Tom Carlson

Tom Carlson

Audit Associate

Followers of Tom Carlson2000 followers
location of Tom CarlsonNew York City Metropolitan Area

Connect with Tom Carlson to Send Message

Connect

Connect with Tom Carlson to Send Message

Connect
  • Timeline

  • About me

    Merchant Banking and Corporate Development

  • Education

    • NYU Stern School of Business

      -
      MBA Finance / Accounting
    • Colgate University

      -
      BA with Honors History

      Activities and Societies: Delta Kappa Epsilon

    • Judge Memorial Catholic High School

      -
  • Experience

    • PwC

      Jan 1993 - Jan 1994
      Audit Associate

      Audit services for banking and commodity brokerage clients.

    • PwC

      Jan 1995 - Jan 1996
      Sr. Associate

      Worked on variety of high profile restructuring assignments. Most notably the bankruptcy reorganization and sale of Rockefeller Center in New York City.

    • Zolfo Cooper (now AlixPartners)

      Jan 1996 - Jan 2000
      Project Manager

      Zolfo Cooper is a premier crisis management and turnaround management firm.

    • Jefferies

      Jan 2000 - Jan 2010
      Managing Director

      Senior member of the Recapitalization & Restructuring Group. Advised Companies and Institutional Investors in recapitalizations, workouts, restructurings and acquistions.

    • Brown Publishing

      Jan 2010 - Jan 2013
      Executive Director and Chief Restructuring Officer

      Became Executive Director and Chief Restructuring Officer of the Brown Publishing Company to manage the Company's restructuring and supervise the sale of the Company assets. Identified multiple buyers for multiple assets, and packaged best combination of buyers for the highest value.

    • Carlson Consulting

      Jan 2013 - Jan 2015
      Founder

      Investor and board-level advisor to growth- staged companies.

    • Primus Health & Wellness

      Jan 2014 - Jan 2017
      Co-founder and Chief Operating Officer

      Chief Operating Officer of high-growth healthcare technology and services Company enhancing the experience among patients, providers and other clinical specialists. Primus provided an integrated, innovative and evidence-based model to help patients access support and better manager chronic conditions.

    • Intercept Capital Partners

      Jan 2017 - Jan 2021
      Partner

      Intercept Capital Partners is a merchant banking and private equity firm seeking to partner with family-owned and closely held middle market businesses. Our team has worked together for over 2 decades driving strategic transactions in aerospace, defense electronics, ISR, government services and industrial technology.

  • Licenses & Certifications

    • Certified Insolvency and Reorganization Advisor

      Association of Insolvency Advisors
      Apr 2000
    • Certified Public Accountant

      New York State Education Department
      Mar 1999
      View certificate certificate