Cathy has seventeen years of transaction advisory experience focused on both buy-side and sell-side financial due diligence assistance primarily for private equity clients. Prior to joining KPMG, Cathy was a consultant in Arthur Andersen LLP’s Transaction Advisory Group.
Professional and Industry Experience
Cathy has advised both financial and strategic buyers on buy and sell side transactions ranging in size from $1 million to $5 billion. Her experience includes working on numerous roll-up acquisitions, carve-out transactions and take-private transactions
as well as assisting on global and multinational targets. Cathy has assisted with transactions across a variety of sectors including business services, rental assets, retail, consumer products, manufacturing and real estate.
Select transaction experience within the business services sector includes the following transactions:
- 2005 - 2014 – Buy side and sell side assistance provided to York Risk Services Group for the initial acquisition by Odyssey Investment Partners through the tenure of both Odyssey and ABRY Partners ownership including in excess of 15 closed transactions. Sell side assistance provided to ABRY Partners in their recent sale of York Risk Services Group to ONEX Corporation.
- 2009 – 2013 – Buy side assistance provide to Odyssey Investment Partners in its acquisition of One Call Medical and seven subsequent acquisitions by One Call Medical; Sell-side assistance provided to One Call Medical in Odyssey Investment Partners recent sale of One Call Medical to Apax Partners.
- 2014 – Sell side assistance to National Veterinary Associates in Summit Partners recent sale of NVA to Ares Management LP.
- 2014 – Unconsummated transaction by a PE client of a Long Term Care Insurance service provider.
- 2015 – Sell side assistance to VetCor Group Holdings Corporation in Cressey & Company’s recent sale of VetCor to Harvest Partners, LP
- 2016 – Sell side assistance to a PE owned insurance brokerage firm
- 2016 – Sell side assistance to a PE owned leading marketing and advertising firm