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Shane Duggan

Senior Vice President at Fortuna Capital

New York City, United States

$1,000/day

Shane is a private equity investment professional with over thirteen years of intimate experience in all aspects of the private equity life cycle, including deal sourcing, transaction evaluation, financial analysis, structuring and fundraising, legal documentation and transaction execution. I also actively work directly with the senior management of portfolio companies on matters of sourcing and evaluating add-on acquisitions, debt and equity financing, operational monitoring, budgeting, financial reporting, and general corporate consulting.

Domain experience

Relevant Total Experience: 13 years

Seniority Level: Manager

Sector Experience: 

Air Freight and Logistics Electronic Equipment, Instruments and Components Office Services and Supplies Road and Rail Software and Services

Skills

Skilled in: Portfolio Services & Add-on M&A, Corporate Development

Technical Skills: Microsoft Excel, PowerPoint, Microsoft Office, Capital IQ

Languages: English

Work Experience

Fortuna Capital

Senior Vice President

01/01/2020

 

- 03/01/2023

Responsible for originating, evaluating, and executing middle market leveraged buyouts and preferred equity investment opportunities. In this role, I perform transaction modeling and evaluation of prospective managed/IT services and business services investments. For active investment opportunities, I manage due diligence, financial modeling, preparation of investor materials and transaction/closing documentation.

FlatWorld Capital

Vice President

01/01/2018

 

- 01/12/2019

Responsible for deal sourcing, transaction evaluation, financial analysis, structuring and fundraising, legal documentation, and transaction execution to support private equity investments in the middle market IT services and business services sectors. Collaborated with senior management of portfolio companies on sourcing and evaluating add-on acquisitions, debt and equity financing, operational monitoring, financial reporting and general corporate consulting. Sale of Venture Technologies to ConvergeOne: Coordinated flow of information between internal stakeholders, portfolio company management, sell side advisors and prospective investors to secure successful portfolio company exit after growing EBITDA approximately 20x. Liaised with sell-side investment bankers to produce detailed financial model, CIM, due diligence materials, business updates, legal documentation, and closing logistics including working capital analysis and flow of funds.

FlatWorld Capital

Senior Associate

01/08/2016

 

- 01/01/2018

Collaborated with firm leadership and portfolio company management on strategic planning, financing and acquisitions. Worked directly with portfolio company CFO on monitoring, financial reporting, covenant compliance, audits and budgeting.

MidRail LLC

M&A and Business Development

01/01/2016

 

- 01/11/2019

Assisted with Partners' side project to develop a freight rail investment company focused on originating, acquiring, consolidating, and developing integrated rail assets and operations across North America. Primarily responsible for M&A functions including: deal sourcing, transaction evaluation, financial analysis, structuring and fundraising, legal documentation, and transaction execution to support railroad and adjacent rail services investments. Managed and mentored a team of three junior analysts in this role.

FlatWorld Capital

Associate

01/05/2013

 

- 01/08/2016

Primarily responsible for conducting acquisition due diligence, financial modeling, transaction execution and portfolio company monitoring. Closed acquisition/dividend recap of Venture Technologies and a total of four add-on acquisitions. Facilitated due diligence of multiple target companies and synthesized into financial model and investor presentation. Supported senior Partner on investor outreach, investor due diligence, legal documentation, and closing logistics.

FlatWorld Capital

Analyst

01/07/2009

 

- 01/05/2013

Invited to return to the firm following college graduation. Supported deal team by preparing valuation analyses, financial models, industry research and comparable company analyses. As member of SPAC sponsor team, supported all aspects of a successful SPAC IPO including collaborating with internal team members and underwriters on IPO financial model, prospectus drafting, and investor road show materials. Following the IPO, I managed external accountant and auditor relationships to complete periodic public company reporting and EDGAR filings.

FlatWorld Capital

Summer Analyst

01/06/2008

 

- 01/08/2008

Supported deal team as summer analyst by providing industry research and market data, developing add-on acquisition target lists, and general transaction support as required.

Education

University of Richmond - Robins School of Business

01/09/2005

 

- 01/05/2009

Graduated Summa Cum Laude with a Bachelor of Science in Business Administration, including a double minor in Finance and Economics. GPA: Robins School of Business: 3.90, Overall: 3.80; SAT: 1480 Activities: Club Ice Hockey, Economics Research Assistant, Orientation Advisor, Economics Tutor Completed a semester study abroad during Fall 2007 in Prague, Czech Republic at Charles University - Institute of Economic Studies.