Andrew Glaze, Finance Expert in Los Angeles, CA, United States
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Andrew Glaze

Verified Expert  in Finance

Finance Expert

Location
Los Angeles, CA, United States
Toptal Member Since
February 13, 2019

Andrew is a senior business executive with over 20 years of capital markets experience. He is also a Veteran. Andrew has sourced, analyzed, structured, and executed over $1 billion of public and private investments throughout his career. He uses his unique insight and experience to help business leaders optimize their financial structures to scale, reduce inefficiency and wasted time, and increase their bottom line

Fractional CFOInterim CFOChartered Financial Analyst (CFA)Private EquityCapital MarketsFinancial ModelingFundraisingMergers & Acquisitions (M&A)RiskMetricsVenture CapitalRevenue & Expense ProjectionsProject FinanceBusiness DevelopmentCredit AnalysisAviationIPO ConsultingStrategic Planning ConsultingBusiness Analysis

Career Highlights

Analyst
Standard General
Managing Director
Claar Advisors
Founder and Chief Investment Officer
Emys Capital

Education Highlights

Master of Business Administration (MBA) Degree
Columbia Business School
Bachelor's Degree
United States Military Academy at West Point

Certification Highlights

Board of Director Training
Stanford Law School - Director's College
Chartered Financial Analyst (CFA)
CFA Institute

Case Studies

Work Experience

CEO

2019 - PRESENT
Wealth Stack
  • Attained and maintained SEC registration as a digital investment advisor.
  • Successfully created an IRA investment product for small businesses, which includes integrating digital broker-dealers to drive wealth.
  • Completed the Independent Community Bank of America Accelerator https://www.icba.org/solutions/innovation/accelerator.
  • Mandated to raise $50 million in loans for www.surefox.com from investment banks and hedge funds.
Focus areas: Startups, Fintech, Fundraising, Deal Structuring, Term Sheet Advisory, Financing, Investment Banking, Financial Modeling, Valuation Modeling, P&L Forecasting, CFO, Technology, Software, Fractional CFO, Interim CFO, Risk Modeling, Mergers & Acquisitions (M&A), Revenue & Expense Projections, Forecasting, Revenue Modeling, Leadership, CEO, Quantitative Analysis, Strategy, Trading, Chartered Financial Analyst (CFA), Quantitative Risk Analysis, Apps, Product Development, Trading Systems, Bonds, Financial Services, Fixed Income Analysis, Online Banking, Digital Banking, Banking & Finance, Pitch Decks

Analyst

2016 - 2019
Standard General
  • Led activist campaign for a multi-billion publicly traded advertising business that achieved a 30%+ IRR and was nominated to the company’s board of directors, helping to drive material corporate governance improvements.
  • Sourced, analyzed, and led the investment process for $200+ million in long and short SaaS, media and consumer high-yield credit and equity positions, outperforming the market in aggregate.
  • Sourced and invested in Answers.com via a negotiated distressed debt purchase. Participated in the restructuring of the business including the sale of the enterprise SaaS business Webcollage to Gladson, a U.K. buyer.
  • Sourced, evaluated and led the negotiations for the purchase of other tobacco product companies as part of Turning Point Brands' (NYSE: TPB) $50 million M&A roll-up strategy.
  • Assisted in a $100 million special purpose vehicle capital raise.
  • Developed a network of CEOs, CFOs and board members across a broad number of technology, media, and consumer companies.
Focus areas: Investments, Technology, Cash Flow Modeling, Stock Trading, Rollups, Corporate Finance, Valuation Analysis, Financial Restructuring, Financial Modeling, Capital Structuring, Leveraged Buyout Modeling, Credit Analysis, Mergers & Acquisitions (M&A), Fundraising, Project Finance, Deal Structuring, Term Sheet Advisory, Financing, Investment Banking, Alternative Investments, Consumer Products, Valuation Modeling, P&L Forecasting, CFO, Fractional CFO, Interim CFO, Hedge Funds, Investment Funds, Asset Management, Risk Modeling, Pension Funds, RiskMetrics, Revenue & Expense Projections, Forecasting, Revenue Modeling, Leadership, Startups, Quantitative Analysis, Strategy, Trading, Chartered Financial Analyst (CFA), Quantitative Risk Analysis, Apps, Product Development, Trading Systems, Bonds, Financial Services, Fixed Income Analysis, Pitch Decks

Managing Director

2014 - 2016
Claar Advisors
  • Allocated and led analysis for $150 million in SaaS, media, and consumer-focused investments.
  • Sourced, evaluated and executed numerous venture investments including transportation platform Lyft and an early-stage international tower communication platform.
  • Sourced and led an investment in a payment technology platform, which became the fund's most substantial and best-performing asset.
  • Created and implemented a bespoke investment tracking platform which was used to enhance investment performance and idea throughput.
  • Built financial models to analyze the historical and projected impact of secular trends on portfolio companies’ financial performance.
Focus areas: Investments, Technology, Startup Funding, Financial Modeling, Valuation Analysis, Growth Equity, Private Equity, Fundraising, Deal Structuring, Term Sheet Advisory, Financing, Investment Banking, Alternative Investments, Consumer Products, Valuation Modeling, P&L Forecasting, Hedge Funds, Investment Funds, Asset Management, Risk Modeling, Pension Funds, Mergers & Acquisitions (M&A), RiskMetrics, Revenue & Expense Projections, Forecasting, Revenue Modeling, Leadership, Fintech, Quantitative Analysis, Strategy, Trading, Chartered Financial Analyst (CFA), Quantitative Risk Analysis, Bonds, Financial Services, Fixed Income Analysis, Pitch Decks

Founder and Chief Investment Officer

2009 - 2014
Emys Capital
  • Raised $10 million of seed capital in 2009, during one of the most challenging fundraising environments in recent history.
  • Recruited and managed a team of five full-time employees and four consultants.
  • Grew assets under management by 300% over three years via appreciation of the investment portfolio as well as new fundraising.
  • Created and presented a financial model to potential seed investors, negotiated seed deal terms, structured transaction, and executed the necessary legal agreements.
  • Led investments in technology, media and consumer sector which materially outperformed the market.
Focus areas: Transaction Structuring, Risk Analysis, Investment Portfolio Management, Communication, Leadership, Business Development, Valuation Analysis, Operations, Startups, Capital Raising, Fundraising, Project Finance, Deal Structuring, Term Sheet Advisory, Financing, Investment Banking, Alternative Investments, Financial Modeling, Consumer Products, Valuation Modeling, P&L Forecasting, CFO, Technology, Software, Fractional CFO, Interim CFO, Hedge Funds, Investment Funds, Asset Management, Risk Modeling, Pension Funds, Mergers & Acquisitions (M&A), RiskMetrics, Revenue & Expense Projections, Forecasting, Revenue Modeling, Fintech, CEO, Quantitative Analysis, Strategy, Trading, Chartered Financial Analyst (CFA), Apps, Trading Systems, Bonds, Financial Services, Fixed Income Analysis, Pitch Decks

Associate

2007 - 2009
Merrill Lynch
  • Worked with high-growth SaaS company Archipelago Learning on a dual-track IPO and sale process.
  • Advised Del Monte on the $360 million sale of Starkist Tuna to Dongwon of South Korea. This transaction was the largest consumer M&A deal of the year in South Korea.
  • Worked with senior management and clients to analyze, structure, and execute mergers, acquisitions, divestitures, leveraged buyouts, sales, IPOs, and recapitalizations in the consumer sector.
  • Assist BLB investors in a $500 million term loan add-on offering.
  • Advised the sell-side process of Campbell Soup's subsidiary Godiva for $850 million.
Focus areas: Capital Structuring, Financial Modeling, Corporate Finance, Leveraged Buyout Modeling, Valuation Analysis, Mergers & Acquisitions (M&A), Initial Public Offerings, Revenue Modeling, Leadership, Fintech, Quantitative Analysis, Strategy, Trading, Chartered Financial Analyst (CFA), Bonds, Financial Services, Fixed Income Analysis, Pitch Decks

Captain

2000 - 2005
US Army
  • Oversaw 500 artillery rounds fired without friendly fire casualty, loss of any of 2,000 supported soldiers, or loss of supported aircraft whose value totaled an aggregate of $1.2 billion.
  • Presented situational analysis concerning new techniques to integrate artillery and Army Attack Aviation to Lieutenant General Sanchez, the Commander of all ground forces in Iraq.
  • Developed a proprietary, innovative targeting strategy and, as a Captain, was assigned to be a Brigade Fire Support Officer in Baghdad, Iraq, a position typically held by an officer with seven years more seniority.
  • Led a team of over 100 soldiers on numerous training and live fire missions in Ft. Hood Texas and Baghdad, Iraq. As a result of the rigorous training implemented, my team suffered minimal casualties while accomplishing all of our mission objectives in Baghdad, Iraq.
  • Awarded the Army Commendation Medal for meritorious service in the face of enemy attacks.
Focus areas: Strategy, Aerospace & Defense, Communication, Trading, Operations Management, Operations, Aviation, Predictive Analytics, Leadership, CEO, Quantitative Analysis
2005 - 2007

Master of Business Administration (MBA) Degree in Finance

Columbia Business School - New York, NY

1996 - 2000

Bachelor's Degree in Computer Science

United States Military Academy at West Point - West Point, NY

JANUARY 2018 - PRESENT

Board of Director Training

Stanford Law School - Director's College

JUNE 2009 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

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