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Alex Pugmire

Alex Pugmire

New York, NY, United States
Member since March 20, 2017
At Goldman Sachs, Alex was a top-ranked investment banking associate and worked on the team that executed one of the Industrials group's largest deals - the sale of ADT to Apollo Global Management. He enjoys Toptal because he gets to work one-on-one with interesting companies on some of their most challenging projects, advising them on potential M&A, leveraged buyouts, divestitures and capital allocation strategies.
Alex is now available for hire
Career Highlights
Education
Case studies
Industry Expertise
  • Asset Management
  • Capital Markets
  • Industrial & Manufacturing
Other Expertise
  • Financial Modeling
  • Leveraged Buyout Model
  • Mergers & Acquisitions (M&A)
  • Three Statement Operating Model
  • Valuation
Employment
  • Co-Founder
    2017 - PRESENT
    Point-To-Point Communications, Inc.
    • Created an investor presentation and led all fundraising activities involved with raising over a $1 million in capital from commercial banks.
    • Structured a $3 million deal for the existing engineering firm; drafted the sale and purchase agreement with legal team.
    • Built and maintained the internal financial model.
    • Devised the internal strategy and developed accompanying business plan.
    • Conducted extensive market research and competitive analysis.
    • Managed all cash, expenditures, and financial reporting, including working with outsourced bookkeeping and accounting support.
    Focus areas: Financial Planning & Analysis (FP&A), Financial Modeling, Valuation, Fundraising, Business Plan Development, Revenue & Expense Projections, Budgeting, Capital Structuring, Market Research
  • Associate
    2015 - 2017
    Goldman Sachs & Co.
    • Supported industrial companies on potential M&A, leveraged buyouts, divestitures and capital allocation strategies.
    • Advised ADT Corporation on a $12.4 billion sale to Apollo Global Management (closed May 2016): prepared Board materials detailing several operational and financial alternatives; worked on operating, LBO, and valuation models for ADT that were used in advisory and fairness materials.
    • Advised strategic, publicly traded buyer on acquisition of $600 million medical device company (inactive): created dynamic multi-scenario operating model, including bottom-up revenue build by facility and end market; detailed cost schedule and itemized synergy assumptions; performed valuation analysis on a range of scenarios (DCF, LBO, sum-of-the-parts); assessed pro forma impact on buyer under various synergy assumptions to establish preliminary bid range.
    • Prepared valuation materials for publicly traded specialty construction business on a potential $5 billion sale (inactive) using DCF, LBO, public company comparables, and precedent transaction analysis.
    • Managed junior deal teams across projects and served as liaison between clients and senior bankers.
    Focus areas: Mergers & Acquisitions (M&A), Leveraged Buyout Model, Valuation, Three Statement Operating Model
  • Summer Associate, Corporate Banking & Securities
    2014 - 2014
    Deutsche Bank
    • Assisted with an M&A sell-side mandate for a disruptive automotive technology company; responsible for preparing the Confidential Information Memorandum, operating model, and DCF model.
    • Researched and selected comparable companies; performed valuation benchmarking for FinTech client pitches.
    • Managed the due diligence process for OnDeck Capital's $200 million IPO.
    Focus areas: Mergers & Acquisitions (M&A), Three Statement Operating Model, Valuation
  • Associate
    2010 - 2013
    J.P. Morgan Asset Management
    • Performed quantitative portfolio analyses; created models displaying portfolio composition, performance attribution, expected risk/return analysis, and risk metrics.
    • Created marketing materials, designed pitches, and articulated investment rationale to institutional clients resulting in over $4 billion in new inflows during 2012.
    • Regularly conducted competitive analyses by profiling similar funds, identifying industry trends, and analyzing the strengths and weaknesses of over 8,000 competitor products contributing to a 21% revenue increase in 2011.
    Focus areas: Capital Markets, Value Investing, Fundamental Analysis, Marketing, Product Strategy
  • Technology & Operations Analyst
    2007 - 2009
    J.P. Morgan Asset Management
    • Provided trade support to portfolio managers with the allocation of OTC derivatives.
    • Enhanced trade processing procedures, increasing work efficiency by 30% and reducing loopholes by 50%.
    Focus areas: Capital Markets, Fixed Income Derivatives, Equity Derivatives, Operational Finance
Education
  • Master of Business Administration (MBA) degree in Entrepreneurial Management
    2013 - 2015
    The Wharton School at the University of Pennsylvania - Philadelphia, PA, USA
  • Bachelor of Science degree in Finance
    2004 - 2007
    University at Buffalo, State University of New York - Buffalo, NY, USA
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