As a Vice President, Luke is skilled in working alongside private equity firms, family offices, alternative asset managers, and their portfolio companies as they seek to invest in or acquire platform and add-on transactions in the lower, core, and upper middle-market. Luke has experience in transactions across industry sectors, including healthcare and life sciences, technology and business services, consumer brands and retail, and niche manufacturing.
Luke worked previously for Equity Risk Partners and Travelers Global Technology. He has a Bachelors in Leadership studies with minors in Business Administration and Spanish from the University of Richmond. He received his MBA from Babson College.
INSIGHTS
INSIGHTS
Transaction Structures and Insurance, Part 3: Mergers, Rollups, and Carve-Outs
The underlying structure of a middle-market private equity or growth equity transaction has specific implications on the correct method of implementing and managing the risk management and insurance profile. In Part 3 of this three-part series, we review Mergers, Carve-Outs, and Rollup transaction structures.
INSIGHTS
INSIGHTS
Transaction Structures and Insurance, Part 2: Majority vs. Minority Transactions
The underlying structure of a middle-market private equity transaction has specific implications on the correct method of implementing and managing the risk management and insurance profile pre-close, at close, and post-close. The latter phase invites a critical question: who will control the company’s board of directors, ownership, and management post-close?