensitive and detail-oriented projects for public and private company clients with strong capabilities in

growth oriented strategy consulting, marketing and brand positioning, leadership & team-building, mentorship & communication

• Financial advisory, business & corporate development, mergers & acquisitions, licensings, partnerships & collaborations, strategy development &

execution, buy- and sell-side corporate advisory, business valuation, and capital raising execution for early-stage & middle-market companies

• Extensive technical and business writing; credit & financial statement analysis; financial planning & analysis, Excel modeling including, forecasting,

budgeting, merger analysis, accretion / dilution, DCF and LBO; fundamental and relative valuation; and portfolio analysis

• Robust Microsoft Office: Excel, Powerpoint, Word, Access and Outlook, various financial databases & platforms, and CRM, ERP systems

PROFESSIONAL EXPERIENCE

MANAGING PARTNER – STRATEGIC CONSULTING November 2009 – Present

KAPOOSTA PARTNERS LLC – Portland, OR

Strategic advisory & virtual consultancy practice for lifestyle consumer brands in food, drink, CPG, fitness & wellness spaces.

• Launched firm, scouted & secured talent, procured clients, inked partnerships, formed strategy, and executed client deliverables.

CEO & FOUNDER – ECOMMERCE STARTUP January 2010 – Present

SHURKY JURKY INC – Portland, OR

Wellness brand revolutionizing sustainable snacks supportive of local farmers & ranchers fueling active & healthy lifestyles.

• Incepted idea, developed product, created & executed branding, self-funded & raised angel capital, sourced and formed strategic production

relationships, secured national & local distribution, and increased sales 5x YoY

SENIOR ASSOCIATE – BUSINESS AND CORPORATE DEVELOPMENT May 2012 – October 2012

CAMBIA HEALTH SOLUTIONS – Portland, OR (Direct Health Solutions, counterpart division to Regence BlueCross BlueShield)

Non-profit health services company offering wellness and insurance solutions in the Pacific NW. Direct Health Solutions is the VC arm.

• Vetted / analyzed innovative direct investment and acquisition opportunities in healthcare focused on consumer and provider enabled high-

tech solutions including HCIT, mHealth / telehealth, personalized medicine, accountable care, data analytics, direct primary care, and wellness

• Assessed strategic options and implemented strategic initiatives for portfolio companies; performed deep dive market research and

competitive intelligence for new investment considerations; liaised with cross-departmental executives on internal initiatives and projects

ASSOCIATE – HEALTHCARE INVESTMENT BANKING September 2010 – April 2012

MORGAN JOSEPH TRIARTISAN – New York, NY

Full-service investment banking firm serving middle-market companies in healthcare, technology, media, consumer and industrial industries.

• Independently assisted senior professionals on advisory and financing initiatives for technology, life science, HCIT and healthcare service

companies, with focus on M&A and strategic alternatives, including licensing transactions, partnerships and collaborations, and financing

transactions involving private placements and public offerings, as well as advisory assignments

• Managed and provided transaction execution processes support for live deals; executed deal sourcing opportunities by pursuing new client

relationships; oversaw capital markets database; managed analysts on mandates and projects; hired and mentored graduate intern associates

ANALYST – HEALTHCARE INVESTMENT BANKING March 2007 – November 2009

SUSQUEHANNA INTERNATIONAL GROUP – New York, NY

Healthcare Investment Banking Group provided advisory services to life science, medical technology and healthcare service companies.

• Public offerings and strategic M&A mandates for biotechnology, specialty pharmaceutical and medical technology/device companies; assisted

senior team members in evaluating clients’ corporate finance needs, offering solutions reflecting industry and capital markets conditions;

robust financial modeling, preparation of analyses and presentations for equity offerings, and M&A advisories

• Developed strategic ideas for prospects; conducted due diligence, generated industry overviews, prepared board and roadshow presentations,

and internal committee memos; developed engagement pitches to client BODs & executive leadership

ANALYST – MERGERS & ACQUISITIONS March 2006 – March 2007

RJ EASTON – New York, NY

Boutique M&A advisory firm serving companies in technology, distribution, consumer products, financial and mortgage industries.

• Supported senior professionals on pitches and client engagements; interfaced with managing owners on mandates for web lead-generation,

financial software, advertising and digital imaging, home goods, and commercial equipment companies; managed firm’s IT services