Curtis Toone Email & Phone Number | Public Equities Portfolio Manager, leader and strategic thinker with extensive expertise in M&A, business strategy, deal origination, investment evaluation, structuring, and execution, and industry and management team assessment. Familiar with capital markets, valuation and portfolio strategy. Successful mentor, recruiter and team developer. 8+ years in public markets driving significant relative outperformance at a risk adverse institution. 18 years of private equity experience with Sorenson Capital and Bain Capital. Strategic Management Consultant with Bain & Company. Specialties: Technology, Manufacturing, Consumer Goods, Retail, Healthcare, and Financial Services.

Curtis Toone

Public Equities Portfolio Manager, leader and strategic thinker with extensive expertise in M&A, bus...
Sandy, Utah, United States

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Curtis Toone’s Location Sandy, Utah, United States

Curtis Toone’s Current Industry Ensign Peak Advisors

Curtis Toone’s Prior Industry Tech Start Up | Sorenson Capital | Bain Capital | Bain

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Public Equity

2014-08-01 00:00:00 - Present

CEO / Founder

2013-07-01 00:00:00 - 2014-06-01 00:00:00

Managing Director

2002-10-01 00:00:00 - 2012-12-01 00:00:00

Associate

1999-08-01 00:00:00 - 2002-10-01 00:00:00

Associate Consultant

1997-01-01 00:00:00 - 1999-01-01 00:00:00

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Curtis Toone is a Public Equities Portfolio Manager, leader and strategic thinker with extensive expertise in M&A, business strategy, deal origination, investment evaluation, structuring, and execution, and industry and management team assessment. Familiar with capital markets, valuation and portfolio strategy. Successful mentor, recruiter and team developer. 8+ years in public markets driving significant relative outperformance at a risk adverse institution. 18 years of private equity experience with Sorenson Capital and Bain Capital. Strategic Management Consultant with Bain & Company. Specialties: Technology, Manufacturing, Consumer Goods, Retail, Healthcare, and Financial Services.