
Tom Carlson
Audit Associate

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About me
Merchant Banking and Corporate Development
Education

NYU Stern School of Business
-MBA Finance / Accounting
Colgate University
-BA with Honors HistoryActivities and Societies: Delta Kappa Epsilon

Judge Memorial Catholic High School
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Experience

PwC
Jan 1993 - Jan 1994Audit AssociateAudit services for banking and commodity brokerage clients.

PwC
Jan 1995 - Jan 1996Sr. AssociateWorked on variety of high profile restructuring assignments. Most notably the bankruptcy reorganization and sale of Rockefeller Center in New York City.
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Zolfo Cooper (now AlixPartners)
Jan 1996 - Jan 2000Project ManagerZolfo Cooper is a premier crisis management and turnaround management firm.

Jefferies
Jan 2000 - Jan 2010Managing DirectorSenior member of the Recapitalization & Restructuring Group. Advised Companies and Institutional Investors in recapitalizations, workouts, restructurings and acquistions.

Brown Publishing
Jan 2010 - Jan 2013Executive Director and Chief Restructuring OfficerBecame 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 2015FounderInvestor and board-level advisor to growth- staged companies.

Primus Health & Wellness
Jan 2014 - Jan 2017Co-founder and Chief Operating OfficerChief 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 2021PartnerIntercept 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 AdvisorsApr 2000- View certificate

Certified Public Accountant
New York State Education DepartmentMar 1999
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