Joshua Blinkoff
Brookline,MA
Overview
5
5
years of professional experience
Work History
Senior Private Equity Analyst
McKinsey & Company | PEPI Practice
Boston, MA
12.2023 - Current
- Actively coaching and training new joiners / junior analysts on best practices throughout diligence. Provide guidance on outputs for diligence reports, subject matter expertise in TMT, and advice on conducting expert calls
- Assisted in development of a standardized "playbook" for voice of customer and competitive landscape commercial due diligence outputs. This template is used as a training guide for all new joiners in the PE Analyst program
- Continuously developing subject-matter expertise in cybersecurity and consumer tech & media, specifically publishing XDR and CASB industry primers internally
- Completing commercial diligence activities expected of PE Analysts while taking a more managerial role on projects. Specifically, expected to integrate sections throughout reports to create cohesive storylines, while also presenting full sections live to PE deal teams
Private Equity Analyst
McKinsey & Company | PEPI Practice
Boston, MA
09.2022 - 11.2023
- During commercial diligence, led customer and competitor workstreams, conducting 30+ expert interviews per project to determine sector-specific trends, assess competitive landscape, and synthesize voice of customer for target assets
- Developed detailed summary reports and communicated key findings to PE deal teams during steering committee readouts
- Created internal cybersecurity economic resilience report after analyzing financial performance of 130+ publicly traded software and cyber companies to identify strategic activities that maximized total shareholder returns and EV multiples
- Final deliverables were shared across the PEPI leadership team and with C-suite stakeholders in McKinsey’s network
- This report was the first of its kind at McKinsey
- On an internal McKinsey diligence initiative, assessed competitive positioning of a global tech consulting firm, developing a financial model projecting ~$490M in revenue synergies and ~1,000 bps in potential post-close margin expansion
- Led ~5 end-to-end survey workstreams, designing survey framework, drafting questions, and collaborating with multiple third-parties
- Recognized for outstanding performance on client-facing engagements and individual contributions to the PEPI practice, leading to a promotion to Senior Analyst after ~1 year (6-12 months ahead of typical pace)
Private Equity Associate
TBM Consulting Group
Charlotte, NC
06.2021 - 08.2022
- Provided comprehensive research, due diligence, and diagnostic support for Private Equity firms and their associated portfolio companies
- Ensured preparedness of transaction report materials needed for discussions with deal teams and PortCo executives by conducting ad-hoc analysis, financial modeling, and building proforma financial statements
- After extensive analysis, identified over $1M in cost plus revenue synergies for a corporate acquisition within the precoat metals industry
- During diagnostics, developed and presented comprehensive deliverables for Private Equity firms to accurately assess a PortCo’s operational/financial health
- Responsibilities included conducting shop floor observations, identifying key areas of waste, performing data analysis/visualization on operational metrics, and assessing EBITDA impact for planned value creation efforts
- Identified over $3M in value creation opportunities across multiple sites at a Private Equity backed performance polymer manufacturer through analysis of COGS and SG&A improvements from theoretical production improvements
- Created a dynamic Excel financial modeling tool to project weekly, monthly, and quarterly gross margin and operating income against budget for a $150M nutraceuticals company that is presented weekly to the organization’s CFO.
Transaction Analyst: Private Equity & Corporate Acquisition Practice
Lockton Companies
Charlotte, NC
06.2019 - 06.2021
- Performed employee benefits and business insurance due diligence activities for ~190 private equity acquisitions annually
- Communicated daily with managing partners of Private Equity firms, analyzed virtual data rooms, reviewed financial statements of target companies, and populated Excel exhibits to project annual spend for insurance programs
- During diligence, identified coverage deficiencies at target companies, ultimately presenting value creation opportunities from changes in coverage post-close to impacted stakeholders
- Drafted and edited due diligence reports assessing target companies’ insurance/benefits programs, compliance issues, and transaction structures’ impacts on program portability at deal close
- Created an Excel dashboard for one of Lockton’s largest Private Equity clients
- The tool is presented bi-monthly to the client’s leadership and provides an interactive display of annual spend by portfolio company, insurance carrier, and line of coverage.
Education
BA Business (Law) & BS Business Management -
Barrett, The Honors College, W.P. Carey School of Business, Arizona State University
05.2019
Skills
- Due diligence
- Valuation techniques
- Financial modeling
- Microsoft office suite
- Data analytics and visualization
- SQL
Leadership Initiatives
Board Member, Chabad Young Professionals, Charlotte, NC, 01/2022 to Present
- Plan and orchestrate community events to provide over 100 young Jewish professionals with the opportunity to network and connect.
Senate President, Arizona State University, Tempe, AZ, 04/2018 to 04/2019
- Served as ASU’s Senate President and was responsible for managing a $1M budget for student government events, causes, and services. Managed a team of 20 senators and staffed major committees to ensure that impactful legislation was passed. Participated in weekly Executive Team meetings to plan events that impacted over 40,000 students.
Publications
"Predictive Modeling of 4th Down Conversion in Power 5 Conferences: Football Data Analytics," The Sport Journal, by Joshua Blinkoff, Michael Voeller, Scottie Graham, & Jeffrey Wilson
Timeline
Senior Private Equity Analyst
McKinsey & Company | PEPI Practice
12.2023 - Current
Private Equity Analyst
McKinsey & Company | PEPI Practice
09.2022 - 11.2023
Private Equity Associate
TBM Consulting Group
06.2021 - 08.2022
Transaction Analyst: Private Equity & Corporate Acquisition Practice
Lockton Companies
06.2019 - 06.2021
BA Business (Law) & BS Business Management -
Barrett, The Honors College, W.P. Carey School of Business, Arizona State University