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

Finance Expert in San Francisco, CA, United States

Member since September 10, 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.
Amin is now available for hire

Career Highlights

Education

Select Certifications

  • CFA institute

Case studies

Industry Expertise

  • Finance
  • Banking
  • Investment Banking
  • Venture Capital & Private Equity
  • Insurance
  • Telecommunications
  • Transportation
  • Financial Modeling

Other Expertise

Employment

  • 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, completing a $800,000+ seed round.
    • Created a detailed projection model and investor presentation deck for a startup in the crypto-currency space. Helped define target market, revenue model, unit economics, and overall business strategy.
    • Pursued buyout acquisitions of lower middle market companies in the business services sector, with a focus 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 Operating Model, DCF Modeling, DCF Valuation, Fundraising, Business Strategy, Corporate Finance, Quantitative Analysis, Problem Solving, Critical Thinking, Business Plan Consultant, 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
  • 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 exit, nearly doubling EBITDA over five years and resulting in a highly successful exit.
    • Involved with 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 Operating Model, DCF Modeling, DCF Valuation, Operations, Business Strategy, Corporate Finance, Quantitative Analysis, Problem Solving, Critical Thinking, Business Plan Consultant, 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
  • 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 Operating Model, Operations, Corporate Finance, Quantitative Analysis, Problem Solving, Critical Thinking, Strategic Planning, Financial Modeling, Business Strategy, Financial Analysis, CFO, Interim CFO, Valuation, Term Sheet Negotiations, Valuation Modeling

Education

  • Master of Business Administration degree (MBA) in Finance
    2002 - 2004
    The Wharton School at the University of Pennsylvania - Philadelphia, Pennsylvania, USA
  • Bachelor's degree in Structural Engineering
    1992 - 1996
    University of California, San Diego - San Diego, California, USA

Certifications

  • CFA
    JANUARY 2000 - PRESENT
    CFA institute

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