Deal Quarterback & Platform Builder in the Middle Market

— Confidential Dossier —

Led buy-and-build strategies at PE-backed platforms and top-performing middle-market buyout funds—executing transformational deals across healthcare services, residential services, industrials, consumer, and business services sectors with the backing of respected GPs and senior partners.


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You are receiving this confidential candidate brief because I am representing a standout VP-level executive with 11+ years of experience across private equity, M&A advisory, and corporate development. With a strong focus on control buyouts in the middle market, he has built his career at well-regarded, reputable private equity firms and operated across executive leadership teams of PE-backed platforms and investment teams of middle-market buyout funds investing in healthcare services, residential services, industrials, consumer, and business services platforms. He is currently serving as Vice President, Head of M&A for a PE-backed healthcare services platform, where he sits on the executive leadership team and leads the full deal lifecycle—from strategy and sourcing to diligence and integration. Known for his ability to scale businesses through acquisition and operational execution, he combines investor rigor with the operator instinct. He holds an MBA from Wharton and began his career in investment banking after graduating early from college on a full academic scholarship.

ACHIEVEMENTS & IMPACT

Led or supported over $1.5 billion in platform acquisitions across multiple sectors, serving as deal captain and quarterbacking all aspects of diligence, negotiation, and execution.

Closed 21 add-on acquisitions across three platforms in the healthcare and industrials sectors—personally driving sourcing, modeling, and integration strategy to accelerate growth.

Raised more than $750 million in debt financing to support platform investments, demonstrating strong capital markets execution and credibility with lenders and sponsors alike.

Built a reputation for high performance at top-tier PE firms, earning strong endorsements from former partners and MDs and consistently trusted with leadership on complex, high-impact deals.


WHAT HIS COLLEAGUES SAY

"I strongly recommend [the candidate]. I served as the Chief Operating Officer for [a PE-backed healthcare services company] and hired [him] as my direct report. [His] performance was excellent as we worked closely to drive the acquisition strategy for the company. [He] sourced multiple acquisition opportunities, negotiated letters of intent with prospective sellers, and diligently led due diligence. [He] set up a successful sourcing effort that generated actionable leads for the company. [His] intellectual horsepower was invaluable as we thought through various acquisition and business case scenarios."

—COO, PE-Backed Healthcare Service Platform

"I had the pleasure of working closely with [the candidate] at a middle-market private equity firm. I considered [him] a peer and we operated as such. [We] partnered to support multiple add-on acquisitions at an industrial distribution business during a very high intensity and important period of the investment. [He] played a variety of key roles in these add-on acquisitions ranging from financial analysis to process management to transaction leadership. [His] outstanding performance on this platform investment is representative of [his] best-in-class drive and capabilities. [He] possesses core private equity skills – financial analysis and modelling, valuation, deal structuring, company and industry diligence, and process management – that are as good or better than any professionals I have worked with. [His] drive and focus are outstanding. [He] can complete large amounts of work very efficiently and effectively, exceeding anyone that I have interacted with at this firm or elsewhere in my career. [He] balances out [his] tenacious nature with an ability to forge solid interpersonal connections – I’ve experienced this in my relationship with [him] and witnessed the same with senior executives at portfolio and target companies. Most importantly, I trusted [him] fully to represent both the firm and me in critical situations. I was comfortable with [him] leading everything from a routine diligence call to an important in-person meeting with a company CEO."

—Principal, LMM PE Firm, +$4.0B in capital raised since inception

"I have known [the candidate] since [his] [investment banking] days when [he] joined as an analyst in the M&A group in New York. I was an associate at the time and worked very closely with [him] on multiple assignments. [His] professionalism, maturity and diligence stood out for me compared to [his] peers, along with a deep understanding of the work as well as an ability to work the long hours required to get the job done. What impressed me most about [the candidate] was [his] intensity and focus on becoming a strong analyst, along with [his] ability to help and guide [his] peers. At the same time, [he] was not afraid to ask for help when required. On a personal level, I observed [him] a great deal and witnessed first-hand [his] extensive involvement in the broader community. [He] joined the New York and Boston chapters of an alumni organization of [his] alma mater and helped mentor other young alumni who were interested in a career in finance. I believe [the candidate] will be a great addition to the next organization [he] works with."

—Managing Director, Bulge Bracket Investment Bank


CAREER ROCKSTARS IS TRUSTED BY

Trivest Capital

Miami

Dorilton Capital

New York City / London

MiddleGround Capital

Lexington / Amsterdam

Avante Capital

Los Angeles / New York City

Brightwood Capital

New York City

Lightspring Capital

Chicago

Eden Capital

New York City

Apex Capital

Lisbon

Managing Director,
New York-based LMM PE firm

"While every other recruiter sent us the same recycled candidates, Alexis delivered something truly special. She introduced us to an outstanding female candidate who we were thrilled to hire, along with a strong slate of equally impressive options. Her ability to uncover exceptional talent is unmatched, and her PPI framework – patience, purpose, and intention – is simple yet incredibly effective. Alexis doesn’t just fill roles; she transforms how you think about hiring. Partnering with her was a game-changer for us."



Principal,

New York based MM PE firm

"One of the things that sets Career Rockstars apart is how much the candidates rave about Alexis. Time and time again, we hear from the talent she introduces us to about how supportive, insightful, and professional she is throughout the process. She has a knack for building trust and truly understanding what both candidates and clients need, which makes her placements seamless and impactful."

Career Rockstars is a 100% female-founded and owned talent and diversity search firm committed to increasing diverse representation on the buy-side.



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