Daniel Gerson

Daniel Gerson

Transitioning Army Officer / Pursuing Career Opportunities in Investment Banking and Private Equity
Transitioning Army Officer / Pursuing Career Opportunities in Investment Banking and Private Equity
  • Waynesville, Missouri
  • February 16, 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

Bachelor of Science @ United States Military Academy at West Point
Jun 2014 — Dec 2018

Experience

Private Equity Analyst @ Legacy Health Capital, LLC
Dec 2021 — Current

▪ 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

Platoon Leader / First Lieutenant @ U.S. Army
May 2021 — Current

▪ 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

Assistant Operations Officer / Second Lieutenant @ U.S. Army
Feb 2020 — May 2021

▪ 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

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