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JOSEPH WHARTON215-898-4383 ? jwharton@wharton.upenn.edu ? in/profilename EXECUTIVE SUMMARY Senior finance/private equity executive with over 12 years of experience at top-tier financial services firms. Proven ability to lead transaction teams through all deal phases with technical and operational intelligence, with particular emphasis on screening, evaluation, structuring and financing.EXPERIENCE THE CARLYLE GROUP, L.P. Washington, D.C.Vice President 2013-presentManage $175M growth capital fund with a focus on private growth capital investments and special situation public investments in media and telecom Generate new public investment ideas for wireless and digital media and software sectors. Conduct fundamental analysis and make recommendations Led six growth equity investments totaling $127M. Performed deal structuring, term sheet negotiation and presentation to investment committeeRepresentative transactions:$1.7B Sale of multimedia company Collaborated with the CFO to build complex operating model in connection with company holdings in international and domestic markets $2.5B Leveraged buyout of digital media companyConducted extensive industry analysis as part of the due diligence process. Prepared valuations and merger models used during presentationsCITIGROUP New York, NYAssociate 2010-2013Evaluated credit quality of approximately 17 manufacturers using fundamental credit analyses and industry assessmentsDeveloped financial models to forecast earnings and analyze variety of high-yield transactions including LBOs, bankruptcies, refinancing, corporate restructurings and M&A transactionsGenerated investment strategies and identified pricing dislocations in high-yield market and communicated to sales force, traders and external clientsCLAYTON PARTNERS, LP Boston, MAPrivate Equity Associate 2006-2008Conducted company and industry due diligence of business services and financial services companies Managed teams of accountants, lawyers and bankers in conducting valuation, diligence and legal structuringBuilt complex financial, valuation and capital structure models. Prepared and presented investment opportunities to firm Managed relationships with portfolio company leadership of client groups. Provided financial, operational and strategic guidance to support financial reporting, acquisition screening and growth initiatives Representative transactions:Richards Group: Completed $57 million leveraged buyout of national whole foods chain Tyler International: Completed partial sale of nation-wide sports club operatorEDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PAMaster of Business Administration; Major in Finance 2010PRINCETON UNIVERSITY Princeton, NJBachelor of Arts, cum laude; Major in International Economics 2006 ................
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