Derek Wardlaw
Miami,FL
Summary
Professional leader with extensive experience in building Business Development programs and teams within private equity firms. Successfully created Business Development programs in three investment firms with different strategies - corporate carve-outs, value investing and traditional process participation.
Overview
30
30
years of professional experience
Work History
Partner, Head of Business Development
O2 Investment Partners, LP
09.2021 - Current
- Founded, developed and implemented Business Development group to foster expanded deal flow.
- Developed and managing team of Business Development professionals and interns with a focus on regular outreach.
- Managing a pipeline of potential investment opportunities, tracking progress, and ensuring timely follow-up.
- Created program focusing on regular media content creation, social media and website development.
- Initiated and installed CRM to manage work flow and memorialize activity, contacts, companies, intermediaries and deals.
- Recognized as a Top Quartile Deal Originator. Increased deal flow from ~15 deals per month to over 100 deals per month.
- Attending all regional deal deal conferences including ACG, M&A Source, AM&AA and Independent Sponsor Conferences.
Vice President - Business Development
Boyne Capital Management, LLC
08.2017 - 09.2021
- Created Business Development group. Lead in all deal origination efforts with intermediaries to include investment bankers, business brokers and service providers. Developed and set protocol for deal process through stages of maturity.
- Managed outreach for business owners from company list development, list curating, through direct outreach.
- Responsible for marketing effort to include content development, web page development, social media outreach.
- Created and lead team of interns and business development professionals - recruiting, hiring, and training.
- Managed all aspects of CRM implementation.
Vice President - Business Development
HIG European Capital Partners
02.2016 - 08.2017
- Consolidated business development effort across all HIG offices in Europe.
- Created and managed origination efforts for the UK, Scandinavia and Northern European markets.
- Initiated and developed Salesforce for use across all European offices.
Principal - Business Development
HIG Capital
11.2011 - 02.2016
- Responsible for corporate carve-out transaction opportunities. Focused on Fortune 1000.
- Regular outreach to corp. dev. professionals and review of quarterly and annual investor press releases.
- Responsible for proprietary deal flow and origination.
- Led portfolio company add-on direct outreach efforts.
CEO
BZMF - World Relief Micro Finance
06.2009 - 11.2011
- Lead 3 year effort to earn a bank license and position the bank for a sale. Achieved in November 2011.
- Implemented Board of Directors, Internal Audit, Risk & Credit Departments, and formal Policies and Procedures
- Restructured company on a division basis and implemented a merit-based compensation structure.
Director
Taylor Companies, Inc.
08.2008 - 02.2009
Associate
Spring Capital Partners II, LP
12.2006 - 08.2008
Associate
Snowbird Capital, Inc.
05.2006 - 12.2006
Owner/Operator
The Bean Counter, LLC
06.2004 - 04.2006
Project Manager
Unisphere, Inc.
06.1999 - 02.2005
New Product Analyst
Kawasaki Heavy Industries
12.1995 - 07.1997
Education
MBA - International Business
The George Washington University
Washington, DC05-1999
Bachelor of Science - Mathematics, Japanese
Samford University
Birmingham, AL01.1994
Skills
- Private Equity Business Development program building
- Knowledgeable in DealCloud
- Talent acquisition
Timeline
Partner, Head of Business Development
O2 Investment Partners, LP
09.2021 - Current
Vice President - Business Development
Boyne Capital Management, LLC
08.2017 - 09.2021
Vice President - Business Development
HIG European Capital Partners
02.2016 - 08.2017
Principal - Business Development
HIG Capital
11.2011 - 02.2016
CEO
BZMF - World Relief Micro Finance
06.2009 - 11.2011
Director
Taylor Companies, Inc.
08.2008 - 02.2009
Associate
Spring Capital Partners II, LP
12.2006 - 08.2008
Associate
Snowbird Capital, Inc.
05.2006 - 12.2006
Owner/Operator
The Bean Counter, LLC
06.2004 - 04.2006
Project Manager
Unisphere, Inc.
06.1999 - 02.2005
New Product Analyst
Kawasaki Heavy Industries
12.1995 - 07.1997
MBA - International Business
The George Washington University
Bachelor of Science - Mathematics, Japanese
Samford University
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