Amin Hariri, Finance Expert in San Francisco, CA, United States
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Amin Hariri

Verified Expert  in Finance

Finance Expert

Location
San Francisco, CA, United States
Toptal Member Since
November 3, 2020

Amin is an experienced finance professional and private equity investor, having served as the CFO of two middle-market companies and successfully executed buyout acquisitions representing over $1 billion of invested capital. After a successful 20+ year career, Amin is now advising founders and management teams on capital raising, business planning, and M&A efforts. He has experience working with both well-established and startup organizations in the business services and technology sectors.

Business DevelopmentUnderwritingFinancial ModelingCorporate FinanceCapital MarketsDue DiligencePrivate EquityVenture CapitalFintechInsuranceRevenue & Expense ProjectionsComparable Company AnalysisMergers & Acquisitions (M&A)Business Plan ConsultingInterim CFOStock Option ConsultingQuantitative Analysis

Career Highlights

Managing Member
Break Point Capital LLC
Investment Director
GI Partners
CFO
Two GI Partners Sponsored Portfolio Companies

Education Highlights

Master of Business Administration Degree (MBA)
The Wharton School at the University of Pennsylvania
Bachelor's Degree
University of California, San Diego

Certification Highlights

CFA
CFA institute

Case Studies

Work Experience

Managing Member

2019 - PRESENT
Break Point Capital LLC
  • Served on the board and invested in a software startup in the integrated payments space. Advised the company on its business planning and capital raising efforts, raising over $1.1 million in early-stage financing to date.
  • Created a detailed projection model and investor presentation deck for a startup in the cryptocurrency space. Helped define the target market, revenue model, unit economics, and overall business strategy.
  • Pursued buyout acquisitions of lower middle-market companies in the business services sector, focusing on defensible businesses generating recurring or predictable revenue streams, leading all underwriting and transaction structuring efforts.
  • Built a strong network of equity and debt investors available to fund acquisition opportunities.
Focus areas: Fintech, Pitch Decks, Family Office, United States, Capital Raising, Due Diligence, Financial Analysis, Financial Presentations, Precedent Transaction Analysis, Company Strategy, Capital Markets, Private Equity, Transaction Comparables, Transaction Modeling, Transaction Structuring, Private Company Valuation, Comparable Company Analysis, Board Presentations, Industry Analysis, Company Research, Revenue & Expense Projections, Three-statement Modeling, DCF Modeling, DCF Valuation, Fundraising, Business Strategy, Corporate Finance, Quantitative Analysis, Critical Thinking, Business Plan Consulting, Strategic Planning, Financial Modeling, M&A (Buy-side), IT Services, Dental Services Organizations, Facilities Management, Software as a Service (SaaS), Insurance, Cryptocurrency, Startups, Venture Capital, Mergers & Acquisitions (M&A), Financial Services, Technology, Seed Fundraising, Board of Directors, Acquisitions, Advisory, Business Services, Valuation, Term Sheet Negotiations, Valuation Modeling, Healthcare Services, Leveraged Buyout (LBO), Debt Financing, Credit/Debt, M&A Due Diligence (Financial)

Investment Director

2008 - 2018
GI Partners
  • Led private equity investments across companies in the services and technology sectors through sourcing, execution, value creation, and exit. Served as an active board member and advisor on several highly successful investments.
  • Led the acquisition of a leading facilities services company, driving growth through technology enablement, business improvement, and add-on acquisitions, resulting in revenues and EBITDA doubling over a 5-year period and a highly successful exit.
  • Backed a highly seasoned management team to create a new commercial real estate finance company, assisting with company formation, strategic growth and exit, and growing the market cap to $1.7 billion at the time of IPO.
  • Helped execute an investment in a growing cable and broadband provider, managing all aspects of the investment from origination through the exit, nearly doubling EBITDA over five years and resulting in a highly successful exit.
  • Participated in several investments in the data center/IT infrastructure space, helping acquire, grow, and exit the investments. Relevant businesses include a dedicated hosting provider, a cloud computing platform, and a co-location provider.
  • Executed several other investments across the technology, telecommunications, and business services sectors, closely collaborating with founders and management teams to create enduring value.
  • Led several internal firm development initiatives, including recruiting efforts for junior and mid-level professionals and the portfolio’s annual audited valuation process.
Focus areas: Entertainment & Leisure, Fintech, Pitch Decks, Data Centers, United States, Capital Raising, Due Diligence, Management Incentive Packages, Employee Stock Options, Financial Analysis, Financial Presentations, Precedent Transaction Analysis, Company Strategy, Transaction Comparables, Transaction Modeling, Transaction Structuring, Private Company Valuation, Comparable Company Analysis, Board Presentations, Industry Analysis, Revenue & Expense Projections, Three-statement Modeling, DCF Modeling, DCF Valuation, Operations, Business Strategy, Corporate Finance, Quantitative Analysis, Critical Thinking, Business Plan Consulting, Strategic Planning, Financial Modeling, M&A (Sell-side), M&A (Buy-side), Capital Markets, IT Services, Banking & Finance, IT Infrastructure, Telecommunications, Facilities Management, Software as a Service (SaaS), Insurance, Venture Capital, Mergers & Acquisitions (M&A), Financial Services, Technology, Acquisitions, Private Equity, Portfolio Management, Fundraising, Investments, Transportation & Shipping, Business Services, Valuation, Transportation & Logistics, Term Sheet Negotiations, Valuation Modeling, Healthcare Services, Leveraged Buyout (LBO), Debt Financing, Credit/Debt, Underwriting, Lending

CFO

2006 - 2008
Two GI Partners Sponsored Portfolio Companies
  • Served as the interim CFO of one of the leading luxury-tier wine brands in Napa Valley. Led all aspects of the finance function and completed several value-enhancing projects, such as unit costing, which led to improved product profitability.
  • Served as the CFO of one of the largest independent movie production studio lots in Los Angeles. Managed all accounting and financial reporting functions.
  • Collaborated with the CEO as a strategic thought partner to identify and implement various business development, revenue enhancing and acquisition initiatives, resulting in significant bottom line contribution and increased exit value.
  • Built a fully staffed accounting department and implemented Netsuite ERP, leading to significantly enhanced accuracy, visibility, and management reporting capabilities.
Focus areas: Entertainment & Leisure, Pitch Decks, United States, Capital Raising, Due Diligence, Management Incentive Packages, Employee Stock Options, Financial Presentations, Company Strategy, Capital Markets, Private Equity, Board Presentations, Revenue & Expense Projections, Three-statement Modeling, Operations, Corporate Finance, Quantitative Analysis, Critical Thinking, Strategic Planning, Financial Modeling, Business Strategy, Financial Analysis, CFO, Interim CFO, Valuation, Term Sheet Negotiations, Valuation Modeling, Leveraged Buyout (LBO), Debt Financing, Credit/Debt
2002 - 2004

Master of Business Administration Degree (MBA) in Finance

The Wharton School at the University of Pennsylvania - Philadelphia, Pennsylvania, USA

1992 - 1996

Bachelor's Degree in Structural Engineering

University of California, San Diego - San Diego, California, USA

JANUARY 2000 - PRESENT

CFA

CFA institute

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