Ty Umoh
5.0
(2)
Studied at Rice University
Works at MRG Health
Not currently taking new clients
About Ty
Ty Umoh is an experienced private equity professional with a relentless focus on value creation through operations. He is currently a fractional CFO at a venture-backed digital health technology company with a tech-enabled platform (e.g., remote patient monitoring, disease specific chronic care management, biometric sensors, vital tracking wearables). In his prior role at St. Cloud Capital, he was responsible for deal sourcing, execution, due diligence, and portfolio operations. Prior to joining St. Cloud Capital, he worked at FTI Consulting and, prior thereto, at BNY Mellon Capital Markets, LLC, where he specialized in financial restructurings, corporate carveouts, leveraged buyouts and growth equity investments across the healthcare, technology, energy, and telecom sectors. Mr. Umoh earned a B.B.A in Business Administration with concentrations in Finance and Accounting from the University of Houston and has a Masters in Energy Economics and Corporate Finance from Rice University.Ty Umoh is an experienced private equity professional with a relentless focu
Why do I coach?
As a seasoned Private Equity professional, I bring a wealth of hands-on experience in deal sourcing, financial analysis, and strategic value creation. I've worked across diverse industries, guiding investments that drive growth and operational excellence. My coaching emphasizes practical insights, personalized strategies, and actionable advice to help you navigate complex transactions, build stronger portfolios, and excel in the competitive private equity landscape. Whether you're seeking to refine your skills or elevate your firm's performance, I'm committed to empowering your success.
Work Experience
Private Equity Investor
St. Cloud Capital
May 2022 - October 2023
• $40mm Sight 360 Vertically Integrated Vision Care Platform Investment, evaluation of 3+ follow-on opportunities (closed) o Responsibilities included coordinating deal process, legal and transactional documents, and fully integrated buyout model for follow-on acquisitions o Led all portions of the deal process from deal origination to managing third party workstreams and diligence providers (commercial/operations, QofE/tax, legal, insurance & benefits, etc.) o Researched market trends and competitive environments as part of exit opportunity analysis o Significant writing activities to complete follow-on investment and amendment memos o Advised portfolio companies on process improvements and strategic initiatives to enhance efficiency, productivity, and profitability across various functional areas such as sales, marketing, finance, and customer success o Analyzed portfolio company benchmarks of relevant KPIs, identified opportunities for improvement, and drove change within the portfolio o Supported all M&A integrations and sell-side diligence readiness • Big Rentz's $5mm follow-on preferred equity round to execute on two-year business plan (closed) o Responsibilities included working with legal team to amend forbearance and loan agreement (extended maturity dates), stockpurchase agreements, and financial performance targets o Oversaw all aspects of assigned portfolio functional areas including but not limited to budgeting (both operational and capital), capacity/resource management and estimation processes o Implemented and maintained budgeting, forecasting models and variance analysis to track and monitor financial progress, and identified opportunity for improvement accordingly • Thrive Venture Group / Orangetheory (closed) o Led and directed activities related to one or more portfolio operations function, while St. Cloud rolled its existing debt into NewCo and extended maturity date in new debt facility; reset covenant agreement o Negotiated and raised $15mm of new equity capital into the operating company to create the 10th largest PE-backed Orangetheory platform o Developed plans and participated in due diligence to complete in-depth analysis of potential investment opportunities, including primary and secondary research (financial, industry trends, competition, business analysis) o Drafted and presented deal introductions and investment committee memos
Senior Consultant
FTI Consulting
July 2020 - April 2022
• Actively identified distressed entities for potential advisory opportunities through in-depth credit and liquidity analysis • Analyzed credit agreements / indentures, bankruptcy filings, restructuring support agreements, financial projections, and business plans to evaluate debt capacity, valuation, rent & lease obligations, covenant compliance and liquidity needs • Worked with law / advisory firms on the negotiation of plans of reorg, credit agreements, and lease accept/reject decisions Selected Transaction Experience: • Advisor to parent company of Chuck E. Cheese, CEC Entertainment in restructuring of over $0.9bn in total liabilities (closed) • Advisor to MobiTV, provider of live and on-demand video delivery solutions in Chapter 11 bankruptcy (closed) • Advisor to an ad hoc group of unsecured noteholders in Ch.11 restructuring of 24-Hour Fitness Inc. (closed) • $1.0bn carve-out acquisition of a large US food producer with limited presence in Europe (closed) • Advisor in global receivables securitization and sale of non-core business unit in large corporate carve-out of a global B2B payments Company (closed) • Carve-out of ReVive Skincare LLC (ReVive), a $17mm private-equity backed luxury skincare brand (closed) • Advisor to an ad hoc group of unsecured noteholders in restructuring of Pacific Ethanol, Inc. o Evaluated management’s business plan and advised clients on an alternative development plan, considering liquidity needs and a lower-for-longer price environment o Improved unsecured holders’ recoveries from less than 0.5¢ under the original plan to ~7.0-7.5¢ o Modeled illustrative recoveries and ownership splits for all parties in a waterfall analysis based on proposed term sheets from the Debtor, 1st and 2nd Lien lenders, and unsecured noteholders o Prepared standalone cost model for ICP and Pekin ethanol plants on an operating level vs. non-operating level
Fractional Chief Financial Officer & Board Member
MRG Health
January 2019 - Present
*(Board Member since January 2019; Rejoined MRG Health in October 2023; Partial Exit to Venture Firm) • $10mm+ Venture-backed Digital Health Technology Company with Tech-Enabled Platform (e.g., remote patient monitoring, disease specific chronic care management, biometric sensors, vital tracking wearables) o Reconciled balance sheet accounts to ensure proper recording of cash, receivables, collateral, payables, current costs, revenues, accruals, obligations, and intercompany accounts o Compiled monthly reporting package including financial statements, support schedules and analyses for several medical practices, which are used by partner physicians and operations team o Performed month-end close activities, such as reviewing accruals and updating headcount and financial forecasts o Supported Corporate FP&A team and business partners with the annual planning process, including forecasting expenses and developing plan review materials o Assisted with the day-to-day accounting functions, including preparing journal entries, account reconciliations, analyses, and with monthly close processes in Oracle (NetSuite) software o Developed complex financial models for what-if analysis, scenario planning, and M&A activities o Implemented data-driven financial controls to enhance revenue forecasting accuracy, enabling proactive decision-making and alignment with overall growth objectives o Deployed technology solutions to automate billing workflows, centralize financial data, and enhance real-time visibility into revenue cycle KPIs, leading to improved efficiency and accountability
Investment Banking Associate
BNY Mellon
January 2013 - December 2017
• Senior Analyst on more than $2.3bn public and private offerings of debt and equity and M&A transactions • Worked on over 20 live deals, including sell-side and buy side M&A, leveraged buyout, and debt and equity financings, preparing valuation analyses, merger and LBO models and client presentations Selected Transaction Experience: • $600mm sale of Jefferson Energy Midstream Oil & Gas Company o Prepared valuation using public company comparables, precedent transactions, and DCF; analysis suggested company was under-valued by ~20% and resulted in increasing asking price to $750mm • Conducted buy-side due diligence for ~$10bn cross-border deal o Built outside-in model with standalone valuation, top-down and bottom-up synergy estimations, coordinated with Japanese BCG team to conduct native language research, reconciled ~25 subsidiary financials to determine regional and product line business economics; led to letter of intent • IT Consulting Company’s Section 363 Asset Sale o Worked with senior management to make bankruptcy-related adjustments to normalize EBITDA; created valuation using liquidation analysis, trading multiples, precedent transactions, and DCF showing value in $750mm - $1bn range
Education
Rice University
Masters, Economics & Corporate Finance
2018 - 2019
GPA: 3.9/4.0 Graduated in the top 1% of my class
University of Houston
BBA, Accounting & Finance
2009 - 2012
GPA: 3.7/4.0 Graduated in the Top 10% of my class
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