Phillip S. Smith
Private Equity Investor chez Roundtable Healthcare Management, Inc.
Profil
Phillip S.
Smith is currently a Partner at Roundtable Healthcare Management, Inc. He started this position in 2022.
Previously, he worked as an Analyst at Banc of America Securities LLC from 2007 to 2009.
He also held positions as a Vice President at DW Management Services LLC and as an Associate at Roundtable Healthcare Management, Inc. Mr. Smith completed his undergraduate degree at Kelley School of Business in 2007.
Postes actifs de Phillip S. Smith
| Sociétés | Poste | Début |
|---|---|---|
Roundtable Healthcare Management, Inc.
 Roundtable Healthcare Management, Inc. Investment ManagersFinance Roundtable Healthcare Management, Inc (Roundtable Healthcare Management) is an Independent Private Equity firm founded in 2001 by Todd Warnock, Joseph Damico, Lester Knight and Jack McGinley. The firm is headquartered in Lake Forest, Illinois, United States. | Private Equity Investor | 01/09/2015 |
Anciens postes connus de Phillip S. Smith
| Sociétés | Poste | Fin |
|---|---|---|
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Corporate Officer/Principal | 01/07/2009 |
DW Management Services LLC
 DW Management Services LLC Investment ManagersFinance DW Management Services LLC (DW healthcare partners) is a private equity firm founded in 2002 by Jay B. Benear and Andrew C. Carragher. The firm is headquarters in Park City, Utah. | Analyste en capital-investissement | - |
Roundtable Healthcare Management, Inc.
Roundtable Healthcare Management, Inc. Investment ManagersFinance Roundtable Healthcare Management, Inc (Roundtable Healthcare Management) is an Independent Private Equity firm founded in 2001 by Todd Warnock, Joseph Damico, Lester Knight and Jack McGinley. The firm is headquartered in Lake Forest, Illinois, United States. | Analyste en capital-investissement | - |
Formation de Phillip S. Smith
| Kelley School of Business | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Roundtable Healthcare Management, Inc.
Roundtable Healthcare Management, Inc. Investment ManagersFinance Roundtable Healthcare Management, Inc (Roundtable Healthcare Management) is an Independent Private Equity firm founded in 2001 by Todd Warnock, Joseph Damico, Lester Knight and Jack McGinley. The firm is headquartered in Lake Forest, Illinois, United States. | Finance |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Finance |
DW Management Services LLC
DW Management Services LLC Investment ManagersFinance DW Management Services LLC (DW healthcare partners) is a private equity firm founded in 2002 by Jay B. Benear and Andrew C. Carragher. The firm is headquarters in Park City, Utah. | Finance |
