HARIS MAHMOOD

Company Overview: Dental services organization (DSO) with 120+ affiliated practices and ~$235M in revenue; PE-backed by HGGC. Dentive partners with doctors through a joint-venture model, supporting clinical entrepreneurs and driving practice growth.

• Originated and led initial discussions and negotiations with prospective acquisition targets for 30+ potential acquisitions, conveying Dentive’s differentiated joint-ownership model and value proposition
• Collaboratively sourced, qualified, and built pipeline of $29M in EBTIDA on $90M of revenue (33 prospective dental practice targets)
• Develop and manage a robust pipeline of opportunities, maintaining active/paused/passed deal tracking and reporting updates to senior leadership and the Board
• Collaborate cross-functionally with internal M&A transaction teams to establish underwriting models and draft investment committee presentations
• Support the underwriting process by analyzing historical acquisitions, assessing progress on growth initiatives, and leading detailed P&L reviews against quality of earnings and growth underwriting assumptions
• Leading a strategic pricing and contract negotiation process for multiple dental practices, driving $6.3M in projected annual revenue through improved reimbursement and fee schedule optimization

Company Overview: Vertically integrated operating platform focused on both tattoo and pet supply markets combining owned brands with e-commerce marketplaces. Nexus is PE-backed by TA Associates with ~$250M in global revenue across 16 entities.

• Established relationships with market partners and prospective acquisitions, conducting analysis and pre-LOI diligence; evaluating strategic fit and negotiating deal terms
• Evaluated the free cash flow of both acquired entities and prospective acquisitions; determining cash flow impacts and return on investment net of debt obligations
• Led the 2023 budget and forecast process across the enterprise including the analysis and associated recommendations for 14 entities ranging between $2 to $30 million in revenues
• Developed financial model and presented board materials for approving network optimization initiative, consolidating 7 distribution centers into a single 90K facility, modeling $2.8M in savings across all DC related spend
• Principal resource for executive network optimization initiative - project managing facility selection, operating model, and racking layout
• Project managing facility closures and transfer of inventory and material handling assets associated with network optimization
• Developed and led process for identifying and executing spend reduction in professional fees - contributing to a $2.9M reduction (46% decrease)
• Established, consolidated and tracked cost spend reduction related to operating expenses across the organization - reducing operating expenses from $60M to $40M (32% reduction)

Company Overview: Refrigeration and HVAC services company in the grocery, retail, commercial and industrial markets. CoolSys is PE-backed by Ares Management with ~$700M in revenues.

• Managed M&A pipeline, developed corporate strategic plans, and oversaw deal execution process from origination through integration
• Led deal execution on 16 acquisitions and integration on 5 acquisitions
• Conducted pre-LOI due diligence on prospective acquisitions by working with department leads to evaluate strategic fit
• Led efforts on the expansion of inorganic growth through acquisition, creating and fostering meaningful relationships with entrepreneurs
• Owned the M&A process including market analysis, sourcing, business case development, valuation and financial modeling; leading deal negotiations and managing due diligence processes
• Managed and presented synthesized memoranda and detailed financial analyses on both prospective acquisitions and existing portfolio to the executive team and board of directors

• Successfully led the execution of 16 deals in three years adding more than $400M in enterprise value
• Expedited deal execution timeline by developing partnerships with entrepreneurs, streamlining diligence and negotiating deal points
• Partnered closely with sales, marketing, and operations teams, as well as other cross-functional teams to identify actionable strategic initiatives, track milestones, resolve problems, communicate progress and recommend actions
• Led integration by facilitating strategic planning, business reviews, and financial analyses of acquisitions
• Developed integration workplan for all functional departments

• Performed financial due diligence services for mergers, acquisitions, and divestitures in industries including construction, manufacturing & distribution, software & technology, retail & consumer, and professional services
• Analyzed company financial data to identify historical trends for quality of earnings and working capital considerations with a primary focus on driving transaction value for buyers and sellers
• Standardized and developed databook and financial modeling templates utilized by regional departmental resources
• Led quality control committee which focused on implementing standard process controls regarding the quality and accuracy of reports and databooks

• Conducted substantive analytical procedures on both publicly and privately held companies
• Partnered with quality, professional day-to-day execution of audit engagements and projects in line with firm risk management practices
• Successfully achieved high standing performance reviews for quarterly and year-end audit engagements
• Obtained proficient understanding of Generally Accepted Accounting Principles in the United States