Daniel Gerson
- Waynesville, Missouri
- February 17, 2022
Daniel A. Gerson
(631) 901-7327|[email protected]|linkedin.com/in/dan-gerson
Availability: June 2022| Waynesville, MO (Open to Relocation)|Secret Clearance
Education
United States Military Academy|West Point, NY Jul 2014 – Dec 2018
Bachelor of Science in Defense and Strategic Studies Major GPA: 3.11/4.00
Relevant Coursework: Mathematical Modeling, Calculus, Probability and Statistics, Principles of Economics, Computing and Information Technology, Cybersecurity Foundations
Honors & Awards: Competitor for MIT Soldier Design Award
Professional Experience
Legacy Health Capital, LLC|Campbell, CA Jan 2022 – Present Private Equity Analyst / Intern
- Accumulated full-spectrum experience in Mergers and Acquisitions (M&A) projects, and due diligence, corporate finance analysis, equity research, valuation, and financial modeling
- Facilitated the acquisition of healthcare target companies in MedTech and Digital Health service sectors, through deal sourcing and deal origination across competitive landscaping
- Contributed to market research on the medical device industry by screening comparable companies and formulating preliminary profit analysis that focused on growth capital and LBO ventures
- Built a database of R&D licensing opportunities with the leading CRM platform for capital markets
2-10th Infantry Regiment, 3rd CM Brigade|Fort Leonard Wood, MO Jun 2021 – Dec 2021
Platoon Leader / First Lieutenant, U.S. Army
- Directed a highly trained and functionally diverse team of Drill Sergeants to execute and support complex training exercises that evaluated hundreds of initial-entry recruits
- Supervised all training, planning, and execution of platoon operations and designed a training model that increased marksmanship performance to one hundred percent
- Optimized the company’s accountability of equipment, technology, and weapons by improving the due diligence in managing property valued up to 2.5 million dollars
- Remodeled the company’s training strategy and operational procedures that maximized resource allocation and quality training in six major field-training exercises
- Coordinated and liaised the battalion’s first Air Movement through integrating and marketing Army Aviation assets in the culminating field-training exercise of Basic Combat Training
2-504th Parachute Infantry Regiment, 82nd ABN DIV |Fort Bragg, NC Mar 2020 – May 2021
Assistant Operations Officer / Second Lieutenant, U.S. Army
- Deployed rapidly to the National Capital Region as the Immediate Response Force (IRF) that enhanced the national defense’s deterrence posture in June 2020
- Facilitated the deployment of personnel, vehicles, and equipment valued at more than $400M by air, ground, rail, and sea from Fort Bragg, NC to Joint Readiness Training Center, Leesville, LA
- Negotiated the acquisition of over ten government purchase orders and arbitrated contracts that provided consumer and tactical products to hundreds of paratroopers
- Spearheaded the unit’s Platoon Leader Academy by organizing the financing, production, and distribution of onboarding manuals, resulting in the certification of over 12 Infantry Officers
- Served as Battle Captain by facilitating the operational planning of field-training and live-fire exercises, in preparation for strategic deployment within 18 hours of notification
Skills & Interests
Skills: MATLAB, Python, R, SQL, Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat
Certifications & Training: Grata, ZoomInfo, Bloomberg Market Concepts (BMC), Cadre Training Course, Airborne School, Air Assault School, Infantry Basic Officer Leader Course
Interests: Reading, Swimming, Racquetball, Chess, Army Football
Education
Experience
▪ Accumulated full-spectrum experience in Mergers and Acquisitions (M&A) projects, and due diligence, corporate finance analysis, equity research, valuation, and financial modeling
▪ Facilitated the acquisition of healthcare target companies in MedTech and Digital Health service sectors, through deal sourcing and deal origination across competitive landscaping
▪ Contributed to market research on the medical device industry by screening comparable companies and formulating preliminary profit analysis that focused on growth capital and LBO ventures
▪ Built a database of R&D licensing opportunities with the leading CRM platform for capital markets
▪ Directed a highly trained and functionally diverse team of Drill Sergeants to execute and support complex training exercises that evaluated hundreds of initial-entry recruits
▪ Supervised all training, planning, and execution of platoon operations and designed a training model that increased marksmanship performance to one hundred percent
▪ Optimized the company’s accountability of equipment, technology, and weapons by improving the due diligence in managing property valued up to 2.5 million dollars
▪ Remodeled the company’s training strategy and operational procedures that maximized resource allocation and quality training in six major field-training exercises
▪ Coordinated and liaised the battalion’s first Air Movement through integrating and marketing Army Aviation assets in the culminating field-training exercise of Basic Combat Training
▪ Deployed rapidly to the National Capital Region as the Immediate Response Force (IRF) that enhanced the national defense’s deterrence posture in June 2020
▪ Facilitated the deployment of personnel, vehicles, and equipment valued at more than $400M by air, ground, rail, and sea from Fort Bragg, NC to Joint Readiness Training Center, Leesville, LA
▪ Negotiated the acquisition of over ten government purchase orders and arbitrated contracts that provided consumer and tactical products to hundreds of paratroopers
▪ Spearheaded the unit’s Platoon Leader Academy by organizing the financing, production, and distribution of onboarding manuals, resulting in the certification of over 12 Infantry Officers
▪ Served as Battle Captain by facilitating the operational planning of field-training and live-fire exercises, in preparation for strategic deployment within 18 hours of notification