Curriculum Vitae & Resume
Business Analyst, Business Development & Strategy
Currently assisting Audiology practices, ENT clinics, and Integrated Delivery Networks (IDNs) with consulting and strategic advisory services, including:
Performing financial valuations for potential M&A activity and succession planning.
Opining on operational practices and managing of financial planning and analysis, including annual P&L reviews, budgeting recommendations, and KPI tracking.
Conducting a variety of demographic analyses for expansion and relocation planning utilizing geospatial mapping techniques.
New York, NY
Business Development & Advisory Analyst
March 2021-June 2021
Assisted private equity sponsors and institutional investors with consulting, financial due diligence, and strategic advisory services across the full spectrum of the international healthcare industry.
Wrote scopes of work for potential consulting and financial due diligence services for the world’s largest private equity firms and institutional investors.
Conducted research and analysis on financials and operations of portfolio companies and potential acquisition targets for a wide variety of healthcare subdomains, including HCIT, biopharma, oncology, and specialized physician practices.
interacted with the leadership of the firm’s clients daily, and was tasked with dozens of business development and consulting deliverables weekly.
Vantage Point Advisors, Inc.
San Diego, CA
November 2019-April 2020
Performed business valuation work utilizing a variety of financial analysis techniques for private startups and large publicly traded companies with an explicit focus on valuing Technology startups and seed-stage Biotechnology firms.
Presented and explained detailed decks, research reports, and complex financial analyses to the firm’s leadership team and clients.
From Vantage Point Advisors' promotional material: "As an Analyst at Vantage Point Advisors, Inc., Trevor Carrithers conducted business valuation work utilizing a variety of valuation methodologies including discounted cash flow analysis, guideline public company and transaction analyses, option-pricing methods, and equity allocation. Trevor was involved in a wide variety of projects ranging from BEV/fair value measurement, debt and equity securities, share-based compensation valuations (under IRC 409a and ASC 718) to marital dissolutions, litigation support, financial reporting/tax compliance, and gift and estate planning."
United States House of Representatives
Pennsylvania's 18th Congressional District
Acted as a liaison between Congressman Mike Doyle, his constituents, and key stakeholders in the Pittsburgh area, including interest group directors, business leaders, and other elected officials.
Contributed research and analysis on Pennsylvania's newly redistricted 18th Congressional District and on pending legislation to senior level Legislative Staff.
Clarified the Congressman’s policy positions to hundreds of constituents, ordered and recorded constituent's opinions into various databases.
Helped to support Mr. Doyle's flagship legislation, the “Save the Internet Act of 2019,” which aims to reinstate net-neutrality protections on a federal level. This legislation passed in the House of Representatives in April of 2019.
Assisted with organizing the 2019 Congressional Art Competition utilizing Excel, Satellite Imagery, and U.S. Government open data resources to locate and establish contact with all K-12 schools in the Congressional District.
Corporate Financial Analyst Internship
Created and presented financial models to corporate stakeholders within the internal Client Financial Management and Consulting divisions to forecast cash flows, pricing and profitability, and potential avenues of investment.
Updated and presented weekly decks detailing the firm’s individual project profitability and project progress to the Senior Vice President of Consulting and the Chief Financial Officer of HM Health Solutions.
Extensively worked with Investment Managers and Client Controllers on Technology projects in the $100M+ range, conferred with Project Managers to create a scenario model to reduce client costs by 25%.
Assisted 5 large U.S. health plans by providing health plan management consulting services and access to an integrated Information Technology platform with a suite of client-specific and market-specific configurable offerings utilizing a Software as a Service business model.
Generational Transfer Entrepreneurs (GTE)
Private Equity Analyst Internship
Helped to source and evaluate the firm’s deal flow, specifically focusing on private equity acquisitions of lower middle market businesses in the Healthcare sector with an EBITDA range of $5M-$50M.
Conducted research and analysis on the Healthcare and Biotechnology sectors, screened over 1000 small to medium privately-owned firms, and used comparative analysis for initial valuation metrics to test against the firm’s acquisition profile.
Built financial models to value potential acquisition targets, analyzed deal risk and the capital structure of potential deals, and presented findings to GTE’s senior management and advisors.
Efforts contributed to the successful acquisition of a medical group with a patented and FDA cleared medical device.
Tovey/Shultz Construction, Inc.
Lake Elsinore, CA
Project Management/Business Analyst Internship
Assisted the Project Management and Project Engineering divisions with tracking business objectives to ensure that project milestones were completed on time and within budget.
Negotiated pricing options with clients, applied cost benefit analysis to projects in the $2M-$7M range.
Formed and maintained relationships between the firm's clients and subcontractors, brokering successful construction projects throughout Southern California with a focus on commercial building.
University of Pittsburgh, Dietrich School of Arts & Sciences
Bachelor of Arts, Double Major in Economics & Political Science
Selected Coursework in Economics: International Economics Capstone — Policy Analysis, Banking and Monetary Theory, Healthcare Economics, Intermediate Microeconomics, Intermediate Macroeconomics, Statistics for Business Management, Corporate Finance, Game Theory, Applied Econometrics.
Selected Coursework in Political Science: American Politics Capstone — Experimental Methods, Political Science Research Methods, Comparative Politics, World Politics, Political Theory, Interest Group Politics, Eastern European Politics, Institute of Politics Seminar & Internship, American Constitutional Law.
University of Pittsburgh Global: Study Abroad
Transfer Credits through the University of Minnesota
Selected Coursework: International Finance, European Union Politics and Economy, Exploring the World’s Financial Capital — London, London Across History Literature and Film.
Carnegie Mellon University, Swartz Center for Entrepreneurship
Project Olympus Incubator Program (Non-Degree Program)
Relevancy: Educated in the basic applications of financial analysis as an intern for a startup Private Equity firm funded by and housed in Carnegie Mellon University, taught by CMU graduates, faculty, and staff.
Murrieta Valley High School
High School Diploma
Selected Coursework for College Credit: AP European History, AP U.S. History, AP U.S. Government and Politics, AP English Language, AP English Literature.
International Economics Capstone — Policy Analysis
"Investing in War and Uncertainty, an Analysis of Foreign and Domestic Investor’s Risk Tolerances Following the 2014 Ukrainian Revolution"
Trevor Carrithers, Undergraduate Researcher
Department of Economics, University of Pittsburgh, Pittsburgh, PA 15260, USA email@example.com
American Politics Capstone — Experimental Methods
"Cryptocurrencies and Regulation: How Stakeholders Influence the Public's Opinion Regarding Emerging Technologies"
Trevor Carrithers, Undergraduate Researcher
Department of Political Science, University of Pittsburgh, Pittsburgh, PA 15260, USA firstname.lastname@example.org
Public Market Investment Portfolio
Public Market Investment Portfolio
I maintain a public market investment portfolio in near real-time utilizing a newly launched fintech project called Commonstock. You can follow along with my investments by allocation % by clicking this link to my Commonstock portfolio.