Profile Summary
Name: Marcy O'Connor
Company: Birnam Wood Capital, LLC
Current Position: Financial Management Consultant
Location: Dallas, TX
Professional Background
Current Role:
Marcy O'Connor is a Financial Management Consultant at Birnam Wood Capital, LLC, an investment firm based in Dallas, TX. She is recognized for her expertise in asset management, accounting, finance, business development, and investor relations ([LinkedIn](https://www.linkedin.com/in/marcy-o-connor-a151b113)).
Previous Experience:
Marcy has served as the Vice President of Investments and Vice President of Investor Relations and Accounting at Caddis from April 2013 to October 2018. Her role involved substantial responsibilities in financial reporting, financial analysis, and internal controls. Before her tenure at Caddis, Marcy was an Assistant Commercial Property Manager at Cost Realty and a Real Estate Agent at Berkshire Hathaway Homeservices.
Education:
- Masters in Accounting, Fordham University (2011 - 2012)
- Bachelor of Arts in Accounting, Southwestern Oklahoma State University (1997 - 2000)
Skills and Expertise
Marcy O'Connor brings a comprehensive skill set to her current role, which includes:
- Financial Reporting and Financial Analysis
- Financial Modeling
- Sarbanes-Oxley Compliance
- Financial Accounting
- Asset Management
- Internal Controls
- Strategic Planning
- Corporate Finance
Company Information: Birnam Wood Capital, LLC
- Focus: Private investment firm with a strategy to achieve compelling risk-adjusted returns, primarily outside the traditional public marketplace ([Company Website](https://birnamwood-capital.com/)).
- Services: Investment structuring focused on growth equity for private companies.
- Location: Dallas, TX
Notable Achievements and News
- Birnam Wood Capital has an active portfolio in various investment strategies, including notable equity investment in companies like Bloom Nutrition ([Birnam Wood Capital News](https://birnamwood-capital.com/news/)).
Contact Information
- LinkedIn Profile: [Marcy O'Connor](https://www.linkedin.com/in/marcy-o-connor-a151b113)
- Email: marcyoconnor@cs.com
- Phone Number: (412) 812-1469
Professional Insights:
Marcy O'Connor’s extensive background in accounting and finance, coupled with her strategic roles in business development and investor relations, signifies her pivotal contributions to both the firm's tactical and operational directions. Her leadership in financial management is instrumental in driving Birnam Wood Capital's investment strategies and maintaining its competitive edge in private equity investments.
